Sierra ConsultantsFounder and Managing Director
Mar. 2023Greater Montreal, Quebec, CanadaSierra Treasury & Management Consulting is the only firm in the GMA that specializes in banking optimization. Sierra's mission is to deliver exceptional service by relying on more than a decade of experience in the banking sector, in corporate banking and capital markets. We are the only firm in the GMA that can help our clients, big or small, implement effective banking strategies that minimize risk, costs and maximizes potential banking profitability. Banking Optimization mandates can be divided into four categories:
- Fraud; mitigation, prevention, post-mortem, assessment of vulnerability.
- Policy; Processes, approvals, regulations/regulatory body compliance, authority management, ratios, audit requirements.
- Banking; Account management, risk management, relationships, profitability, fees, credit and facility interest, and optimal architecture.
- Cash management; Systems selection and architecture, solution design, strategy, modernization, payments solution and optimization, cost of capital, float management, cash conversion cycle. Sierra also assists in a variety of other capacities, such as:
- Marketing strategy, assessment and deployment
- Business Development
- Target market identification and strategic outreach
- Communications
- Relationship Management
- Public Relations
- Sales tactics and strategies The scope of mandates is determined at the onset of an engagement.
The scope is measured through a "case study" composed of:
- The Client Current State
- The Client Target State
- The Stakeholders
- The Variables between the aforementioned