LEIN CONSULTING BLOG
Treasury Management Consulting Services
Lein Consulting Group conducts Treasury Management Training which includes complete education of the many Treasury Management products designed to enhance the Corporate Cash Flow processes. Within these two main categories, there many individual products each created to accomplish a specific purpose. Lein Consulting Group specializes in Treasury Management Consulting Services. Our valuable training for Business Development Officers covers the importance of each product and how they work in unison to complete an effective Cash Flow Cycle.
The majority of banks in the United States offer some level of Treasury Management services. These services are financially beneficial to corporate clients of all sizes. We can help your Treasury Management team deliver more success for your bank. Treasury Management revenue is a vital source of non interest income and creates “stickiness” that enhances client retention. We have years of experience with selling many different types of cash management programs.
Some of the biggest challenges banks face are staying competitive with product offerings, pricing of services and proper deployment of sales team practices. Our team specializes in teaching the principles of cash management to sales teams. We focus on the core fundamentals of Treasury Management and help your sales team increase their knowledge and understanding of the cash management options. We teach them to more effectively identify and qualify their leads. Then we equip them with the knowledge and skills needed to close more of these sales opportunities.
Our Mission
Stephen P. Lein has 46 years of experience working in the banking industry. Steve spent the majority of that time helping to drive new sales and client retention for the Treasury Management teams he worked with and has mentored numerous individuals who have gone on to successful careers in TM. Lein Consulting Group offers Treasury Management Consulting and Training for banks of all sizes. We seek to serve a nationwide client base and to provide your team with the knowledge and skills necessary to grow this vital area of your bank. Our team will help equip your sales team to compete effectively for Treasury Management opportunities.
Most Recent Posts
How Treasury Management Calling Strategies Are Consistent in Every Market GalleryHow Treasury Management Calling Strategies Are Consistent in Every Market
Lein Consultling, Request for Proposal Response Preparation, Sales Call Strategies, Sales Call Technique, Treasury Management Consulting, Treasury Management Sales Calls
How Treasury Management Calling Strategies Are Consistent in Every Market
Market Specific Treasury Management Calling Strategies I had the good fortune of calling in different states and cities. In Louisiana for example, some cities were large like New Orleans. While other cities were not so big like Houma LA. One thing I discovered was that there was a common theme at each company no matter what market. That theme was trust and sincerity. Treasury Management Market Calling Strategies are Consistent with that theme no matter where you are calling. We stress that at Lein Consulting. When a you are calling in a new market for the first time and on a new company, building rapport is very critical for a successful and a comfortable conversation with the prospect or customer. Holding the title of Treasury Management Sales Officer often can be a signal to some people that you are only there to sell them something. While of course you are in sales, if you handle the call incorrectly, not only will you most likely not get a sale but you run the risk of losing the customers trust. Once that trust is lost, it is very difficult or even impossible to win back. At Lein Consulting we have called on countless businesses of all sizes [...]
Lein Consulting Offers Expert Treasury Management Consultation including Analysis and Training GalleryLein Consulting Offers Expert Treasury Management Consultation including Analysis and Training
Amazon, Lein Consultling, Treasury Management Consulting, Treasury Management Sales Calls, Uncategorized
Lein Consulting Offers Expert Treasury Management Consultation including Analysis and Training
Lein Consulting offers Treasury Management Consultation, Training and Analysis. We offer these services to banks and businesses across the Nation. Treasury Management services include a wide array of products designed to enhance the Accounts Receivable and Accounts Payable processes. Within these two main categories, there many individual products each created to accomplish a specific purpose. Treasury Management Consultation begins as team trains Business Development Officers, we will cover the importance of each product and tie them all together to complete an illustration of the Cash Flow Cycle. The majority of banks in the United States offer some level of Treasury Management services. These services are financially beneficial to corporate clients of all sizes. We can help your Treasury Management team deliver more success for your bank. Treasury Management revenue is a vital source of non-interest income and creates “stickiness” that enhances client retention. We have years of experience with selling many different types of cash management programs. Some of the biggest challenges banks face are staying competitive with product offerings, pricing of services and proper deployment of sales team practices. Our team specializes in teaching the principles of cash management to sales teams. We focus on the core fundamentals of Treasury Management and help your [...]
