by Brian Weeks | Nov 3, 2023 | Other
Developing and delivering competitive and profitable treasury solutions requires clear insight into both the needs of your customers and the market environment in which they work. Guesswork will not suffice. Data is necessary for optimal strategy, as well as execution.
Earlier this year, Strategic Treasurer presented a conceptual view of how data could and should function within organizations as a growth tool for solution providers. We also met with and heard from dozens of your peers on the top obstacles standing in the way of that ideal.
In this webinar, we’ll explore the landscape of possibility, the challenges faced, and a crucial first step in the journey towards advancing and equipping your business for competitive success in today’s complex marketplace. Whether you’re in product strategy or development, marketing or sales, this presentation will address information vital for your individual team as well as the organization at large.
by Brian Weeks | Nov 2, 2023 | Coffee Break Sessions, Podcast
In today’s episode, Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, shares a concise exploration of brokered CDs. You’ll learn what they are, how they differ from traditional CDs, the associated risks, what happens at maturity, tax considerations, and the option to sell them. Listen in for more information!
by Brian Weeks | Oct 30, 2023 | Podcast
In today’s podcast, we are joined by Roman Müller, Chief Client Officer at Fides, to discuss ISO 20022’s changes in payment and statement formats. We’ll discuss the updated address requirements, the extension of the November 2025 deadline, and the need for structured and unstructured data. Listen in to learn more!
by Brian Weeks | Oct 23, 2023 | CTP Credits, Podcast
Are you contributing to the security of your organization? Are you aware of your role? In today’s episode, Craig Jeffery, Managing Partner of Strategic Treasurer, shares insights and explores common testing exercises, the evolving security landscape, and practical recommendations for IT and treasury professionals. He also discusses the concepts of “Red Team” and “Blue Team” in regard to security, and how they play a crucial role in keeping your defenses current.
by Brian Weeks | Oct 19, 2023 | Coffee Break Sessions, Podcast
In today’s podcast, we take a quick look at CD laddering. We’ll review things to consider when setting up your ladder, tailoring ladders for your goals, and the benefits of using one.
