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Keep up to date on Treasury Management topics.

Closing the Treasury Management Knowledge Gap: TM Education for All Staff treasury management operations treasury management sales treasury management strategy Feb 04, 2025

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...

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Earnings Credit Rate: The Quiet Profit Driver treasury management business development treasury management operations Jan 28, 2025

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...

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Turn On the Value: Leveraging Your Account Analysis System treasury management operations Jan 21, 2025

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...

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The Critical Role of Process in Treasury Management Service Delivery treasury management customer satisfaction treasury management customer service treasury management operations treasury management support center Oct 01, 2024

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...

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Building Treasury Titans - Entrepreneurial treasury management business development treasury management digital sales treasury management operations treasury management strategy Aug 06, 2024

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...

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Building Treasury Titans - Urgency treasury management operations treasury management sales treasury management support center Jul 02, 2024

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...

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Building Treasury Titans - People treasury management customer service treasury management operations treasury management strategy Jun 18, 2024

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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Building an Effective Treasury Management Team treasury management operations treasury management sales treasury management strategy May 21, 2024

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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...

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Without Goals, You Are Just Wasting Your Time treasury management customer relations treasury management customer service treasury management lead generation treasury management marketing treasury management operations treasury management strategy Jan 30, 2024

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...

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