FINANCIAL PERFORMANCE
Treasury and profitability management
Adwisery helps financial institutions, companies and international groups strengthen cash and financial risk management and build a system for managing profitability.
Make funding costs and financial risks visible in your decisions. Put cash to work within clear limits and understand which products, clients and activities generate profit.
WHO WE WORK WITH
Specialist expertise. Relevant to your organisation.
Financial institutions
For banks and neobanks reviewing liquidity, asset and liability management or funds transfer pricing, and for EMI and payment businesses developing treasury governance appropriate to their model.
Companies and international groups
For CFOs, finance teams and owners managing several banks, currencies or group entities, or seeking a clearer view of product, client and project profitability. Specialist support can complement an existing treasury team or provide expertise the finance function does not have in-house.
WHAT CHANGES FOR YOUR BUSINESS
A clearer basis for financial decisions.
Cash visibility
A clearer view of available cash and future funding needs by account, legal entity and currency.
Informed banking decisions
Banking and financing decisions based on their full cost, operational needs and counterparty exposure.
A policy for surplus funds
A policy for surplus funds that balances return with liquidity requirements and risk limits.
Profitability that informs action
Profitability analysis that includes funding, financial risks and allocated costs, with reporting that supports pricing and resource allocation.
A DEFINED STARTING POINT
Understand the priorities before committing to change.
A diagnostic review identifies the material issues, the information needed to assess them and the changes worth prioritising. Typically 2–3 weeks, depending on scope and data readiness. You receive findings and a roadmap that stand on their own.
EXPERIENCE BEHIND THE WORK
Financial expertise, grounded in practice.
Founder’s financial industry experience of 25 years
Senior banking leadership and international advisory, applied to your treasury and profitability decisions.
LET’S TALK
Tell us what needs to work better.
You do not need a complete brief before getting in touch. Start with the decision you need to make.