eBooks

  • Cybersecurity | Plan Your Defensive Strategy

    For many organizations today, cybersecurity stands as a top priority to keep their information and systems safe from theft, damages, or disruptions. Within the financial industry, cybersecurity is especially important as it relates to including practices and procedures that can can help prevent hackers from achieving success. Organizations’ defensive strategies are what will best help them win the game. This eBook will review how the enemy works, ways to defend your organization from an attack, what hackers are capable of, and more.

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  • Building the Business Case | The journey to getting a TMS

    There are three keys to getting a treasury system. First, you need a solid business reason for wanting to purchase a TMS. Second, you need to know what you want to do with your system once you have it. The third, and most important key, is to get support from others internally. Selecting a TMS is a journey that you cannot take alone. You should understand the path before beginning the journey. You are going to need to build up a support team, gauge what your needs and timeline will be, and then select your vendor. Every journey begins with a first step, and this eBook will outline the important steps to take to build a business case for a TMS within your organization.

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  • The E's & M's | How to successfully implement and maintain your TMS

    Every implementation of a treasury workstation starts with a need. Whether your spreadsheets or your current system no longer work or there are too many shortcomings in your current processes; there comes a time where organizations need to make a change. This eBook will guide you through the 5 E’s and M’s that will help make your implementation of your TMS easy, and how to maintain and preserve your solution once it is implemented.

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  • Bye Bye Bank Systems | Replacing a legacy bank system with a TMS

    Unlike a bank system, a TMS connects all of your bank accounts from all banks through a single platform. In a TMS, you can evaluate your organization’s cash management and risk management, as well as focus on forecasting, accounting, payments, and much more! This eBook will help you understand why your organization should replace your legacy bank system with a TMS to reap the full benefits and extensive functionality that a TMS can offer to your entire organization.

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