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Bank Relationship Management
In this episode, Actualize Consulting’s Managing Director Priscila Nagalli, and Senior Manager Sandra Shen discuss Bank Relationship Management–the importance of relationships, communication, technology, and KPIs in achieving Treasury goals. They share their decades of experience as practitioners, consultants, and bankers serving corporate clients.
Listen to learn:
- How to establish effective bank relationships
- The role of global banking partnerships
- Post pandemic consequences (M & A, turnover)
- How to streamline Treasury Operations with KPIs
About Priscila Nagalli
Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets. She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions. Priscila is fluent in English, Portuguese and Spanish.
- Email: [email protected]
About Sandra Shen
Sandra is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has over 20 years of global Treasury experience with an emphasis on business transformation, merger acquisition/integration and spinoff dissection. She specializes in global cash management, business process improvement, and change management. Sandra has extensive experience working with Fortune 500 global multinational firms and is fluent in English, Mandarin and Spanish.
- Email: [email protected]
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions about Bank Relationship Management or Treasury Management Systems and how they can help your organization, please contact Priscila.
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By Actualize Consulting
5
11 ratings
In this episode, Actualize Consulting’s Managing Director Priscila Nagalli, and Senior Manager Sandra Shen discuss Bank Relationship Management–the importance of relationships, communication, technology, and KPIs in achieving Treasury goals. They share their decades of experience as practitioners, consultants, and bankers serving corporate clients.
Listen to learn:
- How to establish effective bank relationships
- The role of global banking partnerships
- Post pandemic consequences (M & A, turnover)
- How to streamline Treasury Operations with KPIs
About Priscila Nagalli
Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets. She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions. Priscila is fluent in English, Portuguese and Spanish.
- Email: [email protected]
About Sandra Shen
Sandra is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has over 20 years of global Treasury experience with an emphasis on business transformation, merger acquisition/integration and spinoff dissection. She specializes in global cash management, business process improvement, and change management. Sandra has extensive experience working with Fortune 500 global multinational firms and is fluent in English, Mandarin and Spanish.
- Email: [email protected]
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions about Bank Relationship Management or Treasury Management Systems and how they can help your organization, please contact Priscila.