Treasury Management Framework™
Transform your Treasury Management Department to its full potential.
The TMClarity Treasury Management Framework™
The TMClarity Treasury Management Framework™ helps community banks transform Treasury Management departments to their full potential. Our comprehensive and transformative membership-based training and business management system leads to greater sales success, higher margins, and increased customer retention in a competitive marketplace.
The Framework is composed of eight areas in which Treasury Management departments should achieve proficiency.
Digital Sales
Time tested and proven digital sales techniques used by successful people in digital sales roles. Utilizing Email, Social Media, and Web to generate leads for the Business Development team is the primary focus.
Business Development
Business Development involves a deep understanding of the way business customers interact with each Treasury Management service and how to match services with each customer.
Operations
Operations covers developing and deploying Treasury Management services, onboarding new business customers, and how to profitably manage them.
Business Support Center
A Business Support Center is critical to maintaining profitability and meeting your customer’s expectations of supporting today’s complex digital Treasury Management services.
Customer Relations
The tactics introduced in this area leads to customers using a broader array of Treasury Management services and the Customer Relations team having an in-depth understanding of your customers’ business.
Metrics
Knowing your numbers and running your Treasury Management department on data – not assumptions – is an important part of maintaining profitability and deposit goals.
Marketing
Enhance your marketing efforts, emphasizing the importance of modern marketing techniques for attracting new business customers to your Treasury Management services.
Vision & Strategy
Designed for community bank leaders, we delve into the strategies that drive the success of Treasury Management departments in an increasingly competitive marketplace.
Licensing
The Framework is licensed as a month-to-month website membership to our video based training and management system. Licensing includes: membership portal access for ten (10) staff members all within the bank’s email domain name and updated content as it is released.
All Framework members also receive free access to the paid member version of our Launch Pad monthly Treasury Management newsletter.
Become a member today to transform your Treasury Management department from a cost center to a revenue generator!
The Treasury Management Framework is coming soon
This comprehensive program is designed to take your entire Treasury Management team - from leadership to operations - through a scalable, end-to-end system for long-term success. We're putting the final touches on it now, and you can be the first to know when it launches.
Sign up below to get early access and exclusive updates.
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Launch Pad: Accelerating Treasury Management Success Newsletter
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 paid member for advanced treasury management training and resources right to your inbox.
