White-Label Our Treasury Management System

Improve Business Development and Customer Retention

Banks and institutional investment managers are under tremendous pressure to increase profits and retain clients. So, in a commoditized business with thin margins, how do you compete and win? By partnering with Treasury Curve and white-labeling our treasury management system.

Treasury Curve White Label Model

Financial Institution White Labels Treasury Curve to Increase:

Profits from increased assets
Product differentiation
Shareholder “stickiness”
Insight to shareholder’s data

Financial Institution's Customer Uses Treasury Curve to Increase:

Access to multiple Financial Institutions
Efficiency
Compliance
Optimization of cash and investments

Financial Institution White Labels Treasury Curve to Increase:

• Profits from increased assets
• Product differentiation
• Shareholder “stickiness”
• Insight to shareholder’s data

Financial Institution's Customer Uses Treasury Curve to Increase:

• Access to multiple Financial Institutions
• Efficiency
• Compliance
• Optimization of cash and investments

A Powerful Treasury Optimization System

Through our white label program, your institution can offer Treasury Curve’s solutions to your clients—at no cost to them. Our partnership with you is fully transparent and highly appealing to your corporate, public sector, and PE and VC clients. That’s because Treasury Curve makes it so much easier for your customers to optimize the management of both their cash and investments…often for little to no cost with offsetting investment balances through Treasury Curve with your institution.

Key Benefits When Partnering With Treasury Curve

Increase Profitability

Drive more assets to your proprietary deposit and asset management products.
.

Differentiate Your Firm

With Treasury Curve, you no longer have to push products. You are providing your clients with a solution.

Strengthen Client Loyalty

With Treasury Curve, clients have every reason to come to your firm and stay with your firm. Treasury Curve is a value-added solution they won’t want to unwind.

Gain New Insights

Treasury Curve helps your clients aggregate and analyze data, so they can work with you to uncover new opportunities to do more with their cash.

Increase Profitability

Drive more assets to your proprietary deposit and asset management products.
.

Differentiate Your Firm

With Treasury Curve, you no longer have to push products. You are providing your clients with a solution.

Strengthen Client Loyalty

With Treasury Curve, clients have every reason to come to your firm and stay with your firm. Treasury Robo Advisor™ is a value-added solution they won’t want to unwind.

Gain New Insights

Treasury Curve helps your clients aggregate and analyze data, so they can work with you to uncover new opportunities to do more with their cash.

Looking for a better way to increase profits and retain customers?

Let’s Talk Today

Not quite ready? Tell me more.

Looking to diversify deposit risk, across multiple institutions, without adding cost and complexity?

Use our
Treasury Curve Money Fund Portal.

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Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC. | brokercheck.finra.org

Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC.

brokercheck.finra.org

1.877.9TCURVE | info@treasurycurve.com

FOR WHITE LABEL PARTNERS