Treasury Advisory · DACH & Italy

Your business deserves treasury expertise — not just a spreadsheet

DNP Swiss delivers structured treasury diagnostics and advisory to SMEs in Switzerland and the DACH region — without the cost of a full-time treasurer.

Treasury Diagnostic · Six Areas
💧
Cash & Liquidity Score
🔁
FX Risk Management Score
🏦
Banking Relationships Score
🛡️
Controls & Governance Score
📊
Debt & Financing Score
💳
Payment Operations Score
Treasury Certified
Global Treasury Experience
Swiss-Based · DACH & Italy
EN · DE · IT

Most SMEs operate without real treasury clarity

Your CFO is stretched across a dozen priorities. Treasury sits in the background — managed reactively, not strategically. The risk? You're leaving money on the table, and you don't know where.

🌊

Cash surprises you

You find out about liquidity gaps when it's almost too late. There's no forward visibility, and no buffer strategy.

💱

FX is a black box

Your margins erode when currencies move. No hedging policy, no clear exposure tracking, no systematic approach.

🏛️

Your bank relationship is one-sided

You accept the terms you're given. Fees accumulate. You don't know if you're getting a fair deal — or how to change it.

Six areas. One clear picture of your treasury maturity

The DNP Swiss diagnostic maps your treasury across six structured dimensions — giving you an honest, scored view of where you stand and what to prioritise.

01

Cash & Liquidity

Visibility, forecasting accuracy, buffer strategy, and daily cash management practices.

02

FX Risk

Exposure identification, hedging policy, instrument usage, and currency risk governance.

03

Banking

Relationship structure, fee benchmarking, account architecture, and bank panel management.

04

Controls & Governance

Segregation of duties, treasury policies, approval workflows, and audit readiness.

05

Debt & Financing

Capital structure, covenant monitoring, refinancing planning, and financing cost optimisation.

06

Payment Operations

Process efficiency, fraud controls, payment terms strategy, and automation maturity.

Built for finance leaders who wear too many hats

  • CFOs and Head of Finance at SMEs with CHF/EUR 5–50M revenue
  • Companies operating across Switzerland, DACH, or Italy with cross-currency exposure
  • Finance teams managing treasury manually — without a dedicated treasury function
  • Businesses preparing for growth, refinancing, or an audit that touches treasury
  • Leaders who know their treasury is a risk — but don't know exactly where
Who we work with
5–50M
CHF/EUR Revenue
3
Languages
DACH
+ Italy

Sector-agnostic. Deep experience across manufacturing, apparel, FMCG, and professional services.

Be first to access the DNP Swiss diagnostic

We're launching to a small group of early clients. Leave your details and we'll be in touch personally before we open to the public.

No spam. No sales calls without your consent. We reach out personally.

You're on the list.

We'll be in touch personally before launch. Thank you for your interest in DNP Swiss.