ATI Coffee Talk | Treat Your Best Clients Like VIPs: But Who Is Your Best Client? скачать в хорошем качестве

ATI Coffee Talk | Treat Your Best Clients Like VIPs: But Who Is Your Best Client?

Most originators do exactly what they should, but many treasury teams are still forced to manage everyone the same way. That one-size-fits-all approach creates unnecessary friction for trusted, high-value clients while quietly draining time, attention, and revenue. In this 30-minute coffee talk, James Rowe, CEO at Affirmative, and Kimberly Ellis, Director of Education at UMACHA, will share perspectives on how clearer visibility into actual originator behavior allows teams to break that cycle. Moderated by Rob Dorsett, Account Executive at Affirmative, the discussion will explore how leading institutions are focusing scrutiny where it truly belongs, streamlining onboarding and reviews for low-risk clients, and applying smarter limits and pricing that reflect performance-not assumptions. The result is a better client experience, stronger relationships, and more predictable treasury revenue - without losing control.