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Win More Treasury Customers, Faster

Learn how leading financial institutions are transforming treasury onboarding to drive faster growth and better client experiences. In this on-demand webinar, Kristy Smith, SVP at First Oklahoma Bank, shares how her team streamlined treasury services onboarding by automating manual processes, reducing delays, and accelerating time-to-revenue—all while staying ahead of compliance demands.

Designed specifically for financial institutions, the FINBOA Treasury Onboarding solution accelerates time to revenue, improves compliance, and delivers a seamless experience for businesses and internal teams.

What You Will Learn: 

  • How to eliminate delays and reduce compliance risk with automated treasury onboarding workflows
  • Ways to improve visibility and collaboration across departments with real-time tracking and audit-ready oversight
  • How FINBOA’s cloud-native, zero-integration solution enables fast deployment and enterprise-wide accessibility
  • Strategies to simplify client engagement and accelerate time to revenue
  • How to cut onboarding time from weeks to days, improve the customer experience, and free up internal teams to focus on revenue growth

Who Should Watch:

Chief Operating Officer, Chief Risk Officer/Chief Compliance Officer, Head of Treasury Product, Head of Risk/Compliance, Head of Digital Banking, Head of Treasury Management, Head of Treasury Management Sales, Head of Deposit Operations, Payment Operations, Head of Electronic Banking, Cash Management, Head of Commercial Banking