Relationship Management

Relationship Management

From Collaboration to Innovation: Building Successful Fintech Partnerships
5/23/2018 • 11:20 AM-12:10 PM • Room 207 • Audience: Intermediate

Banks need to be on the forefront of innovation to meet their customers’ evolving needs. Partnering with fintech startups is a great way to keep up with technological change and give customers the next big thing in banking. This session will address what a successful fintech partnership looks like and how these relationships are mutually beneficial for all stakeholders.

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The Power from Within: Reviewing Account Analysis Statements
5/23/2018 • 2:10 PM-3:00 PM • Room 204 • Audience: Intermediate

In today’s business climate you are now required to know more and cut costs in all areas of organizations. Bank Fee Analysis is a “gold mine” of information; you can streamline monthly bank services and cut unwanted bank fees with minimal effort. Attendees will learn how to: spot trends, negotiate better pricing, uncover process inefficiencies and tap into hidden liquidity by reviewing your account analysis in a different way

Aspirin for Managing Bank Relationships and Invoices
5/24/2018 • 8:30 AM-9:20 AM • Room 204 • Audience: Intermediate

Managing bank relationships and analysis statements can be a pain. Bank’s actively evaluate their relationship with corporate customers in a rigorous manner. Corporates evaluating their bank relationships…not nearly as much. To take into account different needs (a regional company vs. a global mnc), this session will help attendees understand the practical elements of effectively managing bank relationships and handling the mundane, but important, process of bank fee analysis.

Becoming a Treasury Superhero by Monitoring Bank Fees and Account
5/24/2018 • 10:30 AM-11:20 AM • Room 323 • Audience: Intermediate

Learn the key abilities necessary to manage and reduce bank fees: Accessibility to the information your banks provide *Accountability with your banks over agreed upon pricing and terms leading to error detection and fee savings *Visibility into your entire cash management engine through the detailed analysis of bank fee statements *Predictability of future results based on past analysis **All without a big time commitment

Are Banks Becoming Interchangeable Vendors, or Long Term Partners?
5/24/2018 • 12:20 PM-1:10 PM • Room 206 • Audience: Intermediate

The number of companies planning to issue RFP’s for treasury services or replace a credit bank are very high. Has the glue to the relationship become technology and service instead of credit? Are your banks becoming interchangeable vendors, or are they long term partners? The selection and management of the right bank relationships are the keys to managing both bank fees and staffing levels required of your treasury, cash application, and accounts payable groups.