Boutique treasury technology consulting

Treasury technology consulting for global and FTSE organisations.

Principal-led advisory for treasury teams who need their systems to reflect policy, controls and operational reality — not workarounds.

Lumin helps CFOs and treasury leaders strengthen cash visibility, liquidity reporting and FX risk processes, with deep expertise in FIS Quantum.

Treasury management systems • Cash & liquidity • FX & risk • Reporting
Senior, discreet support for decisions that affect controls, reporting and BAU stability.
Treasury services

A clear first step — then targeted support

Lumin Treasury helps treasury leaders feel confident relying on their systems — and we get paid for that confidence, not for being busy. We specialise in live FIS Quantum and complex treasury environments where systems are technically in place, but reliance, controls and BAU confidence have not fully settled. We do not run programmes or act as project managers.

Post Go-Live Treasury Confidence Diagnostic

A fixed-scope, client-side diagnostic for teams who are live on their TMS but not yet fully comfortable operating day to day. Focused on operating confidence, controls and audit defensibility — without reopening the programme.

  • Operating comfort and reliance on key outputs (cash, forecast, core reporting)
  • Roles, approvals, ownership and segregation of duties
  • Manual workarounds and reporting fragility — why they persist
  • Audit and control exposure, prioritised next steps

Post Go-Live Advisory & Stabilisation

Targeted advisory to restore predictability in live operation: clarify ownership, strengthen controls, reduce recurring friction and build confidence in BAU — without creating long-term dependency.

  • Stabilisation plan with clear ownership and closure
  • Controls, approvals and audit-readiness improvements
  • Reporting confidence and reliance (reduce spreadsheet dependency)
  • Support model and key-person risk reduction

FIS Quantum expertise (live environments)

Deep FIS Quantum experience used to diagnose and resolve confidence and control issues in live treasury environments. This is specialist support focused on outcomes — not programme management.

  • Controls and roles/access design (audit-defensible)
  • Workflow and approval assurance (SoD, traceability)
  • Cash visibility and reporting confidence in BAU
  • Targeted stabilisation input (defined workstreams only)

What Lumin does not do: programme/project management, generic “extra hands” resourcing, or open-ended delivery ownership. Engagements are fixed-scope and focused on confidence in BAU, controls and reliance.

Independence: Lumin Treasury Consulting is not affiliated with, endorsed by, or acting on behalf of any software vendor, including FIS.

Start with a confidential conversation

Share your current setup and priorities. Lumin will propose the simplest first step — and what “good” looks like for BAU, controls and reporting.

Lumin Treasury Consulting • UK & Europe • Treasury technology & automation