GOAL

What the client needed to achieve

A financial services client relied heavily on a manual treasury servicing process that required significant operational effort, limiting efficiencies across other critical functions. As demand for treasury services increased, existing processes struggled to support growing transaction volumes without additional staffing, resulting in delays and increased risk of errors. To address these challenges, the client partnered with Sendero to modernize treasury operations through automation in order to establish an operating model capable of supporting future growth.

RESULTS

Structured delivery, measurable outcomes

$1M

in annual cost savings

$500k

in recurring annual revenue

DELIVERY

How Sendero delivered

Sendero worked alongside the client to assess treasury operations and identify opportunities for automation in order to deliver a coordinated transformation program. Through close collaboration across product, technology, operations, and business teams, the team built governance and reporting structures needed to maintain transparency and support a successful delivery.

Highlights:

Conducted a comprehensive assessment of treasury workflows
Identified and prioritized high-volume manual activities for automation
Coordinated cross-functional alignment across various teams
Supported the design and implementation of straight-through processing capabilities for onboarding and servicing
Established governance structures to guide program execution
Implemented delivery reporting frameworks to support long-term transformation

PRACTICE

Laying the groundwork for continued transformation

The partnership established a more efficient approach to treasury operations while creating a strong foundation for future growth. By reducing reliance on manual processes and enabling automation across key functions, the client was better positioned to support increasing demand with greater consistency and operational efficiency. The long-standing engagement and sustained impact of the work also extended into other areas of the organization, creating opportunities for broader transformation and lasting business value.

KEY CONTACTS