Selling AP Automation and Integrated Payables

A Workshop for Banks

An interactive workshop geared towards driving sales of MineralTree’s Invoice-to-Pay solution

About this Event:

Where: 60 State Street, 26th Floor, Boston, MA 02109
Start Time: October 24th, 8:30 AM ET
End Time: October 25th, 12:00 PM ET

Join your peers from financial institutes across the nation as we gather for an interactive workshop geared towards driving sales of MineralTree’s Invoice-to-Pay solution. Unlike past workshops, this event will focus solely on Sales and Marketing. The ideal attendees from your bank are members of the leadership team for sales and relationship management, plus the product owners responsible for bringing the MineralTree solution to your clients.

The objective of this workshop is to have you leaving with clear, actionable takeaways that will help you sell the MineralTree white-labeled solution more effectively and efficiently. Learn the ins and outs of the solution and tips and tricks for giving the best demos from MineralTree’s sales experts as they share best practices and lessons learned.

During this workshop we will cover:

  • The MineralTree sales models designed to help you effectively sell AP Automation to your clients
  • How to master the MineralTree platform demo
  • Learn from an interactive roundtable discussion with MineralTree’s seasoned sales team
  • Setting up lead generation activities to boost your funnel
  • The art of realistic goal setting
  • Objection handling and competitor reviews

Whether this is your first time attending or you’ve been in the past, this workshop is focused on providing you with the tools and expertise required to be successful in selling the MineralTree solution.


Hotel Accommodations: A discount rate is available at one of the following hotels. Please ask for the “WilmerHale” rate when making your reservation. Please note that the rates below are subject to change daily and based on room availability. Each hotel has a 24 hour cancellation policy.

THE BOSTONIAN BOSTON @ $300 per night | 26 NORTH STREET, BOSTON MA 02109 | 1-617-523-3600 OMNI PARKER HOUSE @ $359.10 per night | 60 SCHOOL STREET, BOSTON MA 02108 |1-617-227-8600 Airport: The easiest airport to fly into is Boston Logan International Airport (BOS).


Direct sales

617-299-3399 x149 

Keith Albee [email protected]

Bank sales

617-299-3399 x170

Rosetta Rajoyan [email protected]

Partner sales

617-299-3399 x146

Jason Armata [email protected]

Media inquiries

617-299-3399 x167

Stephen Williams [email protected]