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.

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!

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:
#365 – Leading Practices in Treasury: Compliance and Leveraging Networks
In this episode, Paul Galloway joins Pushpendra Mehta to explore compliance and network optimization in treasury.
#364 – Intelligent Automation: Modernizing Collection Activity with Deluxe
As payment methods diversify and customer expectations increase, the traditional collection and lockbox processing model must evolve. Deluxe’s Dave Boyce sits down with Craig Jeffery on the Treasury Update Podcast to talk about the latest capabilities lockbox providers can use to improve their existing processes and meet the growing needs of corporations.
#363 – Applying AI in Treasury: Use Cases, Cautions, and What’s Next
In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what’s coming? Listen in to learn more.