Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Deposits Square

Sep 15, 2021

90 min | 2:30 pm Eastern | 1:30 pm Central | 12:30 pm Mountain | 11:30 am Pacific

During this webinar, we will review all the Treasury Management products and services that are available in the market. You will learn about the new products, technology, and authentication methods now available and decide which ones your business account holders may need based on their industry. You will learn strategies to cross-sell the right Treasury Management products your business account holders need from the start.

The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team.

Topics Covered:

  • 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

Who Should Attend

Business bankers who want to learn about Treasury Management products and their benefits to business clients, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.

Why You Should Attend

To obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking, IT, and deposit operations teams. You will also learn about the future products your institution should offer to your clients or members and how new payment systems may affect your institution. 


ICBA Members: $199
Nonmembers: $299
Unlimited Webinar Pass subscription: $0

1.5

Marcia Malzahn

President and Founder

Malzahn Strategic