TreasuryView

wealthtech (retail)financial research

FOUNDING YEAR: 2008
LOCATION: Germany
Last Update: 01/05/2020

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About

TreasuryView helps banks and advisors engage effectively with treasurer clients. Effective engagement leads to improved sales velocity, margins and client retention. It is used by tier 1 investment banks, commercial banks and advisors across europe.

Focus

MAIN CLIENTS

Banks and Advisors

People

FOUNDERS

Margo Karp

KEY EMPLOYEES:

Lauri Karp (CEO)

Momentum

FUNDED

NO

LISTED

NO

BASICS

FOUNDING YEAR:

2008

LOCATION:

Germany

Views:

20 VISITORS | 43 VIEWS

About

TreasuryView helps banks and advisors engage effectively with treasurer clients. Effective engagement leads to improved sales velocity, margins and client retention. It is used by tier 1 investment banks, commercial banks and advisors across europe.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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Momentum+
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