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.
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 Program
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
Drive more assets to your proprietary deposit and asset management products.
.
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.
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.
Drive more assets to your proprietary deposit and asset management products.
.
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.
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?
Not quite ready? Tell me more.
