INSTITUTIONAL BANKING
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Case Study #1
Case Study #2
Case Study #3
Free Banking Analysis
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Client analysis case studies
Case Study #1
Client Type
- Large Corporate Client
Average Deposits
- $20 million
Analysis Findings
- Paying high banking fees
- Earning low interest rates
- Excess of cash in a non-interest-bearing checking account to cover high fees with balance credit
Proposal
- Maintain needed liquidity and shift some non-interest-bearing balances to higher-yielding money market demand accounts
- Shift balances from non-interest-bearing checking to our interest-bearing checking account
Results
Annual Financial Benefit
- >$110,000
- Maintained all existing services
Case Study #2
Client Type
- Midsize Corporate Client
Average Deposits
- $1.5 million
Analysis Findings
- Paying high banking fees
- Earning low interest rates
- Excess of cash in a non-interest-bearing checking account to cover high fees with balance credits
Proposal
- Shift balances from non-interest-bearing accounts to our interest-bearing money market and checking accounts
Results
Annual Financial Benefit
- >$9,000
- Expanded existing services to improve fraud prevention
Case Study #3
Client Type
- Small Business Client
Average Deposits
- <$1 million
Analysis Findings
- Paying high banking fees
- Earning low interest rates
- Excess of cash in a non-interest-bearing checking account to cover high fees with balance credits
Proposal
- Align cash to the right products based on client liquidity needs, services and transaction volumes
- Shift some balances to our higher-yielding money market and checking accounts
Results
Annual Financial Benefit
- >$3,800
- Maintained all existing services
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