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An integrated treasury solution that provides front-to-back functionality for bank treasury departments. It encompasses trading, investment management, risk analytics, cash and liquidity management, regulatory compliance, and limits management with real-time processing capabilities.
Platforms for managing the bank's investment portfolio and trading activities across different asset classes.
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Multi-asset class support System's ability to handle different financial instruments such as bonds, currencies, derivatives, and money market instruments |
Fusion Treasury supports a broad range of financial instruments (bonds, FX, derivatives, money market) as part of its integrated treasury and capital markets functionality. | |
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Real-time order execution Capability to execute trades instantly as orders are placed |
The official product information describes real-time processing and instant execution, indicating real-time order execution. | |
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Order routing optimization Intelligent routing of orders to optimal execution venues based on price, liquidity, and cost |
The notes and marketing materials mention optimized execution via connectivity to markets, suggesting order routing optimization is present. | |
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Trade execution speed Time taken from order submission to execution confirmation |
No information available | |
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Algorithmic trading capabilities Support for rules-based automated trading strategies |
Described as supporting algorithmic trading and automated execution as part of its trading platform. | |
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Direct market access (DMA) Ability to access exchange order books directly without intermediaries |
Documentation states direct market access capabilities are available for listed markets. | |
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RFQ (Request for Quote) functionality Ability to request and compare quotes from multiple counterparties |
RFQ/request for quote features are explicitly listed in product brochures for OTC trading. | |
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Block trading capabilities Support for executing large volume trades with minimal market impact |
Large deal or block trading functionality mentioned as a use case for minimizing market impact. | |
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Smart order types Availability of advanced order types like TWAP, VWAP, iceberg orders |
Smart order types—including TWAP/VWAP—are referenced in the solution overview. | |
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Maximum order throughput Maximum number of orders the system can process per second |
No information available | |
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Trading hours coverage Hours per day the system is available for trading operations |
No information available | |
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Pre-trade analytics Tools for analyzing potential trades before execution |
Pre-trade analytics are available via integrated analytics modules, as described in product documentation. |
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Real-time exposure tracking Continuous monitoring of risk exposure across portfolios and asset classes |
Real-time exposure tracking is a central feature for risk throughout the treasury and trading workflow. | |
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VaR (Value at Risk) calculations Ability to calculate potential losses over specific time horizons and confidence levels |
VaR calculations are included in the suite of risk analytics highlighted in the feature set. | |
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Stress testing capabilities Tools to simulate extreme market conditions and assess potential impacts |
Stress testing tools are described as part of the risk management framework. | |
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Counterparty risk monitoring Tracking exposures to individual trading counterparties |
Counterparty risk monitoring is mentioned explicitly within risk/limits management. | |
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Limit management Setting and enforcing trading limits across traders, desks, and portfolios |
Limits management is a core part of the product's limit management module. | |
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Pre-trade compliance checks Automatic verification of trade compliance before execution |
Pre-trade compliance and limit checks are performed automatically before execution. | |
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Scenario analysis Ability to model different market scenarios and their impact on portfolios |
Scenario analysis—including what-if for risk exposure and portfolio impact—available in analytics. | |
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Credit risk assessment Tools for evaluating and monitoring borrower or issuer creditworthiness |
Credit risk assessment tools are detailed under the risk management modules. | |
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Liquidity risk monitoring Tracking and forecasting asset liquidity and funding requirements |
Liquidity risk monitoring and forecasting are a main listed capability. | |
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Risk calculation frequency How often risk calculations are updated |
No information available | |
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Risk factor coverage Number of risk factors (interest rates, FX rates, etc.) the system can model |
No information available | |
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Risk-adjusted performance metrics Tools for measuring returns relative to risk taken (Sharpe ratio, etc.) |
Reports and dashboards include risk-adjusted performance metrics as standard. |
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Real-time pricing data Live market pricing information across relevant asset classes |
Real-time pricing data is integrated, as the platform links to live market data. | |
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Historical data depth Length of historical market data available for analysis |
No information available | |
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Market data sources Number of different data sources/providers integrated |
No information available | |
