Consulting Services

Tapping hundreds of years of combined treasury expertise
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Supplementing BELLIN’s intuitive treasury management system, tm5, our team of expert consultants are available to assist with the strategic implementation of the platform to your company. Having holistic support from our consulting team can be the key cog to allow you to take full advantage of the wide array of powerful functions within the system. Whether you have a small and simple setup, or are a major conglomerate with wide global reach, we offer tier-style packages that suit your needs and level of knowledge.

With a tier-style consulting approach, treasurers can tailor a consulting package that fits their needs. The benefits of such an approach are:

  • Quick turnaround if needed
  • Long-term, in-depth guidance if needed
  • Scalability
  • Standardized service levels
  • Convenience

A solution for your needs

Our tier-style consulting packages offer a unique approach to implementation assistance, allowing corporates to define a solution that fits their needs. Our Get Started package provides remote support, with the system available for configuration within as little as 48 hours. Our Joint Implementation package provides a hybrid approach of remote or on-site support, customized advice, yet keeps quick implementation on the forefront. Our Treasury Consulting package offers immersive and in-depth treasury and process support for valuable ongoing and customized assistance.

Tier Details Get Started Joint Implementation Treasury Consulting
Remote support for system setup (no extra charges, no travel expenses)      
Hands-on training to familiarize administrators with the interface      
Setup of all required banking connections      
Dedicated consultants assigned to project      
Project planning, more complex configuration or training needs      
On-site + remote support      
In-depth treasury + process consulting      
Long-term and individualized advice      

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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Consulting tiers

Get Started


With the “Get Started” package, users can start immediately upon licensing the system. This consulting package offers remote configuration support and covers all the essentials. It is a perfect stepping stone for all companies that want to “dig right in” and get started very quickly.

Package details include:

  • Access provided within 48 hours
  • Remote support for system setup and data entry
  • No extra charges, no travel expenses

Joint Implementation


The “Joint Implementation” tier is intended for projects seeking specific solutions or directions with more complex procedures within the system. Detailed system knowledge is not required and this tier typically provides a more in-depth walk-through of the various features. Package details include:

  • “Get Started” tier details included +
  • Dedicated consulting team, available remote and/or on-site
  • Hands-on guidance through the entire setup and the activation of the different modules
  • Assistance with more complex configuration steps (e.g. user rights)

Treasury Consulting


Our immersive “Treasury Consulting” package is suited for projects that require in-depth treasury and process consulting. These projects aim for the strategic optimization of the holistic treasury organization in tandem with the technical system assistance from A to Z.

  • “Get Started” and “Joint Implementation” features included +

Complex procedural assistance with areas such as:

  • Exposure and risk management setup
  • The optimization of global payment processes
  • Liquidity planning workflows

The treasury consulting package is provided remotely or on-site and delivers high value and very individualized advice.

All tiers can be elevated following project launch if the client discovers more consulting assistance is required.

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