CDS Vision
The first true SaaS treasury management platform for the modern treasurer.
See clearly, make better decisions.
Changing the paradigm
In order to deliver a true SaaS platform, we needed to first change the paradigm that has defined the treasury systems landscape for more than 20 years.
Treasurers today rely on error-prone spreadsheets, legacy systems and bespoke configuration of financial toolkits. These are hard to use, expensive to maintain and cumbersome to update.
The solution is a best-in-class treasury platform that is easy to use, available through a monthly subscription and with no hidden costs.
Collaboration at the heart of treasury management
Between treasury and
group operations
A platform designed for the needs of central treasury and business finance operations together.
Unlimited users and secure single sign-on included as standard.
Between treasury and
other treasuries
A community of treasury professionals connected via the platform. Collective input on common reference data and treasury reports published centrally in real time.
Crowd Data with shared knowledge
Between treasury and
other systems
A modern and secure API framework to seamlessly exchange data with bank, trading and finance systems.
One central portal for treasury; integration managed by us.
Between treasury and
us
A customer success team that focuses on exactly that; helping clients to use the platform well, listening and incorporating feedback in future planning.
Proactive customer engagement for all users.
A true SaaS platform
Vision is designed from inception to unlock the full benefit of a true software-as-a-service (SaaS) platform, in a way older legacy-based SaaS and private cloud services cannot achieve.
Scalable
Automatic load balancing across the platform ensures performance is always available when needed.
Agile
Features and updates provided every two weeks. Continuously updated reporting, with integrated version control.
Elastic
Users are not locked into long-term agreements and can easily expand, contract or cancel use at any time.
Multi-tenant
All clients benefit from using the same fully-managed platform, without the overhead of legacy or bespoke solutions.
Transparent
Clear, simple pricing that makes it easy to understand the benefits and value achieved from every level of service.
Secure
Gold-standard security by design and provided as standard, not by a confusing array of extra add-ons.
