Launch Pad | Treasury Management Newsletter Â
Tactics and strategies to enhance treasury management at community banks.
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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
Maximizing Sales in the Spring Selling Season | March 2024
The spring selling season brings a whirlwind of opportunities and challenges for your treasury management (TM) sales team. As the market becomes livelier, the competition increases, making it crucial for you and your team to stand out and follow up on every potential lead. This month, we want to...
by Tim Malzahn —
Aug 20, 2024
Take a Hike | April 2024
The art of hiking, whether it be urban, in dense forests, or across the landscapes of national parks, represents more than just a physical journey. It is a metaphor for life's many paths, expressing the essence of exploration, discovery, and continuous improvement.
It applies to every facet of o...
by Tim Malzahn —
Aug 20, 2024
Just Checking In | May 2024
Building strong relationships with your business customers is essential for long-term success. Regular check-ins with your treasury management customers not only demonstrate your commitment to their success but also provide opportunities to identify their evolving needs and offer tailored soluti...
by Tim Malzahn —
Aug 20, 2024
Treasury Management for Directors | June 2024
This month, we are introducing our first training program for Treasury Management with a 30-Minute Training for Your Board of Directors.
Transforming your financial institution’s approach to treasury management starts with education and empowerment at the board level. This quick yet in-depth ses...
Aug 20, 2024
Beat the Heat | July 2024
Beat the Heat with Our Summer Selling TipsÂ
As temperatures rise, so do the unique challenges and opportunities in B2B sales. Summer can be a tricky season for sales professionals, particularly in the banking industry. Customers and prospects might be out of the office, vacation schedules can di...
by Tim Malzahn —
Aug 20, 2024