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Treasury Versus Product: Turning Historical Friction Into Collaboration in Pursuit of a Shared Goal

GFMI 3RD EDITION RETAIL DEPOSIT OPTIMIZATION AND STRATEGIC MANAGEMENT

Robert Vokes, Managing Director, Novantas
Pete Gilchrist, Executive Vice President, Novantas

  • Historically, treasury and product groups built their own (siloed) deposit analytics
  • Results lacked consistency, different analytic techniques produced conflicting implications
  • This was inefficient and ineffective, both groups knew they could do better
  • Treasury and product are now collaborating, sharing resources for the common good
  • Deposit data are gathered once into a single source of truth database
  • Analytics are designed to exploit common elements and drive decisions, such as managing funding source tradeoffs
  • Users make compromises in pursuit of commonality

For more information, contact Novantas Marketing

+1 (212) 901-2772


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