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July 1, 2026

Creating an RFP for a TMS

Creating an RFP for a TMS
# Treasury Management System (TMS)

A NeuGroup Guide

Creating an RFP for a TMS
Treasury teams across the NeuGroup Network are rethinking what they need and want from a treasury management system and whether adding a TMS—or keeping the one they have—still makes sense. AI and other advanced technologies are driving new discussions around the familiar issue of whether to build, buy or both—with terms like “TMS lite” gaining traction. The rapid pace of AI advances is one reason it’s more important than ever that treasurers ask TMS vendors the right questions—including about their AI road maps—when putting together a request for proposal. That’s why NeuGroup created this TMS RFP guide.





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