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Four Services Designed to Prevent Fraud prospecting treasury management sales Feb 20, 2024

Ensuring the security of financial transactions is a top priority for business owners and financial managers, making fraud prevention an essential aspect of their operations. To address this need, we're spotlighting four services designed to prevent fraud. These services not only safeguard...

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Treasury Management Marketing Basics prospecting Jan 16, 2024

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...

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Sales Activity Leads to Closed Deals lead generation prospecting Jan 02, 2024

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....

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