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Treasury Tech Health Check — 7 minute Diagnostic.

What the Health Check actually does

14 multiple-choice questions across six areas — System integration, Operations, Team, Controls and Reporting. When you submit, you get a PDF report in your inbox identifying the gaps in your setup, the symptoms they cause, and what closing them is worth in hours and risk. No scheduled call. No follow-up sequence.

Peter Quarre DACT Award 2024

Who it's for

Treasury managers, group treasurers, and CFOs at corporates running a Treasury Management System — FIS Integrity, Kyriba, Coupa Treasury, ION, GTreasury, or an in-house build — who suspect spreadsheets are doing more work than the platform. Also useful before a TMS reselection, an RFP, or a post-implementation review.

What you'll see in the report

  • The two or three domains where your gaps are largest

  • The specific symptoms behind them 

  • An order-of-magnitude estimate of the impact

  • Concrete next steps you can act on — with or without us

Why we built this

  • Most treasury teams know something's off but can't pin down where. Vendors will tell you the answer is their platform. Consultants will tell you the answer is a project. The real first step is almost always smaller than either, and worth knowing before you spend money on the wrong fix.

Frequently asked questions

  • Is the report really free, with no sales follow-up?
    Yes. The report is free and we don't follow up unless you ask us to. We get value from it because the people who do reach out are already pre-qualified — they've mapped their own gaps before the call.

     

  • How long does it take?
    About seven minutes for the questionnaire. The report lands in your inbox within a few minutes of submission.

     

  • What happens to my answers?
    Your answers are emailed to you and to healthcheck@powertreasury.com. We don't store them in a database, we don't sell them, and we don't add you to a mailing list.

     

  • Do I need to be using FIS Integrity?
    No. The questions are TMS-agnostic. We have deep FIS Integrity expertise, but the diagnostic covers any corporate treasury setup.

     

  • Who reads my responses?
    Two people: Peter Quarré and one analyst at PowerTreasury. Nobody else.

     

  • Will you share my data with vendors or partners?
    No. 

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