Key Strategies for Winning Corporate Customers



As digital business-to-business (B2B) payments like ACH and real-time payments continue to grow, corporate treasurers’ needs and the expectations they have of their banks continue to mature. The future of corporate banking is characterized by speed of execution, data transparency and consolidation, operational efficiency/automation, and banks’ ability to position themselves as trusted advisors providing the right tools to support client growth. Today’s corporate customers expect more in the way of content, interactions, and response times, and banks making the necessary investments will stand out as leaders in the industry and as trusted advisors to their clients.

Join Aite Group senior analyst Erika Baumann, Volante Technologies vice president of product marketing Vinay Prabhakar, and subject-matter expert Elaine Szeto for a live webinar as they discuss key strategies banks must implement from both a process and technological standpoint to compete for valuable corporate clients.

Key discussion points will include the following:

  • The importance of a streamlined onboarding process in retaining and engaging more fully with corporate clients
  • The impact and potential value of realtime payments and liquidity management tools
  • APIs as a way to help banks enhance their technical architectures, attain more innovative capabilities, and align themselves with technology partners
  • The need for greater automation in both retaining existing corporate clients and attracting new corporate clients


Erika Baumann
Senior Analyst
Aite Group

Vinay Prabhakar
Vice President, Product Marketing
Volante Technologies

Elaine Szeto
Corporate Banking Executive





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For more information about Volante Technologies, please contact them at

This webinar sponsored by Volante Technologies and is available to the public to view on-demand below

December 5, 2019
Thursday, December 5, 2019 | 1 p.m. ET

Erika Baumann serves as a senior research analyst for Aite Group’s Wholesale Banking & Payments practice, focusing on payables and receivables technology and solutions. She has over 10 years of experience in the wholesale banking space, bringing expertise from both banking and fintech vendor positions. She has worked extensively with both U.S. and international banks, vendors, and the clients of each to identify market opportunities and implement technology solutions.