Consulting and Implementation Services

Tailored treasury support from BELLIN
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Treasury consulting and implementation services, like companies themselves, come in all shapes and sizes. Our treasury experts offer a range of consulting solutions tailored to your requirements. From configuring your treasury management system to providing specialist implementation advice or extensive treasury and process support, BELLIN consultants help you meet your goals.

Your company gets the support it requires:

  • Quick turnaround if needed
  • Flexible transition from configuration to implementation support or process consulting
  • Various additional services, such as project management or scoping
  • Long-term, in-depth guidance if needed

Key components

Quick system access

If you choose BELLIN, you will have access to your treasury management system within 48 hours. It’s quick and straightforward.

Configuration

This is the “Get Started” component. We provide remote support to lead you through system configuration. Your easy, flexible introduction to tm5.

Implementation support

Your system is configured. Continue your tm5 journey with a first-class ticket in the form of “Joint Implementation.” We take you through the features of the software and focus on mapping your processes and workflows in tm5.

Additional components

Process consulting
  • Analyzing existing processes
  • Developing best practices
  • Optimizing processes
  • Creating policies
Other services
  • Scoping
  • Project management
  • Optimizing existing policies
  • Audit support

Interested in learning more about our diverse consulting solutions?

Speak with one of our experienced solution advisors to better understand how BELLIN can help solve the unique challenges of your business.

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A closer look:
consulting and implementation services in more detail

Get Started: configuration support

Get up and running right away with the “Get Started” component. We provide you with remote support to configure your tm5 treasury management system. This component covers all the basics you’ll need for your tm5 journey.

The services include:

  • System access within 48 hours
  • Remote support for system setup
  • Hands-on training to familiarize users with the interface

Joint Implementation: consulting and implementation support

This is the next essential component of system deployment. We take you through the features of our tm5 treasury management system in more depth and offer the following services:

  • Support from a dedicated team of consultants, either on site or remotely
  • Practical guidance and more detailed system setup
  • Support for more complex aspects such as user rights
  • Project planning and training

Treasury and process consulting

 

Many companies want to find the best solution to meet their treasury needs, rather than simply setting tm5 up to reflect the way the company currently does things. We help you analyze and improve your existing processes and workflows. This can be done before, during or after system implementation or as a completely separate exercise.

  • Detailed scoping
  • Various levels of project management
  • In-depth treasury and process consulting
  • Developing and drafting treasury policies
  • Audit support
  • Review Day aimed at reviewing and optimizing processes

Get the best exposure to all key features and processes and achieve maximum added value.

Letʼs get in touch

Interested in learning more about our solutions? That’s great.
Because we’d like to learn more about you. So give us a shout.

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