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Posts by Mary Ellen Georgas-Tellefsen

12/30/2019

Three ways for treasury leaders to increase visibility

Elevating the function of treasury management helps strengthen its contributions As our leadership interviews have shown, treasury management stands at a crossroad. Historically, the department operated as an administrative, customer service and back office function. However, as FIs face greater pressure on fees and deposits, more competition from Fintechs and a need to modernize technology,…

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12/23/2019

Are talent woes putting treasury management’s future at risk?

Select treasury executives reveal struggles to attract and retain younger workers One of the unexpected outcomes of our recent interviews with treasury management leaders was the unanimous concern (expressed in an unsolicited manner) about staffing. Participants believe attracting, developing and retaining talent will be a significant barrier to treasury management’s future success. In fact, there…

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12/17/2019

Treasury’s new full-time job? Keeping pace with tech, customer expectations

Treasury leaders require more resources to innovate and compete Meeting a treasury customer’s needs is critical to a strong, long-term and profitable relationship. While this concept is not lost on the treasury leaders we interviewed in our recent whitepaper, many face a difficult predicament: How to keep up with the pace of technology and the…

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12/10/2019

How to size up the value of treasury management

Critical questions treasury leaders need to ask themselves and their teams. With a variety of challenges squeezing profits and increasing competition for commercial customers, financial institutions (FIs) are re-evaluating the role of treasury management. Is it a back-office function primarily in support of commercial (i.e., loan) relationships? Or, is it a self-sustaining sales and service…

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12/03/2019

Service function or sales engine? Solving treasury management’s identity crisis.

Why FIs must rethink their treasury function’s potential It’s a dynamic time for financial institutions (FIs). Low rates are jeopardizing fee income. Aggressive competition exists for commercial deposits. Customer experience goals often collide with resource realities. Fintechs are disrupting the status quo of the industry. The pressures for FIs are not new, but they are…

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01/21/2019

Treasury management at small FIs: Juggling resources, banking on personal relationships

Small and mid-sized FIs share their views on treasury’s future To close our treasury management series, we examined our research findings by asset size of participating financial institutions (FIs). Large FIs were defined as those with $30 million or greater in assets; small and mid-sized FIs those with less than $30 million in assets. This…

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