TreasuryView™

TreasuryView™ has been designed for growth oriented banks and advisors who serve corporate and public sector clients with pre- and post-trade products and advice.

TreasuryView™ automatically tracks client profiles and alerts users when market change creates a sales opportunity. In-built analytics with near time market data feeds allow banks and advisors to identify and understand interest rate, FX, commodity, liquidity and counterparty risks.

Automated creation of solutions is supported by interactive communication features, creating an effective and dynamic link between the advisor and client.

By accelerating the need identification and pitching process, advisors significantly increase the number of client contacts and their conversion rate, in turn benefiting revenues and deeper relationships.

TreasuryView™ is already in use by leading banks and advisors in Finland, Germany, the Netherlands and UK.

Lauri Karp, Managing Director of KFPD commented ‘By giving advisors simple, interactive risk tools which support client discussions, TreasuryView™ will help advisors speed up sales cycles, position themselves as solution-oriented strategic partners, and ultimately win more business’.

TreasuryView™ Brand Name

To support this strategic initiative, TreasuryView™ will be the global brand for Bank and Advisory markets.

sals.a® continues as the brand for Corporate and Public Sector markets in Germany, who use the system for the valuation of debt and derivatives, risk analysis, portfolio management and reporting.
 

About KFPD

KFPD GmbH is a technology company dedicated to helping financial risk professionals increase client revenues and retention through the use of simple but powerful software solutions.

For more information please visit www.treasuryview.com, e-mail sales@treasuryview.com or call us on +44 (0)131 200 6282