Offering treasury management solutions can be a lucrative business line for a financial institution. This course explores best practices in selling treasury solutions to businesses based on the five tenets of treasury management: payables, receivables, information reporting, liquidity management and fraud prevention. We’ll explore how to approach businesses to win new clients and deepen existing relationships, building a sales discipline to ensure success, questions to ask businesses to truly understand needs, and much more.
As an added value, this webinar includes access to a video recording for up to 30 days from the date of this webinar.
AAP/APRP Credits 1.2
Webinar Cost:
Member Price: $179
Non-Member Price: $358
SFE Education Club = 7 Credits