Blog
The latest news in the world of cashvest®.
Banking Relationship Banking Trends News The Results Are In
At one of our recent presentations to a group of finance officers we took the opportunity to do some live polling. Although this was not ...
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Will You Join Me For A Waltz?
The waltz, when in symmetry with two partners, can be a beautiful dance of elegance to watch. The steps are orchestrated in a direction of ...
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Expensive Pieces of Paper
Did you know the average cost of issuing and awarding a Request for Proposal (RFP) for banking services, using internal resources, is… $45,000? At that ...
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A Hard Conversation
This is the final part of three+one’s Summer Blog Series . As there are five Tuesdays in August, I will be addressing the top five ...
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To RFP, or not to RFP…
This is the fourth part of three+one’s Summer Blog Series . As there are five Tuesdays in August, I will be addressing the top five questions the ...
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Why Don’t Banks Want My Deposits?
This is the second part of three+one’s Summer Blog Series . As there are five Tuesdays in August, I will be addressing the top five ...
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What’s Your Relationship Status?
The fact is, if many finance officials were asked how they would describe their banking relationship status today, they would respond with “it’s complicated.” Indeed, ...
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The Tale of Two RFPs
If you have gone through the RFP process you know how challenging it can be. It takes time, many people, time, lots of paper… …and ...
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KYC- They Will Ask…
It really struck me … I got a note in the mail by my bank asking me to stop by my local branch so they ...
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Stuffing Your Stocking With Cash
Starting on January 1, 2016, banks will be required to distinguish between client deposits that are “operating” and “non-operating” for the purpose of a new ...
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