Blog

Outstanding Treasury Management (TM) Support can be a game-changer. Business customers rely on your systems daily, and when issues arise, they expect quick, confident help. A world-class TM Support team doesn’t just fix problems - it reinforces trust, strengthens relationships, and differentiates yo...

Treasury Management (TM) Support is often viewed as a customer service role. In reality, it functions much more like an IT help desk. TM Support professionals handle complex, technical systems, manage user access, and troubleshoot issues that can directly affect a customer’s ability to move money.

As Treasury Management (TM) departments grow, one of the biggest challenges is defining the boundary between Operations and Support. Both functions are essential, but without clear separation, confusion can set in. Requests get lost, responsibilities overlap, and customer satisfaction suffers.

Esta...

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 ...

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...

Putting the Right People in the Right Seats: In Treasury Management, success hinges on more than just hiring talented individuals. This is the third blog in our series, and we are focusing on Building Treasury Titans – Alignment. To build a high-performance team, each person must be positioned in a ...

Customer service is a cornerstone of treasury management success. If you’ve been struggling to find creative ways to boost customer service in your treasury management department, we have a straightforward strategy that can redefine customer service excellence: a one-two punch of responsive communic...

In banking, maintaining strong business relationships with treasury management business customers is crucial for success. The frequency of visits to these customers can significantly impact the quality of the relationship, trust levels, and your understanding of their business needs. Let’s delve int...

In an era where treasury management services are continuously evolving and you work at a small bank, you may find yourselves at a crossroads. The challenges are twofold: The first is to stay relevant and competitive in your business service offerings and the second is that treasury management innova...

One of the challenges as a Treasury Management Product Manager is finding new treasury management services to sell to your business customers. How to find new services? We have 20 ways to research new treasury management services for your customer base.

Customer Surveys: Conduct surveys to understa...