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

Inform

Add your unique insight to educate the treasury field.

Reach

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
Series

Treasury Update
Podcast

Turn-Key
Webinars
Treasury Industry
Latest Surveys
Treasury Update
Newsletter

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.

#296 – How to Solve FBAR Without Killing Your Team

#296 – How to Solve FBAR Without Killing Your Team

In today’s episode of the Treasury Update Podcast, Lee Patton and Craig Jeffery discuss various strategies for managing FBAR compliance. They explore the process, challenges, and solutions, from understanding the background and significance of FBAR to exploring options for managing the process.

Webinar: How to Never Worry About FBAR Again | April 4

Webinar: How to Never Worry About FBAR Again | April 4

The Report of Foreign Bank and Financial Accounts (FBAR) is now a well-established compliance reporting requirement for many corporations and their signers. For most, compliance activities are a headache of sorts. They require care and focus but can feel like a distraction. For some companies, treasury handles all or some of the process, while tax takes the lead for others. Surprisingly, there are still far too many misconceptions about what is required.

This session will explore the key requirements of FBAR and the core elements of the process that must be completed. When would a company manage the entire process internally? When does it make sense to get assistance? Knowing what a proper process looks like in the context of the annual calendar can provide helpful structure for those who don’t find compliance to be their burning passion at work. This webinar is aimed at helping you eliminate the worry of FBAR.

105: What is Capital Management?

105: What is Capital Management?

In today’s podcast, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer on what Capital Management is, why the structure matters, and optimization. Listen in to learn more.

#295 – Secure Payment Messaging: Navigating New Swift CSP Standards and Leading Practices in 2024

#295 – Secure Payment Messaging: Navigating New Swift CSP Standards and Leading Practices in 2024

As additional threats continue to pop up, payment messaging platforms routinely increase their security requirements. Today’s podcast host, Craig Jeffery, Managing Partner at Strategic Treasurer, sits down with Christin Cifaldi, Director of Product Development & Analytics at Strategic Treasurer, to discuss the standards and requirements for Swift’s Customer Security Programme (CSP). They discuss who is impacted, requirements, deadlines, and leading practices for security, as well as the 3 objectives and 7 principles of the CSP.

Webinar: Simplifying the Complexity of Inbound Cross-Border Payments | March 28

Webinar: Simplifying the Complexity of Inbound Cross-Border Payments | March 28

Expanding sales globally comes with many upsides but also with significant challenges. Managing how payments are collected in numerous countries is an issue for even the largest companies. For others, this has been a nearly insurmountable challenge. This session will cover various complexities of managing inbound payments: countries, banking considerations, compliance requirements, and friction for your customers. Methods of reducing this complexity will be explored from multiple views, including operational efficiency, liquidity management, cost, and client impact.

Webinar: Make Your Data Work for You: The Changing Role of Treasury in Receivables | March 26

Webinar: Make Your Data Work for You: The Changing Role of Treasury in Receivables | March 26

Data is the new currency in the B2B payment industry, but many organizations struggle to harness its full potential. Manual, inconsistent, or inaccurate cash application and forecasting methods can lead to poor payment visibility, increased costs, and missed business opportunities. How can you transform your treasury role from a service provider to a strategic advisor, enabling smarter business decisions with data-informed actions?

Join Deluxe’s Executive Director of Receivables Patrick Moye and Strategic Treasurer’s Craig Jeffery for a discussion on how powerful data and cash forecasting can be in the B2B payments industry. In this webinar, we’ll cover:

• The common pitfalls of existing data processing and resistance to change.
• How to transform your treasury role from a service provider to a strategic advisor.
• Steps to improving forecasting cash applications.

Don’t miss this chance to learn more about the power of data and the actions your business can take to succeed.