Treasury Management Consulting

Outsourced Treasury Management

• Developed treasury management
  • Strategy
  • Staffing plan
  • Product road map
  • Master treasury management agreements
  • Product pricing strategy
• Implemented strategy with key hires

De-Risking Strategies

• Identified high risk clients/activities and exited certain relationships or transferred activity to other banks with minimal client push-back and no negative media exposure
• Navigated FIG portfolio through 2008-10 financial collapse and sustained no losses

Fee Income Growth Strategies

• Identified high potential clients
• Increased market share and volume in critical activities
• Created a pricing strategy to increase margins

Peer Reviews

• Determined best practices for account opening requirements
• Optimized product pricing

Governance Approach

• Reviewed related policies and procedures
• Defined divisional responsibilities
• Adopted new privacy and data protection standards