Overview

Q2 Premium Treasury Pricing unlocks your deal team’s potential.** **Establishing relationship primacy and generating more non-interest income are critical objectives. It’s time to invest in a treasury pricing solution that can help you reach those goals.

Features

Deliver contextual deal coaching

Andi, our virtual advisor, delivers timely insights to Treasury Officers while they're pricing deals, pointing out product dependencies, profitability tradeoffs, market benchmarks, and more.

See the full relationship value

Now you can see each relationship's credits, deposits and treasury services, making it easy to understand the impact on the relationship - and the portfolio - if the opportunity is won or lost.

Foster collaboration and referrals

Leverage flexible role permissions and access to each opportunity stage. Streamline multiple systems and opportunity types in your CRM into a single relationship opportunity.

Streamline the pricing process

No more combing through massive spreadsheets, hunting for information. Manual data re-entries are also eliminated, avoiding costly mistakes.