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 are 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 that 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 and finance professionals. The results are calibrated and released in our survey results reports and 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.

Podcast

Strategic Treasurer releases one or more podcast episodes every week covering hot treasury topics, the latest data, fraud and security, and much more. These episodes provide our audience with insights and news from treasury and finance industry leaders in the car, at the gym, or wherever they decide to tune in! Many episodes have CTP credits available after a short quiz is taken and passed. Our podcast is listened to in over 130 countries and counting.

Analyst Report
Series

Treasury Update
Podcast

Turn-Key Webinars
Treasury Industry
Latest Surveys
Treasury Update
Newsletter

Webinars + CTP Credits

Highly valuable insights into the hottest topics in treasury.

Podcast + CTP Credits

Listen to industry leaders discuss the latest topics in treasury.

Webinar: Achieving Global Cash Visibility | February 10

Webinar: Achieving Global Cash Visibility | February 10

Treasury is responsible for several crucial areas of finance including liquidity management. Managing liquidity requires clear visibility to all cash regardless of its location or currency (bank, country, currency, entity). This visibility can no longer be limited to a single point in time. Liquidity management has a time domain and is commonly addressed through the short-term cash forecast or liquidity forecast. From APIs to machine learning (ML), newer technologies are being deployed that help leading organizations achieve the global visibility their companies require. This session will look at the progress of firms in their quest to achieve global visibility for their position and forecast and will further examine how automation must be leveraged for these tasks for all but the simplest of organizations.

Webinar: Principles and Options for Bank Fee Management | January 26

Webinar: Principles and Options for Bank Fee Management | January 26

Managing bank fees through active monitoring of your analysis statements is typically on the to-do list but it rarely gets checked off as complete. Perhaps you are putting out a myriad of fires and the idea of getting out a magnifying glass to manually dig into your bank invoices is less than appealing. Is that something your team should even be doing? In this session we will help you understand the practical, operational, and strategic elements of effectively managing bank relationships and handling the mundane and vital process of managing expenses. This session will include a brief case study covering a multi-national corporation’s review of global bank fees and strategic ongoing management of their bank relationships. Corporate practitioner takeaways will include: 1) ways to architect your bank fee management process and 2) benefits of bank fee analysis and benchmarking.

Webinar: Integrating Systems for Your Unique Business Needs | February 22

Webinar: Integrating Systems for Your Unique Business Needs | February 22

In this webinar, discover how banking APIs establish rails that automate the collation of your transaction data and the sending of payments information back and forth between your bank and cash automation platform, empowering your organization with automated cash management functionality and payments experience in one, all-inclusive solution.

Webinar: Analyst Report Series: SCF & CCC Solutions | February 15

Webinar: Analyst Report Series: SCF & CCC Solutions | February 15

Optimizing working capital, driving up efficiency in the cash conversion cycle (CCC), and supporting vital suppliers are all important to many companies today – but they are also all difficult. However, several types of technology solutions can help further these goals, notably supply chain finance (SCF) solutions and those addressing various portions of the CCC. This webinar will cover the pain points these solutions address, the various SCF models, the navigation of supplier participation issues, the problem of competing KPIs within the CCC, and the use of working capital councils to improve these areas.

#183 – 2022 Outlook Series: Technology Outlook (Fluor)

#183 – 2022 Outlook Series: Technology Outlook (Fluor)

On this episode of the 2022 Outlook series, Host Craig Jeffery sits down with Todd Yoder, Global Director of Treasury at Fluor Corporation, for an in-depth conversation on technology. They take a look back at 2021 treasury trends, and then forward to 2022 to discuss M&A market trends, technology and security, staffing shifts, and more. Listen in to this dynamic discussion to learn valuable insights for the year ahead.

53: What Is RTP?

53: What Is RTP?

What is RTP? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss RTP. They discuss what RTP is and how it can be advantageous from a treasury perspective. Listen in and learn a little bit about RTP.

2021 Treasury Fraud & Controls Survey Report

 

2021 Treasury Technology Analyst Report

2021 B2B Payments Survey Report