Managing complex transactions: what your corporate trustee should be doing

August 24, 2022

When it comes to managing the complexities of large, multi-issuer transactions, finding a partner that offers comprehensive corporate trustee services is critical.

There are more than a few challenges involved in successfully completing a large, complex securitisation deal — especially on a tight timeframe. It takes the right resources, as well as a high degree of agility and teamwork on the part of the sponsor, funding party and their legal counsel — all of whom must rely on the corporate trustee and other counterparties throughout the process.

Whether you’re a law firm, finance party or a sponsor, understanding the traits of a reliable trustee will support the timely execution of a transaction.

At the top of the list of traits should be adequate resources and scale to handle large and complex transactions, according to Joshua Theodore, vice president of business development for U.S. Bank Global Corporate Trust. “This includes the right technology and an experienced team,” he says.

Responsive client service is also critical to getting deals done successfully and on time. This includes timely onboarding, a detailed understanding of investor reporting needs and fast document turnaround. “We have to be efficient with deal workstreams and be responsive,” says Theodore. “Trustees can do this by working cohesively with deal parties and sharing best practices from similar transactions.”

A trustee should offer efficient onboarding processes, including staying ahead of Know Your Customer (KYC) deadlines. “Transactions shouldn’t be delayed because KYC deadlines weren’t met,” says Theodore.

“If a deal is scheduled to close in two weeks, you need to know your trustee will finish KYC well before that deadline,” he adds. “Transactions can be fast-moving, so trustees should be flexible and responsive to turn comments on document review.”

Corporate trustees that navigate complexities in Europe

The debt and loan markets in Europe can be more complex than in the U.S., magnifying the importance of choosing the right trustee. For example, when acting as security trustee, there are many jurisdictional issues to consider in Europe, so a trustee needs to stay knowledgeable on local market issues to be able to hold security.

“Navigating the debt and loan markets in the EU can be complex, so clients need a competent trustee to keep transactions moving forward,” says Theodore. “For example, some transactions in Europe require a licensed credit institution to act as security agent. This is something else to look for in a trustee if you’re doing business in Europe.”

The importance of comprehensive corporate trustee services

It’s hard to overemphasize the benefits of working with a trustee that offers all the services needed. This includes not just trustee solutions but also the various agency functions and common depository capabilities.

"Having everything under one roof creates efficiencies in many areas, including document review and onboarding."

Joshua Theodore

Case in point: supporting a complex CRE repo securitization under tight timelines

For example, through its European Global Corporate Trust team, U.S. Bank offers comprehensive trustee and agent solutions for loan and debt capital market transactions. A U.S. Bank team recently served as corporate trustee for a large asset manager to support the commercial real estate funding solutions on a complex multibillion-dollar transaction.

This was a multi-asset, multi-issuer and multi-currency deal that had to be completed within two weeks. The appointment of the Global Corporate Trust team was for a large repo funding securitization in which underlying commercial real estate loan assets were securitized through a multi-compartment structure.

Even though the transaction had a short lead time, it required the onboarding of multiple issuer vehicles and the opening of a variety of accounts to support the complex cash flows of the deal. A full suite of transaction roles also had to be provided at both a common and currency compartment-specific level.

Multiple teams must be engaged to support such a complex deal, including relationship management, onboarding, legal and analytics. Considerable resources are also required on the analytics side, as well as the need to work efficiently with the sponsor and funding party on the investor reporting requirements. The transaction timing was determined by a regulatory deadline, which created additional time pressure on all parties working on the deal.

Transaction roles assumed by U.S. Bank included:

  • Note trustee
  • Security trustee
  • Account bank
  • Cash manager
  • Calculation agent
  • Paying agent
  • Registrar
  • Common depository
  • Custodian

“Our ability to provide the client with ‘all-hands-on-deck’ service was vital to the successful completion of this deal,” says Theodore.

Issuers, sponsors and law firms alike will find value in a corporate trustee with the resources, scale, expertise and responsiveness needed to complete complex deals within a short timeframe. Visit our European Trustee Solutions page to learn more about our global corporate trust services.

Related content

How the next evolution of consumer bill pay makes it easier to do business

Should you buy now, pay later?

