Treasury Management Framework

Transform your Treasury Management Department to it's full potential.

The TMClarity Treasury Management Framework

The TMClarity Framework™ helps community banks transform Treasury Management departments to their full potential. Our comprehensive and transformative training and business management system leads to greater sales success, higher margins, and increased customer retention in a competitive marketplace.

The Framework is composed of eight key areas in which Treasury Management professionals should achieve proficiency.

    

Digital Sales

Time tested and proven digital sales techniques used by successful people in digital sales roles. Utilizing Email, social media, and Web to generate leads for the Business Development team is the primary focus. The Digital Sales module is included with each Framework subscription.

  

Business Development

Business Development involves a deep understanding of the way business customers interact with each Treasury Management service and how to match services with each customer. The Business Development module is included with each Framework subscription.

  

Operations

Operations covers developing and deploying Treasury Management services and how to profitably manage them. The operations module is included with each framework subscription.

  

Business Support Center

Centralizing Treasury Management customer service into a Business Support Center is critical to maintaining profitability and meeting your customer’s expectations of supporting today’s complex digital Treasury Management services. The Business Support Center module is included with each Framework subscription.

    

Customer Relations

Ensuring a happy customer base is the role of your Customer relations team. As time goes on, the tactics introduced in this area leads to customers using a broader array of Treasury Management services and the Customer Relations team having an in-depth understanding of your customers’ business. The Customer Relations module is included with each Framework subscription.

  

Metrics

Knowing your numbers and running your Treasury Management department on data – not assumptions – is an important part of maintaining profitability and deposit goals. The Metrics module is included with each Framework subscription.

    

Marketing

In this section, we delve into the tools and techniques available to enhance your marketing efforts, emphasizing the importance of modern marketing techniques for attracting new business customers to your Treasury Management services. The Marketing module is included with each Framework subscription.

    

Vision & Strategy

Designed for bank leaders, we delve into the strategies that drive the success of Treasury Management departments in an increasingly competitive marketplace.. The Vision & Strategy module is included with each Framework subscription.

Licensing

The Framework is licensed as a month-to-month website subscription. Licensing includes: portal access for ten (10) staff members all within the bank’s email domain name and updated content as it is released.


Subscribe today to transform your Treasury Management department from a cost center to a revenue generator!.

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