Working with businesses is a smart business decision for a financial institution. Business deposit relationships maintain larger balances than most consumers and the need for more robust services is higher - creating a 'stickiness factor' for the financial institution. With the complexity that a business has for managing payroll, vendor payments and client invoicing, as well as day-to-day business operations, cash forecasting and fraud mitigation; it is critical for a financial institution to meet the treasury management needs of businesses in order to compete in today's competitive marketplace.

Treasury management solutions can generate healthy non-interest income through account analysis fees, ancillary services with multiple billing points and standard depository charges. A financial institution can generate a client for life if it can continually deliver high-performing products, exceptional service and regularly exceed its business clients' expectations for the partnership. Our team of treasury management consultants have close to 40 years of collective experience and are well equipped to guide financial institutions from starting a treasury management program through promoting growth within established groups. 

Benefits of Using This Service

  • Grow business deposits
  • Expand non-interest income
  • Enhance business services offering
  • Recognize treasury opportunities for front-line staff
  • Strengthen relationships among treasury management, commercial and branch teams

Select Areas of Focus: 

  • Selling treasury management solutions 
  • Evaluating sales, operations and support workflows
  • Developing pricing strategies
  • Managing business relationships
  • Analyzing treasury management products and systems




A financial institution can generate a client for life if it can continually deliver high-performing products, exceptional service and regularly exceed its business clients' expectations for the partnership.