If you already created a financial process workflow internally (e.g., with SharePoint), and assigned permissions to your team, why re-create it? Treasury Curve can quickly replicate your SharePoint approval workflow in the Cloud, and even use your own login credentials to let you assign roles and approvals for payment and transaction management of SWIFT messages.
You Change, We Change
Set limits for trade amounts and exposures. Ensure that key people have approval rights for the transactions that you want to control more closely. If you need to add or delete people from the process, or change their permissions, you won’t be forced to send us paperwork. Our systems change when your systems change. Say goodbye to calling your financial institution, who will direct you to write a letter of instruction, print it on your company’s letterhead, etc.
An Excel-lent User Experience
Treasury users are very familiar with Excel. So we made our user interface (UI) very Excel-like. Other systems may have an Excel-like look-and-feel (i.e., the “grid”). That part isn’t unique. Where we’re different is the degree to which we are Excel-like. For example, with our UI, a user can use a touchscreen interface or right-mouse click to perform functions off of a cell. With other systems, they’re just dumb cells. As another example, with Treasury Curve, you can use a tablet or some other touchscreen device, drag a payment from one bank, and drop it into another bank. Or, if you’re on your PC, simply right-click and drag an amount from one location to another and we can create a fund request and ask you to approve it. These transactions will then follow whatever approval workflow you’ve already created in the activity directory. Similarly, we can leverage your Active Directory to automatically add or delete someone from the network when changes are made.