CacheMatrix White Paper Addresses Banks' Demand for Institutional Money Fund Portals

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CacheMatrix Holdings, LLC, a leading provider of institutional money market fund trading technology to banks, today issued a white paper on the growing interest among CFOs and treasury officers in institutional money fund portals for managing cash holdings.

CacheMatrix Holdings, LLC, a leading provider of institutional money market fund trading technology to banks, today issued a white paper on the growing interest among CFOs and treasury officers in institutional money fund portals for managing cash holdings.

The paper, titled “Building Trust -- How Banks are Attracting and Retaining Business Clients with Institutional Money Fund Portals,” was written by CacheMatrix Founder and CEO George Hagerman. It provides details on the key reasons why corporate treasurers are integrating a money fund portal into treasury operations at an accelerated pace -- and why banks are quickly adopting money fund portals to attract and retain institutional clients.

“As the demand for portals grows, banks and other financial institutions are coming to realize that institutional money fund portals are a ‘must-have’ product for their corporate clients,” said Hagerman. “Our examination of the market gives insight into what treasurers are looking for when it comes to a single-source platform for researching, trading and monitoring money fund accounts.”

The report outlines the competitive pressures that are driving innovation in the area of cash management, particularly institutional money market funds -- a market that has grown rapidly in recent years, accounting for as much as 25 percent of the $5 trillion in business short term assets. For banks and other financial institutions competing to acquire new corporate relationships and protect their existing client base, the report outlines six major portal benefits that CFOs and treasurers identified, including:

  •      Time Savings/Speed of Execution
  •     One-Stop Shop
  •     Simplification/Vendor Consolidation
  •     Cost Savings
  •     Investment Transparency
  •     Centralized Secure Process for Treasury Functions

To receive a copy of “Building Trust -- How Banks are Attracting and Retaining Business Clients with Institutional Money Fund Portals”, call CacheMatrix at (877) 564-0225.

About CacheMatrix Holdings, LLC

CacheMatrix provides a turnkey portal technology enabling banks and other financial services firms to offer its corporate treasury clients one-stop access traders a choice of institutional money market funds and a convenient, single-source platform for managing them, including access to comprehensive analysis, online trading, and account management. For more information, visit http://www.cachematrix.com.

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Morrison Shafroth

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