REAL TREASURY: Biased toward your success

"We utilized Tracey’s classes as an opportunity to invest in our team members so everyone, regardless of job position or department, can have a better understanding of our clients, what they do each day, and how Nilus provides value to them. Tracey is an outstanding speaker and trainer whose prior experience as practitioner and a TMS salesperson is evident. She is highly credible and presents the information in an interesting way that is understandable by everyone. I highly recommend these training classes."

Treasury Training

"They effectively implemented treasury software that seamlessly integrates cash journal entry posting and has revolutionized our financial management, providing unparalleled efficiency and insight into our cash flow operations."

Technology Selection

"Tracey presented workshop sessions on buyer personas, each role within treasury, their daily functions, and the overall role of Treasury. This helped me understand exactly the challenges they were facing and allowed me to be confident as a sales professional, coming in with a point of view and relating to the buyer from multiple perspectives. Her style is fun, exciting, interactive, easy to understand, analytical, and practical. She related everything back to business impact and our product, enabling us to focus on what mattered most.

Tracey is a true teacher who cares deeply about the success of others and has knowledge that took decades to obtain. I am so grateful for the experience of learning from Tracey. If you are considering enabling your sales team to truly understand treasury, definitely make it happen with Tracey!”

Treasury Training

“I am extremely pleased with the support and insights Tracey provided in selecting our company's first treasury management system. She demonstrated a remarkable ability to quickly comprehend our complex operations/company structure and respond effectively to vendor queries. Her concise summaries and insightful advice played a critical role in our selection process. 

During the implementation phase, her value continued to shine. She meticulously advocated for our best interests, offered best practice recommendations, and ensured the implementation team had a thorough understanding of our needs. Her expertise and dedication have been instrumental in the smooth and successful implementation of our system.”

July 2024 | Technology Selection & Consulting