Hi Community, To expand on @Hiwad_J mention of the PEXA Planner the tool that we are piloting for PEXA. This tool allows a greater visibility of our pipeline and on the day settlements. Allowing us to view each time slot on the day and out to 4 weeks from the settlement date for the financial settlements. This enables us to see what files are outstanding and initiate a follow up action. PEXA Planner has colour coding to easily identify rollovers, not signed (FSS/Docs), DA not received, Settlement date not Accepted etc. We have found that the 12pm and 2pm time slots are the most popular and have ensured our staffing levels around these times are fulfilled. PEXA Planner is also provides us with the details we require for on the day settlement when re-signing is required or a settlement has rolled over and we need to keep an eye on it. We’ve found it great to use so far, and look forward to the Pilot ending and further roll out to our teams so each team member can use it and be even more proactive to be ready for settlement. Regards Sarah (SGB/BOM/BankSA)
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