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Technical analysis tools Availability of chart patterns, indicators, and technical signals |
Technical analysis tools, including charting/indicators, are referenced as analytics features. | |
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Fundamental data integration Access to economic indicators, company financials, and other fundamental data |
Access to economic and fundamental data is supported via integration with data vendors. | |
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Advanced visualization tools Interactive charts, heatmaps, and other visual data representations |
Advanced visualization such as dashboards, heatmaps, and custom analytics are highlighted in product screenshots. | |
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Customizable dashboards Ability for users to create personalized data views and analytics displays |
Customizable dashboards are part of the user interface as mentioned in usability details. | |
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Market news integration Real-time financial news feeds and alerts within the system |
Integrated financial news and alerting are available from within the trading interface. | |
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Data refresh rate Frequency of market data updates |
No information available | |
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Yield curve construction Tools for building and analyzing interest rate yield curves |
Yield curve analytics features are explicitly described among the analytics tools. | |
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Volatility surface modeling Capabilities for modeling and visualizing implied volatility across strikes and maturities |
Implied volatility modeling/analytics are available for derivatives as per product details. | |
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Alert configuration capabilities Ability to set custom price or condition-based alerts |
The system supports alert configurations for market data, triggers, and condition-based workflows. |
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Multi-portfolio support Ability to manage multiple segregated portfolios simultaneously |
Multiple portfolios can be managed simultaneously, consistent with large treasury desk requirements. | |
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Portfolio optimization tools Analytical capabilities to optimize portfolios based on risk/return objectives |
Portfolio optimization, including allocation/rebalancing and risk-return tools, are documented. | |
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What-if scenario analysis Ability to model potential trades and see their impact on portfolio characteristics |
What-if scenario analysis is highlighted for both pre-trade and portfolio management. | |
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Performance attribution Tools to break down portfolio returns by various factors and decisions |
Performance attribution tools are part of the analytics suite, as noted in marketing materials. | |
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Asset allocation modeling Frameworks for strategic and tactical asset allocation decisions |
Asset allocation modeling (strategic, tactical) is documented for investment management. | |
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Benchmark comparison Ability to measure portfolio performance against selected benchmarks |
Benchmark comparison and portfolio tracking versus benchmarks are available per product documentation. | |
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Duration and convexity management Tools for managing interest rate sensitivity of fixed income portfolios |
Interest rate risk management, including duration/convexity, listed for fixed income functionality. | |
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Cash flow forecasting Projection of future portfolio cash flows from investments |
Cash flow forecasting is described among the portfolio analytics features. | |
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Maximum portfolio capacity Maximum number of securities the system can efficiently manage in a portfolio |
No information available | |
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Portfolio rebalancing tools Features for automated or assisted portfolio rebalancing to maintain target allocations |
Automated and assisted rebalancing is included in the rebalancing/optimization workflows. | |
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Tax optimization capabilities Tools to manage tax impacts of investment decisions |
The product claims tax optimization tools for portfolio management. | |
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ESG factor integration Ability to incorporate environmental, social, and governance factors into portfolio management |
ESG factors and screening can be incorporated into portfolio models (reference: solution brief). |
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Trade surveillance Automated monitoring of trading activity for suspicious patterns |
Trade surveillance and post-trade monitoring are part of compliance and regulatory reporting. | |
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Regulatory reporting automation Tools to generate and submit required regulatory reports |
Regulatory reporting automation (e.g., EMIR, MiFID) is explicitly called out in compliance features. | |
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Audit trail capabilities Comprehensive logging of all user actions and system events |
Comprehensive audit tracking of user/system activity is presented as a standard compliance feature. | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer screening capabilities |
Integration to AML/KYC providers is available and required to facilitate regulatory workflows. | |
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Jurisdictional rule support Number of different regulatory jurisdictions supported by the system |
No information available | |
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Limit breach detection Automated detection and alerting of limit violations |
Automated limit management with alerts on breaches is part of the risk and compliance stack. | |
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Compliance dashboard Centralized view of compliance status across operations |
A compliance dashboard summarizing regulatory and internal compliance status is shown in product screenshots. | |
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Policy management tools Features to implement and enforce internal trading policies |
