Christina Evans, Director of Compliance Products and Solution Consulting at FINBOA and Dave Hunkele, Advisor to FINBOA will cover how to create a digital, automated and intelligent treasury onboarding process for faster time to revenue and increased sales.
Learn how to turn treasury onboarding into a more effective growth driver, including:
- What’s driving the need to modernize and digitize Treasury onboarding
- Improving lead generation for Treasury to convert borrowers to Treasury Clients
- Increasing Treasury Sales by simplifying Client engagement to sign-up for, and make changes to,
the services they want or use
- Digitizing and automating the intake process for Treasury Management to make the job easier
between TM Sales and Implementation Team processes
- Ensuring Treasury is bringing on quality customers using client information 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 Watch?
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