Industry Insights
State of the Treasury
2016 State of the Treasury Profession: Doing More with More
Click here to download the presentation. Click here to access the recording. Click here to access a condensed event video. The 10th annual State of the Treasury Profession webinar, details the top-priority projects planned for 2016. Listen to the recording or download the presentation to hear us draw on our deep experience with corporations and
industry insight
What’s Your Treasury Management Sales Team ROI?
You’ve invested in your product set, your online channel, and hiring the best talent. Why is your overall business performance not reflecting those investments? During this 20-minute “virtual coffee break,” we explore the key factors that drive sales performance and how you can maximize your growth for 2016. Treasury Strategies TSISalesEffectiveness120315.pdf
Articles
Rising Rates Mean a Rethink for Treasurers
The October U.S. employment report released last week depicted a healthy job market, indicating that the Federal Reserve may finally start to raise short-term interest rates. For treasurers, a Fed move would signal a whole new ball game in which rising rates could affect their borrowing, short-term investing, and currency exposures. “Most companies we see
industry insight
Product vs. Sales – The Great Debate
Click here to download the presentation. Click here to access the recording. These quick 20-minute “virtual coffee break” chats highlight key issues within the industry and ways Treasury Strategies can help your business succeed. The great debate within the Treasury Management business continues between the Product Management and Sales teams. Product says… You’re not selling
Articles
Technology Transformation for a Best-in-Class Treasury Function
We appointed an external consultant to support the process of selecting and acquiring a TMS. We did not have TMS experience within the treasury team, which was all new, and our IT organisation had been restructured, moving to an outsourced support model, so we needed to access specialist expertise and project management skills externally. Dana
Articles
Improving Treasury Onboarding: The Power of Paperless
Financial institutions and corporations are desperate for a simpler onboarding process, but banks’ paper-intensive methods are costly, error-prone, and time-consuming for sales and support teams. Paperless treasury has proven to help banks reduce costs, increase customer satisfaction and free sales teams to spend more time improving the customer experience. WAUSAU Financial Systems Improving Treasury Onboarding_The
Articles
Global Treasury Benchmarking Survey Results Presentation
The survey results will provide you with valuable insights into how your treasury operation compares to your peers around the world. We’ll look at Treasury’s changing scope and structure and how technology is playing an important role in these changes. Key findings include : 92% of finance professionals consider Treasury to be a key contributor to
White Paper
Collateral Scarcity: An Approach to Preventing Market Stress from Becoming Contagion
Since the financial crisis of 2007 and 2008, regulators around the world have been working diligently to strengthen policies to stabilize the global financial system and prevent or mitigate future crises. Policymakers are focused on several items to ensure regulatory changes attain their fundamental objectives: • The underlying factors that lead to crisis • Changing macroeconomic
Technology Briefing
Treasury Technology Briefing – TMS Optimization – Getting the Most From Your Investment
Click here to download the presentation. Click here to access the recording. Treasury technology continues to grow in importance. According to a recent survey, upgrading or enhancing a TMS is a project noted by 42% of TMS users. Companies are replacing siloed and archaic treasury systems with better integrated, more functionally robust global solutions. This
Articles
Pricing Excellence in Corporate Banking: The Pressure is On
Success in the post-crisis world for both banks and their corporate customers will depend heavily on their ability to adapt and respond to change. While investments in organizational improvements and technology must be made to keep up with regulatory requirements, there is an opportunity to leverage compliance spending to simultaneously develop pricing excellence. Simplifying processes,