5 questions worth asking before your next treasury proposal
How treasury sales teams shift from reactive discovery to data-driven advisory. Relationship banking has always been built on trust and a deep understanding of client needs.…
Thoughts and Reports
Report: The Middle Market Spend Index
An inside look at how businesses really spend, scale, and manage supplier complexity
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Codat’s leaders share their 2026 commercial banking predictions
The bets Codat’s leaders are making on what comes next. From our daily conversations with senior leaders across commercial banking, Codat has a front-row seat to…
How to move beyond rebates in your commercial card pitch
Learn how banks can move beyond rebates and help clients see the full value of commercial cards. For over a decade, rebates have been the main…
What AFP 2025 revealed about the future of treasury
Treasury’s quiet rise to the front line of commercial banking is reshaping how banks drive value and deepen client relationships. If there was one thing everyone…
Your customers are already sharing their financial data. Here’s how to make it more secure
Email is still the default for sharing sensitive data, but should it be? Have you ever sent an email and immediately wished you could take it…
How supplier acceptance is blocking card growth, and what to do about it
At this year’s Windy City Summit, surrounded by treasury leaders from some of the world’s largest commercial banks, one conversation kept coming up: supplier buy-in is…
Are banks overlooking this quietly powerful metric?
For Treasury Teams at commercial banks looking to deliver deeper client insights, one underutilized metric could be the key to unlocking stronger relationships. Ask most banks…
Banking On: Citizens' Head of Commercial Card, Rodrigo Sanchez
Discover where B2B payments is headed next, and why it matters. Banking On is a video series where we sit down with senior leaders shaping the…
Why middle market card programs need a new playbook
My observations from the 2025 Commercial Payments International Middle Market Summit. There’s an old temptation in banking: apply what works for your largest or smallest clients…
