I have to be honest here…one of the things that I didn’t fully understand in my time in production was treasury services. I understood what they were…but it was never really part of the strategic process. The more I’m around banking, I see the same thing with other banks and I don’t think it’s because it’s a bad idea but rather it’s because we don’t understand it very well.
Laura Wetherell with Treascent LLC has a history of working with bankers (and being a banker herself!) understand and implement this often misunderstood part of banking.
Check out her site: www.treascentllc.com/
Follow her on LinkedIn: www.linkedin.com/in/laurawetherellctp
And as always, thanks to ICBA Securities for their support and sponsorship!
www.icba.org/icba-securities