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

Corporate Practitioners

Financial Institutions

Technology Providers

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.  This learning is unmatched on a concentrated and absolute level.

Current Marketing Partnership Opportunities

Research and assessment of the treasury market has been conducted by Strategic Treasurer through numerous surveys of corporate practitioners and bankers, along with an 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

Survey Question: “We intend to make significant information technology investments in the next year in the following areas: (Select all that apply)”

  • Treasury – 38%
  • Payments – 36%
  • Cash Forecasting – 33%
  • Cash Reporting – 26%
  • Invoicing – 14%
  • SCF – 10%

Data for the above chart taken from the 2018 Strategic Treasurer & Bottomline Technologies Cash Forecasting & Visibility Survey

Inform

Add your unique insight to educate the treasury field.

Reach

Update the market on your treasury technology solutions.
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Analyst Reports

Brings in-depth understanding of your product capabilities and development to 20,000+ relevant financial professionals.

Webinar Packages

An opportunity to interact with a highly qualified, professional, and engaged audience on a topic of your choice with 330+ average participation.
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Treasury Updates

Widely distributed and heavily valued newsletters reaching 20,000+ viewership comprised of corporate practitioners and bankers.

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. See past examples here.
Industry Surveys
We provide primary market research through 9 annual treasury-related surveys.  The results are calibrated meticulously and released in our survey results webinars and, upon request, specific data sets are available for market analysis efforts.  Practitioners are able to see how their firms align in comparison to others, which helps you determine if your organization is on track, ahead of the curve, or lagging in a particular area. Take a look at past and present surveys here.
Treasury Newsletter
Treasury Update, our new quarterly produced 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
Series

Treasury Update
Newsletter
Turn-Key
Webinars
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Treasury Industry
Latest Surveys

Webinars + Free CTP Credits

Highly valuable insights into the hottest topics in treasury.

Reserve Your Seat

Upcoming Conferences

Mark your calendars for these valuable treasury events.
Learn More
#119 – Modernizing AP/AR Processing Survey Implications

#119 – Modernizing AP/AR Processing Survey Implications

Craig Jeffery meets with Managing Director of Deluxe Corporation Dave Robertson to discuss the 2020 Modernizing AP/AR Processing Survey results. They examine the mindset shifts and key findings around the influence of recent disruptions, calibration of various pain points that drive change, and other motivators to upgrade AP/AR processes.

2020 B2B Payments Survey

2020 B2B Payments Survey

 Survey Results B2B Payments Strategic Treasurer’s B2B Payments survey, developed in partnership with Bottomline Technologies, sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B)...

#118 – Finance as a Strategic Partner

#118 – Finance as a Strategic Partner

Host Craig Jeffery joins Anita Mehra, VP of Global Financial Services at Microsoft, to discuss ways to support customers and key partners in the most critical times, innovative approaches for business and personal growth, and recommendations to ensure adaptability and resilience across organizations.

Webinar: Efficiencies in Payables

Webinar: Efficiencies in Payables

This session will cover areas for improving efficiencies in payables from regular operational improvements to strategic shifts. Since we know that defects and errors are the most costly and biggest impediment to improving efficiency the dialog will emphasize tactics used to reduce errors. Finally, having a continuously improving standard is key for maintaining focus on improvements in payables.

Webinar: Efficiencies in Payables

Join Craig Jeffery of Strategic Treasurer and Tad Fordyce of Comdata for a webinar on how virtualization functionally works to streamline the payments process, allowing your finance group to scale and adapt in a highly flexible manner.