Wholesale Lockbox is an important Treasury Management tool for improving the Accounts Receivable process
Lein Consulting Possessing the experience of both managing Lockbox Operations and selling Wholesale Lockbox to business clients, Lein Consulting is uniquely qualified to help banks and businesses understand the value proposition of Wholesale Lockbox. In addition, we are capable of helping Treasury Management Bankers understand how to determine which business clients would benefit from this valuable service. There are two types of Lockbox service, Retail and Wholesale. A simple way to distinguish the two types is that Retail involves Consumer to Business payments and Wholesale involves Business to Business payments. By definition it is easy to see that Retail typically involves a larger volume of payments (checks) whereas Wholesale involves a smaller number of checks but a larger dollar volume. Wholesale Lockbox has evolved over its many decades of existence and it is now a service used by Hospitals, Medical Clinics, Government Entities, Oil and Gas Companies, Manufacturing Companies and other industries. Each industry has different needs for the service such as Revenue Cycle Management, Automated Updating of Accounts Receivables, Improved Internal Audit Processes and Improved Productivity through Reallocation of Accounts Receivable Staff. The Lein Consulting team is well equipped to train bank business develop officers on the process for identifying and assessing the need [...]
Lein Consulting has the experience to educate new business develop bankers on the best practices for selling Treasury Management services
Lein Consulting Selling services is an art that gets better with time and experience. At Lein Consulting we have participating in numerous sales training seminars, read books by top selling authors, attended numerous national Association for Financial Professionals conferences and most importantly we have over three decades of real life experience calling on all sizes of companies. Pooling all of our knowledge has allowed us to share best practices we have learned that provide the best chance of success. Below are a few of the high level topics we cover in sales training: Pre call planning Conducting the call Building rapport Asking probing questions "Listening" to the customer Recounting to the customer We invite you to visit with Lein Consulting for a free consultation to see if we may be a good fit for the sales training of your business development staff. Pre Call Planning Lein Consulting offers consulting, training and advisory services for banks that offer Treasury Management Products and Services. The founder, Steve Lein, spent 46 years in the banking industry 37 of which were specific to Treasury Management. As a Certified Treasury Management Professional, CTP, our founder has developed business for banks in Louisiana, Oklahoma [...]
Lein Consulting has the experience to coach clients on the best preparation for a winning Request For Proposal (RFP) response GalleryLein Consulting has the experience to coach clients on the best preparation for a winning Request For Proposal (RFP) response
Lein Consultling, Request for Proposal Response Preparation, Treasury Management Consulting, Uncategorized
Lein Consulting has the experience to coach clients on the best preparation for a winning Request For Proposal (RFP) response
Lein Consulting One of the ways that business opportunities are identified is by way of the Request for Proposal (RFP) process. Having spent 37 years in the financial Treasury Management industry, Lein Consulting is uniquely qualified to guide clients through that process. The RFP is often generated by a Public Fund, Municipality, Large Hospital, Corporation, Governmental Entity etc. These types of organizations are usually required by their investment committee or board of directors to periodically solicit competitive bids for services. Of course RFPs can be generated for all types of services the business entity needs. These needs can range from landscaping, IT and banking services. Typically three year contracts are awarded to the vendor. Probably not surprising but decisions to award contracts are not always based on the lowest cost but sometimes based on the vendor that provides the best solutions and problem resolutions for the company soliciting. One benefit to a RFP is that it will precisely line out each service the business entity requires. Usually volumes are included as well as long term strategic goal achievement expected to be addressed by the vendor through their products and services. Lein Consulting has a vast amount of experience in crafting RFP winning responses. We also [...]
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How Treasury Management Calling Strategies Are Consistent in Every Market GalleryHow Treasury Management Calling Strategies Are Consistent in Every Market
Lein Consultling, Request for Proposal Response Preparation, Sales Call Strategies, Sales Call Technique, Treasury Management Consulting, Treasury Management Sales Calls
How Treasury Management Calling Strategies Are Consistent in Every Market
Market Specific Treasury Management Calling Strategies I had the good fortune of calling in different states and cities. In Louisiana for example, some cities were large like New Orleans. While other cities were not so big like Houma LA. One thing I discovered was that there was a common theme at each company no matter what market. That theme was trust and sincerity. Treasury Management Market Calling Strategies are Consistent with that theme no matter where you are calling. We stress that at Lein Consulting. When a you are calling in a new market for the first time and on a new company, building rapport is very critical for a successful and a comfortable conversation with the prospect or customer. Holding the title of Treasury Management Sales Officer often can be a signal to some people that you are only there to sell them something. While of course you are in sales, if you handle the call incorrectly, not only will you most likely not get a sale but you run the risk of losing [...]
