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.

#48 – Transforming Treasury: A Dose of Realism

How do treasurers effectively drive change across an organization? On this episode of the podcast, Craig Jeffery talks with Todd Picken, Treasurer at MassMutual to discuss the joys and opportunities of treasury transformation and how both need to be tempered with a dose of reality. From treasury operations to customer experience, they share valuable insights to help navigate real change across treasury environments. Topics of discussion center around achieving success through paying for transformation, moving the culture forward and getting technology to work. Listen in to find out more.

#47 – Owning the Cash Conversion Cycle: Relationships & Technology

With a focus on both relationships and technology, Craig Jeffery and Ernie Humphrey, CEO of Treasury Webinars, explore how treasury, accounts payable and accounts receivable can best partner to optimize the cash convergence cycle and align KPI’s to support the overall success of organizations. Listen in to the discussion to find out more.

Treasury Ambassadors Webinar

During this live webinar, exclusively for Treasury Ambassadors, Craig Jeffery will take an in-depth look at Strategic Treasurer’s recent survey data that has not been previously released to the public.

#46 – Global Payments: Massive Changes

Global payments are presenting organizations with new challenges and opportunities. On this episode of the podcast, Craig Jeffery engages with Bob Stark, VP of Strategy at Kyriba on the massive changes underway in payments. They collaborate on financial strategies, technology changes, new tools and other key factors that are driving significant payment changes on a global scale. Listen in to the discussion.

#45 – Becoming a Treasurer: Part 5 – How to Develop a Team

What should a treasurer think about when putting together a dynamic team? On this must-listen episode of the Becoming a Treasurer series, Craig Jeffery shares team building tips you shouldn’t miss. Whether you’re building a team or revitalizing an existing one, his valuable insights into handling each scenario, as well as well as any differences arising from an organization’s culture, category or complexity—will ensure you find the right people with the optimal skill sets to effectively support your treasury goals. Listen in to learn more.

2019 B2B Payments Survey

 Survey ResultsB2B PaymentsIn 2019, 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)...