Strategic challenges
Problems banks face
Losing clients
Audit issues
Competitive Challenges
Effective up- and cross sell (wallet growth)
Losing flow
Front-office too busy with operational non-commercial tasks
Limited IT capacity for business ambitions
Silo'd operations of Markets and Transaction Banking
Best-in-market daily business banking.
Competition analysis
Other banks
What do other banks in your region(s) offer and what are their strengths?
Fintechs/brokers
Which non-bank players are gaining ground and for which products?
Bank strategy intake
What does the bank want to achieve in the next 2 years?
Main USPs/targets
Utilizing the bank’s assets
Assessment of banks products
Client network
Ecosystem
USPs
Concept design
Solution design
Prototype
Presentation
Technology / architecture intake
From strategy to execution.
In this strategic session, we’ll explore actionable ways to expand your bank’s FX proposition, improve client experience, and strengthen your competitive edge.
A process with TreasurUp
STEP 1
Exploration & Strategy
- Define where investment is required to gain a competitive advantage
STEP 2
Concept Development
- TreasurUp to develop a business concept and prototype
- Bank (and TreasurUp) to validate with business clients
STEP 3
Alignment & Planning
- Business, IT, security and regulatory workshops
Engagement proposal - GO/NO-GO for overall solution
STEP 4
Execution & Delivery
- Implementation of total solutions
STEP 5
Continuous Improvement
- TreasurUp continuously adds to features and maintains the service through regular releases. Bank specific customisations can be supported.
Schedule a strategic session
Click on the relationship manager in your region to get in touch
Want to know more about our Solutions?
TreasurUp has transformationally changed the following business features
FX
Simple trading for small companies (incl mobile trading), automated algo-based hedging for advanced hedging companies
ERP and multi-bank Connectivity
Retrieving AP/AR and other transaction data instantly
Cash flow forecasting
Consolidation of forecasts without Excel sheets and direct access to bank products (credit and debit)
Liquidity insights
Treasury-oriented views on cash flows: from data to actionable information
Automated liquidity: self-service and set
& forget liquidity rules for
TreasurUp to continuously add new features, keep platform up-to-date and implement requests from your bank
Investment products for corporates
Building a portfolio based on investment rules