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Challenges

Solution

Benefits

- Business focused on DACH region, offering low scalability.

- Functionality focused on post-trade deal management, creating cap on value.

- Requirement to uptier internal skills, documents and processes.

- Complexity of solution, accuracy of results and SaaS delivery create heavy pre-sales validation.

+ New intellectual property created from existing tech stack.

+ Repositioning solutions to 'pre-sale intelligence' and 'client engagement' transforms revenue model.

+ Tier 1 banks, advisors and treasury outsourcing firms signed in UK and Benelux.

+ Diversifying revenues and clients reduced financial risk.

+ Development of new skills and capabilities in innovation, client service and planning.

> Innovated Treasury Sales solution to help banks and advisors sell and serve

treasurer clients.

> Innovated Client Dashboard solution to help banks and advisors provide portfolio data to clients.

> Worked with quants and programmers to create MVP and full product solutions.

> Launch and marketing of solutions in UK, Irish and Benelux markets.

> Manage sales cycle from first contact to implementation and up-sell.

Treasuryview logo

 

 

 

BACKGROUND

TreasuryView is a FinTech company with offices in Germany, the UK and Canada.

 

Their financial risk management system sals.a is widely used by corporate and public sector treasurers.

 

Key Capital launched sals.a in the UK. In the process we identified a greater opportunity, to provide pre-trade intelligence to banks and advisors.

 

YEARS

2010-2015

 

LINK

www.treasuryview.com / www.kfpsalsa.com

 

SEGMENT

FinTech