How to prepare for a recession

What I learned from my mom about money

Meet the student with a passion for science, helping others and reaching goals

A simple guide to set up your online ordering restaurant

New technology streamlines M&A transactions

Leverage credit wisely to plug business cash flow gaps

ePOS cash register training tips and tricks

How compound interest works

Cryptocurrency custody 6 frequently asked questions

What corporate treasurers need to know about Virtual Account Management

Improve online presence your business

Community behind Elsa’s House of Sleep

Innovative payroll solutions may help attract hourly workers

How to open and invest in a 529 plan

Managing the rising costs of payment acceptance with service fees

Celebrate a big event

Your 4-step guide to financial planning

What to do when you lose your job

4 financial considerations before changing jobs

Key components of a financial plan

Standardizing healthcare payments

Tips and tools for tax season and beyond

Annual insurance review checklist

Saving for retirement checklist: How to save at every age

Financial fitness quiz

Should rising interest rates change your financial priorities?

6 common money mistakes to avoid

Stay on budget — and on the go — with a mobile banking app

How to choose the right business checking account

How to talk to your lender about debt

Gift cards can extend ROI into 2022

How grandparents can contribute to college funds instead of buying gifts

How a 13-year-old created a clothing line that reflects her passions

How to be prepared for tax season as a gig worker

The Anaheim Ballet: Making a difference through dance

Financial checklist: Preparing for military deployment

U.S. Bank asks: Transitioning out of college life? What’s next?

The banking app you need as a new parent

4 restaurant models that aren’t dine-in

How to financially prepare for a military PCS

Understanding your military GI Bill benefits

Military finance: How to create a family budget after military service

Community activist achieves dream of homeownership

3 emerging technology trends for bankers

How Gentlemen Cuts helps its community shine

Why year-round giving is important

Financial wellness webinars

Assisting transferees in a high mortgage interest rate environment

Mortgage buydowns and subsidies in today’s talent-focused relocation policies

Tailor Ridge eBill case study

Save time with mobile apps for business finances

Friction: How it can help achieve money goals

Business tips and advice for Black entrepreneurs

Retirement planning strategies for dual-income families

5 times you may need a financial advisor

A who’s who at your local bank

For today's homebuyers, time and money are everything

Here’s how to create a budget for yourself

How to spot an online scam

Understanding guardianship and power of attorney in banking

7 beneficiary designation mistakes to avoid

How do interest rates affect investments?

Effects of inflation on investments

How to use debt to build wealth

Achieving their dreams through a pre-apprenticeship construction program

Transitioning from the military to the civilian workforce

Military spouse’s guide to navigating your career

4 benefits of independent loan agents

IRC Section 305(c): Deemed distributions and related regulations

How to avoid student loan scams

Keeping up with an evolving investment industry

Gifting money to adult children: Give now or later?

7 year-end tax planning tips

Integrated payments healthcare benefits

CFO survey: A shifting focus on ESG in business

LGBTQ+ family planning: 3 questions to ask employers

How to create a financial plan to grow your LGBTQ+ family

LGBTQ+ adoption 101: What prospective parents should know

Legal protections for growing LGBTQ+ families

Credit score help: Repairing a bad credit score

Consolidating payments for healthcare systems

How to prepare for healthcare costs in retirement

How much life insurance do I need?

3 types of insurance you shouldn’t ignore

8 steps to choosing a health insurance plan

The connection between your health and financial well-being

Is a Health Savings Account missing from your retirement plan?

7 things to know about long-term care insurance

Best travel credit card perks for family vacations

How can you pay bills online the right way?

When to and benefits of refinancing a car loan

Which debt management technique is right for you?

More than saving for college: Costs to consider when raising a child

How to maximize your credit card rewards

How to winterize your vehicle

The unsung heroes of exchange-traded funds

Non-retirement investing: What to invest in

How to roll over your 401(k)

Estate planning checklist

Retirement quiz: How ready are you?

6 strategies for maximizing your charitable tax deductions

Housing market trends and relocation impact

High-cost housing and down payment options in relocation

For today's relocating home buyers, time and money are everything

Crypto + Relo: Mobility industry impacts

Is your employer long term disability insurance enough?

Pursue a passion

How to access digital assets after a loved one's death

Middle-market direct lending: Obstacles and opportunities

What type of investor are you?

