TM Setup

PREVIEW

 

Adding New Products: How to Manage the Implementation

This course offers a comprehensive overview of to the process required to successfully implement treasury management products. It is tailored for treasury professionals across various sectors, including those in corporate treasury and financial institutions. ORDER

Course Outline - 1 CTP Credit

  • Overview
  • Steps in Managing an Implementation
    • Assemble Project Team
    • Designing a Project Plan
    • Contracts & Agreements
    • Managing Project
    • Training
    • User Acceptance
    • Product Rollout
    • Managing Implementation Fees
  • Summary