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We’re in Philadelphia for AFP 2022!

October 23 – 26, 2022

Booth No.: 2109

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Creating holistic customer experiences is imperative to retain and grow customers, build meaningful customer relationships, and increase revenue. Modern corporate banking calls for a robust account analysis solution that gathers information across disparate systems, captures every billing point, delivers comprehensive and accurate invoicing and statements, streamlines processes, and personalizes pricing and offers to customers.

Account analysis must go beyond the quote-to-cash process to enable tracking of deal performance post billing, meet regulatory requirements, give customers easy access to balance history and earnings credit to help them offset fee-based services, and much more. Discover how you can enrich the corporate banking experience with SunTec.

We are going to be at AFP2022! Drop by our booth 2109 to speak with our experts and discover how our modern Account Analysis Solution can help your bank win business.

Join this insightful discussion on Bank Fee Analysis: When is it Worth It?

When : 24th October 2022 – 2:00PM to 3:00PM
Where : Room 108
Speakers:

  • David Deranek, CTP, Director, Enterprise Treasury Operations, Health Care Service Corporation
  • Daniel Gill, CTP, Industry Principal – Banking & Financial, SunTec Business Solutions
  • Bridget Meyer, CTP, Head of Strategic Relationships, Redbridge Debt & Treasury Advisory
Why you should tune into this discussion:
Treasurers are faced with small teams, competing projects, and lack of time. These same teams, who are focused on liquidity, are also faced with the complex task of procuring banking services and the monthly review of bank fee statements. Since this is not their core responsibility, the job typically falls to the bottom of the priority stack. In this session, a panel of corporate treasury professionals share their bank fee analysis journeys, why they make it a priority, and discuss solutions to move from reactive to proactive bank fee analysis with an Accounts Payable mindset.

So, think no more, and become a customer-driven organization today! Meet our leaders at our booth.

Book a Meeting

Meet our Leaders

Dan Gill

Vice President- Client Facing Group

Uphar Gandhi

General Manager, Sales – Americas

Amrit Saboo

General Manager, Sales – Americas

Resources

Better Account Analysis Statements and Earnings Credit Enable Superior Customer-Centricity

The Dodd-Frank Act was passed in 2010 in response to the global financial crisis.

Increasing Rates Brings Account Analysis to the Forefront, Again

The Federal Reserve has begun to increase short term rates and is expected to continue to push them up faster than ever before in an effort to push back inflation.

Account Analysis Solution

To charge or not to charge is the question that looms large over most commercial banking executives.

A Deep Dive Into Understanding Account Analysis – Part 1

Account analysis is a concept that is more popular in the US corporate banking market. With rising interest rates, changing demands of corporate customers and banks wanting to go beyond the quote to cash process, account analysis is becoming more important than ever.

A Deep Dive Into Understanding Account Analysis – Part 2

Account Analysis statements comprehensively outline a company’s financial data (cashflow, average daily balances, ECR, etc.) and financial performance in a monthly fashion.

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