We continually survey the market of technology vendors and financial service providers allowing us to expertly narrow the list of qualified candidates for each client’s specific needs.
A Partner You Can Trust.
At Strategic Treasurer, we have the most relevant and current information by meeting with bankers and technology providers 50-75 times per year independent from client projects. This learning is unmatched on a concentrated and absolute level.
Current Marketing Partnership Opportunities
Research and assessment of the treasury market has been conducted by Strategic Treasurer through numerous surveys of corporate practitioners and bankers, along with an in depth analysis of corporations currently undergoing updates and enhancements to their technology stack. Through those efforts we have discovered both a significant need from treasury professionals and a significant opportunity for leading solution providers.
Market Solution Need
Large & Growing
Serious & Strong
Vital & Limited
Survey Question: “We intend to make significant information technology investments in the next year in the following areas: (check all that apply)”
- Treasury – 37%
- Payments – 31%
- Bank Account Management – 30%
- Financial Risk Management – 23%
- Cash Reporting – 21%
- Reconciliations – 19%
- FX Exposure Identification – 15%
- FX Trading & Settlement – 12%
Data for the above chart taken from the 2015 Strategic Treasurer & Bottomline Technologies Cash Forecasting & Visibility Survey
Add your unique insight to educate the treasury field.
Update the market on your treasury technology solutions.
Widely distributed and heavily valued newsletters reaching 20,000+ viewership comprised of corporate practitioners and bankers.
Brings in-depth understanding of your product capabilities and development to 20,000+ relevant financial professionals.
An opportunity to interact with a highly qualified, professional, and engaged audience on a topic of your choice with 325+ average participation.
Our annually produced Analyst Report Series provides a full picture of the leading technology providers in the treasury market. These reports fill gaps in the technology analyst space by independently assessing relevant technology solutions and providing an enriched, in-depth look at both product and company-level qualifications. Corporate practitioners benefit by seeing a full range of quality vendors as they look for the right project fit.
Treasury Update, our bi-annually produced industry newsletter, is a resource for treasury professionals to help raise awareness of key treasury items, issues, and events as well as to highlight leading practices and advanced strategies that enable treasury professionals and their organizations to be more effective, efficient, and resilient in the face of an ever changing, fraud-filled, and often turbulent financial environment.
Strategic Treasurer hosts multiple webinar presentations annually, each addressing areas of compliance, finance, or treasury. Webinars provide attendees with accurate, up-to-date information on key topics as well as findings from surveys and analyst reports. They are typically co-hosted by technology providers who are able to provide additional insight from their unique viewpoints. Many provide the opportunity to earn free CTP credits for attendees.
We provide primary market research through 7 annual treasury-related surveys. The results are calibrated meticulously and released in our survey results webinars and, upon request, specific data sets are available for market analysis efforts. Practitioners are able to see how their firms align in comparison to others, which helps you determine if your organization is on track, ahead of the curve, or lagging in a particular area.
The term Treasury Aggregator may not be one with which most treasurers or financial professionals are familiar. The term is used to define the technology solutions that offer enhanced multibanking capabilities to clients for handling payments, reporting, and many...
You’ve picked a TMS… now what? The second step in your implementation plan is figuring out how to set realistic timelines for your bank onboarding.
UPDATE: FinCEN has released another FBAR filing extension as of December 16th 2016. This is an extension for INDIVIDUAL filers with signature authority over BUT NO FINANCIAL INTEREST in one or more financial accounts. The new time granted for these filers is April...
Join Strategic Treasurer as we explore the final regulations of Section 385, and how that may affect your company’s intercompany loans, documentation, cash pooling, and other vital treasury responsibilities.