Weighing Credit, Price, and Quality to Find the Right Fit

Tuesday, April 4th
Room 203
10:30am – 11:45am
Intermediate

James Brunnquell, CTP, Senior Vice President, Phoenix-Hecht

Session Description

No two banks and no two companies are the same. Having the right banks and managing your bank relationships has a significant impact on your bottom line. Trying to manage a bad fit will be more costly in the long run, eventually forcing you to change banks. No one wants that “pain point”.

The factors that determine your costs as a corporate bank client are:

  • credit availability and pricing
  • treasury management services pricing
  • customer service
  • ease of doing business
  • product satisfaction
  • processing quality, and
  • the effectiveness of your relationship manager

We will review data-driven steps that participants can take to ensure that their treasury operations run smoothly without breaking the budget.