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

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