Cash Management: How Sales, Operations and Technology Can Work Together to Generate More Fee Income

Duration: 90 Minutes
During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you're missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the ‘behind the scenes' on the most important products and how they interact with technology.
Cash Management
Instructor: Marcia Malzahn
Product ID: 501900
Objectives of the Presentation
  • Gain a deeper understanding of Cash Management (history and future)
  • Gain knowledge of Cash Management products and how they help your business clients
  • Learn how Cash Management is integrated with the Bank's Technology, Operations and Sales teams and how they can work together better
  • Learn how to conduct a risk assessment on new products
  • Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients' needs
  • Learn about a sales process and how to customize it for your institution
  • Learn about the future of Cash Management and how your bank can prepare
Why Should you Attend
After attending this webinar, you will walk away with a deeper knowledge of Cash Management, gain ideas on how to implement the products and services your clients expect you to offer, conduct a risk assessment on any new products, and bring back ideas to your institution on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Areas Covered
  • What is Treasury Management (aka Cash Management)?
  • The Evolution of Cash Management/History/Background
  • Review of the Account Analysis and what it's used for
  • Overview of all Cash Management products in the market
  • The Cash Management sales process
  • How Cash Management is integrated with the Bank's Technology, Operations and Sales teams
  • Identifying new bank fee opportunities
  • Ideas on how to market and brand your Cash Management products
  • Process to implement Cash Management products
  • The future of Cash Management (new products, new risks)
Who will Benefit
  • Cash Management operations and sales personnel
  • Deposit sales team
  • Business bankers/lenders
  • Technology personnel (IT network support and core system support staff)
  • Presidents
  • COO
Topic Background
The Cash Management services have been around for over forty years. In recent years, the name was changed to Treasury Management. However, both terms are used interchangeably in the banking industry. Cash Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore, it is crucial for both institutions and business clients to get educated on which Cash Management products are available, what their risks are and how they can be used to maximize the management of the business' daily cash to improve profits.
$300
Recorded Session for one participant
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How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Marcia (Marci) Malzahn is the president and founder of Malzahn Strategic, a community bank consultancy focused on strategic planning, enterprise risk management, and talent management. Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO of a community bank she helped start where she oversaw all the bank operations areas, including finance, IT, compliance, internal audit, deposit/loan operations, office management, risk management, and HR. In her last year as EVP/COO/CRO, Marci created and focused on the bank's risk management program. She was also the corporate secretary of both the holding company and the bank.

Before starting the bank in 2005, Marci took a detour from banking for five years and worked for a $34 million revenue non-profit organization where she led IT, HR and Finance. Marci's extensive experience in banking infrastructure and her passion to help other banks succeed led her to establish Malzahn Strategic in 2014.

Marci is the recipient of a number of professional awards, is a published author of three books and an international bilingual public speaker, speaking frequently at banking conferences and associations. Marci holds a B.A. in business management from Bethel University and is a graduate of the Graduate School of Banking in Madison, Wisconsin.
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