Financial Institutions2018-11-02T07:57:30+00:00

Turbocharge Business Development, Customer Retention

Banks and institutional investment managers are under tremendous pressure to increase profits and retain clients. So, in a commoditized business with thin margins,  how do you compete and win? By partnering with Treasury Curve.

A Powerful Program

Through our white label program, your institution can offer Treasury Robo Advisor™ to your clients – at no cost to them. Our partnership with you is fully transparent and highly appealing to your corporate and public sector clients. That’s because Treasury Robo Advisor™ makes it so much easier for your customers to optimize the management of both their cash and investments…for free.

Everybody wins.

Be A Hero With Treasury Curve

Corporates and Public Sector Entities Are Choosing Treasury Curve

Treasury departments in both the private and public sector are choosing Treasury Curve to automate and optimize their treasury operations and take the journey to transform from a cost center into a revenue generator.

Treasury Curve Powers Client Retention and Development

By providing Treasury Robo Advisor™ to your clients and prospects, Treasury Curve helps you to create new relationships, strengthen existing ones and gives your clients a reason to stay with you for the long term.

Help Your Customer Be a Hero with Treasury Curve

  • Aggregate their cash position across all of their financial institutions

  • Calculate their minimum free cash so they can optimize it

  • Automate sweeps, debt payments, investments

  • Enforce compliance limits, investment guidelines and workflow

Let’s Talk Today

Not quite ready? Tell me more.

A Powerful Program

Through our white label program, your institution can offer Treasury Robo Advisor™ to your clients – at no cost to them. Our partnership with you is fully transparent and highly appealing to your corporate and public sector clients. That’s because Treasury Robo Advisor™ makes it so much easier for your customers to optimize the management of both their cash and investments…for free.

Everybody wins.

Be A Hero With Treasury Curve

Corporates and Public Sector Entities Are Choosing Treasury Curve

Treasury departments in both the private and public sector are choosing Treasury Curve to automate and optimize their treasury operations and take the journey to transform from a cost center into a revenue generator.

Treasury Curve Powers Client Retention and Development

By providing Treasury Robo Advisor™ to your clients and prospects, Treasury Curve helps you to create new relationships, strengthen existing ones and gives your clients a reason to stay with you for the long term.

Help Your Customer Be a Hero with Treasury Curve

  • Aggregate their cash position across all of their financial institutions

  • Calculate their minimum free cash so they can optimize it

  • Automate sweeps, debt payments, investments

  • Enforce compliance limits, investment guidelines and workflow

Let’s Talk Today

Not quite ready? Tell me more.

Your cash balances may qualify you for our full suite of technology at no cost. Find out now

Call 1.877.982.8783

Schedule a Demo
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Product Interest
Choose one or more of the following:
Treasury Robo Advisor™ - Automates repetitive tasks. Determines how to allocate free cash.

Individual Modules:
VISIBILITY - See daily balances and transaction details across all of your banks
FORECAST - Enter projections, move money, reconcile accounts, analyze variances
COMPLIANCE - Set limits that automate multi-bank sweeps
MONEY FUND PORTAL - Manage investments across all of your accounts and currencies
PAYMENT FACTORY - Automate bank payments and ERP reconciliation