Corporate Clients
Bank Clients
Other Clients
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Corporate Clients

Advisory Services

We offer advisory and good practice benchmarking services in the following areas:

Treasury organisation and strategy
  • How do I structure my treasury for optimum efficiency?
  • Should my Treasury be global versus local?
  • How does Treasury add value to my operating businesses?
  • Is Treasury properly controlled?

  • Bank relationship management
  • Do I have too many banks?
  • How do I reduce my bank relationships?
  • How do I leverage my bank relationships?
  • How do banks meet the needs of operating businesses?

  • Treasury systems strategy
  • What systems do I need?
  • How do I comply with corporate IS strategy?

  • Treasury, payment, collection “health checks”
  • How are we doing?
  • Is my treasury “fit for purpose”?