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Challenges

Solution

Benefits

1.  Existing business focsued on DACH region, offering low scalability.

2.  Existing functionality focused on post-trade deal management, creating a cap on

     value.

3.  Requirement to uptier internal skills, documents and processes.

4.  Uniqueness of solution, accuracy of results and SaaS delivery create heavy pre-sales

     validation.

1.  New intellectual property created from existing stack.

2.  Repositioning solutions to 'pre-sale intelligence' and 'client engagement' transforms    

    revenue model.

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

4.  Diversifying revenues and clients reduced financial risk.

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

1.  Innovated Treasury Sales solution to help banks and advisors sell and serve

     treasurer clients.

2.  Innovated Client Dashboard solution to help banks and advisors provide portfolio

     data to clients.

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

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

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

Background 

TreasuryView is a financial technology company with offices in Germany, the UK and Estonia.

 

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

 

Key Capital helped launch sals.a in the UK but identified a greater opportunity providing pre-trade intelligence.

 

Year

2010-15

 

Segment

Technology

 

Link

www.treasuryview.com

Treasuryview logo benefit expert opinion challlenge