Pricing & engagement

How treasury leaders structure independent support.

Treasury technology decisions often need independent perspective at specific moments: when confidence is unclear, risk is building, or change is underway.

Lumin engagements typically begin with focused assessment, then move into clearly defined support where needed. The aim is always long-term operational confidence, not ongoing dependency.

Independent review • Targeted support • Ongoing confidence
Principles

What engagement with Lumin is designed to achieve

Independent support should make treasury systems more reliable, easier to operate and safer to change. Commercial structure follows this principle.

Clear scope and outcomes

Work begins with defined objectives and practical success criteria.

Strengthening internal ownership

Engagements are designed to build confidence inside the organisation.

Focus on what materially improves stability

Priorities are based on operational risk and decision impact.

Engagement models

Engagement typically progresses in stages

Most organisations move through a similar sequence: understanding the situation, addressing what matters, then maintaining confidence as the environment evolves.

Focused diagnostic

A structured review to understand how treasury systems are behaving in practice, where risk is emerging, and what requires attention.

  • Best when clarity is needed quickly
  • Provides prioritised findings and next-step options
  • Usually completed within a few weeks

Targeted improvement support

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

  • Clearly scoped work with agreed outcomes
  • Practical improvements aligned to operational priorities
  • Designed to reduce recurring friction

Ongoing confidence support

Light-touch advisory support for organisations that want independent perspective available as systems 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 depends on the environment, urgency and level of review required. Most engagements begin with a short introductory conversation to understand the situation before any proposal is prepared.

Introductory conversation

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

  • No fee for the initial conversation
  • Usually 30 minutes
  • Used to determine the most sensible next step

Focused diagnostic

A defined review of a live treasury system environment, typically focused on controls, reporting confidence, operational stability or post-go-live risk.

  • Typical starting point for structured advisory
  • Indicative range: from £5,000 depending on scope
  • Fixed scope agreed before work begins

Targeted advisory support

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

  • Structured around defined outcomes
  • Quoted based on scope and duration
  • Available as project-based or advisory retainer support
For different stakeholders

Why organisations structure support this way

Different stakeholders look for different forms of assurance. Structured engagement helps align expectations across treasury, finance and technology teams.

If you are a CFO

Greater visibility over operational risk and technology reliability.

If you lead Group Treasury

A clearer path from immediate issues to sustainable improvement.

If you own the technology budget

Defined scope, realistic ownership boundaries and predictable support.

Next steps

A short conversation, then a practical proposal

Engagement begins with understanding your treasury environment, priorities and constraints. From there, Lumin outlines a proportionate way forward.

01. Intro conversation

Understanding context and current concerns.

02. Options

Clear outline of possible engagement paths and indicative commercial structure.

03. Start

Support begins with agreed focus, scope and practical cadence.

Discuss how independent support could help your treasury environment

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

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