Lein Consulting Offers Expert Treasury Management Consultation including Analysis and Training GalleryLein Consulting Offers Expert Treasury Management Consultation including Analysis and Training
Amazon, Lein Consultling, Treasury Management Consulting, Treasury Management Sales Calls, Uncategorized
Lein Consulting Offers Expert Treasury Management Consultation including Analysis and Training
Lein Consulting offers Treasury Management Consultation, Training and Analysis. We offer these services to banks and businesses across the Nation. Treasury Management services include a wide array of products designed to enhance the Accounts Receivable and Accounts Payable processes. Within these two main categories, there many individual products each created to accomplish a specific purpose. Treasury Management Consultation begins as team trains Business Development Officers, we will cover the importance of each product and tie them all together to complete an illustration of the Cash Flow Cycle. The majority of banks in the United States offer some level of Treasury Management services. These services are financially beneficial to corporate clients of all sizes. We can help your Treasury Management team deliver more success for your bank. Treasury Management revenue is a vital source of non-interest income and creates “stickiness” that enhances client retention. We have years of experience with selling many different types of cash management programs. Some of the biggest challenges banks face are staying competitive with product offerings, pricing of services and proper [...]
Wholesale Lockbox is an important Treasury Management tool for improving the Accounts Receivable process
Lein Consulting Possessing the experience of both managing Lockbox Operations and selling Wholesale Lockbox to business clients, Lein Consulting is uniquely qualified to help banks and businesses understand the value proposition of Wholesale Lockbox. In addition, we are capable of helping Treasury Management Bankers understand how to determine which business clients would benefit from this valuable service. There are two types of Lockbox service, Retail and Wholesale. A simple way to distinguish the two types is that Retail involves Consumer to Business payments and Wholesale involves Business to Business payments. By definition it is easy to see that Retail typically involves a larger volume of payments (checks) whereas Wholesale involves a smaller number of checks but a larger dollar volume. Wholesale Lockbox has evolved over its many decades of existence and it is now a service used by Hospitals, Medical Clinics, Government Entities, Oil and Gas Companies, Manufacturing Companies and other industries. Each industry has different needs for the service such as Revenue Cycle Management, Automated Updating of Accounts Receivables, Improved Internal Audit Processes and [...]
Lein Consulting has the experience to educate new business develop bankers on the best practices for selling Treasury Management services
Lein Consulting Selling services is an art that gets better with time and experience. At Lein Consulting we have participating in numerous sales training seminars, read books by top selling authors, attended numerous national Association for Financial Professionals conferences and most importantly we have over three decades of real life experience calling on all sizes of companies. Pooling all of our knowledge has allowed us to share best practices we have learned that provide the best chance of success. Below are a few of the high level topics we cover in sales training: Pre call planning Conducting the call Building rapport Asking probing questions "Listening" to the customer Recounting to the customer We invite you to visit with Lein Consulting for a free consultation to see if we may be a good fit for the sales training of your business development staff. Pre Call Planning Lein Consulting offers consulting, training and advisory services for banks that offer Treasury Management Products and Services. The founder, Steve Lein, spent 46 years in the banking [...]
Lein Consulting has the experience to coach clients on the best preparation for a winning Request For Proposal (RFP) response GalleryLein Consulting has the experience to coach clients on the best preparation for a winning Request For Proposal (RFP) response
Lein Consultling, Request for Proposal Response Preparation, Treasury Management Consulting, Uncategorized
Lein Consulting has the experience to coach clients on the best preparation for a winning Request For Proposal (RFP) response
Lein Consulting One of the ways that business opportunities are identified is by way of the Request for Proposal (RFP) process. Having spent 37 years in the financial Treasury Management industry, Lein Consulting is uniquely qualified to guide clients through that process. The RFP is often generated by a Public Fund, Municipality, Large Hospital, Corporation, Governmental Entity etc. These types of organizations are usually required by their investment committee or board of directors to periodically solicit competitive bids for services. Of course RFPs can be generated for all types of services the business entity needs. These needs can range from landscaping, IT and banking services. Typically three year contracts are awarded to the vendor. Probably not surprising but decisions to award contracts are not always based on the lowest cost but sometimes based on the vendor that provides the best solutions and problem resolutions for the company soliciting. One benefit to a RFP is that it will precisely line out each service the business entity requires. Usually volumes are included as well as long term [...]