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Are You Paying Attention to Your Analysis Statement?
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"Are You Paying Attention to Your Analysis Statement?"
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Now is the time to be proactive and inquire about detailed insights from your banking team. Analysis statements are generally sent to organizations during the 4th quarter of the year. Timing is critical to ensure your business is ahead of any potential price increases.

As the year is moving deeper into the 4th quarter, many organizations are preparing their operating budgets and strategic plans for 2020. Many banks use this time frame to disclose their annual Treasury pricing increases in the analysis statements.

Unfortunately, it is often a general comment referencing periodic service and price reviews that may result in changes to an organization’s fee structure usually taking effect in January of the coming year.


It is wise to act proactively and contact your Relationship Manager or Treasury Officer at your bank to obtain detailed insights. Ask valid and appropriate questions:  


• What services and prices will be changing?

• What will the impact be on our monthly fees?

Download our full article today to get practical tips on how your organization can mitigate risks associated with vague analysis statement details from your financial institution. 


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