Our framework enables you to become world-class in the selling, implementation, and customer support of treasury management services.tmclarity.comJoined July 2023
Join Marcia (Marci) Malzahn for her upcoming live training webinar, Vendor Management: How Model Risk Fits In, on August 21st, 2025 from 10:00 - 11:30 Central.
Register at icba.org/events/details…
Strengthen Your Bank’s Vendor & Model Risk Management Strategy
As banks…
📣 Calling all Treasury Management Leaders!
The Indiana Bankers Association is once again hosting its Treasury Management Forum - a high-impact event for professionals who sell, support, or manage TM services.
Seats are limited to keep discussions meaningful. Don’t miss your…
Join Marcia Malzahn for her live webinar for bankers: Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on June 26th, 2025 from 1:30-3:30 CT.
Register here 👉 bit.ly/4krWElT
New Product Launch Checklist for Banking Products - We’ve developed a new product launch checklist for banking products designed to get you or your product management team on the right track.
bit.ly/3N6ZXQT
🔥 Want to grow your Treasury Management department? This is for you.
The Treasury Management Forum from the Indiana Bankers Association is designed for:
✔️ TM Sales Officers
✔️Product Managers
✔️Operations Leaders
✔️Marketing Teams
✔️AND anyone helping drive TM results.…
The Treasury Management Implementer Program gives you a complete framework - designed for community banks that want to implement internally, without a consultant.
If your team is ready to move but needs structure, this is for you.
bit.ly/3E7M2Js
Join me for my webinar for bankers: Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on February 24, 2025, from 10:00 - 11:30 CT.
Register here 👉 bit.ly/413YRx6
Strengthen your bank’s business services - don’t miss this opportunity!
Maintaining Strong Business Relationships - Maintaining strong business relationships with business customers is crucial for success. Frequently visiting them can positively impact the the relationship.
bit.ly/4ePEXdK
Increase Treasury Management Revenue by Leveraging Your Popular Services - You have a valuable opportunity to increase treasury management revenue by leveraging your existing customer base and tailoring additional services to meet their specific needs.
bit.ly/48b1HlP
Building a Comprehensive Treasury Management Documentation Library - It's time to rethink your approach to business customer engagement and education and build a comprehensive treasury management documentation library.
bit.ly/4hoiCWz
Regular Check-Ins: Enhancing Business Banking Relationships - Regular check-ins not only demonstrate your commitment to their success but also provide opportunities to identify their evolving needs and offer tailored solutions.
bit.ly/3zZ1gP3
Join Marcia (Marci) Malzahn for her upcoming webinar, Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on January 16th, 2025 from 2:00-3:30 pm CT.
Register today at bit.ly/4a8r2xJ
See you there!
Happy New Year! 🎉✨ This is your year to dream big, set bold goals, and achieve amazing things. We're cheering you on every step of the way! 💪🌟 #NewYear#Goals#Inspiration
Streamline Your Customer’s Receivables with Lockbox Services - Lockbox services are specialized banking services designed to streamline the collection and processing of incoming payments for your treasury management customers.
bit.ly/4ePxgUU
Managing Sales Leads with CRM Tools - Managing Treasury Management sales leads with CRM tools not only streamline lead management but ensure that no follow-up is missed.
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Send Me More Information - While send me more information may appear as an expression of interest, it often serves as a polite dismissal - learn how to overcome this.
bit.ly/4eO0mUv
Invest in comprehensive training programs that equip your dedicated team with the knowledge and skills they need to effectively support business customers. This includes understanding the specific challenges and needs of businesses.
Happy Thanksgiving from Tim and Marcia! 🦃 We're grateful for our clients, colleagues, and friends who make our work so fulfilling. Wishing you a day filled with joy, thankfulness, and loved ones. 🧡 #Thanksgiving#Appreciation#Thankful
Bombarding Prospects with Information Might Be Sabotaging Your Success - Don't fall into the trap of bombarding prospects with information, assuming it's the key to success. Learn to use dialog and questions to build a relationship.
bit.ly/3NuHpKM
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