Calendar of Events

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

01/10/2018, 1:30 PM to 3:30 PM

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

Cash Management:
How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

 

Presented by Marci Malzahn
Wednesday, January 10th, 2018
1:30 pm - 3:30 pm CT
 

Covered Topics:

  • What is Treasury Management (aka Cash Management)?
  • The Evolution of Cash Management/History/Background
  • Review of the Account Analysis and what it’s used for
  • Overview of all Cash Management products in the market
  • How to determine which products you need to offer to your business customers
  • Determine who your in-house experts should be and provide the appropriate training
  • How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams
  • Identifying new bank fee opportunities
  • Ideas on how to market and brand your Cash Management products
  • Process to implement Cash Management products
  • The future of Cash Management (including Blockchain and Bitcoin)
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