Case Study

Bank Client Workshop

iconFinancial Services

Company Location


Dubai, UAE

Project Scope


Saudi Arabia

Company overview

HSBC Global Banking & Markets provides financial services and products to corporates, governments and financial institutions worldwide.

Engangement Details

The bank had recently acquired a new large Saudi customer and wished to organise treasury and cash management workshop for the client.


The project included the following activities:


Led and participated in the client workshop


As the external independent advisor provided insights into the latest in the field of treasury organisation, liquidity management structures and treasury management system.


“Cugavadi facilitate a treasury workshop for our corporate clients that was very well prepared, well delivered, and resulted in positive client feedback. Thank you, Chris”

Regional Head of Cash Management


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