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Example Case Studies


Iceland/Shipping. TMS Selection

Group Treasury in a global shipping company, headquartered in Reykjavik and with operations in xx countries, needed to implement new procedures and processes based on best market practice. Our role:

  • best market practice review
  • treasury management system selection
  • implementation project management 

 

 

 

UK/Insurance. Risk Management Evaluation

Insurance & reinsurance broking group with operations in Europe, North America, Latin America, Caribbean and Asia Pacific.

Our Role:

  • risk evaluation – currency, interest rate, instrument, transaction
  • recommend strategies & techniques to mitigate risk exposure

UK/Engineering. Best Market Practice Review & TMS Selection

Operations in 35 countries & 50 treasury and cash management staff world-wide. 

Our Role: 

  • best market practice review & business case
  • treasury management system selection
  • project Management
UK/Insurance. Best Market Practice Review & TMS Selection
One of the three largest insurance brokers in the world. Listed in New York and with its treasury in the City of London, the company has 400 offices in 120 countries.
 
Our Role: 
  • treasury best market practice review
  • global treasury management system selection


Local Authority. Bank & Merchant Acquirer Tender

The group of 6 authorities, comprising a city council as well as borough and district councils, tendered jointly for banking and merchant acquiring services as separate lots.

Our Role:

  • business process review 
  • production of tender documents & response evaluation score cards
  • tender publication in OJEU
  • scoring & evaluation of tender responses 
UK/Insurance. Global Bank Selection & TMS Selection

Operating from 30 offices in 8 countries, this City based company provides a wide range of specialty insurance and reinsurance services.

Our Role:

  • global bank selection
  • treasury management system selection

 

Local Authority. Card Services Tender

A district council tendered for merchant acquiring services in order to ensure delivery of a best market practice solution.

Our Role:

  • business process review
  • specification of requirements, production of a tender document & response evaluation score card
  • tender publication in OJEU
  • evaluation & scoring of tender responses
UK/Manufacturing. Best Market Practice Review & TMS Selection

World's largest producer of lead with operations in the UK, Europe, South Africa & the USA.

Our Role: 

  • best market practice review
  • treasury management system selection
  • contract negotiations 
UK/Energy. Global Cash Management Review & Bank Selection

World leading oil and gas drilling contractor providing platform design and engineering services in more than 20 countries.

Our Role: 

  • global cash management review & bank selection  
Local Authority. Bank Tender

A group of 8 local authorities (county, city, boroughs & districts) and 1 police authority, collaborated in a joint tender for banking services.

Our Role: 

  • business process review 
  • production of tender documents & response score cards
  • tender publication on OJEU
  • evaluation & scoring of responses
US/Manufacturing. Global Merchant Acquirer Selection

Global manufacturing company whose common stock is a component of the Dow Jones Industrial Average.

Our Role: 

  • bank selections in Asia Pacific & North America
  • selection of global merchant acquiring service provider(s) for all types of credit & debit cards 

Local Authority. Insurance

Our consultant assisted the authority in this important strategic review.

Our Role:

  • review of risk profiles & risk management arrangements
  • insurance review & tender
  • implementation project management 

 

 

UK/Service Company. Global Bank Selection & TMS Selection

Operations in over 50 countries throughout Europe, North America, Asia Pacific and Africa.

Our Role: 

  • global bank selection
  • treasury management system selection

Local Authority. Bank Tender

A city council tendered for its banking services on expiry of its existing services contract.

Our Role:

  • business process review 
  • production of a tender document & tender response score card
  • tender publication in OJEU
  • evaluation & scoring of responses