TreaSolution assists treasury departments in becoming more profitable, efficient and secure.™
 

    Bank Report Card Consulting
 

Benchmarking banking services on a regular basis is a treasury best practice. One of the most effective methods for conducting a bank services benchmarking project is to create a bank report card.

A bank report card project will assist an organization in obtaining the optimal treasury and liquidity management services from their financial institutions. The primary goal of a bank report card project is to foster greater communications between your organization and your financial institions partners.

A bank report card is a dynamic document which will benchmark your bank relationships against your organization's requirements. Furthermore, a comprehensive bank report card will benchmark your bank relationships against each other. Ultimately, if there are any material variations from what is considered "normal", the bank report card can be utilized as a catylist for positive change.

In addition to above listed benefits, a TreaSolution bank report card project will leverage the information within TreaSolution's proprietary database of treasury and cash management best practices.

A bank report card project can help your organization save money and receive better banking services. Please feel free to Contact Us for a customized, no-obligation treasury consulting estimate which will include the project's scope, our qualifications and references.

TreaSolution's 2010 Bank Report Card Report

Have you ever wondered what your peer's opinions are of their main cash management banks? If so, TreaSolution is please to announce the development our the "TreaSolution Annual Bank Report Card" report. TreaSolution developed this report based upon our Annual Treasury Survey and we are pleased to offer this report for free to treasury practitioners. If you would like a copy of TreaSolution's Annual Bank Report card, please send us a request via our "Contact Us" webpage.

If you would like to learn more about bank report cards, please feel free to view TreaSolution's bank report card webinar by clicking on the icon below.