Treasury Management Proposals demo
The prospect's own statement, annotated by the agents, with every recommended service priced and its value cited to the line it came from 1:34
What the demo shows
Treasury officers read a prospect's statements and get recommended services, with their value
Agents read three cycles of the prospect's statements from any bank and in any shape, remove the incumbent's name, and pin every figure to the page and line it came from. They group the activity into payables, receivables, balances and fees paid, recommend services with the value of each cited to a statement line, and price the package at the bank's own list, applying the volume tier and the earnings credit tiers. The discount is measured against list and tested against the officer's authority, and anything beyond it routes to the Treasury Sales Manager with the relationship reason attached. The officer accepts, declines with a reason or edits; nothing reaches the prospect until a second person approves both the price and the proposal.
Transcript
- Treasury Management Proposals: a treasury officer reads a prospect's statements and gets recommendations.
- Fee income separates the top commercial banks; proposals take two weeks.
- Calder Brook Veterinary Partners sent three cycles of statements.
- The agents read every page and write in the margin.
- Six hundred twelve paper checks a quarter. ACH payables saves three thousand nine hundred sixty.
- Positive pay covers one point one million dollars of checks.
- Their idle balance earns nothing; analyzed checking returns twelve eighty-four.
- The card estimate stays out: the processor statement is missing.
- Eleven forty-five a month, thirteen point nine under list, beyond her authority.
- ACH debits need an exposure limit, so she declines them and sends the rest.
- Garrett approves the price with his reason; nobody approves their own.
- Nineteen thousand eight hundred twenty-two dollars found, the proposal sent.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.