Treasury Management Framework

Transform your Treasury Management Department to its full potential.

The TMClarity Treasury Management Framework

The TMClarity 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 professionals 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. The Digital Sales module is included with each Framework membership.

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. The Business Development module is included with each Framework membership.

Operations

Operations covers developing and deploying Treasury Management services and how to profitably manage them. The operations module is included with each framework membership.

Business Support Center

Centralizing Treasury Management customer service into a Business Support Center is critical to maintaining profitability and meeting your customer’s expectations of supporting today’s complex digital Treasury Management services. The Business Support Center module is included with each Framework membership.

Customer Relations

Ensuring a happy customer base is the role of your Customer Relations team. As time goes on, 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. The Customer Relations module is included with each Framework membership.

Metrics

Knowing your numbers and running your Treasury Management department on data – not assumptions – is an important part of maintaining profitability and deposit goals. The Metrics module is included with each Framework membership.

Marketing

In this section, we delve into the tools and techniques available to enhance your marketing efforts, emphasizing the importance of modern marketing techniques for attracting new business customers to your Treasury Management services. The Marketing module is included with each Framework membership.

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. The Vision & Strategy module is included with each Framework membership.

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 newsletter (a $700.00 value).

Become a member today to transform your Treasury Management department from a cost center to a revenue generator!

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 paid member for advanced treasury management training and resources right to your inbox.