Education & Events

Get connected & sponsor a League event
Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Cash Management: How Sales, Operations & Technology Can Collaborate to Generate More Fee Income

This webinar will provide an in-depth look at cash management products and services (AKA treasury management). After this webinar you will know more about cash management, how to conduct risk assessments on new products, and how to market cash management products and services to your business depositors.

Location


,


For More Information


p: 

c: 

Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Lenders
  • IT
  • Executive

Purchase

Description

In today’s competitive environment, financial institutions are looking toward two key components to success:

  1. Increase core funding sources
  2. Generate additional noninterest fee income

Cash management products and services provide both. This webinar will provide an in-depth look at cash management products and services (AKA treasury management). Learn about available cash management products and services, identify the products and services your institution offers, find what you’re missing, and develop strategies to implement the right products and services for your organization. You will also learn how the most important products interact with technology. After this webinar you will know more about cash management, how to conduct risk assessments on new products, and how to market cash management products and services to your business depositors.

Learning Objectives

  • 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)

Speaker

Marcia Malzahn, Malzahn Strategic

Investment

$259.00

Live and recorded webinar, handouts, quiz with answer key and training log are included.