Treasury Management Implementer
We created the Implementer Program in response to demand from community banks that are ready to roll out or improve their Treasury Management (TM) department. These banks have secured board support, allocated budgets, and designated project or Treasury Management Officer (TMO) staff - but often don't know where to start, or how to take their current efforts to the next level.
Get Started Today!The TMClarity Implementer Program
The Implementer Program is a structured, step-by-step guide designed specifically for TM leaders - whether a project manager, TMO lead, or department head. It helps you assess your current state, define strategic goals, and build a solid implementation plan. Our process draws on years of hands-on experience helping banks grow their non-interest income and core deposits through high-performing TM departments.
Discovery
Explore and identify the services and resources currently available in your bank, creating a detailed record of your starting point for upcoming Treasury Management initiatives. This comprehensive review includes an examination of core systems, an analysis of service costing, and an evaluation of your team members. By understanding these foundational elements, you can effectively plan and develop strategies for your Treasury Management efforts. This process ensures that all critical aspects, from technological infrastructure to human resources and financial management, are considered and integrated into your future plans.
Vision Building
Develop a strong, metrics-driven roadmap for Treasury Management, which clearly delineates the key steps required to reach "best in class" status in the field. This roadmap will serve as a strategic guide for the next several years, steering your efforts and decision-making processes. It will include specific, measurable objectives, timelines, and benchmarks for evaluating progress. Additionally, the roadmap will identify resources needed, such as technology, staffing, and budget, and outline strategies for risk management and compliance. By following this detailed plan, you will have a clear direction and framework for advancing towards your Treasury Management goals, ensuring that every action taken is aligned with your long-term vision and objectives..
Implementation
Implementation is where we focus on translating your strategic vision into actions, ensuring that each step is clearly defined and actionable. This approach will move you towards achieving your first TM deal. We'll provide guidance on key areas such as customer engagement strategies, service offerings, and effective marketing and sales techniques.
Our aim is to ensure a smooth transition from planning to execution, supporting you at every stage to ensure that your TM Department is well-positioned for success. This detailed approach to implementation is geared towards not just reaching, but exceeding your Treasury Management goals.
Is The Implementer Program Right For Your Bank?
The Implementer Program is ideal for banks that have successfully led large initiatives and have Treasury Management or project management staff in place—or are preparing to hire. If you’re looking for a clear, proven roadmap to TM success, this program is built for you.
Get Started
The Treasury Management Implementer Program is licensed as a one-time payment membership to our video based training system designed to help your Treasury Management team get up and running quickly. Licensing includes: perpetual membership portal access for up to five (5) staff members all within the bank's email domain name and updated content as it is released.
All Implementer members also receive free access to the paid member version of our Launch Pad monthly Treasury Management newsletter.
Start transforming your Treasury Management department from a cost center to a revenue generator!
Get Started Today