Tap-to-pay: Modernizing fare payments pays off for transit agencies and riders

How to build and maintain a solid credit history and score

How I did it: Deciding whether to buy an RV

Steer clear of overdrafts to your checking account

Take the stress out of buying your teen a car

Financial steps to take after the death of a spouse

Retirement planning in the gig economy

Zelle® helps Sunriver Resort make payments efficient and secure

CFO report: Driving growth via new business models and technology

CFO insights: Leading the recovery for sustainable growth

How to decide when to shop local and when to shop online

Role of complementary new channels in your payments strategy

Retirement expectations quiz

4 steps to finding a charity to support

Estate planning documents: Living trusts vs. will vs. living will

What are exchange-traded funds?

Complying with changes in fund regulations

Banking basics: Avoiding fraud and scams

Small business growth: 6 strategies for scaling your business

Unexpected expenses: 5 small business costs to know and how to finance them

Streamline operations with all-in-one small business financial support

Checklist: Increase lead generation with website optimization

5 affordable small business marketing ideas when you have no budget

Manufacturing: 6 supply chain optimization strategies

Tips for building a successful customer loyalty program

Healthcare marketing: How to promote your medical practice

Managing complex transactions: what your corporate trustee should be doing

Why ecommerce for small business strategy is integral

Examining in-demand fund structures

Beyond Mars, AeroVironment’s earthly expansion fueled by U.S. Bank

Unexpected retirement expenses

Year-end financial checklist

Community development in action: Revitalizing the old into new

Checklist: financial recovery after a natural disaster

Unlocking payment flexibility with intelligent payment routing

6 timely reasons to integrate your receivables

What financial advice would you give your younger self?

How I kicked my online shopping habit and got my spending under control

Navigate changing consumer behavior with service fees

Risk management strategies for foreign exchange hedging

Trends in economics, immigration and mobility policy

The ongoing evolution of custody

Liquidity management: A renewed focus for European funds

How blockchain technology is changing treasury

Emerging trends in Europe: An outlook from multiple perspectives

Blockchain: Separating hype from substance

Administrator accountability: 5 questions to evaluate outsourcing risks

Key considerations for launching an ILP

The value of engaging a professional paying and exchange agent

Know your customer: How updated rules affect M&A closings

Service provider due diligence and selection best practices

5 questions you should ask your custodian about outsourcing

Inherent flexibility and other benefits of collective investment trusts

Enhancing the patient experience through people-centered payments

How COVID-19 is transforming healthcare payments

Ways prepaid cards disburse government funds to the unbanked

Restaurant survey shows changing customer payment preferences

Luxury jeweler enhances the digital billing and payment customer experience

4 ways to make practical use of real-time payments

Credit: Do you understand it?

How to manage your money when you're self-employed

Personal loans first-timer's guide: 7 questions to ask

The moment I knew I’d made it: The Cheesecakery

Choosing your M&A escrow partner

Dear Money Mentor: When should I refinance a mortgage?

How I did it: Bought a home without a 20 percent down payment

Starting your homebuying journey: Tips from a U.S. Bank Goals Coach

Working with an accountability partner can help you reach your goals

How to stay positive when searching for a job: advice from a U.S. Bank goals coach

House Hacks: How buying an investment property worked as my first home


The lowdown on 6 myths about buying a home

How to set yourself up for success in your first job

Growing your savings by going on a ‘money hunt’

Real Good

How to build wealth at any age

Recognize. React. Report. Don't fall victim to financial exploitation

How to use credit cards wisely for a vacation budget

Booming in the gig economy: A new chapter leveraging 45 years of experience

Travel for less: Smart (not cheap) ways to spend less on your next trip

Working after retirement: Factors to consider

7 ways for pre-retirees to get ready for retirement

Multiple accounts can make it easier to follow a monthly budget

How to choose the right rewards credit card for you

Evaluating interest rate risk creating risk management strategy

First-time homebuyer’s guide to getting a mortgage

Managing your finances in the military

You can take these 18 budgeting tips straight to the bank

Certificates of deposit: How they work to grow your money

9 simple ways to save

Are savings bonds still a thing?

Opening a business on a budget during COVID-19

How Everyday Funding can improve cash flow

Financial gifts can be a valuable – and fun – choice for the holidays

How I did it: Learned to budget as a single mom

How small businesses are growing sales with online ordering

Payment industry trends that are the future of POS

How a bright idea became a successful business (in Charlotte, North Carolina)

Making the leap from employee to owner

Making a ‘workout’ work out as a business

Mapping out success for a small-business owner

What’s a subordination agreement, and why does it matter?

What is an escrow account? Do I have one?

