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Bank Relationship Management

Bank Relationship Management

FromActualizing Success


Bank Relationship Management

FromActualizing Success

ratings:
Length:
18 minutes
Released:
Sep 20, 2022
Format:
Podcast episode

Description

In this episode, Actualize Consulting’s Managing Director Priscila Nagalli, and Senior Manager Sandra Shen discuss Bank Relationship Management–the importance of relationships, communication, technology, and KPIs in achieving Treasury goals. They share their decades of experience as practitioners, consultants, and bankers serving corporate clients.  Listen to learn:-          How to establish effective bank relationships-          The role of global banking partnerships-          Post pandemic consequences (M & A, turnover)-          How to streamline Treasury Operations with KPIs About Priscila NagalliPriscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets.  She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions.  Priscila is fluent in English, Portuguese and Spanish.-          Email: pnagalli@actualizeconsulting.com About Sandra ShenSandra is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has over 20 years of global Treasury experience with an emphasis on business transformation, merger acquisition/integration and spinoff dissection. She specializes in global cash management, business process improvement, and change management. Sandra has extensive experience working with Fortune 500 global multinational firms and is fluent in English, Mandarin and Spanish.  -          Email: sshen@actualizeconsulting.com  Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions about Bank Relationship Management or Treasury Management Systems and how they can help your organization, please contact Priscila.
Released:
Sep 20, 2022
Format:
Podcast episode

Titles in the series (41)

Actualizing Success is a podcast that covers all things financial. It is based around Actualize Consulting’s main areas of expertise, Mortgage and Fixed Income and Capital Markets and Treasury. Join us as we discuss industry trends, host engaging interviews with industry leaders, and learn the ins and outs of enhancing your processes and leveraging technology to solve challenges faced in your business operations. In each episode, we will provide key takeaways to help our audience transform their operations, as well as keep you up to date on market trends and upcoming regulations.