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Vallstein

CoupaLink / Treasury / Vallstein
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Vallstein is the leading provider in Bank Relationship Management. Founded in 2000, Vallstein’s WalletSizing® technology provides the cutting-edge solution to help corporations constantly improve their BRM and reduce their banking spend. We’re proud to partner with Coupa and bring additional bottom-line improvement for Coupa’s clients. Banking spend is an often overlooked but significant spend category. Substantial recurrent savings are achieved by increasing transparency in the bank negotiations and improved control on bank fee billing.
Leverage comprehensive insights and analytics of your organization's bank relationships.
Category
Treasury
Solutons
Connector
Website
www.vallstein.com
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Highlights

The WalletSizing® and Bank Fee Management reporting panels are easily accessible through CoupaLink.
The bank’s billing statements can be collected from your banks through the Coupa Treasury solution for onward processing into Bank Fee Management, without any need for intervention by yourself.
Implementation support on WalletSizing® can be provided through our global partnership with Accenture.

Solutions

Vallstein Connector

WalletSizing® is a cloud-based technology solution that provides comprehensive insight and analytics of the profitability of each of your company’s bank relationships, across all banking products and services your company procures from its banks. By leveraging readily available information from within the company and its banks and enriching this with a comprehensive analytical framework reflecting the Basel Rules on Regulatory Capital Requirement, your company’s banking wallet is viewed “through the eyes of your own banks’. This intelligence provides you invaluable leverage in discussions with your banks.

Bank Fee Management is a sub-module of WalletSizing® and provides automated verification of the correctness and completeness of cash management fees charged by your banks to your accounts. Contractual compliance, overcharging/undercharging, charging of unagreed fees and volume discrepancies become immediately visible upon automated processing of bank fee statements into the platform.

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