Launch Pad

Tactics and strategies to enhance treasury management at community banks.

Recent Launch Pad Newsletter Posts

Launch Pad: The Critical Role of Process | November 2024

It’s tempting to believe that having the "best people" is the secret to success in attracting new business to your bank. In lending, this may be true - after all, loan decisions often hinge on relationships and personalities. However, when it comes to the deposit side of the business, the equa...

Nov 30, 2024 metrics people process

Launch Pad: Marketing in a Post Google Search World | October 2024

I was listening to a Gary Vaynerchuk (marketing guru) video the other day and he had an interesting point. At the current rate of AI adoption, his theory is that Google searches may be irrelevant by the year 2030. That’s just five years away. In the video (https://youtu.be/WyW_8kMQmJM) he goes t...

by Tim Malzahn — Nov 01, 2024 issue resolution ticketing

Launch Pad: Gaining Traction | September 2024

Welcome to the September 2024 TMClarity Newsletter, now renamed Launch Pad. You may have noticed we've changed the format of the newsletter for the better. Thanks for subscribing! Gaining Traction Running a treasury management department presents unique challenges. Whether your operations are ba...

by Tim Malzahn — Sep 25, 2024 basics onboarding

Launch Pad: Accelerating Treasury Management Success | August 2024

Welcome to the August 2024 TMClarity Newsletter, now renamed Launch Pad. You may have noticed we've changed the format of the newsletter for the better. In addition to our traditional intro and monthly overview of what is happening in Treasury Management and links to our latest blogs, we are ad...

by Tim Malzahn — Sep 19, 2024 basics business development digital sales

Living the Treasury Management Life | January 2024

Hello from the snowy Midwest. We hope you had a great holiday season and are ready to get serious about selling and supporting Treasury Management services in 2024. We've been working hard over the past few years on developing Treasury Management best practices around sales, onboarding, and the...

Aug 22, 2024

Customer Service Above All | February 2024

The importance of exceptional customer service cannot be overstated. With Treasury Management professionals, focus often gravitates towards finding the next business customer, managing risks, and ensuring compliance. However, the cornerstone of any successful organization lies in its ability to ...

by Tim Malzahn — Aug 20, 2024

Maximizing Sales in the Spring Selling Season | March 2024

The spring selling season brings a whirlwind of opportunities and challenges for your treasury management (TM) sales team. As the market becomes livelier, the competition increases, making it crucial for you and your team to stand out and follow up on every potential lead. This month, we want to...

by Tim Malzahn — Aug 20, 2024

Take a Hike | April 2024

The art of hiking, whether it be urban, in dense forests, or across the landscapes of national parks, represents more than just a physical journey. It is a metaphor for life's many paths, expressing the essence of exploration, discovery, and continuous improvement. It applies to every facet of o...

by Tim Malzahn — Aug 20, 2024

Just Checking In | May 2024

Building strong relationships with your business customers is essential for long-term success. Regular check-ins with your treasury management customers not only demonstrate your commitment to their success but also provide opportunities to identify their evolving needs and offer tailored soluti...

by Tim Malzahn — Aug 20, 2024

Treasury Management for Directors | June 2024

This month, we are introducing our first training program for Treasury Management with a 30-Minute Training for Your Board of Directors. Transforming your financial institution’s approach to treasury management starts with education and empowerment at the board level. This quick yet in-depth ses...

Aug 20, 2024

Beat the Heat | July 2024

Beat the Heat with Our Summer Selling Tips As temperatures rise, so do the unique challenges and opportunities in B2B sales. Summer can be a tricky season for sales professionals, particularly in the banking industry. Customers and prospects might be out of the office, vacation schedules can di...

by Tim Malzahn — Aug 20, 2024

Launch Pad: Accelerating Treasury Management Success

Learn the tactics and strategies to enhance treasury management at your community bank. From leads to sales to operations, Launch Pad covers it all in this monthly treasury management newsletter for community banks. Subscribe to the free edition to unlock access today or become a member for advanced treasury management training and resources right to your inbox.

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