Treasury Management: A Powerful Tool to Increase Deposits & Fee Income

IT & Cybersecurity Frontline & New Accounts Marketing Operations Senior Management & Directors

On-Demand Webinar:

StreamedFeb 25, 2025Duration90 minutes

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

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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.