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treasuryview.co.uk

TreasuryView - Treasury Sales Solution

TreasuryView helps Banks and Advisors engage effectively with Treasurer clients. Effective engagement leads to improved sales velocity, margins and client retention. Visit the case studies to see how a client generated EUR 1m from advisory fees and execution margin. TreasuryView provides a secure repository for client portfolios. Intelligence risk analytics help you identify client threats and opportunities faster. Collaborate with colleagues to quantify the optimal solution.

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TreasuryView - Treasury Sales Solution | treasuryview.co.uk Reviews
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TreasuryView helps Banks and Advisors engage effectively with Treasurer clients. Effective engagement leads to improved sales velocity, margins and client retention. Visit the case studies to see how a client generated EUR 1m from advisory fees and execution margin. TreasuryView provides a secure repository for client portfolios. Intelligence risk analytics help you identify client threats and opportunities faster. Collaborate with colleagues to quantify the optimal solution.
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TreasuryView - Treasury Sales Solution | treasuryview.co.uk Reviews

https://treasuryview.co.uk

TreasuryView helps Banks and Advisors engage effectively with Treasurer clients. Effective engagement leads to improved sales velocity, margins and client retention. Visit the case studies to see how a client generated EUR 1m from advisory fees and execution margin. TreasuryView provides a secure repository for client portfolios. Intelligence risk analytics help you identify client threats and opportunities faster. Collaborate with colleagues to quantify the optimal solution.

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treasuryview.co.uk treasuryview.co.uk
1

Case studies

http://treasuryview.co.uk/case-studies

CASE STUDY 1 Investment Bank Treasury Sales Germany. TreasuryView was implemented by a Tier 1 investment bank seeking to increase treasury sales revenues and margins. P&L pressure due to lower hedging volumes and less complex solutions. Complex client portfolios (120 loans and derivatives) with fixed rate loans locked-in at high rates and negative MtM on vanilla and structured derivatives. Time required to analyze complex portfolios and ever changing markets. CASE STUDY 2 Advisor Risk Advisory UK. Treasu...

2

About

http://treasuryview.co.uk/about

Margo Karp Europe (ex UK&IE) and North America. Prior to founding TreasuryView , Margo was Partner in a prominent consulting company and provided advisory to numerous companies, banks and investment houses in Europe, North America, Russia and Asia. Margo began his career in the risk management department of a large Scandinavian bank and has many years of experience in risk management and derivatives. Neil Mathieson UK and Ireland. 49 69 96 86 9003. Launched in 2008, TreasuryView has grown through the gre...

3

Key Benefits

http://treasuryview.co.uk/benefits

TreasuryView increases revenues by creating more sales events, improving conversion and creating new billable services. TreasuryView increases margins by creating process efficiencies and lowering the cost of client coverage. TreasuryView accelerates the sales cycle by making you more aware of opportunity and automating the pitching process. TreasuryView increases client retention by creating a common collaborative platform and delivering optimal solutions in a timely manner.

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TreasuryView - Treasury Sales Solution

TreasuryView helps Banks and Advisors engage effectively with Treasurer clients. Effective engagement leads to improved sales velocity, margins and client retention. Visit the case studies to see how a client generated EUR 1m from advisory fees and execution margin. TreasuryView provides a secure repository for client portfolios. Intelligence risk analytics help you identify client threats and opportunities faster. Collaborate with colleagues to quantify the optimal solution.

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TreasuryView - Treasury Sales Solution

TreasuryView helps Banks and Advisors engage effectively with Treasurer clients. Effective engagement leads to improved sales velocity, margins and client retention. Visit the case studies to see how a client generated EUR 1m from advisory fees and execution margin. TreasuryView provides a secure repository for client portfolios. Intelligence risk analytics help you identify client threats and opportunities faster. Collaborate with colleagues to quantify the optimal solution.

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