Beyond RFPs: A Smarter Approach to Treasury Procurement
Update: 2025-10-15
Description
Today we’re discussing one of the most critical, and often underestimated steps in treasury management: selecting the right technology.
TMS review and selection is increasingly complex, and the process involved can make a significant difference for organizations. From defining objectives and assembling the right team, the path to a new TMS or treasury platform is rarely straightforward.
To unpack these challenges and share their perspectives, ION’s Chris Jackson is joined by Susan Hillman and Bob Novaria from TAG, the Treasury Alliance Group. They’ll discuss where procurement fits in, the pitfalls they’ve seen organizations face, and how treasurers can ensure technology decisions support the firm’s long-term goals.
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