What's New
We have added three new Data Library reports for Treasury:
- Treasury At Risk Relationships Per Owner - This report captures the top 3 At-Risk Treasury Relationships for each Owner. These "at-risk" relationships are determined and ranked by falling Treasury Revenue and ECR Eligible Deposits.
- Treasury New Business Expansion (External Acquisition) - This report captures the top 10 External Treasury expansion opportunities by evaluating recent opportunities without a Relationship attached for each Owner. These external acquisitions are identified and ranked by Opportunity Deposits and Opportunity Net Income.
- Treasury Expansion into Existing Relationships (Internal Acquisition) - This report captures the top 10 Internal Treasury expansion opportunities by evaluating existing Non-Treasury Relationships for each Owner. These internal acquisition opportunities are determined and ranked by ECR Eligible Deposits and Net Income (summing values from the Relationship and any recent opportunity).