Q3 NPG Client Town Hall - More Than Products
Treasury Management as a Growth Strategy
More Than Products: Treasury Management as a Growth Strategy
Treasury Management has long been recognized as an important service for supporting business clients, strengthening relationships, and stabilizing deposits. Having a structure and strategy to support deposit growth is also very important! Yet many institutions continue to manage treasury management primarily as a “reactive fulfillment” process, addressing client needs only when they inquire about their current service offerings. Being proactive allows organizations to develop a coordinated growth strategy, resulting in stronger client retention and growth.
Join us for our Q3 Town Hall as we explore how community banks and credit unions are evolving their approach to Treasury Management. We'll discuss how institutions can align client and prospective client needs, operational capabilities, risk management, and strategic goals to create stronger business relationships, improve client retention, and maximize the value of existing treasury management investments.
Drawing from industry observations and advisory work with financial institutions, we'll examine common challenges, emerging trends, and practical considerations related to program governance, client onboarding, cross-functional collaboration, pricing strategies, and risk management. This free educational session is designed to encourage discussion and provide attendees with ideas and insights they can apply within their own institutions.