Independent treasury technology advisory

Treasury technology decisions that hold up in live operation.

Independent advice for CFOs, Group Treasurers and Treasury Technology leads, from system selection and implementation through to live operational effectiveness.

Treasury systems Cash & liquidity FX & risk Reporting
20+ Years of treasury technology experience
5 Full lifecycle FIS Quantum implementations
Independent Practitioner-led advisory
End-to-end Selection → implementation → live operation
Specialist advisory focus

Where treasury technology needs a closer look.

Lumin supports treasury teams where system decisions, controls, reporting or operational ownership need independent review.

02

Quantum Health Check

A structured review of operational risk, control gaps and configuration concerns that emerge after go-live.

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03

Selection & Implementation

Independent advice from vendor selection through implementation and transition into live treasury operation.

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Operational reality

Treasury systems do not operate in isolation.

Banking, treasury systems, ERP, accounting, reporting and controls depend on one another. A design decision in one area can create operational consequences somewhere else.

Lumin looks across those dependencies to identify where technology, data or operating-model decisions may affect long-term confidence.

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01 Banking Connectivity & cash visibility
02 TMS Transactions & workflows
03 Accounting Events & posting integrity
04 Reporting Data & management confidence
Controls Interfaces Data integrity Ownership
Built by Lumin
COLUMEN

Learn how a treasury system actually works.

Columen is Lumin's practical, vendor-neutral treasury systems training platform. It gives users a safe environment to understand treasury workflows, configuration and controls without working in production.

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Guided

Guided Training Environment

A pre-configured environment with realistic treasury data and workflows for learning how the parts of a treasury system fit together.

Configure

Client Configuration Environment

Start without client-specific configuration and build the treasury structure before operations begin.

How Lumin works

A clear first step, then targeted support.

The objective is not to add another layer of process. It is to understand what matters, where the risk sits and what should happen next.

01

Understand

Establish what is happening across the system, operating model and treasury processes.

02

Diagnose

Identify the configuration, control, data or ownership issues that matter.

03

Advise

Provide a practical view of what should change and the order in which to address it.

Insights

Treasury technology in practice.

Practical perspectives on system decisions, implementation and operational effectiveness.

Treasury implementation

Treasury implementation risk

Where implementation assumptions begin to meet live treasury activity.

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Data & configuration

When treasury system issues occur, the root cause is often data

How relatively small data and configuration changes can create wider operational issues.

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Independent treasury technology advisory

Need an independent view of your treasury technology?

Whether you are selecting a system, implementing one or assessing how the live environment is performing, Lumin can help identify the most sensible next step.