Making the move
Transitioning from Excel to a treasury management system
» Current Situation
» The market over time
» The continuum of solutions and requirements
» Why make the switch? Making your case in the new environment
» Moving forward
As technology continues to democratize, many firms currently using Excel may discover that, for the first time, they now have a better option than to limp along with inefficient, error-prone manual processes. This eBook walks firms through the new calculus of deciding when it’s time to make the switch from Excel to a TMS and offers guidance on preparing for the transition and gathering support when the time comes.
Request a copy today for a complete guide to TMS transition
Please fill out the form below to request your copy of the eBook.
If you encounter any issues with reserving your copy of the guide, please contact our team. It can take a few minutes for the confirmation email to come through.