How Technology Transforms Treasury Management for the Institution and Its Customers

West Monroe Partners and nCino discuss how in today’s transaction-driven banking environment, differentiation in treasury management product and service delivery is a key factor in creating value for customers.

In order to optimize treasury’s value, financial institutions have to embrace automation in their sales and onboarding processes to reduce the amount of time between when a new treasury customer says “yes” to the first time a customer receives an account analysis statement. An effective treasury management strategy will result in more satisfied customers and enable institutions to exceed their complex commercial transaction goals. This white paper, co-authored by Patricia Tripar of West Monroe and Armistead Boyd of nCino, offers a guide to understanding treasury’s value to the financial institution, common challenges faced during the treasury process, and how the right combination of onboarding tactics and technology can lead to measurable straight-through processing results and accelerate time to revenue.

To download the full white paper from nCino's web site, please click here