We provide comprehensive Treasury Management Consulting Services designed to help financial institutions grow and succeed. Our expert team offers three levels of services tailored to meet your unique needs. Whether you’re looking to evaluate your current capabilities, develop strategic initiatives, or implement and manage treasury functions, DeNovo Treasury has the expertise to guide you every step of the way.
Expert Treasury Management Solutions
Assessments
Let us assess the current state of your financial institution by examining your current offerings, capabilities, and competition
Treasury Management Analysis
An in-depth evaluation of the business, starting with a high-level review of current Treasury Management product offerings and capabilities, then a complete assessment of the business identifying the Driving Forces influencing Treasury Management at the organization and providing recommendations on how to move the business forward.
Treasury Management Competitive Analysis
An in-depth, competitive assessment of the business, starting with a high-level review of current Treasury Management product offerings and capabilities, then addressing competitors of the business resulting in the creation of a product development roadmap.
Instant Payment Evaluation
An assessment of current payment processes, payment mix, capabilities, and strategy to provide recommendations that fit directionally for the business to build a solid foundation for an instant payment implementation and go-to-market strategy.
Fee Review and Optimization Assessment
A detailed evaluation of the client’s existing Treasury Management fee schedule using DeNovo Treasury’s extensive Pricing Database. We will develop a tailored comparison by selecting a representative group of financial institutions aligned with the client’s competitive landscape.
Consultations
We can take a deep dive into your current situation and craft a tailored strategy designed for real, measurable growth
Treasury Management Strategy
An in-depth analysis of the business to discover the Driving Forces influencing Treasury Management at the organization, resulting in the development of a three-year strategic plan to identify attainable goals and a phased approach to implement and execute the business’ Treasury Management initiatives.
Instant Payment Enablement Service
Creating an implementation and go-to-market enablement plan for instant payment capabilities through an evaluation of current payment processes, payment mix, and strategy to determine a plan that fits directionally for the business.
Product Management Design
Identifying the necessary elements to build an organizational framework, then outlining an ideal product methodology to implement a successful Product Management department and team.
Services
Let us assess the current state of your financial institution by examining your current offerings, capabilities, and competition
Fee Optimization Subscription Service
On a quarterly basis, we’ll provide tailored fee schedule recommendations to ensure your pricing is aligned with industry standards and competitive with other institutions. This ongoing service helps you adapt to market changes, optimize your Treasury Management pricing, and identify new opportunities for revenue growth.
Fractional Product Management
A highly skilled professional hired by a financial institution to manage business product strategy, development, and daily oversight for the purpose of leading their Treasury Management team to achieve growth goals.
Documentation and Technical Writing Service
The Technical Writing and Documentation Service is to help our financial institution clients coming out of an engagement that may be left with content gaps to fill with based on new products or services being offered.
Product Management Essentials
This program empowers Product Managers to treat products as strategic business assets, establish a shared language across teams, and implement a consistent approach for managing product development. By providing the tools and frameworks needed to align with management and business partners, Product Management Essentials sets organizations up for long-term product success and growth.
Treasury Management Essentials
Treasury Management Essentials is a four-part training series that provides a baseline understanding of Treasury Management from both business and financial institution perspectives. Perfect for those new to Treasury Management, this series sets a strong foundation for success.
