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Covered Topics
- Maximizing the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
- Quick overview of all Treasury Management products and identifying enhancements focusing on each product’s benefits to businesses—the value
- Identifying new products available that your business customers or members are asking for that you may be missing
- How to determine which products you need to offer to your business customers or members based on industry
- How Treasury Management integrates with technology, operations, marketing and sales teams
- Ideas on how to market and brand your Treasury Management products
- The ideal organizational design for Treasury Management and how to incentivize the sales teams
- Process to implement Treasury Management products
- How to choose the right digital payment strategy for your business clients or members (including Blockchain)
- Identifying new authentication methods to enhance your products’ security