by Brian Weeks | Nov 9, 2022 | Other
How can you build and strengthen partnerships and collaboration within the bank as you’re working on go-to-market (GTM) strategies and execution? By understanding the goals and objectives of relationship banking and collaborating across teams, your bank will bridge the gap between your clients and your treasury management priorities. This growth will lead to share of mind across teams, share of access within the customer’s organization, and share of relationship wallet when it comes to key banking decisions.
Our roundtable, featuring treasury management leaders and banking professionals, will discuss:
-The primary roles and objectives of a relationship banker.
-How GTM strategies complement these goals.
-Ideas to equip bankers with critical insights that open doors to deeper treasury management conversations with business owners, CFOs, and treasurers.
by Brian Weeks | May 16, 2022 | Other
Exclusive Roundtable: Automating the Receivables Journey June 14 | 1:30 PM EDT Register Now This roundtable discussion on accounts receivable (AR) topics is made up of bankers who are either product managers or senior treasury executives. The session will provide key...
by Elizabeth Jeffery | Jan 25, 2022 | Other
Developing World-Class Cash Forecasts in Global, Multi-Entity Companies Roundtable February 17 | 11:00 AM EST Register Now For large companies with dozens or hundreds of operating entities, short-term funding and liquidity decisions are often slowed by a lack of...
by Elizabeth Jeffery | Nov 2, 2021 | Other
Harnessing the Power of Treasury Data Roundtable December 2 | 11:30 AM EST Register Now Join us for a candid discussion with your peers as they discuss the true potential of data in treasury. By integrating the data fully, treasury can deliver smarter insights and...
by Elizabeth Jeffery | Jun 22, 2021 | Other
Drivers of a World-Class Forecast Roundtable Register Now Join us for a candid discussion with your peers on the drivers and strategy of world-class cash forecasting. Automated, accurate forecasting is now possible thanks to technological innovations, but exactly what...