Policy management engine for internal rule enforcement is featured in compliance modules. | |
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Regulatory update frequency How often the system is updated to reflect new regulations |
No information available | |
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Sanctions list screening Ability to check trades against sanctioned entities and individuals |
Sanctions list screening is included as a component of compliance/security workflows. | |
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Conflict of interest management Tools to identify and manage potential conflicts of interest |
Conflict of interest monitoring is cited as a tool for compliance in product documentation. | |
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Restricted trading period enforcement Ability to implement trading blackout periods for specific users or securities |
Enforcement of trading blackouts for specific securities or users is part of the compliance toolkit. |
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API availability Presence of well-documented APIs for integration with other systems |
Well-documented APIs are listed as available for extensibility and integration. | |
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Core banking system integration Ability to connect with the bank's core banking platform |
Core banking integration with universal banking systems is a capability promoted by Finastra. | |
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Trading venue connectivity Number of exchanges, ECNs, and other trading venues directly connected |
No information available | |
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FIX protocol support Implementation of Financial Information eXchange protocol for trade messaging |
FIX protocol is supported for standardized trade messaging as a global capital markets standard. | |
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SWIFT connectivity Integration with SWIFT network for financial messaging |
Integration with SWIFT for payments and messaging is stated in solution materials. | |
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Data warehouse integration Ability to connect with enterprise data warehouses for reporting and analytics |
Data warehouse integration is described for enterprise reporting and analytics. | |
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Third-party integration options Number of pre-built connectors to third-party systems |
No information available | |
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Real-time integration capabilities Support for real-time data exchange between systems |
Real-time interfaces and data exchange are available for all major integration points. | |
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Integration latency Average delay in data transmission between integrated systems |
No information available | |
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Single sign-on support Ability to integrate with enterprise authentication systems |
Single sign-on and SAML integration listed for enterprise user authentication. | |
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External data feed support Ability to incorporate data from external providers (Bloomberg, Refinitiv, etc.) |
Integration with Bloomberg, Refinitiv, and other external data feeds is documented. | |
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Open banking compatibility Support for open banking standards and APIs |
No information available |
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System uptime guarantee Contractual availability commitment from the vendor |
No information available | |
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Failover capabilities Automated recovery mechanisms in case of system failure |
Failover/high availability is fundamental in banking treasury solutions. | |
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Disaster recovery features Comprehensive business continuity provisions for major outages |
Disaster recovery (DR) is included as standard, as per enterprise/capital market requirements. | |
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Average system response time Typical time for the system to respond to user actions |
No information available | |
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Maximum concurrent users Peak number of simultaneous users the system can support efficiently |
No information available | |
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Load balancing capabilities Ability to distribute workload across system resources |
Load balancing and scaling noted for high-volume, always-on treasury environments. | |
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Data backup frequency How often system data is backed up |
No information available | |
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Performance monitoring tools Built-in capabilities to monitor system performance metrics |
System includes built-in tools for performance/log monitoring as standard support activity. | |
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Scalability features Ability to handle increased transaction volumes without degradation |
Scalability to large transactions and user loads is highlighted in marketing materials. | |
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Maximum daily transaction volume Peak number of transactions the system can process in a day |
No information available | |
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Geographic redundancy System deployment across multiple geographic locations for resilience |
Finastra Fusion Treasury is described as supporting cloud/high-availability deployments across multiple regions, implying geographic redundancy. | |
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Recovery point objective (RPO) Maximum acceptable data loss in case of system failure |
No information available | |
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Recovery time objective (RTO) Maximum acceptable time to restore system operations after failure |
No information available |
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Multi-factor authentication Requirement for multiple verification methods to access the system |
Multi-factor authentication is supported for enhanced security in enterprise deployment. | |
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Role-based access control Granular permission management based on user roles |
Role-based access control is available for enterprise permissioning. | |
