Case Study Stifel Financial Corp. Bank Fee Analysis Helps Firm Dramatically Reduce Bank Fees As a wealth management firm, Stifel Financial knows the value of keeping an eye on expenses – but found the task of analyzing bank fees for hundreds of accounts overwhelming. The firm turned to Fiserv to reduce bank fees and improve cash management transparency. Few treasury departments have the time and resources to manually sort through complex bank statements – but for organizations with a large number of accounts at different banks, service fees can snowball into substantial sums if left unchecked. James Barry, director of treasury, explained the problem that many organizations face. “We were manually looking at our statements from each bank. They all provide the same services, b

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