Back to all sessions

Treasury’s New Balancing Act: Branch Transformation & Serving SMBs

Feb 5, 2019 3:15 pm

Track: Treasury Management

Bank branch staff frequently miss opportunities to enroll smaller businesses and commercial clients in treasury management and payment products beyond deposit accounts, debit cards, and online banking.  When branch transformation efforts reduce branch sales capacity and, sometimes, small business expertise, what are the implications for these clients? How can banks best address the gap?  Top-rated speaker Nick Miller returns to the stage with sensible advice on serving the smaller end of small business through your branches for treasury management in the context of a branch transformation.