Buyer’s Guide

Treasury and Risk Management Solution

lgIcon_cloudTreasuryA carefully planned treasury strategy can have a strategic impact on your abilities to manage cash and risk holistically, scale to future business needs and streamline enterprise-wide collaboration.

While you might know the value of implementing an integrated Software-as-a-Service solution for Treasury and Risk Management (TRM), does your executive team?

Our Advanced TRM buyer’s guide will walk you through the key steps to evaluate your treasury requirements, achieve executive buy-in and implement a TRM solution. Fill the form and get access to the three part series below:

Part 1:Learn how to secure buy-in and build the Internal Business Case

  • Treasury Needs Assessment Checklist
  • Cost Benefit Analysis Worksheet
  • Sample Request for Information (RFI) Template

Part 2: Learn best practices for Technical Review and Selection

  • Evaluation and Requirements Checklist
  • Request for Proposal (RFP) Template
  • Vendor Demo Agenda Template

Part 3: Get your Implementation and Deployment guides

  • Vendor Selection Questionnaire
  • Implementation Checklist

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