Treasury Insight
Uncover Hidden Treasury Opportunities
Onsetto’s Treasury Insight analyzes a business’s recent statement to identify where they could be better served. By surfacing treasury gaps, fee leakage, payment behavior, and cash-management opportunities, Treasury Insight helps bankers recommend the right services to deepen engagement and reinforce primacy.
Surface what’s missing, recommend what matters, and deepen the operating relationship.
Identify treasury gaps that impact primacy.
Treasury Insight reviews statement activity to highlight treasury needs and opportunities, allowing bankers to position the right solutions with more confidence and less guesswork.
Fee leakage and potential savings areas
Payment behaviors that signal treasury fit
Liquidity and cash-management opportunities
Gaps in services compared to observed activity
When SMB owners are satisfied with your role as a trusted advisor, their interest in your services climbs by as much as 23%.
- Jack Henry Financial Sentiment Study: SMB Report
Designed to deliver measurable results.
%
Faster time to core operating account funding
%
Higher percentage of accounts achieving primacy
%
Increased treasury adoption
Fewer banker hours per onboarding
Not switching software. Growth infrastructure.
One fully activated operating relationship can generate enough interest income to pay for Onsetto many times over.
Deposits Moved × % NIM = ROI
