Transcription of Bank Selection & Relationship Managment
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Bank Selection & Relationship Managment
bank Selection & Relationship ManagementFrom RFPs to ScorecardsMark K. Webster, CPA, CCM, PartnerDaniel L. Blumen, CTP, PartnerTreasury alliance Group LLC 2007 Treasury alliance Group LLC All Rights Reserved Agenda Overview bank Selection The RFP Process Relationship ManagementOverview 2007 Treasury alliance Group LLC All Rights Reserved Why change banks Mergers and acquisitions Internal downsizing Changes in bank s condition Service quality or pricing problems Consulting study We haven t done it in awhile 2007 Treasury alliance Group LLC All Rights Reserved The Challenge Simple Objective Mutually beneficial long term relationships with your financial partners Providing high quality products and services Ensuring mutual profitability Challenging Execution Need for multiple banks Wide range of service requirements Regulatory requirements Market capacity
Bank Selection & Relationship Management From RFPs to Scorecards Mark K. Webster, CPA, CCM, Partner Daniel L. Blumen, CTP, Partner Treasury Alliance Group LLC
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