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FINBOA Treasury Onboarding enables financial institutions to most effectively compete and win more profitable business in today’s banking environment. Traditional onboarding methods—reliant on paper forms, emails, spreadsheets, and fragmented tools—can create friction, increase risk, and delay revenue. FINBOA’s purpose-built solution eliminates these inefficiencies, delivering a smoother experience for Treasury teams and clients alike. 

Take a closer look at how financial institutions are using intelligent workflow automation to transform treasury onboarding from a bottleneck into a business advantage. Watch this 30-minute webinar which features a demo of FINBOA Treasury Onboarding and Q&A. 

What You Will Learn:

  • How to eliminate delays and reduce compliance risk by digitizing and automating treasury onboarding workflows
  • Ways to improve visibility and collaboration across departments with real-time status tracking and audit-ready oversight
  • How FINBOA’s cloud-native, zero-integration solution enables fast deployment and enterprise-wide accessibility
  • Strategies to accelerate time to revenue by simplifying client engagement and enabling faster, more accurate onboarding
  • How to drive profitable growth through increased treasury sales, streamlined operations, and improved customer experience

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

 


 

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