Treasury Management Services

Camino Consulting offers a range of services to assist clients exploring current treasury initiatives:

Corporate Clients

• Determine connectivity needs
• Assess connectivity options
• Advise on connectivity strategy and technology solutions
• Provide messaging subject matter expertise (SWIFT,NACHA, XML)
• Evaluate corporate payment options
• Implement connectivity solutions
• Technology vendor selection
• Project management
• Operational risk assessment
• Data asset evaluation, optimization, management, and production

Technology Companies, Market Infrastructures, & Financial Institutions

• Enterprise payment strategy and technologies
• Product assessment and strategy
• Go to market strategy
• SME for corporate treasury activities and markets
• Risk management evaluation and remediation strategies
• Provide messaging subject matter expertise (SWIFT,NACHA, XML)
• Solutions implementation and integration
• Project management

Payments and Delivery Channel Services

Camino has recently added an extensive array of capabilities and expertise in the areas of payments services and delivery channels. Our key competencies focus on:

Technology Companies, Market Infrastructures, Financial Institutions, & Corporate Clients

• Product Development and Innovation
  • Product development and product enhancement
  • Competitive position assessment
  • Alternative payment or delivery options and positioning
  • Multi-channel solutions
  • Training and webcasts
• Strategy and Positioning
  • Core strategic vision and long-range strategy development
  • Enterprise payments strategy
  • Differentiation / successful promotion
  • Go to market strategy / market demand evaluation
  • Alliances
  • Internal structure / oversight
  • Strategic visioning / ideation
  • Change management / planning
• Competitive Analysis
  • Market intelligence and competitive positioning evaluation
  • Product feature / functionality and marketing comparisons
  • Pricing, sales optimization, internal management / structure, products, and other strategies
• Benchmarking and Best Practices
  • Process enhancement, optimization of cost, quality, staffing, guidelines and rules
  • Site performance and process analysis; best practices
  • Competitive evaluation
• Customer Evaluation and Marketing
  • Customer satisfaction /dissatisfaction
  • Organizational behavior / demographic trends
  • Multi-channel integration
  • Entry / go to market strategy

Securities Services

Camino offers a variety of services within the global securities processing arena, from pre-trade through to settlement and reconciliation as well as corporate actions.

Custodian Banks, Broker/Dealers, Investment Managers

• Operational risk assessment
• Technology vendor selection & implementation
• Messaging expertise (SWIFT, FIX, etc.)
• Program/project management
• Future and interim state operating model design
• Product/service development
• Impact analysis of regulatory and market infrastructure changes

Technology Vendors

• Securities market training for executives
• Product development/tailoring
• Implementation project management
• Securities and messaging subject matter expertise
• Go to market strategy

Market Infrastructures

• Solutions implementation and integration
• Impact analysis of regulatory changes and other directives
• Strategy development and implementation

In addition, we provide securities and messaging subject matter expertise to other consulting firms.