Financial risk management advisory technology for Banks and Treasury Advisors
Create Sales. Save Time. Revolutionise Your Relationships
Banks are under pressure to develop deeper relationships and improve returns against a backdrop of scarce resources. Derivatives present a particular challenge due to their complexity and misplaced perceptions. TreasuryView™ can help meet these challenges.
Deepen client relationships
By taking a transparent approach you will enjoy a stronger, more strategic relationship.
Being able to consider the clients consolidated financial profile and how it will be affected by different scenarios means you are offering solutions rather than product recommendations.
Moreover, it improves your internal credibility by demonstrating a deeper knowledge of your client and more efficient resource of scarce resources such as time and credit capacity.
Create sales opportunities
Having replicating your client’s financial profile you can use the collaboration function to demonstrate the effect of a proposed transaction, wider strategy or market movement.
This is especially useful for re-financings, especially where there is a hedging transaction involved.
The collaboration function is also extremely useful when different departments such as client coverage, capital market sales and credit need to co-operate.
Shorten sales cycle
By presenting relevant data in a consistent, understandable format it is easier for the client to consider your proposition.
Moreover, the client can analyse the effect of your proposal and compare with public curves or their own defined scenarios to make quicker decisions.
TreasuryView™’s powerful reporting capability facilitates communication in a quick and efficient manner.
TreasuryView™ can even produce a branded pitch book with a single click.
Demystify Derivatives
TreasuryView™ makes derivatives more transparent as clients receive detailed information on probabilities and risk.
Clients also benefit from greater understanding thanks to our knowledge base of descriptions and research.