Key milestone ages as you near and start retirement

Modernizing fare payment without leaving any riders behind

Access, flexibility and simplicity: How governments can modernize payments to help their citizens

What’s your financial IQ? Game-night edition

How to stop living paycheck to paycheck post-pay increase

Do your investments match your financial goals?

Understanding the true cost of borrowing: What is amortization, and why does it matter?

5 financial goals for the new year

Money Moments: Tips for selling your home

Parent checklist: Preparing for college

Which is better: Combining bank accounts before marriage — or after?

What are conforming loan limits and why are they increasing

Does your savings plan match your lifestyle?

Don’t underestimate the importance of balancing your checking account

Do you and your fiancé have compatible financial goals?

Is it time to get a shared bank account with your partner?

Overdrafts happen: Steps to get you back on track

Checking and savings smarts: Make your accounts work harder for you

What types of credit scores qualify for a mortgage?

Putting home ownership within reach for a diverse workforce

Should you get a home equity loan or a home equity line of credit?

Quiz: How prepared are you to buy a home?

LGBTQ+ financial planning: 7 reasons why it matters

Understanding yield vs. return

Should I itemize my taxes?

Saving vs. investing: What's the difference?

Reviewing your beneficiaries: A 5-step guide

What government officials should know about real-time payments

How to cut mindless spending: real tips from real people

What types of agency accounts are available for investors?

Retirement income planning: 4 steps to take

LGBTQ+ retirement planning: What you need to know

Using 529 plans for K-12 tuition

How to start investing to build wealth

How to retire happy

How to protect your digital assets in your estate plan

How much money do I need to start investing?

Estate planning for the LGBTQ+ community

Can fantasy football make you a better investor?

Webinar: Approaching international payment strategies in today’s unpredictable markets.

Digital Onboarding helps finance firm’s clients build communities

Unique requirements of large private equity firms

You've got goals, hopes and dreams

10 ways a global custodian can support your growth

Insource or outsource? 10 considerations

Investment strategies by age

Investing for beginners

Bull and bear markets: What do they mean for you?

A guide to tax diversification in investing

7 diversification strategies for your investment portfolio

6 ways to teach your child about charitable giving

6 tips on trust fund distributions to beneficiaries

How to track your spending patterns

How to manage your money: 6 steps to take

How to discuss money with your family

Good debt vs. bad debt: Know the difference

Avoid these 6 common mistakes investors make

Managing money as a military spouse during deployment

How to start a photography business

4 strategies for coping with market volatility

5 questions to help you determine your investment risk tolerance

How to establish your business credit score

4 tips to help you save for retirement in your 20s

4 times to consider rebalancing your portfolio

4 reasons estate planning is important

4 major asset classes explained

What are alternative investments?

How to avoid being the victim of a digital payments scam

8 Ways for small business owners to manage their cash flow

Preparing for your custodian conversion

Understanding the role of authorized participants in exchange-traded funds

Delivering powerful results with SWIFT messaging and services

What is a CLO?

Sophisticated investors reduce costs with block trading

Automate accounts payable to optimize revenue and payments

Want AP automation to pay both businesses and consumers?

Webinar: Mobile banking tips for smarter and safer online banking

How to choose the right custodian for your managed assets

Bank vs. brokerage custody

Unexpected cost savings may be hiding in your payment strategy

Checklist: 10 questions to ask your home inspector

5 things to avoid that can devalue your home

DIY home projects 101: tips from a first-timer

Webinar: 11 insider tips for student debt

Webinar: How to fight off fraud

Webinar: Protect yourself or your loved ones from elder fraud

Webinar: 5 myths about emergency funds

Webinar: Common budget mistakes (and how to avoid them)

Webinar: Proud to support those who serve

Webinar: Tips to avoid today’s cyber threats

Webinar: Train your brain for smart financial habits

When to consider switching banks for your business

Webinar: Digitizing receivables to transform B2B rent payments

Webinar: Overlooked essentials for credit wellness

Webinar: How to pay for college

3 ways POS data analysis can help define your brand

Opening a second location? Cloud-based POS is key to a smooth unveiling

Do you have the best Point of Sale for an internet outage?