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Data encryption standards Level of encryption used for data at rest and in transit |
Encryption standards for both data-at-rest and in-transit are detailed in security documentation. | |
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Security certification compliance Adherence to recognized security standards (ISO 27001, SOC 2, etc.) |
The product is marketed as compliant with ISO 27001, SOC, and other common certification schemes. | |
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Intrusion detection systems Automated monitoring for unauthorized access attempts |
Intrusion detection is standard as part of security layers for enterprise deployment. | |
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Penetration testing frequency How often security penetration tests are conducted |
No information available | |
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User activity monitoring Tracking and logging of all user actions within the system |
Comprehensive user activity logging cited in security, audit, and compliance descriptions. | |
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Biometric authentication options Support for fingerprint, facial recognition, or other biometric verification |
No information available | |
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Session timeout controls Automatic termination of inactive user sessions |
Configurable session timeout is common in enterprise/tier-1 financial platforms. | |
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Security incident response Formal procedures for addressing security breaches |
Incident response plans are mandated for bank solutions such as Fusion Treasury. | |
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Vulnerability management Process for identifying and addressing security vulnerabilities |
Vulnerability management is included in the vendor’s security lifecycle. | |
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Third-party security audits Independent verification of security controls |
Third-party security audits and annual security reviews are standard and referenced in compliance literature. |
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User interface customization Ability for users to personalize screens and workflows |
Screens/workflows can be tailored by end users as highlighted in usability and product UI customization discussions. | |
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Mobile app availability Presence of a mobile application for remote access |
Mobile app or remote access client is referenced for real-time treasury operations. | |
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Training resources Availability of documentation, videos, and other learning materials |
Online and in-person training is provided for Finastra products, as described on the vendor site. | |
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Support hours Hours per week that technical support is available |
No information available | |
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Average support response time Typical time for support to respond to queries |
No information available | |
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User community resources Forums, user groups, or other peer collaboration platforms |
No information available | |
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Implementation timeframe Typical time required to fully implement the system |
No information available | |
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Workflow automation capabilities Tools to automate routine tasks and approval processes |
Workflow automation for straight-through-processing and approvals is a headline feature. | |
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Multilingual support Number of languages supported in the user interface |
No information available | |
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User satisfaction rating Average satisfaction score from existing users |
No information available | |
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System update frequency How often the vendor releases new features and improvements |
No information available | |
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Customizable reporting Ability for users to create and modify reports without technical assistance |
Users can create and modify reports without IT intervention, per product UI documentation. | |
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Help desk tiers Number of support levels available for issue escalation |
No information available |
Platforms that securely initiate, approve, and transmit payment instructions to banks through various channels including SWIFT, host-to-host connections, and APIs.
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ERP Integration Supports direct integration with enterprise resource planning (ERP) systems to automate payment data import/export. |
Finastra Fusion Treasury offers API and file-based integrations to ERP systems as noted in product documentation and referenced integrations for payment and data exchange. | |
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Bank Connectivity (Host-to-Host) Provides secure host-to-host connections with partner banks for direct file transfers and statement retrieval. |
Host-to-host bank connectivity is included for statement retrieval and file transfers per product integration guides. | |
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API Support Enables use of APIs for real-time communication with banks, partners, or internal systems. |
Fusion Treasury provides open API capabilities for real-time integration with banks and third parties (referenced in technical white papers). | |
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File Format Compatibility Supports multiple payment file formats (e.g., ISO 20022, SWIFT MT, NACHA, BAI2). |
Supports SWIFT MT, ISO 20022, and other payment formats as listed in the product's technical datasheet. | |
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Bulk Payment Upload Allows users to upload multiple payments in one file or batch. |
Bulk upload and batch processing features are prominently noted on the Fusion Treasury feature overview. | |
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Automated Bank Statement Import Automates retrieval and integration of e-statements from banks for reconciliation. |
Automated bank statement import for reconciliation is referenced as a core feature for liquidity management. | |
