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Keep up to date on Treasury Management topics.
The age-old adage "What is measured is prioritized" holds more truth than ever. Identifying your Treasury Management department’s actionable numbers is the key to navigating this landscape. These are the specific metrics or data points that not only provide insight but also drive your decision-makin...
One of the challenges we often see with Community Banks is that they haven’t yet segmented their marketing efforts into retail and business. Typically, they do some marketing for retail (auto loans, personal loans, checking accounts, and mortgages), but completely ignore marketing directly to potent...
Always ask for feedback. This is one of the secrets to building a Treasury Management service your customers love. If you don’t ask them, you won’t know what you are doing wrong. Today, we’re exploring 5 creative ways to get business customer feedback.
Where to start? It starts with creating a cult...
You know that old saying “nothing happens until someone sells something”? Well, the cousin to that one is “sales activity leads to closed deals”. Sales 101 here.
Your Treasury Management sales team (anyone involved in selling TM deals) should have regular sales activity. Ideally, sales activity has...
Your treasury management support team needs the right tools to properly support your treasury management business customers. From the right technology to the right access, everything works in harmony to create the right environment for your team to be successful.
What is the right environment? Let’...
One of the best ways to get control over customer service issues is to drive accountability into your organization. Your Treasury Management customer support team is no different, and today, we dive deeper into what it takes to drive results and explore why a healthy customer service team starts wit...
We've all experienced it: troubleshooting a customer's complaint about a misplaced treasury management service request that wasn't resolved promptly. Often, we discover the customer left the request with a lending team member late on a Friday. By Monday, when the team member reviews their voicemails...
LinkedIn has emerged as a powerful tool for attracting business leads, especially in the niche of treasury management. This blog delves into the unique advantages of using LinkedIn for effective treasury management lead generation, contrasting it with the broader approach of general social media and...
One of the key aspects of driving customer satisfaction with your treasury management services is having a good onboarding process for new customers. Efficient treasury management onboarding is crucial for both client satisfaction and operational excellence. By refining your onboarding process, you ...