Checklist: What you’ll need for your first retail pop-up shop

Authenticating cardholder data reduce e-commerce fraud

Addressing financial uncertainty in international business

Benefits of billing foreign customers in their own currency

How AR technology is helping advance payment processing at Avera Health

Increase working capital with Commercial Card Optimization

Leveraging the ASC-842 rule changes in equipment lease accounting

Top tips for card payments optimization

3 ways to adapt to the new payments landscape

Fraud prevention checklist

5 things to consider when deciding to take an unplanned trip

30-day adulting challenge: Financial wellness tasks to complete in a month

5 myths about emergency funds

5 reasons why couples may have separate bank accounts

7 steps: How couples and single parents can prepare for child care costs

A passion for fashion: How this student works the gig economy

Adulting 101: How to make a budget plan

Allowance basics for parents and kids

By the numbers: The gig economy

Common unexpected expenses and three ways to pay for them

Dear Money Mentor: How do I set and track financial goals?

Finding a side gig to fund your goals

Helpful tips for safe and smart charitable giving

What you need to know about renting

Tips for working in the gig economy

Easing complex transactions: Project finance case studies

How and when to ask for a raise

How can I help my student manage money?

5 tips for parents opening a bank account for kids

6 pandemic money habits keep for long term

How having savings gives you peace of mind

How to best handle unexpected expenses

How to manage money in the military: A veteran weighs in

How to save for a wedding

How to save money while helping the environment

Banking basics: How to start saving

It's possible: 7 tips for breaking the spending cycle

Money Moments: 3 smart financial strategies when caring for aging parents

Personal finance for teens can empower your child

Save time and money with automatic bill pay

Stay committed goals creating positive habits

The mobile app to download before summer vacation

Tips to overcome three common savings hurdles

Webinar: Uncover the cost: Wedding

Webinar: Uncover the cost: International trip

What military service taught me about money management

Your guide to starting a job: Resources to help along the way

Building a financial legacy for your family and community

Earning in the gig economy: Gladys shares her story

First-timer’s guide to savings account alternatives

How to increase your savings

It’s time for a fresh start: A new way of thinking

U.S. Bank asks: Do you know what an overdraft is?

U.S. Bank asks: Do you know your finances?

How mobile point of sale (mPOS) can benefit your side gig

Money Moments: 8 dos and don’ts for saving money in your 30s

Money Moments: How to manage your finances after a divorce

Myths vs. facts about savings account interest rates

Things to know about the Servicemembers Civil Relief Act

Essential financial resources and protections for military families

Bank from home with these digital features

5 tips to use your credit card wisely and steer clear of debt

Money Moments: 3 tips for planning an extended leave of absence

P2P payments make it easier to split the tab

Practical money tips we've learned from our dads

Real world advice: How parents are teaching their kids about money

3 awkward situations Zelle can help avoid

Tips and resources to help in the aftermath of a natural disaster

What’s in your emergency fund?

Tips to raise financially healthy kids at every age

Money management guide to financial independence

5 ways to spring clean your finances and save money year-round

How I did it: Bought my dream home using equity

Buying a home Q&A: What made three homeowners fall in love with their new home

How I did it: Built living spaces to support my family

Spring cleaning checklist for your home: 5 budget-boosting tasks

Saving for a down payment: Where should I keep my money?

Your guide to breaking the rental cycle

Checklist: 6 to-dos for after a move

Webinar: Uncover the cost: Building a home

4 ways to free up your budget (and your life) with a smaller home

Get more home for your money with these tips

Money Moments: How to finance a home addition

How I did it: My house remodel

Are professional movers worth the cost?

Building a dream home that fits your life

10 questions to ask when hiring a contractor

How you can take advantage of low mortgage rates

Is it the right time to refinance your mortgage?

4 questions to ask before you buy an investment property

10 ways to increase your home’s curb appeal

What is a home equity line of credit (HELOC) and what can it be used for?

Webinar: Uncover the cost: Home renovation

Is a home equity line of credit (HELOC) right for you?

10 uses for a home equity loan

Preparing for homeownership: A guide for LGBTQ+ homebuyers

Beyond the mortgage: Other costs for homeowners

How to use your home equity to finance home improvements

What to know when buying a home with your significant other

Webinar: Mortgage basics: What’s the difference between interest rate and annual percentage rate?

Webinar: Mortgage basics: How much house can you afford?

Webinar: Mortgage basics: Buying or renting – What’s right for you?

Webinar: Mortgage basics: What is refinancing, and is it right for you?

Webinar: Mortgage basics: Prequalification or pre-approval – What do I need?

Webinar: Mortgage basics: How does your credit score impact the homebuying experience?

