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.  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


Add your unique insight to educate the treasury field.


Update the market on your treasury technology solutions.

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.

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

Treasury Update
Treasury Industry
Latest Surveys

Webinars + Free CTP Credits

Highly valuable insights into the hottest topics in treasury.

Upcoming Conferences

Mark your calendars for these valuable treasury events.
03: What is EDI?

03: What is EDI?

What is EDI? Special Host Alexa Cook meets up with Managing Partner Craig Jeffery of Strategic Treasurer to discuss the key elements of Electronic Data Interchange. They share valuable insights on how data is transmitted, transferred between companies, and what role EDI plays. Tune in to this short discussion to find out more.

#73 – Real-Time Payments: Learning from the Customer

#73 – Real-Time Payments: Learning from the Customer

Live at the 2019 AFP Conference in Boston, Host Craig Jeffery joins special guests Jennifer Stanley, MUFG’s VP and Senior Product Manager of Real Time Payments, and Mark McCarthy, Managing Director of Energy & Power Transaction Banking, to discuss real-time payments with view to learning from the customer. Listen in as they explore this brand-new payment rail and the transformative value it’s bringing to business-to-consumer applications with a focus on the utility industry.

#72 – Free-Range Check-In

#72 – Free-Range Check-In

Host Craig Jeffery checks in with Kyriba’s VP of Strategy Bob Stark in a wide-range session covering numerous topics. They engage in a colorful conversation on the impact of technology on jobs, the implications of the movement to the cloud by ERP systems, changes in digital currency dynamics, increasing standards on payment security, and real-time treasury – from faster payments to faster information. Listen in on this free-range discussion.

02: What is Working Capital?

02: What is Working Capital?

What is working capital? Special Host Alexa Cook talks with Managing Director Craig Jeffery of Strategic Treasurer on the concept of working capital. They take a closer look at how accountants, bankers and treasurers define and utilize the components of working capital. Listen in to this bite-size discussion to find out more.

#71 – Coffee Break Sessions: A New Show

#71 – Coffee Break Sessions: A New Show

Host Craig Jeffery meets up with Treasury Consultant Alexa Cook of Strategic Treasurer to discuss the launch of Coffee Break Sessions, a new show featured on The Treasury Update Podcast. She shares her personal journey in treasury, the purpose and importance of the show, and why it’s relevant to treasury, finance and the business world. Listen in to find out more about this exciting new show released every first and third Thursday of the month.