Corporations increase working capital
and improve efficiency
Forte Financial's strategic treasury and finance services provide CFOs, Treasurers, and
Controllers with expert, actionable advice and custom solutions that increase working capital
and improve efficiency.
Leverage emerging technologies and payment methods to streamline treasury and accounting
processes, freeing up employees for more valued-added activities. Cease struggling with disparate information systems that isolate data, inhibiting analysis
of business performance. Forte Financial solutions gather, integrate, and report data in meaningful
formats to drive strategic decision making throughout client organizations. Seize Sarbanes-Oxley compliance efforts as an opportunity to streamline your firm's processes
and enhance day-to-day efficiency.
Services for Corporations
Forte Financial assembles teams of professionals with complementary skills and expertise to
address your project needs.
In addition, we offer the following standard services which may be adapted to suit the needs
of your organization.
Structure your treasury organization to meet 21st century finance challenges.
TREASURY & FINANCE AUDIT
Forte Financial recommends ways to use existing infrastructure more effectively or suggests new
processes and tools to augment existing treasury and finance resources.
To achieve your strategy and objectives, we evaluate your current organization by
Assessing extent of international operations and impact on liquidity and
risk management, Examining whether banking industry consolidation has afforded opportunities to streamline
banking relationships and optimize account structure, Determining how effectively organization is meeting regulatory demands and identifying means
of streamlining compliance efforts, Evaluating systems, processes, and resources in light of M & A activity or
possible divestiture, and Benchmarking against Financial Supply Chain efficiency standards.
Finally, we develop detailed implementation plans to coordinate the efforts of internal resources,
system vendors, and banking partners and guide changes with proven project and change management practices.
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Leverage technology to increase working capital and facilitate superior decision making
TREASURY & FINANCE TECHNOLOGY AUDIT
Forte Financial evaluates your internal systems to ensure you have effective tools to guide and
manage progress toward company objectives. We target ways to increase efficiency and lower costs.
Specifically, we
Audit current technology infrastructure and assess it in terms of current business objectives
and anticipated strategic shifts, Identify opportunities to use emerging technologies such as electronic payment
formats, treasury workstations, and business process management (BPM) systems, Benchmark receivables processes and performance against industry benchmarks and
recommend targeted solutions to increase working capital, Benchmark payables processes and performance against industry benchmarks and recommend targeted
solutions to increase working capital, Evaluate effectiveness of treasury management systems, Suggest means of leveraging your ERP investment, and Identify how corporate performance management (CPM) solutions can provide
appropriate dashboards to drive strategic decision-making at each level of your organization.
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Customized solutions that achieve your
business objectives
SOLUTION DESIGN
Based on our Technology Audit results, Forte Financial develops customized solutions that meet
your organization's needs. We research potential vendors and identify the key constituencies that
must participate in the design and selection of new systems.
Forte Financial manages the development of an RFP, evaluates vendor capabilities, and advises
you on the final selection of vendors.
Finally, we develop implementation plans outlining the steps to a nimble and robust financial
and treasury operation. The implementation plan coordinates the efforts of internal resources,
system vendors, and banking partners and is an indispensable tool to change and project managers.
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Identify the most effective payment method for each market segment and business strategy
PAYMENT/INVOICING STRATEGY & SOLUTIONS
Forte Financial recognizes that in many industries preeminence is achieved through slight margin
improvements. Streamline your receivables and payables processes to gain efficiencies, generating
incremental working capital.
We use segmentation methods borrowed from marketing to identify the appropriate mosaic of payment
methods for your customers and your industry.
Forte Financial manages the development of an RFP, evaluates vendor capabilities, and advises
you in the selection of vendors, as needed.
Finally, we develop detailed implementation plans outlining the steps to an efficient and
cost-effective payment solution. The implementation plan coordinates the efforts of internal
resources, system vendors, and banking partners and is an indispensable tool to change and project managers.
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Experienced project professionals ensure your
new system works and is delivered on time
and within budget
IMPLEMENTATION SUPPORT / PROJECT MANAGEMENT
Many well-designed technology solutions fail because the organization is inadequately prepared
for business process change.
Forte Financial consultants have mastered the hard lessons you need to learn before you start your
technology implementation and can guide you accordingly.
With finance leaders, we develop effective cross-functional teams charged with implementing changes
and engendering buy-in throughout your company. Forte Financial project managers with finance technology
expertise are available to manage these critical initiatives.
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Forte Financial delivers treasury product and technology expertise
combined with sophisticated change management talent enabling your organization to:
Reduce costs and increase working capital, Streamline treasury and accounting operations, Leverage emerging technologies: electronic payments, treasury
workstations, business process management (BPM) systems, corporate performance
management (CPM) dashboards, and others, Transition smoothly to new tools, processes, and
organizational structures. Enhance the strategic role of finance within your organization.
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