When was the last time you reviewed each of your bank relationships? Are they all working for you? Maybe it’s time to evaluate the technological capability, customer service, ease of doing business, the relationship manager, and service prices for each bank partner.

In this insightful session, we will examine different corporate/bank relationships based on the latest Phoenix-Hecht studies, and discuss proactive steps that you can take to ensure that you benefit from the best relationship possible at any given bank.

Participant Takeaways

Participants will gain the following:

  • An understanding of traditional vs. transactional corporate/bank relationships, how to manage share of wallet, and how to compare each bank’s importance
  • Techniques for conducting an annual review of their treasury management prices
  • How to compare the quality of products, customer service, technical support, and ease of doing business between banks.