Keeping Your Accounts Healthy and Your Business Moving

Treasury Management Reviews

A Smarter, Stronger Way to Manage Your Business Finances

Our Treasury Management Reviews make sure your business banking is set up to run safely, efficiently, and easily.

As your business evolves, so should your banking. We’ll review your account structure, cash flow, fraud controls, and digital tools to simplify, protect, and optimize how money moves through your business.

At Scale Bank, we don’t just manage accounts, we build relationships. Let’s keep your business running at its best.

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Take a minute to see how Scale Bank helps your business do more with Treasury Management Reviews.

Schedule Your Treasury Management Review

As your business evolves, your banking should too. Let’s review your accounts, streamline processes, and strengthen your cash flow.

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What We’ll Review Together

Account Structure & Services
We’ll make sure your accounts are set up for efficiency and simplicity, ensuring everyone who needs access has the right level of permissions. It’s also a good time to review and update signers, add new users, or remove old ones.
Liquidity & Cash Flow Management
Together, we’ll review how money flows in and out of your business to help optimize timing, improve working capital, and maintain the right balance of liquidity for your needs, while exploring smart ways to maximize idle cash, accelerate collections, and simplify payments.
Fraud Prevention & Risk Management
We’ll review your current controls and suggest enhancements to safeguard your business, including options to strengthen your protection against fraud and explore added coverage for deposits.
Technology & Integration
We’ll make sure you’re getting the most out of our digital tools, from automation to integration, to keep your business operations running smoothly and efficiently.
Relationship & Service Review
Most importantly, we listen. What’s working? What’s not? And where can we do more to help you scale?

Our Approach

At Scale Bank, we don’t believe in one-size-fits-all solutions.
We build relationships, not just accounts. We dig deeper, asking the questions others overlook, to truly understand what drives your business forward.

Your feedback helps us evolve our products and services. Because when you grow, we grow with you.

Do more with Scale Business Banking.

Working Capital Lines of Credit, Equipment Finance Loans, Commercial Real Estate Loans, SBA Loans, and Business Transition Loans. The line-up is as varied as your business needs.

Learn more