Cash Management: How Sales, Operations & Technology Can Collaborate to Generate More Fee Income
On-Demand Webinar
StreamedNov 15, 2018Duration90 minutes
- Unlimited & shareable access starting
two business days after live stream - Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
HIGHLIGHTS
- Evolution and definition of cash/treasury management
- Review of account analysis and how it’s used
- Overview of cash management products in the market
- How to determine which products to offer to business depositors
- Who should your in-house experts be and how to provide the appropriate training
- How cash management collaborates with the institution’s technology, operations, and sales teams
- Identifying new fee opportunities
- How to market, brand, and implement cash management products
- Future of cash management (including cardless/contactless ATMs and digital payments such as Blockchain using Bitcoin and real-time payments
WEBINAR DETAILS
In today’s competitive environment, financial institutions are looking toward two key components to success:
- Increase core funding sources
- Generate additional noninterest fee income
WHO SHOULD ATTEND?
This webinar is designed for cash management operations and sales personnel (especially those new to cash management), deposit sales team members, business lenders, technology personnel (IT network support and core system support staff), presidents, and COOs.
TAKE-AWAY TOOLKIT
- A content-rich handout that can serve as your cash management mini manual
- Group work activities for collaboration with your sales, IT, and operations teams
- Employee training log
- Quiz you can administer to measure staff learning and a separate answer key
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
Presented By
Malzahn Strategic
© 2022 FINANCIAL EDUCATION & DEVELOPMENT, INC