Making the move

Transitioning from Excel to a treasury management system

What's Inside?

» 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

Making the move eBook - Strategic Treasurer & ION Treasury

This publication is brought to you by

ION Treasury

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.

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2023 Treasury Perspectives