Skip to main content

Keep Your Fee Schedule Competitive with Quarterly Updates

The Fee Optimization Subscription Service ensures your Treasury Management fee schedule stays aligned with market trends. With quarterly updates, you’ll have the insights needed to maintain competitive pricing, streamline offerings, and maximize revenue opportunities.

Client Needs Met

This service provides your organization with:
  • Market-Aligned Pricing: Ensure your fee schedule reflects the latest market conditions.
  • Fee Structure Modernization: Optimize your offerings by identifying gaps, outdated fees, or new opportunities.
  • Clear and Consistent Service Descriptions: Maintain accurate and industry-standard descriptions for your products and services.

The Details

Deliverables

With the Fee Optimization Subscription Service you receive quarterly recommendations on:

  • Adjustments to existing fee prices.
  • Discontinuation of outdated fees.
  • Introduction of new fees aligned with market needs.
  • AFP codes for each fee to ensure industry compliance.
  • Market-standard service descriptions for all products and services.

Timeline

Delivered every three months to keep your fee schedule current (minimum annual commitment required).

Ready to Get Started?

Ready to elevate your fee strategy? Contact us today to subscribe to the Fee Optimization Subscription Service and stay ahead in the competitive Treasury Management landscape.
Connect Now