In this webinar, we explored the key considerations for migrating off a legacy TMS and provided a proven approach to successfully transitioning to the new system. Treasury departments currently leveraging an existing TMS have a different knowledge set and technology experience to those transitioning from Excel. As such there are a unique set of factors to consider when evaluating migrating to a new platform. We provided a roadmap to guide you through this journey while highlighting unique considerations to evaluate including:

  • Deciding factors driving the transition
  • Justifying the switch and obtaining approval
  • Implementation methodology and special considerations
  • Approach to transition off legacy and onto the new system

Fill out the form below to receive this webinar recording.

Presenters

Andrew Deichler

Multimedia Content Manager Association for Financial Professionals (AFP)

Andrew Deichler

Multimedia Content Manager Association for Financial Professionals (AFP)

Andrew Deichler

Multimedia Content Manager Association for Financial Professionals (AFP)

Andrew Deichler

Multimedia Content Manager Association for Financial Professionals (AFP)

Andrew Deichler

Multimedia Content Manager Association for Financial Professionals (AFP)