Treasury tech buying process set for review

Tech stack build decisions at banks and financial institutions are becoming increasingly more complex, with more vendors providing different types of technological solutions for a variety of processes. Nowhere is this more evident than within the treasury sector. On top of that, organizations within financial services are changing with an increase in the number of …

by | May 8, 2019 | bobsguide

Tech stack build decisions at banks and financial institutions are becoming increasingly more complex, with more vendors providing different types of technological solutions for a variety of processes. Nowhere is this more evident than within the treasury sector.

On top of that, organizations within financial services are changing with an increase in the number of stakeholders now involved in the buying process – from the request for proposal stage to the final sign-off, the c suite is seemingly demanding more of others within the firm to help inform the crucial vendor selection process.

And with firms using multiple systems, just how a new system might sit with the existing tech structure is becoming an increasingly important part of the debate.

Further, with R&D budgets sharpening and the increasing reliance on technological solutions, those within the treasury are finding themselves constantly reviewing their processes and working vendor relationships. Much is expected of treasury tech, so the pressure is on.

At bobsguide, we’re aiming to take an industry-level snapshot of how those within the treasury make these crucial decisions, as well as assess the pain points those in the market face. We’ve created a short survey – and ask that you take part now to help inform a report on the matter.

Click here to take the survey now.

bobsguide registrants will be informed of the findings of the survey in the summer. For further information email [email protected].

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