TMS Toolkit Series - TMS Selection: Leading Practices Webinar

Join Craig Jeffery of Strategic Treasurer and Ashley Pater of GTreasury for a webinar on key principles necessary for a selection that results in lasting success.

TMS Selection: Leading Practices Webinar

Date:     Tuesday, July 14, 2020

Time:    11:00 AM-12:00 PM EDT

Where:  This is an online event.

GTreasury
Since modern TMS typically last for well over a decade and affect the efficiency and effectiveness of treasury operations on a daily basis, the stakes in selecting the right solution and vendor are high.

This webinar will discuss the key principles necessary for a selection that results in lasting success and will walk through the process step by step. Topics will include finding a vendor who can partner with your firm long-term, product road maps, critical business requirements, and getting the most out of RFI, RFP and demonstration experiences.

If you encounter any issues with this webinar replay, please contact our team.

Download the webinar deck here:

Download the eBook Today!

TMS Toolkit - Selection

This eBook, the third in the TMS Toolkit series, covers the key principles necessary for a selection that will result in lasting success and walks the reader through each step of the selection process. Topics include finding a vendor who can partner with your firm long-term, product road maps, critical business requirements, and getting the most out of RFI, RFP and demonstration experiences.

You may also be interested in:

Webinar: Corporate Treasury: Requirements for Optimized Service | October 7

Webinar: Corporate Treasury: Requirements for Optimized Service | October 7

If the customer is always right, but their expectations change over time and by age cohort, how can we understand what optimized customer service looks like? How will that vary over time for commercial and corporate customers of banks? Service-channel preferences are shaped by task type, urgency, frustration level, and speed of response. When do customers prefer self-service, AI/chatbot assistance, or direct human interaction? With insights from the treasury and banking industries, this webinar will explore how treasury professionals can evaluate and influence these dynamics to strengthen their organization’s banking relationships and service outcomes.

Webinar: Working Capital Without the Work: Turning Receivables into Cash with AI-Powered Automation | October 9

Webinar: Working Capital Without the Work: Turning Receivables into Cash with AI-Powered Automation | October 9

This webinar will explore how AI-powered tools can unlock receivables and strengthen working capital. Attendees will learn how automation can drive more predictable cash flows, lower days sales outstanding (DSO), and reduce bad debt through improved credit and collections practices. The session will also highlight strategies for evaluating solutions to ensure they align with organizational needs and support long-term scalability.