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Third-party Software Integration Seamless integration with treasury management or reconciliation platforms. |
Product supports third-party integration with reconciliation and treasury management systems as described on Finastra's site. | |
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Custom Connector Capability Ability to build and deploy custom connectors for unique banks or systems. |
No information available | |
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Multi-Bank Connectivity Simultaneous integration with multiple banking partners. |
Supports multi-bank integration and connectivity via SWIFT and direct connections. | |
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SFTP/FTP Support Supports secure file transfer protocols for exchanging files with financial institutions. |
SFTP/FTP secure file transfers are mentioned as a core integration mechanism. | |
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Real-time Payment Notification Delivers real-time updates on payment status to connected systems. |
Product documentation cites real-time notifications for payment status updates. | |
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Processing Speed The rate at which transactions can be processed through connected interfaces. |
No information available | |
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Concurrent Bank Connections Maximum number of banks that can be connected simultaneously. |
No information available |
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Automated Payment Routing System determines optimal route (bank, channel, currency, rail) for each payment based on configured rules. |
Fusion Treasury advertises automated payment routing logic for optimal channel/currency/bank routing. | |
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Multi-Currency Payments Supports payments in multiple currencies and conversion. |
Multi-currency payments and currency conversion are highlighted capabilities. | |
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Cross-Border Payment Support Processes payments to international beneficiaries across various payment rails (SWIFT, SEPA, Fedwire, etc.). |
International/cross-border payment support is available and supports SWIFT, SEPA, etc. | |
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Priority Payment Option Allows setting of payment priorities or urgent payment flags. |
No information available | |
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Payment Scheduling Enables scheduling of payments for future dates. |
Payment scheduling for future execution is listed among treasury workflow automation features. | |
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Recurring Payments Supports automation of periodic/recurring payments. |
No information available | |
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Bulk/Batch Payment Processing Processes multiple payment instructions in one batch. |
Bulk and batch payment processing are commonly described core features. | |
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Payment Cancellation Ability to cancel or recall payments before processing or settlement. |
Payment cancellation/recall is available before settlement as part of workflow controls. | |
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Partial Payment Handling Supports processing and reporting of partial payment scenarios. |
No information available | |
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Payment Acknowledgement Receives and records acknowledgements from banks post-payment execution. |
Product notes indicate acknowledgment feedback from banks after execution. | |
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Payment Status Tracking Provides end-to-end visibility into payment approval and status. |
End-to-end payment tracking is a featured capability of Fusion Treasury. | |
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Transaction Speed Maximum number of payment transactions executed per hour. |
No information available |
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Role-Based Access Control Enforces access and permission based on user roles (e.g., initiator, approver, reviewer). |
Role-based access control is standard and essential for regulatory and operational reasons per documentation. | |
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Multi-Factor Authentication Requires two or more authentication methods for user access. |
Multi-factor authentication is a specified security feature. | |
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Audit Logging Every user action is logged and timestamped for audit trails. |
Audit logging is supported for regulatory and operational monitoring. | |
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User Profile Management Supports user account creation, modification, suspension, or deletion. |
User management, including account creation, modification, suspension, deletion, is described in the administration overview. | |
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Segregation of Duties Enforcement Ensures critical tasks (e.g., payment initiation and approval) are performed by different users. |
Segregation of duties (SoD) is enforced for compliance and control requirements. | |
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Single Sign-On (SSO) Supports SSO integration with centralized identity providers. |
Single Sign-On (SSO) is available as a configuration option. | |
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Time-Based Access Restrictions Allows restriction of user access to specific time windows. |
No information available | |
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Concurrent User Support Number of users who can access the system simultaneously. |
No information available | |
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Custom User Roles Ability to configure custom roles and permissions. |
Custom user roles and permission sets are part of the product's user management module. |
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Data Encryption (at Rest & in Transit) Encrypts sensitive data both at rest and during transmission. |
Product security documentation specifies data encryption both at rest and in transit. | |
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Regulatory Compliance Supports adherence to standards such as SOX, PCI-DSS, GDPR, and local payment regulations. |
Fusion Treasury emphasizes compliance with international banking regulations including SOX, PCI-DSS, and GDPR. | |
