During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your credit union currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your credit union. You will also learn the “behind the scenes” on the most important products and how they interact with technology.
After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas on how to market Cash Management products and services to your business members. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.
Part I – Cash Management Knowledge
Part II – Marketing & Sales Process
Part III – Product Implementation
Part IV – The Future of Cash Management
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 Credit Union’s Technology, Operations and Sales teams
Identifying new 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)
Who Should Attend:
Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents and COOs who want to learn more about Cash Management.
To register and for more information, click here.