Webinar: Mortgage basics: Finding the right home loan for you

Webinar: Mortgage basics: 3 Key steps in the homebuying process

8 steps to take before you buy a home

These small home improvement projects offer big returns on investment

What is refinancing a mortgage?

How do I prequalify for a mortgage?

6 questions to ask before buying a new home

Home equity: Small ways to improve the value of your home

How to budget 101: 6 strategies to try

How to Adult: 7 tax terms and concepts you should know

How to Adult: 5 ways to track your spending

Tips for navigating a medical hardship when you’re unable to work

3 steps to prepare for a medical emergency

Family planning for the LGBTQ+ community

11 essential things to do before baby comes

Webinar: Uncover the cost: Starting a family

Preparing for adoption and IVF

How to plan and save for adoption and in vitro fertility treatment costs

Closing on a house checklist for buyers

Resources for managing financial matters after an unexpected death

What you need to know as the executor of an estate

When your spouse has passed away: A three-month financial checklist

What documents do you need after a loved one dies?

How to prepare for a natural disaster

Rebuilding finances after a natural disaster

College budgeting: When to save and splurge

Student checklist: Preparing for college

6 questions students should ask about checking accounts

Webinar: Uncover the cost: College diploma

How to save money in college: easy ways to spend less

Checklist: How to gain financial independence from your parents

The A to Z’s of college loan terms

Co-signing 101: Applying for a loan with co-borrower

Practical money skills and financial tips for college students

How to build credit as a student

5 things to know before accepting a first job offer

Learn to spot and protect yourself from common student scams

How I did it: Paid off student loans

Webinar: Bank Notes: College cost comparison

Four ways to make a strong resume for your first real job

Protecting elderly parents’ finances: 6 steps to follow when managing their money

4 ways to outsmart your smart device

Dear Money Mentor: What is cryptocurrency?

Money muling 101: Recognizing and avoiding this increasingly common scam

What you need to know about identity theft

What you need to know about financial fraud

From LLC to S-corp: Choosing a small business entity

5 tips for seniors to stay a step ahead of schemers

Recognize. React. Report. Caregivers can help protect against financial exploitation

Is online banking safe?

Identity stolen? 5 steps to take immediately

How you can prevent identity theft

Webinar: U.S. Bank asks: Are you safe from fraud?

8 tips and tricks for creating and remembering your PIN

Everything you need to know about consolidating debts

5 steps to selecting your first credit card

7 steps to keep your personal and business finances separate

Know your debt-to-income ratio

Dear Money Mentor: How do I begin paying off credit card debt?

Managing debt

Your quick guide to loans and obtaining credit

How to use your unexpected windfall to reach financial goals

How to spot a credit repair scam

5 unique ways to take your credit card benefits further

Myth vs. truth: What affects your credit score?

Test your loan savvy

Should you give your child a college credit card?

U.S. Bank asks: What do you know about credit?

6 essential credit report terms to know

What applying for store credit card on impulse could mean

What is a good credit score?

How to improve your credit score

Is a home equity loan for college the right choice for your student

How to apply for federal student aid through the FAFSA

Be careful when taking out student loans

Your financial aid guide: What are your options?

Banking connectivity: Helping businesses deliver the easier, faster, more secure customer experience of the future

Dear Money Mentor: How do I pick a savings or checking account?

Decoding credit: Understanding the 5 C’s

5 tips to use your credit card wisely and steer clear of debt

ABL mythbusters: The truth about asset-based lending

Collateral options for ABL: What’s eligible, what’s not?

4 benefits to paying foreign suppliers in their own currency

Crack the SWIFT code for sending international wires

Bringing economic opportunity to underserved communities one home at a time

Military homeownership: Your guide to resources, financing and more

Crypto + Homebuying: Impacts on the real estate market

Luxembourg's thriving private debt market

Employee benefit plan management: Trustee vs. custodian

Integrated receivables management solution supports customer focus at MSC Industrial Supply

Solutions banks can offer during the COVID-19 pandemic

Alternative investments: How to track returns and meet your goals

Improve government payments with electronic billing platforms

Emerging A/R solutions use artificial intelligence to target efficiency

PCS moving checklist for military spouses and families

High-yield bond issuance: 5 traits lawyers should look for in a service provider

Renewing your custody contracts? Negotiate the fees.

