Description

In today’s competitive financial landscape, community banks, credit unions, and Fintech companies face unique challenges in managing customer relationships tied to treasury products like ACH, wire transfers, remote deposit capture, and more. Striking the right balance between retaining profitable customers and exiting unprofitable or high-risk relationships is critical to ensuring long-term success. Join us for an insightful webinar designed to help financial institutions evaluate the true cost of managing customer relationships, optimize profitability, and make informed decisions on retention and exit strategies. We will explore the financial and operational considerations of offering treasury products, highlight best practices for assessing risk and profitability, and discuss strategies for ensuring that relationships remain mutually beneficial.

Speakers: Kelly Rozier, AAP, APRP, Associate, Payments, Regulatory Compliance and Financial Crimes

Key Take-Aways:

• Identify the cost of managing customer relationships for treasury products
• Learn strategies for determining the profitability of customer relationships
• Understand risk management considerations
• Determine how to balance customer retention with exit strategies
• Leveraging technology and automation

• BSA Officers and Support Teams
• Call Center
• Client Facing Teams
• Deposit Operations
• Electronic Banking
• Finance and Accounting
• Fraud Management
• Internal Audit
• Information Security/Technology
• In-House Counsel
• Risk Management
• Senior Leadership
• Treasury Management

Topics include: