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
Serious & Strong
Vital & Limited
Survey Question: “We intend to make significant information technology investments in the next year in the following areas: (check all that apply)”
- Treasury – 41%
- Payments – 27%
- Cash Reporting – 20%
- Invoicing – 14%
Data for the above chart taken from the 2016 Strategic Treasurer & Bottomline Technologies Cash Forecasting & Visibility Survey
Add your unique insight to educate the treasury field.
Update the market on your treasury technology solutions.
Brings in-depth understanding of your product capabilities and development to 20,000+ relevant financial professionals.
An opportunity to interact with a highly qualified, professional, and engaged audience on a topic of your choice with 330+ average participation.
Widely distributed and heavily valued newsletters reaching 20,000+ viewership comprised of corporate practitioners and bankers.
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.
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.
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 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.
Strategic Treasurer at AFP Chicago Access Our Conference Schedule, Resources, and Experts Here This Year at AFP Strategic Treasurer will once again bring our team to you as we host numerous opportunities for learning, discussion, and sharing of resources in our booth...
Episode 13 Unique Challenges to NGO Treasuries Non-Governmental Organizations, commonly referred to as NGOs, often operate globally, which involves a significant level of complexity. This complexity carries into treasury and dealing with remote banks,...
Episode 12 Treasury Perspectives: Sensitivity to the Human Element in Security Cybercrime and security today often emphasizes the IT components. The human side is rarely considered as deeply or carefully. This is leaving organizations more vulnerable. If...
Episode 11 Understanding When Tax Equity Investments Matter Building on podcast episode 5, we move from examining the tax credit side of tax equity investing to making more involved tax equity investments. This will explore some of the structures and...