Launch Pad | Treasury Management Newsletter

Tactics and strategies to enhance treasury management at community banks.

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Launch Pad: Modern Phone Systems | August 2025

Why Modern Phone Systems Matter in Treasury Management When businesses call your bank’s Treasury Management department, they’re often reaching out for help with something time sensitive. Whether it’s a payroll issue, a wire transfer, or a question about fraud prevention. The way those calls are ...

by Tim Malzahn — Aug 29, 2025

Launch Pad: Overcoming Objections | July 2025

Overcoming Objections: Your Superpower in Sales If you’ve just stepped into the world of Treasury Management - or any sales role, for that matter - objections are not the enemy. They’re actually the beginning of a real conversation. We know it can feel discouraging when a prospect says, “We’re h...

by Tim Malzahn — Jul 29, 2025

Launch Pad: The Customer Relations Role | June 2025

The Treasury Management Customer Relations Role In many banks, Treasury Management (TM) efforts are heavily focused on acquiring net-new business. Sales teams pursue prospects, onboard customers, and then quickly move to the next opportunity. But as institutions grow and the Treasury Management ...

by Tim Malzahn — Jun 27, 2025

Launch Pad: Bitcoin on a Balance Sheet | May 2025

What if Your Business Customer Holds Bitcoin? It’s happening more often than you might expect: a business customer walks in with Bitcoin on their balance sheet. Whether it's tucked away as a modern-day digital gold reserve or accepted as a form of payment, Bitcoin is showing up in more business ...

by Tim Malzahn — May 30, 2025

Launch Pad: Metrics for TM Outside Sales Teams | April 2025

Metrics for TM Outside Sales Teams A disciplined approach to sales metrics is essential for Treasury Management (TM) teams focused on growth. The most important activity to track is the First Time Appointment (FTA) - it drives the entire sales pipeline. Successful TM Outside Sales teams track ...

by Tim Malzahn — May 01, 2025

Launch Pad: TMClarity Implementer | March 2025

Introducing the TMClarity Implementer Program This month, we’re excited to launch our newest Treasury Management training solution: the TMClarity Implementer Program. We created the Implementer Program in response to demand from community banks that are ready to roll out or improve their Treas...

by Tim Malzahn — Mar 27, 2025 marketing

Launch Pad: Getting the Word Out | February 2025

We often hear complaints from our clients that people simply don’t know who they are or have never heard of their institution. In large metro areas, competition is fierce and brand recognition can be challenging. In contrast, small towns thrive on a close-knit community where word-of-mouth tra...

by Tim Malzahn — Feb 25, 2025 marketing

Launch Pad: Agreements | January 2025

Efficiency is key in treasury management, not just for your bank but for your customers as well. One area that often gets overlooked - but has significant potential for time and cost savings - is how you structure your Treasury Management (TM) agreements. By simplifying your approach, you can re...

by Tim Malzahn — Jan 31, 2025 marketing

Launch Pad: Video First | December 2024

Bank marketing is set to change significantly in 2025. With the rise of AI-powered search, traditional website traffic from search engine results will continue to decline. As AI-driven tools provide users with direct answers and solutions, fewer people will click through to your website. To ad...

Dec 31, 2024 marketing

Launch Pad: The Critical Role of Process | November 2024

It’s tempting to believe that having the "best people" is the secret to success in attracting new business to your bank. In lending, this may be true - after all, loan decisions often hinge on relationships and personalities. However, when it comes to the deposit side of the business, the equa...

Nov 30, 2024 metrics people process

Launch Pad: Marketing in a Post Google Search World | October 2024

I was listening to a Gary Vaynerchuk (marketing guru) video the other day and he had an interesting point. At the current rate of AI adoption, his theory is that Google searches may be irrelevant by the year 2030. That’s just five years away. In the video (https://youtu.be/WyW_8kMQmJM) he goes t...

by Tim Malzahn — Nov 01, 2024 issue resolution ticketing

Launch Pad: Gaining Traction | September 2024

Welcome to the September 2024 TMClarity Newsletter, now renamed Launch Pad. You may have noticed we've changed the format of the newsletter for the better. Thanks for subscribing! Gaining Traction Running a treasury management department presents unique challenges. Whether your operations are ba...

by Tim Malzahn — Sep 25, 2024 basics onboarding

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Launch Pad: Accelerating Treasury Management Success

Learn the tactics and strategies to enhance treasury management at your community bank. From leads to sales to operations, Launch Pad covers it all in this monthly treasury management newsletter for community banks. Subscribe to the free edition to unlock access today or become a member for advanced treasury management training and resources right to your inbox.

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