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.
2020 Treasury Fraud & Controls Survey

2020 Treasury Fraud & Controls Survey

Survey ResultsTreasury Fraud & ControlsWith your help, we've consistently found that fraud is a top ranking concern for treasury. This year, as it has become a bigger issue worldwide, we discover how your experiences and practices have changed. Has your security...

Solving for Transparency with Merchant Cards

Solving for Transparency with Merchant Cards

On part 3 of the #GoStrategic series, Host Craig Jeffery talks with Senior Treasury Consultant Stephanie Villatoro on the challenges of merchant card processing. They discuss why transparency to the fees are often misunderstood resulting in overlooked payments. Listen in and learn what you and your organization should look out for using this revenue collection stream.

07: What is Merchant Card Processing

07: What is Merchant Card Processing

What is Merchant Card Processing? Coffee Break Session Host Alexa Cook joins Stephanie Villatoro, Senior Consultant at Strategic Treasurer to discuss Merchant Card Processing. They provide profitable insights into the overall structure of merchant card processing and why merchant cards could be beneficial to organizations. Tune-in and enjoy these bite-size conversations every first and third Thursday of the month.

2020 Outlook Series

2020 Outlook Series

This series within The Treasury Update Podcast features interviews with treasury experts about their expectations, projections, and predictions for the year ahead.

#82 – Perspectives on Major Themes and Changes in the Industry

#82 – Perspectives on Major Themes and Changes in the Industry

On this first episode of the 2020 Outlook podcast series, Host Craig Jeffery sits down with Ranjana Clark, who serves as Head of Global Transaction Banking and Transaction Banking Americas, and Bay Area President at MUFG, which is the fifth largest bank in the world with $2.9 trillion in assets.

Domestic and International Bank Fees

Domestic and International Bank Fees

Managing bank relationships is an integral piece of treasury management and it impacts multiple areas globally. On part 2 of the #GoStrategic series, Host Craig Jeffery catches up with Senior Treasury Consultant Stephanie Villatoro to discuss bank fees on both an international and domestic level. Topics of discussion center around cash management services, merchant cards, credit, foreign exchange, and bank relationships. Listen into this insightful discussion to learn more.