Welcome to Foundational Fee Consulting
Thank you for visiting our website. We’re thrilled to have the opportunity to introduce ourselves and share our passion for helping businesses achieve their financial goals.
About Us
Scrutinizing banking relationships and their associated services, fees, and account structure is not only our focus, it's the only thing we do.
Our journey into financial consulting began with a deep-seated curiosity about how corporate banking relationships work and a strong desire to empower others with the knowledge and strategies needed to successfully manage these relationships.
We have had the privilege of working with a diverse group of clients, from small businesses to Fortune 100 corporations. Since no two clients are alike, these experiences have given our team unique insight into the banking industry and how treasury teams operate within it.
A Clear Choice
With a track record of success and a passion for what we do, we are committed to helping our clients navigate their banking relationships. Whether it's reducing your fees, increasing income or transitioning between banks and financial platforms, we have the knowledge and experience to assist our clients in strengthening their banking positions.
Our Approach
01
Fee Review & Reduction
We start each and every project analyzing our client's banking fees. Fees are sorted and categorized to give us a better understanding of the relationship, then benchmarked against several datasets to ensure client pricing is the best it can be. We review our recommendations with our clients prior to negotiating these new prices with client banks.
02
Account Efficiency
Once fee concessions have been realized, our team dives into each individual bank account. We grade each of these accounts based on how efficiently they operate. During this step we determine if service line items are necessary and that line item volumes are appropriate based on client needs.
03
Operational Efficiency
As we move through correcting account efficiency, we being to look at how these accounts are utilized. Operational Efficiency measures can yield better practices and long lasting savings.
04
Monthly Monitoring
During our entire process, our team is continually monitoring monthly client analyses. New charges, price increases, and abnormal volumes are reported to our clients for immediate remediation if necessary.