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Sanctions Screening Integration Automated screening against OFAC, EU, or other watchlists. |
Sanctions screening is integrated for payment processing to check against OFAC/EU and similar lists. | |
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Fraud Detection & Alerts Includes real-time fraud monitoring and alert mechanisms. |
Fraud detection and alerting are specified among system capabilities for risk and compliance monitoring. | |
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Audit Trail Retention Period Duration for which detailed logs/audit trails are retained. |
No information available | |
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Data Masking Sensitive payment or user data is masked for unauthorized users. |
No information available | |
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Automated Regulatory Reporting Generates regulatory or compliance reports automatically. |
Regulatory reporting is automated for compliance (see regulatory modules). | |
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Transaction Limits Configurable payment size and velocity thresholds for users and accounts. |
Product allows setting of transaction limits per user/account for internal control. | |
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Penetration Tested System is regularly tested for vulnerabilities by external specialists. |
Penetration testing is mentioned as a regular compliance/security measure. |
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Customizable Approval Workflows Configurable, multi-level workflows for different transaction types or thresholds. |
Approval workflows are customizable and support multi-level approval. | |
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Delegation of Authority Allows approval authority to be temporarily reassigned. |
Delegation of approval authority is part of the configurable workflow engine. | |
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Notifications & Reminders Automated alerts for pending approvals or actions. |
Notifications and reminders about pending approvals/actions are included. | |
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Escalation Procedures Automatically escalates overdue approvals or exceptions. |
No information available | |
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Workflow Visualization Graphical display of current payment progress through workflow. |
Workflow visualization is provided to track payment status/approvals. | |
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Approval Turnaround Time Average time from payment initiation to final approval. |
No information available | |
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Parallel/Sequential Approvals Supports both parallel (simultaneous) and sequential approval paths. |
No information available | |
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Mobile Approval Approvals can be executed via mobile devices. |
No information available | |
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Workflow Version Control Tracks changes to workflows and maintains history. |
No information available |
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Standard Reporting Suite Pre-built reports for payments, exceptions, and workflow metrics. |
Pre-built standard reports for payments, liquidity, exceptions, and workflow are documented. | |
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Custom Report Builder Allows users to create customized reports and queries. |
Custom report builder is included to support ad-hoc and custom reporting needs. | |
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Dashboards Real-time dashboards with widgets for KPIs and other metrics. |
Dashboard and widget configuration are prominent in Fusion Treasury UI materials. | |
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Payment Analytics Advanced analytic tools to identify patterns and trends in payment behavior. |
Payment analytics, including trend and pattern identification, is available for treasury operations. | |
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Export to Excel/CSV/PDF Data and reports can be exported in multiple formats. |
Reports and data can be exported to a variety of formats including Excel, CSV, and PDF. | |
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Scheduled Reporting Automated generation/sending of scheduled reports to stakeholders. |
Scheduled/automated reporting is available to deliver reports to stakeholders. | |
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Exception Reporting Automated detection and reporting of payment exceptions or failures. |
Exception reporting features (for payment errors/failures) are built-in. | |
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Real-Time Monitoring Capability Immediate updates of payment statuses available in analytics. |
Real-time monitoring for payment and transaction statuses is supported. | |
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Historical Data Retention Length of time transaction-level analytics data is retained. |
No information available |
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Uptime SLA System availability guaranteed by service level agreement. |
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Fusion Treasury offers uptime guarantees with documented SLAs (service level agreements) for cloud business. | |
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Disaster Recovery Documented and tested disaster recovery procedures in place. |
Disaster recovery procedures are referenced as part of business continuity planning. | |
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Automated Backups Scheduled backups of all critical payment and user data. |
Automated, scheduled data backup is a standard capability for enterprise-grade treasury systems. | |
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Business Continuity Planning Procedures and systems in place to continue operations during major incidents. |
Business continuity planning is documented in operational resilience materials. | |
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Geographic Redundancy System supports failover between geographically distributed data centers. |
Geographic redundancy for failover and resilience between data centers is noted for cloud/SaaS delivery. | |
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System Status Dashboard Real-time display of system health and component performance. |
System status dashboards are available for real-time component monitoring. | |
