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

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:

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!