Trade Finance & Treasury Solution Services

We understand that managing trade and treasury operations can be complex — especially in a fast-paced, globally connected economy like India’s. Our Trade Finance & Treasury Solutions services are purpose-built to simplify cross-border and domestic trade processes, while giving treasuries the tools to control risk, improve visibility, and enhance capital efficiency.

From import-export businesses to financial institutions supporting them, we offer an end-to-end platform that modernizes every aspect of trade finance and treasury management.

Trade Finance Offerings

Our platform supports traditional and modern trade instruments, digitizing documentation and ensuring compliance at every step.

1. Letters of Credit (LC) & Bank Guarantees (BG)

Digitally initiate, manage, and track LCs and BGs with automated workflows and real-time status updates. Ensure all SWIFT, UCP 600, and RBI guidelines are met with built-in compliance modules.

2. Export & Import Financing

Simplify pre- and post-shipment financing with faster approval cycles, auto-document verification, and seamless disbursals. Support for packing credit, bill discounting, and foreign currency loans.

3. Supply Chain Finance

Offer factoring, reverse factoring, and dealer/vendor financing programs to help corporates improve working capital and ensure smoother trade flows.

4. Documentary Collection & Trade Settlements

Digitize inward/outward collection processes, enabling quicker settlements and reducing manual intervention.

Treasury Management Capabilities

Equip your treasury with smart tools to handle risk, compliance, and optimization of financial resources.

1. Cash & Liquidity Visibility

Real-time tracking of cash positions across multiple accounts, currencies, and countries. Make informed investment and funding decisions based on accurate insights.

2. Hedging & Risk Management

Manage currency exposure and interest rate risks with built-in tools for derivatives, swaps, forwards, and options. Integrate seamlessly with market data sources and risk models.

3. Investment & Borrowing Operations

Automate short-term investments in commercial paper, T-Bills, and call money markets. Track maturity schedules, yield projections, and redemption flows.

4. Regulatory & MIS Reporting

Ensure RBI, SEBI, FEMA, and IFRS compliance with audit-ready documentation and auto-generated reports.

Why Choose BankingUnfold?

  • Digitized Trade Workflow: End-to-end digital journey for trade instruments with reduced TATs
  • Global-Ready Treasury: Built-in support for multi-currency and multi-entity treasury operations
  • Regulation-First Architecture: Always compliant with RBI, FEMA, SWIFT, and global trade standards
  • Bank-Grade Security: Role-based access, audit trails, and encryption for secure operations
  • Customizable Modules: Tailor solutions based on your business model — from MSMEs to large banks

Who Can Benefit?

  • Public and Private Sector Banks
  • Cooperative and Regional Rural Banks
  • Export-Import Companies
  • NBFCs involved in trade and treasury operations
  • Multinational Corporates with Indian operations
  • Government and Public Sector Units (PSUs)

Empowering India’s Trade & Treasury Ecosystem

With India becoming a key player in global trade, the need for advanced trade finance and treasury solutions has never been greater. At BankingUnfold, we help institutions of all sizes automate, digitize, and optimize their trade and treasury processes — enabling faster growth, stronger compliance, and better returns.

👉 Book a demo or contact to our experts today to explore how our Trade Finance & Treasury Solutions can transform your operations.