For more than a century, Transamerica has offered financial services solutions with the goal of making financial security more widely available. Today, the company offers life insurance, health insurance, annuities, and retirement savings vehicles.

Numerous acquisitions through the years led to a situation in which Transamerica's liquidity management function was decentralized. The firm had five different workstreams producing operations-related cash flows to cover the liquidity needs of its various product lines. The staff of the company's chief investment office performed corporate-level data aggregation and forecasting, but overall they lacked visibility into the forecast-vs.-actuals experience.