New Features

  • We're excited to announce Cash Management Repricing for our Premium Treasury Pricing module. With repricing functionality, Treasury Officers will be able to model the entire Treasury relationship to better understand the current revenue the bank is receiving from a relationship, compared to a proposed solution in which the user could add new services and reprice or remove existing services. Treasury Officers will also be able to observe how current and proposed solutions compare to standard pricing as they are making decisions to exception price and deepen their Treasury relationship. Repricing functionality will be available for any client who has purchased the Premium Treasury Pricing module. If you're interested in purchasing the Treasury module for your bank, contact or your CEM to get started.


Bug Fixes

  • We've fixed a bug where the "Replace With..." button wasn't working for Risk Rating Groups in the Product setup.
  • We've updated the column label for Pre-Tax Income on the Other Accounts grid of the Relationship Screen to no longer include the word "average", since that field is not an average value.