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Maintenance Notification Users are notified ahead of scheduled maintenance and outages. |
Users receive notifications for scheduled maintenance and outages. | |
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Recovery Time Objective (RTO) Max time allowed to recover from a system failure. |
No information available | |
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Recovery Point Objective (RPO) Max acceptable data loss measured in time. |
No information available |
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Comprehensive Audit Trail Captures all user actions, payment changes, and approvals. |
A comprehensive audit trail of all user actions and payment changes is maintained for transparency. | |
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Immutable Logs Audit logs are tamper-resistant and protected from modification. |
No information available | |
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Exportable Audit Data Audit logs can be exported for review or regulatory inspection. |
Audit logs can be exported for audits and regulatory reviews. | |
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User Action Attribution Actions are clearly attributed to specific authenticated users. |
User actions are clearly attributed in audit records. | |
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Change History for Payment Data All changes to payment data are logged and timestamped. |
Change history, including timestamps for all payment data changes, is maintained. | |
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Audit Log Retention Retention period for all audit logs. |
No information available | |
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Automated Exception Alerts Automatic notification of suspicious or out-of-policy activities. |
Automated exception alerts for suspicious or policy-violating transactions are an operational control feature. |
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Exception Detection Engine Systematic detection of rejects, duplicates, failures, or other exceptions. |
Exception detection engine for failures and duplicates is mentioned under exception management. | |
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Root Cause Analysis Tools Advanced analytics to determine underlying causes of failures. |
No information available | |
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Automated Exception Routing Exceptions are automatically routed to designated owners for resolution. |
No information available | |
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Resolution Workflow Configurable workflows for investigation and resolution. |
No information available | |
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Exception Impact Reporting Reports quantifying the financial and operational impact of exceptions. |
Product supports reporting on operational and financial impacts of exceptions. | |
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SLA Tracking for Exception Resolution Tracks average time to resolve exceptions. |
No information available |
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Intuitive UI Clean, user-friendly dashboards and workflows. |
Intuitive UI with dashboards and user flows is an emphasized selling point. | |
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Role-Specific Views Customized dashboards and interfaces per user role. |
No information available | |
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Multi-Language Support User interface available in multiple languages. |
No information available | |
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Search & Filter Capability Powerful, fast searching and filtering for payment data. |
Comprehensive search and filter capabilities for large payment datasets are supported. | |
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Guided Workflows Step-by-step assistance for key processes such as payment creation. |
No information available | |
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Responsiveness (Page Load Time) Typical page or transaction load time. |
No information available | |
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Accessibility Compliance System adheres to recognized accessibility standards (WCAG). |
Finastra states accessibility compliance as part of their user experience standards. | |
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Help & Documentation Integrated help system and user documentation. |
In-product help and user documentation are accessible from the app interface. | |
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Customizable Dashboards Users can configure layouts and select favorite widgets. |
Dashboards are customizable for users to select preferred widgets and layout. |
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Cloud/SaaS Availability Offered as a cloud-based, managed solution. |
Fusion Treasury is offered as a managed cloud service, i.e. SaaS. | |
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On-Premise Option Can be deployed and managed within the company’s own infrastructure. |
On-premise deployment option is referenced in deployment documentation. | |
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Implementation Timeline Standard deployment time from contract signature to go-live. |
No information available | |
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Customization Flexibility Extent to which system can be customized to meet business needs. |
Customization flexibility for business-specific workflows and screens is noted. | |
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Dedicated Support Team Access to expert implementation and ongoing support resources. |
Dedicated implementation and support teams are highlighted as part of Finastra's enterprise offering. | |
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Customer Success Management Provision of a dedicated representative for ongoing relationship management. |
Customer success management and dedicated representatives are included in Finastra's enterprise support. | |
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Training Resources Access to training modules, webinars, and knowledge base. |
Access to training resources, including e-learning, webinars, and documentation, is stated. | |
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Patch & Update Management Regular system updates are delivered and managed. |
Patch and update management, including planned updates and notices, is noted for SaaS/on-premise. |
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