Modern Approach: TMS Vendor Evaluations

On this latest episode of Actualizing Success, Actualize Consulting’s COO Kerry Wekelo, Senior Consultant Danecia Stewart, and Managing Director Priscila Nagalli examine the significant industry shifts impacting Treasury Management System vendor evaluations. 

Our experts delve into the latest trends and a modern approach that includes identifying metrics, functionality, integrating platforms, and utilizing new technologies that are reshaping this dynamic sector. At Actualize Consulting, we are committed to providing unparalleled value to our clients by delivering cost and time savings, leveraging our diverse team's TMS expertise, and assisting with identifying genuine needs and negotiating with vendors.

Listen to learn more about:

·         Market support functionality

·         Growth of different companies

·         Integration across platforms

·         APIs vs SFTP vs Swift

About Priscila Nagalli

-          Priscila Nagalli is a Managing Director at Actualize Consulting with over 25 years’ experience in international cash, banking, payment, investments, compliance, liquidity, and currency risk management, as well as leading complex global transformation projects. She is an economist, CFA, and CTP Charterholder. She is fluent in English, Portuguese and Spanish.

-          Email: [email protected]

About Danecia Stewart

-          Danecia is a Senior Consultant at Actualize Consulting with over 15 years of experience in liquidity management, budgeting and forecasting, mergers and acquisitions, due diligence, corporate finance, commodity finance, relationship management, financial analysis, policies/procedures, and global trade finance. She earned her Bachelor in Business Administration from the University of Houston.

-          Email: [email protected]

About Kerry Wekelo 

-          Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.

Email: [email protected]



Thanks for listening to this episode of the Actualizing Success Podcast! 
We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Paul Baram. 

More Info: 

Website: www.actualizeconsulting.com 

If you have any questions or comments, we’d love to hear from you. You can contact us at [email protected].