Industry Solutions Treasury Consulting

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.

Consultative Approach

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.

Strategic Perspective

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.

Client-Focused

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.