Technology Selection

Vendor selection can be time-consuming and confusing. It can be tough to differentiate the steak from the sizzle—to wade through the customization versus configuration debate—in order to find meaningful points of vendor differentiation.

Treasury Strategies’ veteran team has been through this process many times. We know the ropes and will help you:

  • Define and prioritize business and IT requirements
  • Ensure potential vendors meet those requirements
  • Manage the RFP process
  • Develop demonstration scripts and facilitate vendor presentations
  • Advise on negotiations

We have experience and depth across an array of technology systems, including:

    • Treasury Management Systems
    • ERP Treasury Modules
    • Risk Management and Analytics Systems
    • Online Trading Platforms & Portals
    • FX Software
    • Debt & Investment Systems
    • SWIFT

Join our LinkedIn networking group Treasury Technology