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Title: How to EvaluatE Lockbox Vendors
Agenda
·
Cutting Edge
Trends & Industry Predictions
·
Business Case &
ROI Components
·
Essential RFP
Components
·
Key wholesale,
“whole-tail” and retail lockbox vendor evaluation points
·
Implementation
Best Practices and Pitfalls
Objectives
Participants will get answers to the following questions:
·
What the key
vendor evaluation points when considering Wholesale, Wholetail or Retail
Lockbox solutions?
·
How do vendors
price Lockbox?
·
How can your
bank implement a
cohesive Lockbox strategy that will keep existing customers, produce new
clients and eventually generate a profitable service?
·
What are the
lockbox revenue producers and where can banks make money in lockbox?
·
What are some of
the ROI / Business Case line items when considering Lockbox?
Description
Large
US Banks have implemented profitable Lockbox operations. If you foresee
turning Lockbox into a profit vs. a cost center, forming an end game
strategy is imperative. The ultimate question for banks is how can they
implement a cohesive Lockbox strategy that will keep existing customers,
produce new clients and eventually generate a profitable service?
This presentation will assist the audience in
evaluating lockbox vendors and implementing a profitable service.
Attendee Benefits
·
Differentiate
vendor software capabilities
·
Gather the
components of an Lockbox Business Case
·
Identify
Business Case / ROI line items
·
Understand how
the Mega-Banks plan to offer profitable Lockbox services to commercial
customers? |
