The IT2 software product is only one aspect of the solution we offer. Just as important are the services delivered by our experienced treasury systems team
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Implementation Services
Our solution includes a package of services designed to deliver a live treasury management system / treasury workstation (TMS / TWS) and provide your team with the knowledge and skills to maximise the ongoing benefits you will receive from your new TMS / TWS. These services include:
- Project scoping
- Project business case research and definition
- Project team design advice
- Project Initiation
- Project management & reporting
- Technical system installation
- Static data collection and design
- Training
- Mapping your treasury processes in IT2
- Operational & management reporting
- Live data take-on
- Interfacing and integration
- Update of treasury process documentation
- Parallel run assistance
Support Services
Our solution can include support around the globe from our support centres in London, New York and Hong Kong. |
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Training Services
We strongly believe that continuous investment in training delivers results.
We offer standard pre-defined training courses and can create custom training programs for new and existing customers. Contact our support desk to book a place on one of the currently scheduled training courses below, or to request a custom course.
2008 Training Course Dates
August 19th - Intro to IT2
August 20th - IT2 Reporting
August 21st - IT2 Treasury Accounting
August 28th - IT2 Upgrade Training
September 16th - Intro to IT2
September 17th - IT2 Reporting
September 25th - IT2 Upgrade Training
October 14th - Intro to IT2
October 15th - IT2 Reporting
October 16th - IT2 Treasury Accounting
October 30th - IT2 Upgrade Training
November 17th - Intro to IT2
November 18th - IT2 Reporting
November 27th - IT2 Upgrade Training
To book and for further information, contact Marie Ponder on +44 (0)20 8600 4104 marie.ponder@it2tms.com or alternatively contact Rikta Patel on +44 (0)20 8600 4107 rikta.patel@it2tms.com
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Standard Courses Information
Introduction to IT2
This course is designed to meet the needs of new entrants and those wishing to expand or refresh their IT2 operating skills.
This is essential training for those who need to develop a sound understanding of:
- IT2 User Interface & Navigation
- How everything fits together? – Overview of data structure
- What do all the options mean?– Systems Setup & Configuration
- How to set accounts up once! – Parties, Repetitive & Accounts
- How to optimise your workflow? Process maps
IT2 Reporting
This course is designed to meet the needs of new entrants and those wishing to expand or refresh their IT2 report writing skills.
This is essential training for those who need to develop a sound understanding of:
- Workbenches and data grids
- Forecasts and bank report data – Position Analysis
- Using Workbench formulas to improve analysis
- IT2 Reports and Report Fields
- IT2 Charts
IT2 Treasury Accounting
This course is designed to meet the needs of new users of the IT2 Nominal Ledger module.
This is essential training for those who need to develop a sound understanding of:
- IT2 Nominal Ledger
- Accounting calendar, chart of accounts and rules
- Generating postings
- Working with accounting date
- Financial Reporting: Trial Balance and Profit & Loss
IT2 Upgrade training course
The upgrade training course is designed to meet the needs of existing users of IT2 who are upgrading to version 6.3 and above. This is essential training for those who need to develop a sound understanding of:
User Interface
- Fluent User Interface – Explanation of Microsoft’s new interface
- Fluent Treasury Management – how it works with IT2
New Functionality
- Cash Management – Smart Cash Modeller
- Risk Management – Delta-Gamma VaR, VaR Limits, Trial Investment, Beta Portfolios
- Compliance – Compliance Monitoring, Locking Netting Cycles, Segregated deal approval controls
- Instrument Coverage - Index Options, Margins on FX deals, merger and de-merger corporate
actions, adjustments/rights issues, Funds Transfer import, Investment Issue Definition Import
Upgrade Process
- Managing the switch – what is required for a successful project
Download the new IT2 brochure in PDF format here: ...link to IT2 brochure
Or for those in the US, click here: ...Link to US IT2 brochure
Interested in a webdemo, a trial version or just looking for more information
Simply follow the link to get transferred to our contact page: ...Link to contact page