An eco friendly debit card with roots in Haiti

Webinar: Buying a home in 2022: what to expect

ABCs of APIs: Drive treasury efficiency with real-time connectivity

Hospitals face cybersecurity risks in surprising new ways

Give a prepaid rewards card for employee recognition

How to reward employees and teams who perform well

5 steps for creating an employee recognition program

Case study: U.S. asset manager expands to Europe

How jumbo loans can help home buyers and your builder business

Real-time payments: the next major treasury disruptor

Higher education strategies for e-payment migration, fighting fraud

Comparing term vs. permanent life insurance

Webinar: How to modernize B2C payments with choice and speed

Webinar: Mindset Matters: How to practice mindful spending

Rule 2a-5 overview: Good faith determinations of fair value

The reciprocal benefits of a custodial partnership: A case study

How real-time inventory visibility can boost retail margins

Private equity and the full-service administrator

Smoothing private equity’s path to opportunity

Capitalizing on growth in the private equity space

Programme debt Q&A: U.S. issuers entering the European market

How liquid asset secured financing helps with cash flow

Top 3 considerations when selecting an IPA partner

Webinar: ESG for Corporations: Building an all-weather, long-lasting strategy

How emerging banking solutions enable better decisions

Flexibility remains essential for public sector workforces

Webinar: Cash management strategies for higher education

Escheatment resources: Reporting deadlines for all 50 states

Empowering managers with data automation and integration

Hybridization driving demand

Supply chain analysis: Merging technology and commerce

5 risks you need to manage when expanding your global footprint

When small companies buy big: The potential of asset-based lending

5 tips for a successful joint venture

Easier onboarding: What to look for in an administrator

Common pitfalls to avoid in the equipment financing process

In a digital world, Liberty Puzzles embraces true connection

The secret to successful service provider integration

3 tips to maintain flexibility in supply chain management

How to maximise your infrastructure finance project

Luxembourg funds: 5 indicators of efficient onboarding

5 steps you should take after a major data breach

Cybersecurity – Protecting client data through industry best practices

Colleges respond to student needs by offering digital payments

Digital banking and cloud accounting software: How they work together

The tools you need to make your business boom.

Can faster payments mean better payments?

Artificial intelligence in finance: Defining the terms

Why KYC — for organizations

The cyber insurance question: Additional protection beyond prevention

Adjust collections to limit impact of USPS delivery changes

What is CSDR, and how will you be affected?

Consolidating debts: Pros and cons to keep in mind

Rule 18f-4: An in-depth look at the derivative risk management program and value-at-risk

Rule 18f-4: The limited use exception

Rule 18f-4 overview: Regulatory framework changes for derivatives

Post-pandemic fraud prevention lessons for local governments

Webinar: Smart habits and behaviors to achieve financial wellness

How running a business that aligns with core values is paying off

Meet the Milwaukee businessman behind Funky Fresh Spring Rolls

Starting a business? Follow these steps

I own two electric vehicles. Here’s what I’ve learned about buying and driving EVs.

Car shopping Buying versus leasing your next vehicle

Questions to ask before buying a car

What you should know about buying a car

How to choose the best car loan for you

What you need to know before buying a new or used car

Improving your credit score: Truth and myths revealed

How electronic billing platforms improve government payments

Can you take advantage of the dead equity in your home?

CancelSave & Close Planning self-care moments that matter (and how to finance them)

How to identify what technology is needed for your small business

How I did it: Turned my side hustle into a full-time job

How to get started creating your business plan

What is needed to apply for an SBA loan

Talent acquisition 101: Building a small business dream team

Make your business legit

7 tips to help grow your business after launch

How to test new business ideas

Key considerations for online ordering systems

Planning for restaurant startup costs and when to expect them

Staying organized when taking payments

How does an electronic point of sale help your business keep track of every dime?

How to fund your business without using 401(k) savings

How iPads can help increase efficiency in your salon

Tools that can streamline staffing and employee management

The different types of startup financing

Costs to consider when starting a business

How to redefine challenges with business collaboration

How to sell your business without emotions getting in the way

Empowering team members

5 steps to take before transitioning your business

10 tips on how to run a successful family business

The role of ethics in the hiring process

8 ways to increase employee engagement

The costs of hiring a new employee

How to hire employees: Employee referral vs. external hiring

Email marketing: 10 mistakes to avoid

How business owners are managing during the supply chain crisis

How to expand your business: Does a new location make sense?

4 steps that give your business an SEO boost

What you should know about licensing agreements

Essential marketing tools for any business

3 simple brand awareness tips for your business