Treasury Management

We help our clients align strategic intent (mission, goals, objectives) with funded initiatives. Services include:

• Crowd funding (FUND4IDEAS): Partnership to help crowdfund innovative ideas for start-up
• Strategic planning: identifying and developing capabilities, personnel and intelligence
• Organizational structure analysis: determining how the organization supports treasury management business payment strategy. Restructuring where necessary
• Mergers and acquisitions
• Evaluation, selection, and relationship management of payment providers
• Compliance and risk management review
• Pricing and performance benchmarking
• Training, education, and meeting facilitation
• Executive coaching and mentoring
• For financial institutions: organization and management of sales, product management, relationship management,risk management, project management, and product development
• Evaluation, selection, and implementation of products and services
• Development, review, and documentation of policies and procedures