Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Unlock the potential of Treasury Management with our basic yet comprehensive course designed to elevate your financial institution’s success in increasing business core deposits and fee income. Discover the primary Treasury Management services available in the market and learn strategies to offer the right services to your business customers based on the value they provide. In today’s banking landscape, bankers must be both “lenders” and “deposit gatherers.” This course will deepen your understanding of how Sales, Treasury Management, IT, Marketing, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively.
Community banks are seeking ways to increase core deposits and non-interest fee income, and Treasury Management is the key. By the end of this course, you will have a thorough knowledge of Treasury Management, be able to conduct a TM Needs Assessment on your business account holders, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration, knowing how critical each area is to the success of implementing and selling these services. Additionally, we will discuss pricing and challenges your bank may face when selling TM services, providing you with practical tools and strategies you can implement immediately to drive growth and profitability.
Webinar Overview:
- Part I – Foundational Knowledge
- Part II – Marketing & Sales Process
- Part III – Product Implementation
- Part IV – The Future of Treasury Management
Key Learning Objectives:
- Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities
- Understand the Treasury Management Services Available in the Market
- Identify Service Enhancements Focusing on Business Benefits
- Discover the TM Services Your Business Customers Are Asking For
- Determine Which Services to Offer Based on Industry Needs
- Learn How Treasury Management Teams Work with Technology, Operations, Marketing, and Sales
- Implement Innovative Ideas to Market and Brand Your Treasury Management Services
- Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams
- Establish a Process to Implement Treasury Management Products
- Choose the Right Digital Payment Strategy for Businesses
- Identify New Authentication Methods to Boost Product Security
These objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program.
Who Should Attend:
Business bankers who want to learn about Treasury Management services and their benefits to business clients, Treasury Management sales officers/specialists, Deposit and TM Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.
Registration information coming soon.