Please update your browser.
Industry Solutions Treasury Consulting
for Healthcare, Higher Education and Nonprofit organizations
Understand your strategic goals and transform your treasury organization.
What We Do
As an in-house, treasury consulting team dedicated to healthcare, higher education and nonprofit organizations, we engage directly with you, providing market insights and best practices on treasury optimization, system integration, digital strategy and workflow automation. We align with your short- and long-term goals and develop a holistic strategy to achieve them.
For every client engagement, we use a disciplined approach to make certain that our data-gathering and analysis efforts are as comprehensive as possible, no matter which mix of banking institutions you use. Ultimately, this allows us to structure a future state that is realistic and tailored to your needs and strategic vision.
Experience and Expertise
Our team has deep treasury consulting experience for healthcare, higher education and nonprofit organizations. We actively participate in the leading industry conferences for finance professionals, host roundtables and have an in-depth understanding of our clients' operating environments.
We take a broad and long-term view with all clients. We seek not only to help you achieve your goals but also to position you for the next step in your evolution to better serve your mission.
Our team closely collaborates with key treasury experts to develop an in-depth understanding of your objectives, challenges and operating environment, so our recommendations are truly aligned with what you want to accomplish. After completing our process review, we supply considerations, using your specific data, backed by return on investment analysis.
Spotlight on Consultants
Get in Touch and Stay Informed
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.