Companies Don't Lose on Spread. They Lose on How and When They Convert Currency.

Spread isn't the main problem. How you convert matters more.

The rate is one part of the picture. How currency decisions are made, and how consistently they are made, is what shapes results over time.

Request Free Currency Review

How Are Your Currency Decisions Being Made?

Currency transactions often happen when:

  • An invoice is due
  • Cash is needed
  • Accounting requests it
  • Someone has time
  • The rate looks acceptable

What's more effective:

  • A defined budget rate or target margin
  • A pre-determined threshold
  • Measured outcomes over time
  • A repeatable decision approach

Even competitive rates produce inconsistent results when the decisions behind them are reactive.

An independent look at how your currency operation is running - and where there may be room to improve.

Led personally by Jeffrey Boyko, CFA, P.Eng. - 30 years of currency expertise, including roles as a senior currency strategist in Europe and strategy consultant and risk advisor to corporations.

Step 1

Submit Your Information

Complete a short intake form and submit a minimum of 5 recent transaction confirmations - date, time, amount, and rate received.

We review your responses and transactions then prepare your report.

Complete Intake Form Below →
Step 2

Receive Your Currency Operation Report

Jeffrey Boyko personally reviews your transactions and prepares a Currency Operation Report - including a scorecard of how your currency operation rates across key dimensions, transaction analysis, key findings, and where there may be opportunity to improve.

A document that gives your finance team an independent review.

Step 3

Follow-Up Conversation

If your report identifies meaningful opportunity, Jeffrey will reach out to offer a follow-up call - a focused conversation about your specific situation and what Castle Currency can do for your business.

No obligation. No sales pitch. Just a clear conversation about whether we are a fit.

The Currency Operation Report

What Your Report Looks Like

CASTLEFXCurrency Management Services
Precision Parts Inc.
Sandra Kowalski, Controller
Currency Operation Report · April 2026
Currency Operation Report — Confidential
Currency Operation Scorecard
Strategy
Not established
Planning
Partial
Processes
Reactive
Measurement
None in place
Risk Awareness
Recognized, unmanaged
Efficiency
Process works, timing doesn't
Key Findings
Timing is the real cost - and it's entirely driven by process
4 of 5 transactions were executed reactively at invoice due dates. Three of those landed at or near the monthly high. A basic rate target approach on your two largest monthly transactions would have materially improved results on this sample alone.
There is no measurement infrastructure - improvement is invisible
Without a tracked budget rate, you have no way to know whether results are improving or declin

Your Currency Operation Report is scored across six dimensions of currency management maturity — Strategy, Planning, Processes, Measurement, Risk Awareness, and Efficiency — with your actual transactions analyzed against market conditions. Findings and recommendations are specific to your business.

"We had no idea how much our currency process was affecting our margins until we saw it laid out."

— Controller, Canadian mid-market manufacturer

Tell us a little about your business.

A few questions about your business. Your answers let us make your report relevant to your specific situation.

None of these questions are mandatory - but more context means a better report for you.

Attach a minimum of 5 recent transaction confirmations including date, currency pair, amount, and executed rate. This allows us to prepare your Currency Operation Report.

Your information is used only to prepare your review and confirm your session. We do not sell or share your data. See our Privacy Policy.

Who This Review Is For

This review is designed for companies that:

  • Send or receive foreign currency regularly
  • Want a clearer picture of how their currency operation is performing
  • Are open to improving how conversion decisions are made
  • Value measurable process improvement over spread comparison alone

This is likely not a fit if:

  • You convert less than $100,000 per year
  • Your only interest is comparing rates

Frequently Asked Questions

Is there a cost for this review?

No. There is no cost. We offer this review because it allows both sides to assess whether improving how currency decisions are made would add meaningful value to your business.

Our current process is working. What would a review show us?

Most businesses have a currency process that works operationally - payments go out, invoices get settled. What a review can show is whether that process has gaps or is producing consistent results relative to market conditions.

How long does it take to receive my report?

We typically deliver your Currency Operation Report within 3-5 business days of receiving your transaction details.

Do we need to become currency experts to benefit from this?

Not at all. The review is designed for business owners, CFOs, and finance teams who handle currency as part of running their business - not as specialists. The goal is to give you a clearer picture of where you stand and what would make the most difference, in plain language.

What happens after the session?

You receive your Currency Operation Report, a professional one-page document with your operational scorecard, transaction analysis, key findings, and two or three specific recommendations. A suggested next step is included.

Your currency operation has a story.

Find out what it's saying.

Request Free Currency Review