Q2 Relationship Insights

  1. Q2 Relationship Insights
  2. Treasury & Deposit Pricing

Stop pricing treasury management services in isolation

Most treasury management teams price without knowing what the credit team has already conceded, and vice versa. Q2 Premium Treasury Pricing connects credit, deposits, and treasury management pricing in a single workflow, so both sides of the relationship team negotiate from the same picture and structure deals together.
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Q2 Premium Treasury Pricing unlocks your deal team’s potential

Deliver in-the-moment coaching

Contextual guidance calibrated to your institution's strategy and risk appetite, surfaced at the point of pricing so teams act on data, not instinct.

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See the full relationship value

When credit, deposits, and treasury management are visible together, teams see the complete picture: identifying where concessions are being made, where cross-sell opportunities exist, and what the relationship is actually worth.

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Foster deal team collaboration

When credit and treasury teams work from the same client view, they can identify cross-sell opportunities and present one unified solution, rather than approaching the client separately with disjointed product conversations.

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Streamline the pricing process

Treasury management opportunities pre-populated with existing relationship data, so teams can add services, adjust pricing, and model scenarios without starting from scratch.

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Price with confidence and control

When transparent economics, relationship context, pricing parameters, exception reporting, and approval workflows are embedded in the process, teams stop leaving revenue on the table, across every product, every deal, every time.

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How does Q2 Assistant support treasury management pricing?

Q2 Assistant for Q2 Relationship Insights gives treasury management officers in-the-moment coaching to support disciplined treasury pricing and identify cross-sell opportunities. Guidance appears inside the Q2 Premium Treasury Pricing workflow and reflects your institution’s configured strategy and guardrails, so credit and treasury teams apply the same pricing strategy across the full relationship.

Price with discipline

Help bankers consistently apply institutional pricing strategies and evaluate trade-offs to make informed decisions that support profitable growth and greater customer value.

Spot cross-sell opportunities

Surface cross-sell opportunities based on the client’s full relationship with the institution.

Stay within your guardrails

Every recommendation reflects your institution’s configured strategy, parameters, and risk appetite, with administrator control over the enablement of specific AI capabilities.

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Proven success

“The tools that we have with Premium Treasury Pricing, with Q2 Relationship Insights as a whole, allow us and our relationship managers to know what they can and cannot offer, know what pricing will and won’t work, and can allow them to go confidently into conversations with the customer, knowing that what they’re about to offer will approve and will get executed on the back end.”

Nathan Dube
Sr. Managing Director, Platforms & Profitability
Webster Bank
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Resources

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Additional Products

  • Market Insights

    Give commercial bankers deal-level insights from one of the largest commercial banking datasets in the market, so they price with confidence and leaders coach with evidence.

  • Small Business Pricing

    Win and serve more small businesses with pricing that's fast, consistent, and profitable at scale, without sacrificing the customer experience.

  • Commercial Credit Pricing

    Give every commercial banker the relationship context and deal coaching to price and structure commercial loans that reflect the full relationship, not just the deal in front of them.