In an increasing crowded marketplace, treasurers and "pre-treasury" CFOs regularly waste time, effort, and budget dollars selecting cash management or treasury management technology that adds little value to their operations.

The problem, however, is not the technology itself. Instead, it is poor alignment between the needs of the company and the vendor/product they select.

The conflicting noise of catch phrases, new technology, attractive dashboards, professional salespeople, and vendor marketing makes it difficult for finance/treasury professionals to make a decision in which they feel confident.

ERR NOT, our proprietary selection methodology, includes education about the marketplace and possibilities for success, definition and prioritization of your requirements, a bespoke RFI/RFP, a custom demo script written to your unique requirements, and a ranking process designed to make the winning system obvious.

You might be thinking that this doesn’t seem all that different from any other vendor. It is different. 

Take RFPs for example. We believe that they are a waste of time and recommending avoiding them (unless your procurement department requires one.) We suggest skipping a brain-numbing RFP and instead, visually see the differentiation between products by utilizing carefully crafted scripted demos.

The treasurer at Broward Health, Phong (Tony) Vu said, “Tracey was direct and engaging, asking me simple questions that dove straight into the heart of the issues I was facing. Then she contextualized my specific situation - pre-treasury with an emphasis on cash investing efficiency - onto the map of treasury management system providers.

We talked about established vs new players, tech debt vs survivability, positioning vs forecasting, and host of other issues. Before I knew it, we had systematically narrowed the selection process from all of the cash tool providers to a field of three strong finalists.”

Email contact@realtreasury.com for your free consultation

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