Bank Implementation: Why Leading Practices Matter to Corporations

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Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights
Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Date

Wednesday, November 20, 2024

Time

2:00 PM – 2:30 PM EST

Where

This is an online event

Speakers

Scott Graf, Prolific Banking
Craig Jeffery, Strategic Treasurer

Sponsored By

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Hosted By

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Description: The process of implementing new bank services (or, from the bank’s perspective, adding a new customer) is normally characterized as lengthy, painful, and necessary. Given that most companies have to add bank services or shift banks regularly, the need for improvements to onboarding processes is clear. This webinar will examine a number of leading practices for implementation (or onboarding) and show how these matter to both commercial/corporate clients and banks. This will provide the listeners with a blueprint of what to request from their banks and help move the conversations and projects forward more gracefully.

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