Technology Solutions Providers
Partner with us as we engage and inform practicing treasury professionals through widely distributed publications, highly engaged webinars, and other quality resources. Partnership OpportunitiesContact A Team MemberInformed Marketing.
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.
Current Marketing Partnership Opportunities
Strategic Treasurer conducts research and assessment of the treasury market through numerous surveys of corporate practitioners and bankers, along with 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.
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Market Awareness
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Marketing Opportunities
Analyst Reports
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. Learn more here.
Webinar Packages
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. All provide the opportunity to earn free CTP and FP&A credits for attendees. They are an opportunity to interact with a highly qualified, professional, and engaged audience on a topic of your choice with 300+ average participation. See past examples here.
Treasury Update Podcast
The Treasury Update Podcast is a treasury professional’s source for insights and news in the car, at the gym, or wherever they decide to tune in! Host Craig Jeffery interviews industry leaders on hot topics, the latest data, fraud and security, and much more. Many episodes have CTP credits available after a short quiz is taken and passed. Our podcast is listened to in over 130 countries and are released at least once a week. Listen to past episodes here.
Industry Surveys
We provide primary market research through several annual, treasury-related surveys. The results are calibrated meticulously and released in our survey results reports and webinars. Upon request, specific data sets are available for market analysis efforts. Practitioners are able to see how their firm aligns in comparison to others, which helps them determine if their organization is on track, ahead of the curve, or lagging in a particular area. Take a look at past and present surveys here.
Treasury Update
The Treasury Update, our digital industry newsletter, is a resource for treasury professionals. Building off our previous bi-annual hard copy, this exists 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. See old copies and sign-up here.
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#304 – Bank Fee Standards: Decisions, Negotiations, and Savings
Understanding bank fees helps consumers and corporations make informed decisions, avoid hidden charges, and negotiate better terms. In today’s podcast, Craig Jeffery and Christin Cifaldi discuss the importance of understanding bank fees, including their impact on consumer decisions, corporate finances, and negotiation strategies.
Webinar: Treasury & Receivables: Value of a Comprehensive View | June 4
Acting in silos often comes easily to treasury, AR, and other areas, but the silo mindset is restrictive and limited. A comprehensive view, one that looks at the full process and all participants, offers far greater value for the organization and its partners. This view not only includes an end-to-end look within the company, but also includes external counterparties. “Optimizing part of the process suboptimizes the whole,” as the famous quote says, and optimizing the entire process requires an end-to-end to end-to-end look. This session explores how to:
• Improve overall treasury performance (liquidity, visibility, scalability)
• Strengthen AR (automation, reporting, defect reduction)
• Identify the parties that need to be part of the decision discussions
• Use third parties to secure trusted advice and understand leading practices
De-Risking Cash Management Technology Decisions eBook
While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing...
109: What Is Scoping?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more.
2024 Generative AI in Treasury and Finance
Survey Results Generative AI in Treasury and Finance Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Gemini has increased treasury professionals' level of familiarity and has spurred additional...