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Sri Sanchay
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A PERSONAL SANCHAY WALKTHROUGH

A clearer view starts with your priorities.

Every treasury has its own questions. Let’s explore how Sanchay can help your team bring the answers together.

1-hour Google Meet walkthroughTime agreed by email
YOUR WALKTHROUGH

Let’s make it relevant.

Your name, email and mobile number help us get in touch.

Choose your country and enter your mobile number.
What would you like to explore? (optional)
Preferred date and time

Choose a time for your one-hour walkthrough.

Finding available times…

Need a different time? Email our team to arrange your walkthrough.

We’ll use these details to respond to your request. Privacy notice

A SIMPLE NEXT STEP

From introduction
to a useful conversation.

  1. Share your priorities

    Choose a date and start time within the next two weeks, then tell us what you’d like to explore.

  2. Find a time together

    We’ll email you to agree a time and send a Google Meet invitation.

  3. See the relevant workflows

    Explore the product with our team and bring your questions.

BEFORE WE MEET

A few useful details.

Prefer to email us?
Is a meeting booked when I submit?

Your submission is a demo request. Our team will contact you by email to agree a suitable time before sending the meeting invitation.

What should I prepare?

Your investment mix, the entities you oversee and the questions you want to answer are a useful starting point. You don’t need to send financial statements or confidential records with this request.

Can my colleagues join?

Yes. Add up to five colleagues to your request. Our team will include them when arranging the meeting.