Client Services Optimization
"The first step in exceeding your customer's expectations are to know those expectations." - Roy H. Williams
Having a complete understanding of your client's requirements is critical to a financial institution's treasury management sales process.
TreaSolution's has a tremendous amount of experience working with corporate treasury departments in order to discover and document opportunities for process improvement. In this same spirit, TreaSolution's Client Optimization consulting service will assist your treasury sales team in discovering opportunities to collaboratively work together with clients to provide greater services and products.
A Client Services Optimization process starts with a detailed conversation with treasury management sales leader(s) in order to document product offerings, customer services goals other viable metrics. TreaSolution will then have detailed discussions (either on-site or via phone call) with select treasury management clients in order to discover and document opportunities for treasury best practices implementation. Finally, in a very collaborative manner, TreaSolution will lead discussions amongst both the financial institution and the client in order to determine the next best steps for best practices implementation. At the end of each Client Services Optimization project both the financial institution and the client will receive a treasury best practices report which can be utilized as a productive catalyst for future process, technology and policy improvements.
By providing this service to your clients, Financial Institutions will:
1.) Demonstrate their commitment to helping their clients achieve optimum treasury best practices;
2.) Discover, document and measure future treasury management sales opportunities.
3.) Benchmark their current treasury product offering against current client expectation.
Ultimately, a Client Services Optimization project will assist your financial institution in developing a comprehensive treasury product sales strategy while simultaneously provide exceptional customer service.
Having a complete understanding of your client's requirements is critical to a financial institution's treasury management sales process.
TreaSolution's has a tremendous amount of experience working with corporate treasury departments in order to discover and document opportunities for process improvement. In this same spirit, TreaSolution's Client Optimization consulting service will assist your treasury sales team in discovering opportunities to collaboratively work together with clients to provide greater services and products.
A Client Services Optimization process starts with a detailed conversation with treasury management sales leader(s) in order to document product offerings, customer services goals other viable metrics. TreaSolution will then have detailed discussions (either on-site or via phone call) with select treasury management clients in order to discover and document opportunities for treasury best practices implementation. Finally, in a very collaborative manner, TreaSolution will lead discussions amongst both the financial institution and the client in order to determine the next best steps for best practices implementation. At the end of each Client Services Optimization project both the financial institution and the client will receive a treasury best practices report which can be utilized as a productive catalyst for future process, technology and policy improvements.
By providing this service to your clients, Financial Institutions will:
1.) Demonstrate their commitment to helping their clients achieve optimum treasury best practices;
2.) Discover, document and measure future treasury management sales opportunities.
3.) Benchmark their current treasury product offering against current client expectation.
Ultimately, a Client Services Optimization project will assist your financial institution in developing a comprehensive treasury product sales strategy while simultaneously provide exceptional customer service.
