Treasury Management: A Powerful Tool to Increase Deposits & Fee Income
February 25, 2025
Live Webinar:
DateFeb 25, 2025Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Join this webinar to obtain a thorough knowledge of treasury management, learn how to conduct a TM needs assessment on business accountholders, and discover strategies to boost core deposits.
You’ll gain insights into
marketing TM services to your ideal business members and discover ways to
enhance team collaboration. In addition, TM pricing and challenges will be
covered, providing you with practical tools and strategies to implement
immediately to drive growth and profitability. Don’t miss it!
WEBINAR HIGHLIGHTS:
- Revenue potential: maximize the account analysis statement to cross-sell and identify new fee income opportunities
- Comprehensive insight: understand the treasury management (TM) services in the market
- Value-driven enhancements: identify service enhancements focusing on business benefits
- Member-centric solutions: discover the TM services your business members are asking for
- Tailored offerings: determine which services to offer based on industry needs
- Collaborative success: learn how TM teams work with technology, operations, marketing, and sales
- Branding brilliance: implement innovative ideas to market and brand your TM services
- Optimal structure: understand the ideal organizational design for TM and how to incentivize sales teams
- Seamless implementation: establish a process to implement treasury management products
- Digital strategy: choose the right digital payment strategy for businesses
- Enhanced security: identify new authentication methods to boost product security
WEBINAR DETAILS
Unlock the potential of treasury management with this
foundational, yet comprehensive, course designed to elevate your financial
institution’s success. Discover the primary TM services available in the market
and learn strategies to offer the right services to your business accountholders
based on the value they provide. In today’s landscape, bankers must be both
“lenders” and “deposit gatherers.”
Credit unions are seeking ways to increase
core deposits and non-interest fee income, and treasury management is the key.
This course will deepen your understanding of how sales, TM, IT, marketing, and
deposit operations teams must collaborate to successfully sell and implement
business products and services. It will also cover the ideal TM organizational
design and how to incentivize your sales team effectively.
WHO SHOULD ATTEND?
This detailed webinar
will benefit business bankers who want to learn about TM services and their
benefits to business clients, TM sales officers/specialists, deposit operations
personnel, IT professionals, and marketing staff. This course is also designed
for presidents/CEOs looking for the ideal TM organizational structure and for
additional non-interest fee income, as well as new core deposits.
TAKE-AWAY TOOLKIT
- Ideal organizational design/chart for treasury management
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
Malzahn Strategic, LLC
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
