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TMS Toolkit – TMS Selection: Leading Practices – GTreasury
TMS TOOLKIT » The Goal » Critical Business Requirements » Understanding the Technology » Partnering with a Company » Building the Case » Selection Process » Preparing for Implementation » Looking Ahead » About the FirmsProvided by GTreasury, Powered by Strategic...
Webinar: TMS Selection: Leading Practices
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.
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Webinar: A Review of COVID-19’s Impact on Treasury: From Crisis to Recovery
This webinar will review the results to date and dive into cross cuts of the data and what organizations can do as we move from crisis to recovery.
Webinar: Improving Treasury & Payments During the Recovery
Join Craig Jeffery of Strategic Treasurer and Jörg Wiemer and Jonathan Paquette of TIS as they discuss risks in the payment processes, responses to the threats by your peers from recent survey data, and actions, and processes to improve payment activity and compliance.
Making the Move eBook – 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.
Webinar: Comprehensive Liquidity & Supply Chain Resiliency
Join Craig Jeffery of Strategic Treasurer and Vincent Beerman of Taulia for a webinar on overcoming challenges and ensuring liquidity through various levers.
Webinar: Making the Move
Join Craig Jeffery of Strategic Treasurer and Stacey Lloyd-Jones of ION Treasury for a webinar on how to make your case to transition to a TMS.
2020 Insurance Treasury Survey
Survey Results Insurance Treasury This brand-new survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for insurance companies heading into 2020. Results from this survey are compared against data obtained from the...
Webinar: A Review of COVID-19’s Impact on Treasury: The First 8 Weeks
This webinar will review the first 8 weeks of the Global Crisis Monitor results on the COVID-19 global pandemic, dive into cross cuts of the data, and what organizations can do moving forward.
Best Practice TMS Replacement with BELLIN – FinTech HotSeat
Best Practice TMS Implementation Expert Interview Implementing a Treasury Management System is inevitably challenging, but approaching it carefully and following best practices can help your organization get the most out of the system you’ve invested in and can help...
Simplifying the Banking Experience with Wells Fargo – FinTech HotSeat
Simplifying the Banking Experience Expert Interview Wells Fargo is using technologies such as APIs to “bring the bank to the customer” and service pain points in financial workflows. Craig Jeffery, Managing Partner at Strategic Treasurer, LLC, sits down with Chad...