We've got two gifts and one question for you...

Some valuable info, an exclusive invite, and a helpful inquiry.
Reserve your seat & share your thoughts
Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights
Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Gift #1

Access to the replay and slides from our recent presentation:

How to leverage data to grow your business

Gift #2

Invite to our free 2023 Provider Forum at the AFP Conference.

October 22nd at 10:30am in San Diego, CA.


What prevents firms from optimized use of data and insights?

Seeking input from Banks and Fintechs.

Let me explain what I mean…

In the recent Treasury Insights webinar (the one with replay and slides below), we shared our high-level view on how data should be leveraged within organizations to draw out actionable insights for optimal decision making around strategy, product, sales, and marketing.

We went over principles of ideal use and explained some leading practices in application. We also discussed some of the common issues preventing the efficient and effective use of data (such as fragmentation and dehumanization).

Siloed hoarding and non-contextualized analysis can render data all but useless to an organization. But those are only part of the problem limiting the boots-on-the-ground utilization of data and insights.

Since our event, we’ve spoken with many who attended and gathered additional feedback on the problems they see at their and other companies in our industry. So far, we’ve heard helpful comments from the banks and fintechs we’ve met with about the need for and use of data:

Product Manager

“Don’t chase the shiny object your competitor is using. Get to know your clients so well that you know what they specifically need.”

Bank Officer

“The biggest hurdles are putting the data somewhere we can all see it and getting leadership to ask the questions” (i.e., validate strategy with data).

Marketing Leader

“It’s just chaos!” (speaking about pulling in data from multiple product systems, CRMs, and across lines of business)

Strategic Treasurer is committed to helping our provider network strengthen their organizations to better serve the corporate practitioners in our space. We’re working to build a solution to help you all better manage and leverage your data to increase the effectiveness of your product development, client experience, and sales and marketing efforts.

We’ll be addressing a number of the issues we’ve uncovered at the upcoming 2023 Provider Forum (for those of you who won’t be attending AFP, we will record and share the presentation).

It would be a great help to us if you could share the top two issues that come to mind as you think about what is hindering treasury providers (e.g., banks and fintechs) from better incorporating data and insights into both strategic and operational projects and workflows.

Please use the form below to share your perspective (and secure your seat at the Provider Forum if you plan to be in San Diego for the AFP Conference).

Thank you!

Watch the webinar replay video.

Review the presentation slides.

Please help us help you (and the industry)…

Sharing your perspective below provides us with a better view of the needs of our partners so that we can focus our efforts on building the best solutions to help you succeed in serving treasury.

Thank you for your input.  We couldn’t do this without you!

Don’t forget to reserve your seat at the 2023 Provider Forum!

525 Westpark Drive, Suite 130
Peachtree City, GA 30269
+1 678.466-2220

Strategic Treasurer provides consulting, research, and professional services for treasury management, security, technology, and compliance. Since 2004, corporate clients, banks, and fintech providers throughout the world have relied on their deep awareness of current practices, plans, and perceptions through their annual surveys and decades of treasury experience.

With a mission to advise and assist clients as well as research and inform the industry, Strategic Treasurer guides treasury and finance professionals through real-world, mission-critical issues that organizations face today.

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