three+one helps the US public sector and higher education institutions to manage and maximise the value of their cash.
Its liquidity analysis tool, cashVest, gives clients invaluable insights into where they can earn more interest, reduce costs, and gain efficiencies.
But there was a clear opportunity to evolve the tool to drive operational efficiencies and deliver more value to clients.
Client reports were not available electronically, for example, and clients and staff had to exchange information via phone or email as there was no customer portal.
What’s more, three+one staff had to manually input data into the backend system to run the analysis, and then invest hours per month creating each client’s PDF report.
three+one was therefore looking to drive better client and business outcomes. It believed that the development of a client portal that enabled electronic reporting was the best place to start.