Financial Services Treasury Operations
Speed onboarding for treasury services with streamlined workflows and eliminate redundant requests for customer information with a single system of action.
Install Trend
View Install Data
| Date | Install Count | Change |
|---|---|---|
| 2026-09-09 | 0 | - |
| 134 days of no change | ||
| 2026-04-27 | 17 | -17 |
| 213 days of no change | ||
| 2025-09-25 | 16 | +1 |
| 48 days of no change | ||
| 2025-08-07 | 15 | +1 |
| 167 days of no change | ||
| 2025-02-20 | 14 | +1 |
| 5 days of no change | ||
| 2025-02-14 | 13 | +1 |
| 106 days of no change | ||
| 2024-10-30 | 12 | +1 |
About
Financial Services Treasury Operations enables financial institutions to onboard and perform due diligence of treasury services. Conditional forms and workflow streamline agents’ work during the application creation, review, and approval stages, eliminating vulnerabilities related to missing information, human error, and delay.
Key Features
- Flexible and easily extendable data model to support Treasury Services.
- Centrally managed data and document storage, accessible to all teams.
- Single interface displaying set of subscribed treasury products.
- Intelligent workflows that route tasks automatically, including the ability to split cases across teams.
- Playbook for RDC and Wire Transfer product onboarding.
- Single system of action across the enterprise enabling visibility to status and timing.
- Integrations with DocuSign and Adobe.