Transaction Banking: Understanding Services, Applications and Products

Euromoney Learning
Training overview
Professional Course
2 days

Course description

Transaction Banking: Understanding Services, Applications and Products

Transaction Banking: Understanding Services, Applications and Products is a two-day masterclass that examines all aspects of Transaction Services, both from a corporate treasury and a transaction banking perspective. This includes topics such as FX, Liquidity, Risk, Technology, Trade, and Supply Chain Finance, as these form a fundamental part of the transaction service from a companies’ perspective.

This practical training programme enables bank staff to better understand how the bank’s transaction banking solutions can support its customers in a way that is both efficient and financially rewarding.

It will bring you up to speed on recent industry developments and help you to fully understand the role of the Corporate Treasurer. You will gain valuable insight into how the Treasury Department and Company itself operates as a whole by uncovering the needs and challenges of treasurers and their clients, as well as their working practices, routines and procedures. This insight will enable you to better understand the services you can sell to your respective client groups, and how best to position your products and services.

By the end of this course, you will have an enhanced understanding of the Transaction Services needed by your clients and what it will take for the Transaction Banking team to meet those needs. With this understanding, you will know how to significantly grow the share of cash management business and increase mandate wins.

Training content

After taking this course, you will:

  • Understand how and why a company manages its transactions and cash
  • Appreciate what a corporate treasurer does in a typical day
  • Understand how the bank’s transaction banking products and services can meet the needs of the corporate customer
  • Understand the cash and liquidity management offering from their own bank
  • Understand the impact of these services on the banks balance sheet and funding requirements
  • Understand how to offer an integrated transaction banking service to their clients including treasury, FX trade finance, supply chain, cash management, product and sales knowledge
  • Be knowledgeable about new trends within the payment landscape like, open banking, on- and offline payments and infrastructure like Swift and Blockchain
  • Apply what has been learned in an integrated business case

About Euromoney Learning

Euromoney Learning

We develop bespoke learning experiences with the perfect blend of technologies and techniques to help you succeed. An organisation’s ability to continuously learn and evolve rapidly is the ultimate competitive advantage. To achieve your strategic goals, it is essential to...

Read more and show all training delivered by this supplier

Contact info

Euromoney Learning

 Show phone number

View again
Supplier Directory
Join our Supplier Directory to:
- Gain Traffic
- Get Noticed
- Showcase Your Services
- Free Listing Available