Treasury Management Solutions

Dynamic, highly engaging customer facing conversations designed to meet every customer’s treasury management goals.

Enhance the relationship with your commercial customers

Guiding Businesses to Optimize Cash Flow

As a Commercial Bank Relationship Manager (RM) or Treasury Management Sales Officer (TMSO) your overarching goal is to provide solutions to optimize the cash flow for your commercial customers.

A clear view into front-line sales and customer engagement

The Goal

Commercial customers  are looking for the Bank’s Treasury Management Division to help them with solutions and tools to effectively and efficiently handle daily liquidity management tasks and to ensure they have sufficient cash resources  in place to sustain ongoing operations.

Generating New Leads

Using Ignite’s in person or online/mobile guides, they can be used to generate significant leads for Treasury Management and Commercial Banking to help the Commercial customer  achieve the firm’s overall financial objectives whether it by better managing deposits, accelerating receivables, streamlining payables, optimizing liquidity (loans and investments), and mitigating risk. Important to note, when the commercial customer is online/mobile there is no banker to help the customer go through the myriad of Treasury Management solutions that are in place (at some banks that can mean more than 50+ solutions). From Ignite’s IQ Analytics reporting, Bank Management will know what conversions are taking place and  which solutions are needed by the specific segments associated within Treasury Management such as healthcare, public funds, commercial/middle market/large corporate and specialty industries to name a few.  The Treasury Management conversation in the guide reveals the customer’s or prospects goals/needs allowing the banks to better fulfill the needs based on the banks’ solutions without bias.

Improving Treasury Management Engagement

Ignite provides powerful guided conversation technology that helps the Commercial and Treasury Management bankers better discover the relevant facts, obtain a better understanding the customer’s global financial circumstances,  and their client’s overall objectives  (maintaining sufficient liquidity, optimizing cash resources, access to financing, managing investments,  reducing risk, managing information and technology, etc.), and then provide recommendations designed specifically for them based on the bank’s solutions.

The Solution

How does Ignite do this? Ignite downloads all the information about the Treasury Management and Commercial products/services desired into the Ignite Neuro platform (which could include Treasury Management, deposit products, lending, investments, and fraud mitigation tools to name a few). Then Ignite’s customer engagement experts design a highly dynamic, personalized conversation guide that the Banker uses to take their customer or prospect on a highly engaging journey to deepen relationships and helping the customer to effectively optimize liquidity as well in a self-serve mode or advisor-assisted mode.

We can’t wait to hear from you!

Schedule a demo

Find out how we can change the way you communicate with your customers with our banking technology solutions.

Schedule a demo and learn what brilliant, dynamic customer engagement could look like for you.


14755 Preston Road
Suite 400
Dallas, TX 75254