TMClarity™

Marcia Malzahn is pleased to facilitate the Treasury Management Forum with Indiana Bankers Association again this year! The Treasury Management Forum is a valuable investment in your bank's future. It provides a platform for Treasury Management Officers and team members involved in selling, supporting, or marketing TM products and services to business customers. This forum enables participants to freely exchange ideas, address challenges, and engage in meaningful discussions with their Treasury Management peers. Below are some of the benefits of participating in the TM Forum: Develop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services. Enhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services. Gain insights into pricing strategies used by other community banks for their various offerings. Address crucial issues related to Treasury Management services, such as navigating relationships with core system providers and other vendors. Understand how to fully utilize an Account Analysis System for maximum benefit. Explore different avenues for recruiting skilled Treasury Management professionals. Access insights and advice from highly regarded industry experts. Engage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers. The dates for 2025 are: April 22, August 19, and December 2 at the IBA’s headquarters in Indianapolis, IN. You can find Forum topics and register here: https://bit.ly/4j1DrXt. I hope to see you there! #treasurymanagement #treasurymanagementforum #treasurymanagementservices

Join Marcia (Marci) Malzahn for her upcoming webinar for Community Banks, Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on February 24, 2025 from 10:00 - 11:30 CT. Register today at https://bit.ly/413YRx6 As a banker today, you need to be both a “lender” and a “deposit gatherer.” If you're looking for ways to grow your community bank’s core deposits and boost non-interest fee income, Treasury Management is your solution. You'll learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. After this webinar you’ll be able to: ✅ Maximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities ✅ Understand the Treasury Management services available in the market ✅ Identify enhancements to services focusing on the benefits of each service to businesses—the value ✅ Identify TM services your business customers are asking for that you may be missing ✅ Determine which services you need to offer to businesses based on industry ✅ Learn how the Treasury Management team collaborates with technology, operations, marketing and sales teams ✅ Implement ideas on how to market and brand your Treasury Management services ✅ Understand the ideal organizational design for Treasury Management and how to incentivize the sales teams ✅ Establish a process to implement Treasury Management services ✅ Choose the right digital payment strategy for businesses ✅ Identify new authentication methods to enhance your services’ security See you there! #communitybanking #treasurymanagement

Maintaining Strong Business Relationships - Maintaining strong business relationships with business customers is crucial for success. Frequently visiting them can positively impact the the relationship. https://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. https://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. https://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. https://bit.ly/3zZ1gP3

Your role goes beyond lending - you’re also a “deposit gatherer.” If increasing core deposits and non-interest fee income is your goal, Treasury Management is the key to achieving it. 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 https://bit.ly/4a8r2xJ You'll learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. After this webinar you’ll be able to: ✅ Maximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities ✅ Understand the Treasury Management services available in the market ✅ Identify enhancements to services focusing on the benefits of each service to businesses—the value ✅ Identify TM services your business customers are asking for that you may be missing ✅ Determine which services you need to offer to businesses based on industry ✅ Learn how the Treasury Management team collaborates with technology, operations, marketing and sales teams ✅ Implement ideas on how to market and brand your Treasury Management services ✅ Understand the ideal organizational design for Treasury Management and how to incentivize the sales teams ✅ Establish a process to implement Treasury Management services ✅ Choose the right digital payment strategy for businesses ✅ Identify new authentication methods to enhance your services’ security 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

Merry Christmas from Tim and Marcia! 🎄✨ May your holiday season be filled with peace, joy, and cherished moments with loved ones. ❤️ #MerryChristmas

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. https://bit.ly/4ePxgUU