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At a time of economic uncertainty, businesses can use more help managing their money. CFIs are responding with new and expanding treasury management services. We provide examples of CFIs that have launched these services.

By offering wealth management services, CFIs find they can provide a one-stop shop to handle more of their customers’ financial needs, ultimately building loyalty. Institutions can develop their offering by building their own teams or through partnerships/outsourcing. We give you some examples of organizations that have succeeded with these different models.