How to Get Your Board on Board with Treasury Management This Budget Season

As budget season approaches, strategic planning is crucial for credit union success. With increasing competition and evolving member expectations, Treasury Management has become a cornerstone of differentiation.

Are you equipped to meet the demands of today's business members? By incorporating treasury management solutions into your 2025 budget, you're not just allocating funds but investing in your credit union's growth and resilience.

Need Help Justifying Your Budget Request

We understand that budget planning can be complex, so we are offering FREE tips, to provide the insights you need to secure budget approval.

Let's work together to secure the funding needed to elevate your credit union and help you better serve your business members.

Key Talking Points to Secure Funding

1. Offering treasury management services will attract business member deposits, enhancing the credit union’s liquidity position and ability to extend more business member loans.

2. Treasury Management services create a new source of non-interest income.  Banks often charge significant fees to businesses for treasury services.  Credit Unions have an opportunity to deliver and price these same services at a lower rate providing critical business service solutions at a competitive price.

3. Business members and the broader business community in your markets will benefit by having a comprehensive and competitively priced option for their daily financial operations.

4. Increasing deposits, loans, and membership will enhance the long-term sustainability and viability of the credit union, ensuring that community members, both business and consumer, will continue to have robust and cost-effective options for all their financial needs.

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