Launch Pad | Treasury Management Newsletter Â
Tactics and strategies to enhance treasury management at community banks.
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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
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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
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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
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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
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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
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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
Launch Pad: Accelerating Treasury Management Success | August 2024
Welcome to the August 2024Â TMClarity Newsletter, now renamed Launch Pad. You may have noticed we've changed the format of the newsletter for the better.Â
In addition to our traditional intro and monthly overview of what is happening in Treasury Management and links to our latest blogs, we are ad...
by Tim Malzahn —
Sep 19, 2024
basics
business development
digital sales
Living the Treasury Management Life | January 2024
Hello from the snowy Midwest. We hope you had a great holiday season and are ready to get serious about selling and supporting Treasury Management services in 2024.Â
We've been working hard over the past few years on developing Treasury Management best practices around sales, onboarding, and the...
Aug 22, 2024
Customer Service Above All | February 2024
The importance of exceptional customer service cannot be overstated. With Treasury Management professionals, focus often gravitates towards finding the next business customer, managing risks, and ensuring compliance. However, the cornerstone of any successful organization lies in its ability to ...
by Tim Malzahn —
Aug 20, 2024