Treasury management onboarding & support

Break down data silos, automate workflows and improve customer activation and retention.

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Take control of your complex treasury management ecosystem

How OvationCXM helps banks

How treasury management teams use CXMEngine.

Integrated case management

Client Onboarding

Third-party collaboration

Omnichannel communication

Optimized workflows

Training and self-service

Activate customers faster, with less work

Unified interaction data

Connect all client interactions into one comprehensive view.

Automated workflows

Streamline processes to move journeys ahead and reduce manual effort.

Closer collaboration

Connect data across internal teams and external stakeholders to support shared customers.

Data-driven insights

Gain insights so you can act to streamline service delivery.

Improved customer experience

Equip teams with knowledge needed to quickly resolve issues and deliver personalized service.

Mitigate risk

Access audit trails and detailed real-time reports to address red flags proactively.

Case Study: How to turn merchant services into a profit center.

Read KeyBank case study

How CX Management Grows Banking Relationships

“There are plenty of places for banks to start when it comes to activation and retention strategies. Increasing stickiness is imperative. Then you should look at ways to increase your share of their wallet.”

-Vaneet Grewal
Head of Financial Services, OvationCXM

Article: Challenges in Bank Merchant Services - and How To Solve Them

Read the article

Frequently asked questions

What is treasury management in banking?

Treasury management in banking is a portfolio of different tools offered by financial institutions to help businesses conduct operations more efficiently and/or maximize cash flow and profitability. Examples of typical treasury management products can include: ACH, sweep accounts, positive pay, remote deposit, payroll services, lockbox and credit cards. The products offered vary dramatically on bank size and the customer base it serves. Treasury management products can be an additional streams of non-interest income and lower-cost deposits, which banks desire.

What are the challenges in treasury management today?

Treasury management is crucial for bank revenue, but its complex ecosystem can be difficult to navigate effectively.

The top problems are:
1) Siloed data makes it hard to get a complete picture of clients.
2) Manual processes and outdated systems create bottlenecks and slow things down.
3) Poor communication between teams can lead to delays and frustration.
4) So many systems have to be integrated, so it’s hard for teams to operate efficiently.

How does OvationCXM help banks solve these challenges?

OvationCXM has a deep understanding of the unique challenges faced by treasury departments because our software was originally built specifically for financial services. With over a decade of experience partnering with financial institutions, we have the expertise to address the need for more business ecosystem visibility and communication across teams and providers in treasury management.

When onboarding is complete, they also manage the ongoing relationship. Up until now, there hasn't been a technology solution that's agile enough to orchestrate these differences efficiently.
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CXMEngine empowers treasury management teams to build and orchestrate seamless customer journeys. OvationCXM’s no-code Journey Builder offers a single platform to manage the entire client lifecycle, from initial onboarding to ongoing service delivery. This allows you to build and orchestrate customized journeys - including account opening, payment processing and cash management - for each client segment at scale.

CXMEngine provides a centralized hub, consolidating client data, transaction histories, and relevant data from various sources. These enhanced collaboration capabilities facilitate seamless communication between treasury teams, relationship managers, and other stakeholders.

By leveraging real-time data analytics, our platform empowers treasury professionals to identify trends, detect roadblocks, and make informed decisions that drive revenue growth and minimize risk.

How can I learn more about your software to determine if it's a good fit for my treasury management business?

Just ask! Contact us today to schedule an introductory call. We can discuss next steps, like a journey mapping session or a demonstration of our platform in action, specific to your institution's needs and goals.