Treasury Expertise Target financial institutions and corporate treasury teams that need cash management optimization, leveraging Turningpoint’s 25 years of treasury industry experience to position as trusted advisor training and customized campaigns.

Training Academy Capitalize on the Treasury and Payments Academy launch to create revenue streams through partner programs with NEACH and industry leaders, offering training services that expand client wallets and promote ongoing engagements.

Market Positioning Offer services that define target markets, justify increased cash management spend, and improve market positioning for clients, highlighting measurable sales enablement outcomes and proposal efficiency improvements.

Strategic Partnerships Leverage recent collaboration with COCC and other industry leaders to co-deliver interactive trainings, opening opportunities for joint marketing, client referrals, and expanded account coverage.

Leanpersonnel Upsell With a small team, emphasize high-touch, scalable services such as customized training programs and thought leadership campaigns to unlock high-value consulting engagements and extend services across client organizations.