Blog
Keep up to date on Treasury Management topics.
There are five ways you can help your new Treasury Management Officer (TMO) succeed - especially as they step into this critical role at your bank.
Right now, community banks are scrambling to grow core deposits and boost non-interest fee income. One of the most effective ways to do that? Build or ...
Finding experienced treasury management (TM) professionals is a challenge. This is part 8 of our 8-part series on Why Treasury Management Excellence Matters. With demand rising and a limited talent pool, many banks struggle to recruit and retain TM staff.
Rather than relying solely on the external ...
Fintechs and stablecoins are competing aggressively for deposits, so you (as a banking leader) must sharpen focus on core deposit growth. This is part 7 of our 8-part series on Why Treasury Management Excellence Matters. Treasury management is one of the best-kept secrets to achieving this goal.
Co...
Many banks focus heavily on the treasury management sales process, but overlook what happens after the sale. This is part 6 of our 8-part series on Why Treasury Management Excellence Matters. Without a formalized support structure, business customers can feel abandoned - and valuable treasury manage...
In many community banks, treasury management (TM) is placed under the retail department. This is part 5 of our 8-part series on Why Treasury Management Excellence Matters. While this might seem logical for operational convenience, it often creates confusion, inefficiencies, and missed opportunities....
One of the biggest hurdles to treasury management growth is a treasury management knowledge gap across the organization. This is part 4 of our 8-part series on Why Treasury Management Excellence Matters.
When business bankers, operations staff, and even leadership teams don’t fully understand TM se...
The Earnings Credit Rate (ECR) often gets overlooked in community banks. Yet it plays a crucial role in treasury management profitability. This is part 3 of our 8-part series on Why Treasury Management Excellence Matters.
When managed well, the ECR allows business customers to earn credits on their...
At banks who are just starting out developing their Treasury Management departments, the Account Analysis System (AAS) sits dormant, effectively cutting off a major source of insight - and revenue. Leveraging your Account Analysis System can solve this. This is part 2 of our 8-part series on Why Tre...
One of the most common challenges community banks face is the widespread practice of waiving treasury management (TM) fees. This is part 1 of our 8-part series on Why Treasury Management Excellence Matters. On the surface, it can seem like a gesture of goodwill to business customers. It often leads ...
Treasury management excellence has long been one of the most powerful yet underleveraged areas of growth for your community bank. In today’s competitive environment, strong treasury management practices are no longer optional - they are essential to strengthening core deposit strategies, generating ...
Building strong, lasting relationships with business customers requires more than delivering excellent products and services. It requires consistent, meaningful contact over time.
When communication becomes sporadic, relationships often weaken. Just like internal workplace relationships suffer when...
It’s tempting to believe that having the "best people" is the secret to success in attracting new business accounts or securing loans for your bank. In lending, this may hold true—after all, loan decisions often hinge on relationships and personalities that build trust during complex negotiations. H...
