We need deposits. Where do we find them?
Our margins have shrunk. Where can we generate more income?
How can we help our clients take better advantage of the cash on their balance sheet?
Bankers call us with questions like this all the time. One way to help clients take better advantage of the money they have is to work with a partner that understands the nuances of how cash comes in, goes out and stays in entrepreneurs’ pockets. Money Management Conversations takes a high-level look at these issues including cash flow, business operating cycles and key financial ratios. Banks that have used this Playbook have found and immediate and sustained uptick in referrals to Treasury Management.