This second annual survey, underwritten by Bottomline Technologies, covers a broad range of current practices and seeks to determine future methods of preventing fraud and implementing a strong controls system for treasury.
The Digital Corporate Bank: Land and Expand Strategies Easing the Corporate Experience | Part 1: Land
Please join us as we explore what corporates expect from their financial services providers, and how banks are moving to a more connected digital experience, beyond unified self-service channels, laying the digital baseline to optimize client service, maximize revenues & reduce costs. All attendees are eligible for 1.2 CTP recertification credits from the Association for Financial Professionals.
Please join us as we cover the essentials for initiating payments globally and managing financial messages. All attendees are eligible for 1.2 CTP recertification credits from the Association for Financial Professionals.
This brand new survey draws out practices, plans, perceptions, drivers, and strategies as seen across a variety of corporations and banks in an intentional and useful segmented manner. Both treasury and payment professionals need to know what others are doing, thinking, and where they plan to focus their attention and spend in the world of B2B Payments.
This report exists to help you understand the components of the treasury technology industry by providing current data and strategic insight. Don’t miss the DEFINITIVE guide and download it today.
You’ve seen the report, now learn more about what a Treasury Aggregator is and what it can do for you. Join us on this blog series to learn even more about Treasury Aggregators.
Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.
Advise Our Clients.
All of our consultants have practical, hands-on experience in corporate treasury environments, having held various senior management and leadership roles in numerous industries. Being able to pull on this experience, our consultants have the ability to understand that solutions and advice must be unique and contextualized to fit your organization’s specific situation. Each consultant will be able to walk you through a customized process from beginning to end, and confidently answer any questions you may have along the way.
Inform the Industry.
Informing the industry is an integral part of what drives our mission. In order for the industry to advance and stay ahead of the chaos of the environment, professionals need to be aware of the leading practices that can help stabilize their companies. We aim to fill this hole by creating our own primary market research. Using this, we are able to give relevant and up-to-date information in our webinars, reports, and visual guides. We can help you fill any gaps you might have in your company.
Global & Domestic Treasury
Financial Risk Management
Treasury & Risk Technology
Working Capital Optimization
The term Treasury Aggregator may not be one with which most treasurers or financial professionals are familiar. The term is used to define the technology solutions that offer enhanced multibanking capabilities to clients for handling payments, reporting, and many...
You’ve picked a TMS… now what? The second step in your implementation plan is figuring out how to set realistic timelines for your bank onboarding.
UPDATE: FinCEN has released another FBAR filing extension as of December 16th 2016. This is an extension for INDIVIDUAL filers with signature authority over BUT NO FINANCIAL INTEREST in one or more financial accounts. The new time granted for these filers is April...
You’ve picked a TMS… now what? The first step in your implementation plan is figuring out how to best onboard your banks.