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