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Treasury and Finance Intelligence

Treasury and Finance Intelligence

Digitising funding, trust management and reporting

Treasury and Finance Intelligence is a digital workflow solution which helps streamline and automate your end-to-end trust management, pool selection and funding process, with seamless integration to investors, credit rating agencies and regulator reporting.

With fully integrated and automated International Financial Reporting Standard (IFRS)9 loss provisioning solution, Treasury and Finance Intelligence helps deliver increased business scalability, capture insights and enhance compliance.

Explainer, Treasury and Finance Intelligence

Learn how you can manage risk, automate trust management and funding processes while measuring success with our innovative cloud-native SaaS solution. Purpose built for Australian treasury and finance teams to enable your success.

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Explainer, Treasury and Finance Intelligence

Key features

Case study: Athena Home Loans

Drawing strategic insight from Perpetual Intelligence.We interview Neil Murchie, CIO of Athena Home Loans, about how they use Perpetual Intelligence to inform their digital mortgage lending operations.

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Case study: Athena Home Loans
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To find out more:

Email us at pctsales@perpetual.com.au to discuss how our Perpetual’s Treasury and Finance modules can reduce risk, enhance the investor experience and free your team to focus on growth.

Meet the team

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Glen Dogan
General Manager Sales & Marketing, Perpetual Corporate Trust
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Huw Moorcraft
Account Director, Data & Analytics Solutions
Glen Dogan
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Glen Dogan

General Manager Sales & Marketing, Perpetual Corporate Trust
Bio

Glen has responsibility for sales and marketing strategies across Funds Management, Debt Markets and Perpetual Digital service offerings. He has spent the past seven years managing the PCT sales team and its growing client base in Australia, the Asia Pacific, Europe and the Americas. His strengths are in developing client relationships and executing against business development and marketing strategies - skills he has honed over 20 years in the financial services industry.

Prior to Glen’s current role, he was the Senior Vice President of Sales and Marketing in Perpetual’s Singapore business, where he was instrumental in growing the company’s Asian trustee business.  He was primarily responsible for helping clients list their fund vehicles on the Singapore Stock Exchange as well as assisting them with cross-border transactions into Australia.

Glen holds a Bachelor of Accounting and sits on the Perpetual Corporate Trust Investment Committee.

Huw Moorcraft
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Huw Moorcraft

Account Director, Data & Analytics Solutions
Bio

Huw has responsibility for leading business development, sales strategy and client relationships for Perpetual Digital; Perpetual Corporate Trust’s (PCT) innovation company.

Huw has extensive experience working with financial services and banking organisations – both in Australia and internationally – to help them digitally transform to regain and retain their strategic advantage.

At PCT Huw helps businesses become more effective, economical and efficient while at the same time maximising cyber security and ensuring regulatory compliance.  He does this by helping clients solve complex operational challenges to support their business strategy, enabling them to move away from legacy technology, manual processes and spreadsheets onto cloud-based Software-as-a-Service.

Huw joined Perpetual in early 2019, having spent the previous 10 years in software account management specialising in process automation, enterprise architecture and operational risk management within banking and financial services sectors. Huw holds a Batchelor of science (BSc) in Ocean Science.

Data and analytics solutions are provided by Perpetual Digital Pty Ltd ABN 62 626 891 978 (Perpetual Digital). This publication contains general information for wholesale clients only. Without limitation, this publication and the content in the Perpetual Intelligence platform (Content) is not intended and should not be used as: (a) an invitation to enter into any legal agreement of any kind; (b) a recommendation, offer or invitation to subscribe for or purchase any investments, securities or financial products of any party (including Perpetual Digital); (c) a substitute for professional financial advice with respect to particular circumstance; or any indicator or prediction of future activity in the financial services industry. As Perpetual Digital does not hold an Australian financial services licence, the Content does not constitute financial product advice. Except as required by law, no responsibility is accepted by Perpetual Digital or its related bodies corporate or any of their officers, employees, agents or associates, for any of the Content or for any action taken by a recipient on the basis of the Content.

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