Swipe Right for TMS Delight: Finding Your Perfect Match

Big D Conference on Sept 12 @ 2:40PM CT presented by Tracey Ferguson Knight, Principal @ Real Treasury



There is not one BEST treasury management system for every company; the trick, however, is to find the best one for YOU! Have you seen the numbers? Half of all treasury system selection processes end up with “no decision.” A large number of companies that select a system have failed implementations or are unhappy with the choice they made.

It doesn’t have to be this way. You can find your Perfect Match. Just as there are new ways to find a partner in your personal life, finding your TMS partner requires a new approach also. There are many articles about having a successful implementation, but few about the selection process nor the ongoing client/vendor relationship. This session will focus on building a satisfying and long-lasting relationship with your TMS vendor.

2024 Big D Financial Conference - Dallas Association for Financial Professionals (dallasafp.org)