Treasury services

A clear first step, then targeted support.

Independent treasury technology advisory from system selection and implementation through to live operational effectiveness, with particular depth in FIS Quantum.

Selection Implementation Diagnostics Stabilisation
Discuss your treasury setup View pricing & engagement
Services

Four ways to engage, depending on where you are.

Support is structured around the treasury problem that needs solving, rather than an open-ended consulting model.

01 Assess

Treasury Systems Health Check

A fixed-fee, three-week review of how your live treasury system is operating, checked against Production evidence rather than taken from a questionnaire.

Controls Payments Interfaces Reporting
  • Approval paths, segregation of duties and user access
  • Payment, settlement and reconciliation controls
  • Interfaces and scheduled jobs that can fail without notice
  • Findings register with a fix route for every issue
Explore the Health Check
02 Design

Selection & Implementation Advisory

Independent advisory during vendor selection and implementation, informed by over 20 years of treasury technology experience and five full lifecycle FIS Quantum implementations.

Vendor selection Requirements Data quality Configuration
  • Vendor selection and requirements challenge
  • Data quality risk identified before go-live
  • Design reviewed against how treasury actually operates
  • Independent challenge where internal depth is limited
03 Stabilise

Operational Advisory & Stabilisation

Targeted advisory to strengthen stability in live treasury environments without creating long-term dependency.

Ownership Controls Reporting Resilience
  • Stabilisation plan with clear ownership and closure
  • Controls, approvals and audit-readiness improvements
  • Reporting confidence and reduced spreadsheet dependency
  • Support-model and key-person risk reduction
04 Specialist

FIS Quantum Advisory

Deep FIS Quantum experience applied to implementation, controls and operational effectiveness in complex treasury environments.

Workflows SoD Cash visibility BAU
  • Controls and roles/access design
  • Workflow, approval and segregation-of-duties assurance
  • Cash visibility and reporting confidence
  • Targeted stabilisation for defined workstreams
Explore FIS Quantum Advisory
Where Lumin fits

Advisory, not programme ownership.

Lumin provides specialist judgement at the points where treasury technology decisions need independent challenge or operational experience.

The objective is to strengthen the client's own understanding, ownership and confidence rather than create an ongoing dependency on external support.

Lumin does
  • Independent treasury technology advisory
  • Focused diagnostics and health checks
  • Implementation and design challenge
  • Operational stabilisation and assurance
  • Specialist FIS Quantum advisory
Lumin does not
  • Run programmes or act as project manager
  • Provide generic resourcing
  • Take open-ended delivery ownership
  • Create unnecessary long-term dependency
Independence

Advice shaped by the treasury environment, not the software vendor.

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

Start with the situation

Not sure which service fits?

Share your context and priorities. Lumin will suggest a sensible starting point.

Discuss your treasury setup info@lumintreasury.com