Approach

The starting point for TreasurUp is jointly defining commercial goals. The main goal for TreasurUp is to understand your bank and your regional market and to

adjust our product accordingly. The platform is just one thing, the people who need to make it a commercial success are at least as important.

The starting point for TreasurUp is jointly defining commercial goals. The main goal for TreasurUp is to understand your bank and your regional market and to adjust our product accordingly. The platform is just one thing, the people who need to make it a commercial success are at least as important.

A white

label solution

TreasurUp provides services to banks. These include treasury modules and training to support banks in getting the most out of their online corporate banking. TreasurUp develops partnerships with banks and wants to learn from their client portfolio and regional behaviours. The implementation of TreasurUp usually takes 2 to 4 months. The main components to be implemented include:

White Label Example

A white-label solution

Training

Training of the front office and support desk(s) with the aim of familiarising them with running TreasurUp.

Personalised branding

Applying the bank's corporate branding including color schemes, fonts and logo.

Connectivity

Connectivity with the bank's core platforms. Depending on the modules a bank wishes to use, connections will need to be made to an FX pricing and trading platform (and sometimes separately to a limit management platform), a payments infrastructure or a lending platform. In case of central user management, also a link to a user repository may be required.

Asking the right questions to corporates to learn how they work and what systems they use

Matching the corporate's way of working with the TreasurUp modules and channels

Collecting suggestions for improvements and new functionalities

Learning what is unique about the bank's new offering with TreasurUp (USPs)

Getting into the monthly flow of new functionality releases (we continue developing TreasurUp in order to remain relevant for your corporate clients!)

Analysing user behaviour on the platform and acting on it.

Training your front office

Offering integrated treasury solutions does not go without consultative sales, a solid understanding of the platform and gathering requirements to make it even better. To make sure that your treasury advisors are fully up-to-speed, we offer commercial training and support by our experts.

Besides training the technical specialists at your bank, TreasurUp is focused on achieving your business goals together. To do so, we offer additional front office training in which we focus on the following: