Financial Services Institutions

We know corporate treasury. You know financial services. We partner with you to help you serve and support your corporate clients.
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Service Offerings

Pricing Analysis

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Strategic Treasurer works with banks to determine the pricing models they should offer to their corporate clients. Banks want to offer competitive pricing to their clients while still maintaining a healthy margin so they can continue to develop and provide leading solutions. Understanding corporate expectations can bring bank pricing ranges in line with competitive flow.

Banks invest heavily in product development, security and controls, and relationship management in order to provide the best experiences for their customers. In a budget focused market, however, competitive pricing remains a key corporate driver in bank selection, so banks must maintain vigilance around their pricing models to keep their edge.

Bank Staff Training

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You hire great people who are great at sales. Most, however, have gaps in their knowledge about cash management and treasury, restricting their success. Our training courses are designed to be effective, engaging, and targeted—your staff will understand and apply their training, and you’ll see the results in their client interactions.

Are your sales and relationship management staff the most trusted advisors of your top clients? You’d love to know that when your clients reach an impasse or need help, the first call is to your team. Every time. How can you hope to reach that level of trust with a client when most of your team is only focused on the bank’s products and solutions?

Your sales officers must hire representatives who need a thorough understanding of what really drives your corporate and commercial treasury clients. Your key clients and prospects are very busy. Your bank probably extends them credit, so your sales team can usually get an audience out of their sense of obligation. This only provides a very limited window, and making that time count is top priority—moving the meeting from ‘obligation’ to engagement. Through excellent and unique training, you can empower your sales team with techniques to learn your treasury clients’ goals and identify what stands in their way. They will present meaningful solutions to clients, or at least, have an educated conversation—the first step down a path to a solution and a deeper relationship.

A meaningful sales process will move you from the banker who pops in every few months to a trusted advisor. Strategic Treasurer’s senior consultants provide a unique, two-track training system to help you develop this process. As former practitioners, bankers and consultants, they offer unique insights that only a 360º perspective can afford. How are you going to reach your aggressive new goals each year?

Time-to-Revenue

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Sometimes your team makes a sale, but it seems like the implementation never starts, and therefore the expected revenue never materializes. Strategic Treasurer can work on your client’s behalf to get a stagnant process moving.

Your client onboarding group is ready to help and does help in any and every way they can. However, the client has other obligations, numerous activities, and ample distractions. Dates keep slipping and goals are not met although reasons are given. Too much time is spent chasing, chasing and chasing…

In other instances, the implementation process may begin, but the services is under-implemented, left at only 50 – 75% of the expected level. The client declares a project to be complete when it is only partially implemented. The client is exhausted and has three other fires and two other projects that need work as well. This delays the project and lowers their satisfaction level.
As a result of all these delays, your team experiences loss across many spectrums—less revenue than was expected comes in; revenue is also lost as dates continue to slip and resources are required to pour more of their time into the project. All this adds up to an overall loss of profit for the bank.

Our team of experienced onboarders and implementers can help—we can meet with your client and help to establish a reasonable plan, distributing the work which needs to be accomplished on the client side between their team and ours. Oftentimes, with a little bit of background information, our team can complete many tasks and get things moving rapidly. You’ll quickly find your time to revenue decreased when partnering with our team.

Partnership Opportunities

Webinars

Strategic Treasurer hosts multiple webinar presentations annually, each addressing key areas of compliance, finance, or treasury. Webinars provide attendees with up-to-date, accurate information on the addressed topic, as well as key findings from surveys, analyst reports and projects. Typically, webinars are co-hosted by solutions providers, who are able to provide additional insight and content from an alternate viewpoint. Webinars also provide the opportunity for attendees to earn free CTP credits.
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Surveys

Strategic Treasurer provides quality primary market research through our annual surveys. These surveys are distributed for participation to our active contacts—all treasury professionals. The results are calibrated and released in our survey results webinars. This research provides a solid foundation from which we can advise. Practitioners are able to see how their firms align in comparison to others, which can be helpful in determining if your organization is on track, ahead of the curve, or lagging in a particular area.

Analyst Report
Series

Treasury Update
Newsletter
Turn-Key Webinars
Treasury Industry
Latest Surveys

Webinars + Free CTP Credits

Highly valuable insights into the hottest topics in treasury.

Upcoming Conferences

Mark your calendars for these valuable treasury events.

Global Payments 2019 Survey Results

During this expert-led webinar, Craig Jeffery of Strategic Treasurer and Bob Stark of Kyriba discuss results from the 2019 Global Payments Survey and share how organizations are addressing new challenges and opportunities. Tune in to hear key findings from this year’s research, created to show the drivers, attitudes and perceptions of various new, faster payment initiatives across the globe. This comprehensive evaluation of treasury and AP-related payments functions will assist practitioners in managing global payment activity technology for years to come.

#52 – Payment Priorities: The 2019 B2B Payments Survey Implications

What are companies doing to improve efficiency, controls and the overall B2B payments process? On this episode of The Treasury Update Podcast, Host Craig Jeffery sits down with Andrea Eaton, VP of Marketing at Bottomline Technologies, to discuss findings and implications after our 2019 B2B Payments Survey. This research was designed to reveal developing trends on technology adoption, plans to spend and organizational goal-setting. Listen in to find out more.

Challenges to Treasury Technology

It is easy to focus on the “best case” scenario for technology implementations. Many assume that a selection and implementation will be a speedy and relatively pain-free endeavor if we agree to be aggressive. This bias towards speed in treasury can mean ‘cutting’ first and not even measuring once. Far too few make proper preparations for the design, implementation, and optimization parts of managing technology, and then suffer significant consequences. This webinar offers a tactical and data-driven look at common challenges and errors by treasury groups.

#51 – Becoming a Treasurer, Part 6: Securing the Resources You Need

Modern treasurers often face serious resource overwhelm—growing responsibilities, increased payments complexities, inadequate staffing, lack of access to up-to-date software and more. In this 6th episode of the Becoming a Treasurer podcast series, Craig Jeffery shares valuable insights on securing everything you need to become successful in a treasury environment, from people and technology, to productivity and best practices. Listen in to learn more.

#50 – Solving for Payment Challenges by Taking the End-to-End View

Expectations around payment methods are changing—customer experience is now a major driver, as well as cost efficiency concerns in insurance companies. Host Craig Jeffery sits down with Karen Molloy, VP & Treasurer of Northwestern Mutual, to discuss solving payment challenges by taking an end-to-end view. This approach provides maximum value for treasury and many other payment-intensive entities. Listen in and enjoy the discussion.

#49 – Treasury Success in Today’s World: Relationships & Technology

On this episode of The Treasury Update podcast, Craig Jeffery speaks with Ernie Humphrey, CEO of Treasury Webinars, about treasury success in today’s rapidly shifting financial world. Focusing on both relationships and technology, they explore evolving treasury roles and key success factors essential to the modern industry professional. Listen in to find out more.