Pricing & engagement

Clear engagement models for specific treasury technology needs.

Lumin engagements are structured around defined objectives, practical outcomes and the level of independent support your treasury environment actually needs.

Independent review Fixed scope Targeted support Long-term confidence
Discuss your treasury setup View commercial structure
Defined Clear objectives and agreed outcomes
Independent Advice shaped by the treasury environment
Practical Focused on operational risk and decision impact
Sustainable Designed to strengthen internal ownership
Engagement models

Support typically progresses in stages.

Organisations often begin by clarifying the problem, then move into targeted support where specific improvement or oversight is needed.

01 Assess

Treasury Systems Health Check

A fixed-fee review of how your live treasury system is operating, where risk is emerging and what requires attention, checked against Production evidence.

  • Best when clarity is needed quickly
  • Findings register with a fix route for every issue
  • Completed in three weeks
02 Improve

Targeted advisory support

Defined work focused on specific outcomes such as stabilising reporting, strengthening controls or improving interface reliability.

  • Clearly scoped work with agreed outcomes
  • Aligned to operational priorities
  • Designed to reduce recurring friction
03 Maintain

Ongoing confidence support

Light-touch advisory for organisations that want an independent perspective available as systems, controls and operating needs evolve.

  • Periodic review and guidance
  • Support for change decisions and upgrades
  • Helps maintain long-term operational confidence
Indicative commercial structure

Clear starting points, shaped around scope.

Pricing reflects the complexity of the environment, urgency and level of review required. Scope is agreed before work begins.

Start here

Introductory conversation

£0 30 minutes

A short initial discussion to understand your treasury environment, current concerns and whether independent support is likely to be useful.

  • No fee
  • No obligation
  • Used to determine the most sensible next step
Book a conversation
Structured advisory

Treasury Systems Health Check

£3,500 Introductory fixed fee

A three-week review of one Production treasury system instance, together with the principal interfaces, reports and offline processes supporting it.

  • Introductory fee for the first three engagements; standard fee £5,500
  • FIS Quantum estates: with two days of team training, £6,000 (introductory)
  • Additional working sessions £500 per two hours, by agreement
See what the Health Check covers
Defined follow-on support

Targeted advisory support

Scoped By outcome & duration

Follow-on support where specific improvement areas require deeper review, remediation planning or ongoing independent oversight.

  • Structured around defined outcomes
  • Quoted based on scope and duration
  • Project-based or advisory-retainer support
Discuss support
For different stakeholders

Different roles look for different forms of assurance.

A clear engagement structure helps align expectations across treasury, finance and technology teams.

CFO Greater visibility over operational risk and technology reliability.
Group Treasury A clearer path from immediate issues to sustainable improvement.
Technology budget owner Defined scope, clear ownership boundaries and proportionate support.
Next steps

A short conversation, then a practical proposal.

The starting point is understanding your treasury environment, priorities and constraints.

01

Intro conversation

Understand the current situation, priorities and concerns.

02

Options

Outline the most sensible engagement path and indicative commercial structure.

03

Start

Begin with an agreed focus, scope and practical delivery cadence.

Start with the situation

Discuss how independent support could help your treasury environment.

Share your context and priorities. Lumin will suggest a sensible starting point and outline the appropriate commercial structure.

Discuss your treasury setup info@lumintreasury.com