ADVISORY SERVICES
Generate More Treasury Revenue
With Deluxe’s Treasury Advisory Services, you’ll gain access to rich analytics, powerful tools and trusted expertise to help your team support and accelerate business success.
It’s a new day in treasury management. Economic pressures, new competitors and technologies demand treasury leadership to modernize, offer smarter strategies and provide greater value.
To remain relevant, treasury management must evolve from commercial loan admin support to becoming a revenue driver that can compete with – and prevail over – fintech startups.
How can you do that without breaking a sweat? Meet Deluxe’s Treasury Advisory Services. The data analytics team provides expert analysis, insights, tools and advice. Deluxe focuses on finding and targeting the right customers for you to drive revenue and deposit growth, strengthening relationships and creating incredible value for your bank customers.
Deluxe is here to help you jump on hidden growth opportunities.
Deluxe’s Treasury Advisory Services pair leading treasury management solutions with analytics, tools and advice that can:
HOW IT WORKS
Mine data to prioritize and characterize opportunities.
Gauge customer interest in opportunities and establish bank expertise.
Diagnose customer practices, decisions and economics.
Recommend a compelling and feasible business case for change.
Let’s Take Your Treasury Management Further
Receivables Management
Accelerate your performance with tools that can process payments faster and with greater accuracy.
Integrated Receivables
Help increase straight-through processing across all your electronic payment channels.
Deluxe Payment Exchange
Discover a fast, easy, low-cost digital solution that gives recipients a choice in how they accept your payment.
Remote Deposit Capture
Make convenient and secure check deposits from your office. Use Mobile Remote Capture in the field or on the go.
FACT
A bank was struggling to sell their core integrated receivables solution. After working with Deluxe’s Treasury Advisory Services, learning about prime opportunities they had overlooked and deploying a new consultative approach, their sales team achieved a 300% growth rate over the span of three years.
Source: Internal Deluxe customer data.
FAQ
Deluxe’s Advisory Services use analytics, tools and advice to help your bank’s treasury management department become a self-sustaining sales and services organization that generates clients, revenue and value.
To develop order-to-cash solutions, the team leans into their treasury management skills, deep corporate insights and benchmarks gained from the order-to-cash value chain, go-to-market best practices from banks and financial institutions and proprietary research on corporate pain points and needs.
Deluxe payment advisory services offers prioritized lead lists, industry vertical market scans, value propositions, pitch decks, diagnostic sales tools and proposal templates.
EXPLORE MORE PRODUCTS
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