Unlocking the potential of data monetisation in treasury operations

Treasurers are leveraging data monetisation to generate revenue and enhance efficiencies, navigating challenges like data quality and regulatory compliance, while future trends promise growth through AI and strategic partnerships.

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Date published
March 20, 2024 Categories

In the realm of corporate finance, treasurers are increasingly recognising the untapped potential of data monetisation. This concept revolves around leveraging the vast amounts of transactional and operational data at their disposal to generate additional revenue streams and enhance operational efficiencies. With the advent of advanced technologies such as artificial intelligence (AI), open banking, and the ISO 20022 payment format, the opportunities for data exploitation have expanded significantly. This article delves into the essentials of data monetisation for treasurers, outlining its benefits, challenges, and the evolving landscape that finance professionals must navigate.

The Evolution of Data Monetisation

Data monetisation has undergone a significant transformation, mirroring the digital evolution of the financial sector. Initially, the focus was predominantly on internal efficiencies—streamlining operations and enhancing liquidity management through better data utilisation. However, the landscape began to shift with the rise of Big Tech companies like Amazon, Facebook, and Google, which demonstrated the immense value of data in creating personalised customer experiences and generating revenue through targeted advertising. This shift highlighted the potential for treasuries to explore beyond traditional financial metrics, leveraging transactional data for strategic advantage. The introduction of AI tools, the ISO 20022 payment format, and open banking further catalysed this evolution, offering new ways to analyse and utilise data. These advancements have not only broadened the scope of data monetisation but have also underscored its critical role in the competitive differentiation and value creation for treasuries and their corporate entities.

Benefits of Data Monetisation for Treasurers

The benefits of data monetisation for treasurers are manifold, extending beyond mere financial gains to encompass strategic and operational enhancements. Firstly, it offers a pathway to improved liquidity management by enabling more accurate cash flow forecasting and optimisation of working capital. This precision in financial planning can significantly reduce the need for external financing, thereby lowering costs. Additionally, by analysing transaction data, treasurers can gain insights into spending patterns, helping to negotiate better terms with suppliers and identify new savings opportunities. Another key advantage is the enhancement of risk management. Through detailed data analysis, treasurers can identify and mitigate financial risks more effectively, from credit risks to foreign exchange exposures. Moreover, data monetisation can foster stronger banking relationships by providing banks with valuable insights, thereby enhancing the quality of financial services received. Collectively, these benefits underscore the transformative potential of data monetisation in treasury operations.

Challenges and Considerations

Despite its potential, data monetisation is not without its challenges and considerations. One of the primary hurdles is data quality and integration. Many treasuries still rely on disparate systems and manual processes, making it difficult to aggregate and analyse data effectively. This challenge is compounded by the need for real-time data, which is crucial for making informed decisions but often hard to achieve due to technological limitations. Additionally, regulatory compliance and data privacy concerns loom large. With regulations such as GDPR in Europe, treasurers must navigate a complex landscape of data protection laws, ensuring that monetisation efforts do not breach customer privacy or regulatory mandates. Another consideration is the strategic alignment of data monetisation initiatives with the broader business objectives. Treasurers must ensure that these efforts support the company’s overall goals, from enhancing customer experience to driving revenue growth, without detracting from core treasury functions.

Future Trends and Opportunities

The future of data monetisation in treasury is poised for significant growth, driven by technological advancements and evolving business models. The adoption of artificial intelligence (AI) and machine learning (ML) technologies is set to revolutionise data analysis, enabling more sophisticated and predictive insights into cash flow, risk management, and customer behaviour. This, in turn, will open new avenues for customised financial products and services. Furthermore, the ongoing migration to ISO 20022 and the expansion of open banking frameworks globally present treasurers with unprecedented opportunities to leverage richer data sets for enhanced decision-making and product innovation. Another emerging trend is the development of collaborative ecosystems, where corporates, banks, and fintechs share data and insights to create mutually beneficial solutions. These trends underscore a future where data monetisation becomes a cornerstone of treasury strategy, driving efficiency, innovation, and competitive advantage in an increasingly digital financial landscape.

Navigating the Data Monetisation Landscape

As treasurers embark on the journey of data monetisation, embracing technological advancements and strategic partnerships will be key. By overcoming challenges and leveraging emerging opportunities, treasurers can unlock the full potential of their data, driving innovation and value creation in an ever-evolving financial landscape.

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