Technology Solutions Providers

Partner with us as we engage and inform practicing treasury professionals through widely distributed publications, highly engaged webinars, and other quality resources.
Partnership OpportunitiesContact A Team Member

Informed Marketing.

We continually survey the market of technology vendors and financial service providers, allowing us to expertly narrow the list of qualified candidates for each client’s specific needs.

A Partner You Can Trust.

At Strategic Treasurer, we have the most relevant and current information by meeting with bankers and technology providers 50-75 times per year independent from client projects.

Current Marketing Partnership Opportunities

Strategic Treasurer conducts research and assessment of the treasury market through numerous surveys of corporate practitioners and bankers, along with in depth analysis of corporations currently undergoing updates and enhancements to their technology stack. Through those efforts, we have discovered both a significant need from treasury professionals and a significant opportunity for leading solution providers.

Market Solution Need

Large & Growing

Market Intent-to-Buy

Serious & Strong

Market Awareness

Shockingly Low

Marketing Opportunities

Vital & Limited


Add your unique insight to educate the treasury field.


Update the market on your treasury technology solutions.

Marketing Opportunities

Analyst Reports

Our annually produced Analyst Report Series provides a full picture of the leading technology providers in the treasury market. These reports fill gaps in the technology analyst space by independently assessing relevant technology solutions and providing an enriched, in-depth look at both product and company-level qualifications. Corporate practitioners benefit by seeing a full range of quality vendors as they look for the right project fit. Learn more here.

Webinar Packages

Strategic Treasurer hosts multiple webinar presentations annually, each addressing areas of compliance, finance, or treasury. Webinars provide attendees with accurate, up-to-date information on key topics as well as findings from surveys and analyst reports. They are typically co-hosted by technology providers who are able to provide additional insight from their unique viewpoints. All provide the opportunity to earn free CTP and FP&A credits for attendees. They are an opportunity to interact with a highly qualified, professional, and engaged audience on a topic of your choice with 300+ average participation. See past examples here.

Treasury Update Podcast

The Treasury Update Podcast is a treasury professional’s source for insights and news in the car, at the gym, or wherever they decide to tune in! Host Craig Jeffery interviews industry leaders on hot topics, the latest data, fraud and security, and much more. Many episodes have CTP credits available after a short quiz is taken and passed. Our podcast is listened to in over 130 countries and are released at least once a week. Listen to past episodes here.

Industry Surveys

We provide primary market research through several annual, treasury-related surveys. The results are calibrated meticulously and released in our survey results reports and webinars. Upon request, specific data sets are available for market analysis efforts. Practitioners are able to see how their firm aligns in comparison to others, which helps them determine if their organization is on track, ahead of the curve, or lagging in a particular area. Take a look at past and present surveys here.

Treasury Update

The Treasury Update, our digital industry newsletter, is a resource for treasury professionals. Building off our previous bi-annual hard copy, this exists to help raise awareness of key treasury items, issues, and events, as well as to highlight leading practices and advanced strategies that enable treasury professionals and their organizations to be more effective, efficient, and resilient in the face of an ever changing, fraud-filled, and often turbulent financial environment. See old copies and sign-up here.

Analyst Report

Treasury Update

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.

Webinar: The Future of Treasury Technology – Utah AFP

Webinar: The Future of Treasury Technology – Utah AFP

The Future of Treasury Technology Webinar - Utah AFP Date:     Thursday, March 18, 2021 Times:   12:00 PM - 1:00 PM MT Where:  This is an online event.This webinar has passed. Check out our upcoming webinars here.If you encounter any issues with registration or during...

#131 – 2020 Treasury Perspectives Survey Implications

#131 – 2020 Treasury Perspectives Survey Implications

Host Craig Jeffery sits down with Tom Gregory, SVP and Head of Treasury Management Sales at TD Bank, to discuss the findings from the 2020 Treasury Perspectives survey. For the third year running, 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.

29: What Is a Payment Hub?

29: What Is a Payment Hub?

What is a payment hub? Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, to discuss what treasurers need to know about payment hubs. They cover what payment hubs are, how they differ from other technologies, and some of the ways treasury can benefit from using them.

2020 Survey Results Reports

Fill out the form below to receive the reports straight to your inbox.After submitting the form, you will receive an email with a link to the reports within 10 minutes. If you do not receive the email, please contact our team.Eager to learn? Explore these free...

#130 – 2020 B2B Payments Survey Implications

#130 – 2020 B2B Payments Survey Implications

On this episode of the podcast, Host Craig Jeffery joins Brian Greehan, Senior Vice President of Channel and Network Success at Bottomline Technologies, to examine survey results around shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape.

Webinar: Technology Developments & Disruptions: Separating Opportunity from Hype

Webinar: Technology Developments & Disruptions: Separating Opportunity from Hype

Organizations and finance staff must improve consistently in order to stay competitive, and competitiveness almost always requiring leveraging technology. In this panel discussion, the conversation focuses on the most promising technologies that are in play now and are seeing increasing adoption in finance. How should organizations move forward with technology (staying current, learning, piloting, expanding), and how should a finance professional respond personally to the opportunity and risk of disruptive technology? Which technologies will eat another’s lunch? What is driving the focus on forecasting? What is actually current in data analytics?