The decision to select and implement a Treasury Management System (TMS) is time consuming, costly, and has a very high potential ROI. With exposure up to the CFO and possible CEO, it is important to note that a few unintentional mistakes can cannibalize the ROI. Learning more about what successful outcomes look like, along with the necessary pre-work that is put into practice, will have a pay-back in multiples once the TMS has gone live. In this session, Advisor + Practitioner go through various case studies and lessons learned.