Consultants in Treasury
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Are you struggling to stay on top of the work due to being thinly staffed? Most companies need help to get all of the work done. Outsource your daily headaches. We are here to help lift the burden that your team is facing.
Fintech Hotseat Head-2-Head: AI and ML Use and Plans
January 23 at 11AM EST
Join us for this fast-paced Head-2-Head session exploring how AI and ML are providing treasurers with the tools they need to navigate complex financial landscapes and unlock new levels of operational excellence.
Credits will not be offered with this webinar.
#336 – CBDCs vs. Fiat Currency: The Future of Digital Payments with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa explore the role of CBDCs in improving payment processes, offering real-time tracking, reducing delays, and complementing fiat currencies. They discuss how CBDCs provide a regulated alternative to cryptocurrencies. Listen in to learn more.
2024 Treasury Perspectives Survey Report
For the 6th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from nearly 350 respondents operating primarily across North America and Europe. This annual study polls treasury and finance professionals on their views regarding the economy, technology, industry innovation, and regulation to better understand top challenges and opportunities in the marketplace.
2024 Treasury Technology Analyst Report
Our latest Treasury Technology Analyst Report is now available! Get the latest on top treasury technology solutions right here. Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage within.
Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.
Advising Our Clients.
All of our consultants have practical, hands-on experience in corporate treasury environments, having held various senior management and leadership roles in numerous industries. Being able to pull on this experience, our consultants have the ability to understand that solutions and advice must be unique and contextualized to fit your organization’s specific situation. They can walk you through a customized process from beginning to end and answer any questions you have along the way.
Informing the Industry.
Informing the industry is an integral part of what drives our mission. In order for the industry to advance and stay ahead of the chaos of the environment, professionals need to be aware of the leading practices that can help stabilize their companies. We aim to fill this hole by creating our own primary market research. Using this, we are able to give relevant and up-to-date information in our webinars, reports, and visual guides. We can help you fill any gaps you might have in your company.
Global & Domestic Treasury
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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#334 – TMS and TRMS: Developments, Changes, and Directions
Craig Jeffery and Paul Galloway discuss developments in treasury management systems (TMS) and treasury & risk management systems (TRMS), including the shift between specialization and generalization, the evolution of technology, and the impact of democratizing technology in this space. Listen in to learn more.
#333 – The Treasury Technology Tipping Point with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss the tipping point for treasury management systems (TMSs). They explore whether TMS providers will embrace new technologies, including AI, to offer enhanced services to their customers or stick with more legacy, inflexible technology structures. Listen in to learn more.
122: What Are Floating Rates?
In this episode, Craig Jeffery explains floating interest rates — what they are, the factors that influence them, and how they compare to fixed rates. Listen in to learn more.
Webinar: 2025 Payment Initiatives Meeting Evolving Corporate Needs | December 17
As we look toward 2025, corporate treasurers and finance teams will need to navigate key developments and leverage opportunities in payments across four primary areas:
• Reducing Friction: Opportunities to create connections between internal and external systems to increase efficiency.
• Enabling Faster Processing: Enabling speed for teams to meet demands of faster payments.
• Assessing Automation Priorities: Eliminating tasks that don’t require a human. Understanding how to leverage new technologies and implement them effectively so your people can spend more time on higher value tasks.
• Increasing Relevance to Your Organization: Using AI and other tools to create tailored, data-driven experiences that are specific to your context.
Join us for an insightful session where we will dive into how these trends will impact corporate treasury management in the coming years and what you can do to stay ahead of the curve.