Treasury Intelligence Reports

"The aim of marketing is to know and understand the customer so well the product or service fits him and sells itself." - Peter Drucker

TreaSolution knows a lot about your treasury management clients.    For the past eight years, TreaSolution has been compiling a proprietary database of corporate treasury metrics and opinions.   TreaSolution's consultants are able to provide your organization with the detailed customer insights required that can help your sales team make more informed decisions about current client utilization and/or future market expansion.  

TreaSolution's Treasury Intelligence Reports are extensive in their scope and breadth of details.   The Treasury Review Reports cover topics such as treasury operations, bank relationships, treasury technology, bank services, treasury staffing and more!   TreaSolution's Treasury Intelligence Reports can answer many questions about your clients expectations and requirements.   Listed below are some of the questions that can be answered on and industry / revenue sub-categorization level:

• What is the average number of bank relationship?
• What is the average number of bank accounts?
• What is your main cash management bank?
• What are your opinion of your main cash management bank? (Products, Pricing, Customer Service, Implementation, etc.)
• What bank services do you currently utilize?
• What bank services do you plan to implementing in the future?
• What treasury technology does your organization utilize?

These are just some of the many questions that can be answered by TreaSolution's Treasury Intelligence Reports.   There nearly 60 different report options available!   

If you would like to learn more about TreaSolution's report or request a sample report, please contact TreaSolution using the form below. 

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