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Keep up to date on Treasury Management topics.
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...
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...
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...
Instilling a Sense of Urgency in Your Treasury Management Team: In Treasury Management (TM), time is always of the essence. This is the fourth blog in our series, and we are focusing on Building Treasury Titans – Urgency. When responding to a customer’s inquiry, a sense of urgency is critical for de...
Finding and Retaining the Right People for Your Treasury Management Team is more than simply filling positions—it’s about finding those who can excel in specialized roles, drive results, and align with your bank's culture and goals. This is the second blog in our series, and we are focusing on Build...
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In his seminal book "Good to Great," Jim Collins emphasizes the importance of having the right people in the right se...
Each year, we take some time to do long term planning. By long term, we basically plan for 2-3 years out. Everything from finances to metrics – we look at them and set a goal. During our quarterly update meetings with clients (on the consulting side of our business), most of our clients set financia...
