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As a provider of treasury management services, you have a valuable opportunity to increase treasury management revenue by leveraging your existing customer base and tailoring additional services to meet their specific needs. By understanding your customers’ business types and industries,...
In the intricate dance of sales, send me more information often sounds like a hopeful note, a door left slightly ajar. However, seasoned sales professionals know all too well that this seemingly innocuous request can often be the kiss of death for a prospect's interest. In this blog, we'll delve...
Ensuring the security of financial transactions is a top priority for business owners and financial managers, making fraud prevention an essential aspect of their operations. To address this need, we're spotlighting four services designed to prevent fraud. These services not only safeguard...
One of the challenges we often see with Community Banks is that they haven’t yet segmented their marketing efforts into retail and business. Typically, they do some marketing for retail (auto loans, personal loans, checking accounts, and mortgages), but completely ignore marketing directly...
You know that old saying “nothing happens until someone sells something”? Well, the cousin to that one is “sales activity leads to closed deals”. Sales 101 here.
Your Treasury Management sales team (anyone involved in selling TM deals) should have regular sales activity....
