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
Engagement approach
Independent
Fixed scope.
Every engagement begins with a complimentary discovery conversation
to understand the situation before any proposal is prepared.
01
Understand
Context, risk and priorities
02
Define
Scope and practical outcomes
03
Advise
Independent, targeted support
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 Effectiveness Diagnostic
A fixed-scope, client-side diagnostic for organisations that need
an independent view of how treasury system decisions are holding
up in operation.
Operating confidence
Controls
Reporting
Operational reliance
Reliance on cash, forecast and core reporting outputs
Roles, approvals, ownership and segregation of duties
Manual workarounds and reporting fragility
Audit and control exposure with prioritised next steps
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
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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.