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Investing in Treasury Onboarding has become a strategic imperative.  To compete and grow in today’s banking environment, institutions must leverage workflow automation to digitize the Treasury services onboarding process. Eliminating spreadsheets and disparate manual systems will improve sales, operations and the customer experience. Through presentation, demonstration and discussion, this webinar will address: 

  • Industry data illustrating the critical need for automation to address Treasury Management sales and onboarding challenges
  • Increasing Treasury Sales by simplifying Client engagement to sign-up for, and make changes to, the services they want or use
  • Automating and digitizing the intake process for Treasury Management to make the job easier between TM Sales and Implementation Team processes
  • Improving lead generation quality to convert more borrowers to Treasury Clients 
  • Ensuring consistent and complete client information access to make informed decisions, including setting rules for leads and a risk-based approach to pricing
  • Streamlining and simplifying the annual review process
Who Should Attend?

Chief Operating Officer, Chief Risk Officer/Chief Compliance Officer, Head of Risk/Compliance, Head of Digital Banking, Head of Treasury Management, Head of Treasury Management Sales, Head of Treasury Management Implementation, Head of Commercial Banking Sales, Head of Deposits, Head of Payments, CTO/CIO, CEO/President

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