• LEADING THE FIELD IN TREASURY

    LEADING THE FIELD IN TREASURY

Treasury Sales & Marketing Strategies

XMI has assisted a number of clients with the development of strategic options to increase customer penetration and enhance profitability.

Often firms have Treasury dealing rooms serving discrete markets in different jurisdictions and we can assist in managing the challenges of integrating operations whilst servicing local client demand.

Typically, we develop a comprehensively researched plan which is consistent with overall corporate strategy and is orientated towards the provision of high margin products, whilst at all times ensuring that risks associated with, or inherent in, these products are clearly identified and tightly controlled.