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Treasury On The Go

While bank marketers have picked up on the popularity of mobile electronic devices like cell phones and PDAs and built links to banking services for mobiles, they have concentrated on consumers and small businesses. Wells Fargo is the first major bank to introduce a mobile service for corporate treasury operations

By Staff Writer | Updated on February 01, 2008

When Wells Fargo decided to build a corporate mobile platform, one of the first customers the bank approached to pilot the service was Trisa LaSalle, director of treasury services for Sequoia Insurance Co., based in Monterey, Calif. LaSalle is “that legendary treasury pro on the go,” as she puts it, so having mobile access to treasury activity is a huge must-have on her list. “I bounce back and forth among multiple offices, in Monterey, Bakersfield and Las Vegas, where I live,” she says. “I’m in transit, and in meetings and often off-site. What happens when we have a wire to complete or bank activity to review? Now, I don’t need a desk. I’m effective wherever I am, which is very empowering with my schedule.”

The miniature screens of mobile devices definitely “limit what I can see,” LaSalle concedes. “We all get spoiled by what you can see and do on a big screen, but CEO Mobile provides me with the really pertinent information I need to take action, and it’s all legible. It’s flexible and easy to use. Over time it’s becoming a powerful tool.”

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