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Global Cash and Banking Discusses Bank RFPs
March 16, 2021, 2:00 PM - 3:00 PM
About this meeting
The RFP process for cash management/transaction banking services is an important way for treasury to determine if it is getting the best service with the latest solutions from its current primary bank. However, requests for proposals can be a lot of work for the bank(s) in question and for your treasury team. How do you determine the right time and frequency for RFPs? And when you make the RFP, are you in a credible position to switch banks if the RFP process reveals a reason to?
About this Peer Group
The Global Cash and Banking Group is an invitation-only group for senior cash management or treasury operations professionals. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys, and professional networking.
Interim meetings are meant for members of the specified peer group. These meetings originated in response to Covid-19 to keep members connected virtually in between semi-annual peer group meetings. They have a headline topic or topics presented for discussion, followed by an open forum for additional peer sharing and learning on other items.