Corporate Treasury: Requirements for Optimized Service

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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

Tuesday, October 7, 2025

Time

11:00 AM – 12:00 PM EDT

Where

This is an online event

Speakers

Jani Lowdell, SouthState
Craig Jeffery, Strategic Treasurer

Sponsored By

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Hosted By

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Description: If the customer is always right, but their expectations change over time and by age cohort, how can we understand what optimized customer service looks like? How will that vary over time for commercial and corporate customers of banks? Service-channel preferences are shaped by task type, urgency, frustration level, and speed of response. When do customers prefer self-service, AI/chatbot assistance, or direct human interaction? With insights from the treasury and banking industries, this webinar will explore how treasury professionals can evaluate and influence these dynamics to strengthen their organization’s banking relationships and service outcomes.

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