866-413-1390

Treasury Management

We determine the optimal treasury management strategy for each client.

  • Evaluate the size, type, and industry of existing and target customers
  • Assess the risk appetite of the client
  • Prioritize often competing goals of deposit growth and fee income
  • Perform peer reviews of products/services and pricing
  • Determine target state staffing, expertise, product suite and pricing
  • Implement the treasury management strategy