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?


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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


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.



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.


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

Treasury Update

Turn-Key Webinars
Treasury Industry
Latest Surveys
Treasury Update

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.

2023 Treasury Technology

2023 Treasury Technology

 Survey Results 2023 Treasury Technology Strategic Treasurer and TIS are proud to present the findings from the Treasury Technology Survey with data from over 150 respondents operating primarily across North America and Europe. This study polls treasury and finance...

Panel Discussion: Banking Beyond Borders: Navigating the Connectivity Era | September 28

Panel Discussion: Banking Beyond Borders: Navigating the Connectivity Era | September 28

Gain insights into the transformative impact of connectivity on the banking industry. As technology continues to bridge geographical gaps and reshape traditional financial systems, this webinar delves into the opportunities and challenges that come with banking’s new connected landscape. Attendees can expect to gain a deeper understanding of how cross-border transactions, digital platforms, and real-time data are shaping the future of banking. From exploring the potential for enhanced customer experiences to understanding the regulatory implications of this global connectivity, the webinar will provide a comprehensive view of the changing dynamics.

Webinar: Modernizing Accounts Receivable Processing:  2023 Survey Results | September 20

Webinar: Modernizing Accounts Receivable Processing: 2023 Survey Results | September 20

This webinar discusses the survey results from the 2023 Modernizing Accounts Receivable Processing Survey. The survey explored the practices and plans of AR professionals, pain points, areas of increasing value and investment, and more. From reasons to move providers to challenges in achieving AR process modernization, the results covered in this webinar shed light on the current environment, the rates of change, and the ways your peers are responding to disruption and corporate goals.

Webinar: Unlocking the Power of Automation in AP Processes | September 26

Webinar: Unlocking the Power of Automation in AP Processes | September 26

In the world of modern business, achieving efficiency and cost-effectiveness is crucial to success. However, a common problem that hinders this goal is defects within critical business processes. Among these, the accounts payable (AP) process stands out as a prime contributor to inefficiencies and financial losses. But what exactly fuels these defects? There are two primary sources:

1. Manual processes and handoffs.
2. Poorly designed processes with limited scope.

Understanding the AP process and the advantages of automation is crucial. This understanding goes beyond just the steps in the process; it includes how information is used, managing available funds, optimizing working capital, reducing risks, preventing fraud, and increasing overall business adaptability. Join us in this informative webinar as we uncover the surprising impacts that automation can have on the AP process.

Webinar: Receivables Strategies: How to Solve for Increasingly Complex Payment Types | September 19

Webinar: Receivables Strategies: How to Solve for Increasingly Complex Payment Types | September 19

The entire pay-to-receive environment has become more complex over time as payment options increase. There are newer payment types, but the older ones are not going away. Companies must figure out how to get paid in this environment of “more and multiple” while gaining efficiencies and control. Automating receivables while adopting digital solutions more vigorously is vital. This session will also explore how closed loop networks work and how to navigate the range of changes. Closed loop networks like FedNow and Real-Time Payments (RTP) will be included in this practical and fast-paced discussion. Your hosts come from Deluxe, a payment fintech, and Strategic Treasurer, a research and advisory firm.

2023 Treasury Perspectives