A small cohort, working over a series of virtual sessions. You size the opportunity layer by layer on your own data, alongside peers doing the same. Peer data is anonymized and aggregated, with no member and no bank named, and no providers in the room. We circulate our framework and hypothesis in advance, and collectively stress test it: validate, refine, contest, or refute it against what you find. You leave with an evidence-based diagnostic, how far you sit from an efficient frontier, ranges and evidence for the business case, a baseline to repeat the X-ray against, and a data-grounded hand for your next bank conversation, including a better view of how banks value the different parts of your business when you decide where to allocate wallet. The next time a coverage banker asks why they were not on the last bond deal because they need the economics, you will be able to point to the flow economics they earn from you every day.
Session Leader:
- He spent nearly two decades at Citi, latterly as Managing Director and Global Head of Client Advisory for Treasury and Trade Solutions, where he built Citi Treasury Diagnostics and advised many of the world's largest corporate treasuries across Asia, Europe and the Americas.
