We undertake an initial meeting with you to get a picture of your accounts, cards, payables and receivables processing and any treasury management systems that you may use. This is our opportunity to discover your key challenges, and help find solutions, all at no cost to you.
Transaction Banking
Transaction Banking review
Ready to start optimising your transaction banking?
Contact UsOur Transaction Banking review develops a deep understanding of your company’s requirements and works with you to design a successful strategy for business continuity and cashflow management. We can help you find key transaction banking benefits in the short and longer term. This service is available to existing customers, no matter the size or complexity of the organisation.
We complete a thorough analysis of your transactional banking needs
Our specialists discuss changes to cash management solutions
We evaluate and help strengthen your business continuity plans
How it works
Step 1
Complete the Transaction Banking review form
Using our review form highlight the area/s where you want a deeper understanding of your transaction banking needs and potential benefits.
Step 2
Our review
In a meeting with our experts, we work with you to form a complete picture of your transaction banking, which we then review and analyse.
Step 3
Receive our analysis
Our experienced industry cash management specialists talk you through their findings, and your options for optimisation including any of our other products and services that might be relevant to you.
Step 4
Get the benefits
We demonstrate alternative ways of working that encourage greater risk management, increased efficiency and potentially reduce costs.
Your FAQ
Global Wallet
Pay and receive like a local in key currencies, via HSBCnet with HSBC Global Wallet.
If you have any questions about a Transaction Banking Review please contact your RM or RD or get in touch here
