Blog
Keep up to date on Treasury Management topics.
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....
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...
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 ...
Finding people with technical skills and banking knowledge is essential in Treasury Management. This is the tenth (and final) blog in our series, and we are focusing on Building Treasury Titans – Attitude. But even more critical is the right “attitude” - a combination of mindset and approach that’s ...
Professionalism is foundational in Treasury Management (TM). For customers - especially business owners - how their TM partner presents themselves, communicates, and engages is just as important as the services they offer. This is the ninth blog in our series, and we are focusing on Building Treasur...
Encouraging an Entrepreneurial Spirit Within Your Treasury Management Team helps foster a culture of innovation, agility, and forward-thinking, which can ultimately drive greater value for your customers and bank. This is the eighth blog in our series, and we are focusing on Building Treasury Titans...
Why Former Entrepreneurs Make Great Additions to Your Treasury Management Team: For business owners, Treasury Management (TM) is about more than just managing finances; it’s a key part of their growth strategy and long-term success. This is the seventh blog in our series, and we are focusing on Buil...
Staying Curious About Your Customer’s Business is essential for building trust, fostering deeper relationships, and delivering tailored Treasury Management services. This is the seventh blog in our series, and we are focusing on Building Treasury Titans – Curiosity. Whether your customer is a for-pr...
Leveraging Modern Sales Techniques to Sell Treasury Management Services to business customers requires more than just presenting features and benefits. This is the sixth blog in our series, and we are focusing on Building Treasury Titans – Sales. Traditional sales tactics fall short when customers e...
Finding and Retaining Lifelong Learners in Treasury Management means finding and retaining experts who are not only knowledgeable but also eager to stay on top of industry advancements. This is the fifth blog in our series, and we are focusing on Building Treasury Titans – Learners. Treasury Managem...
