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

Corporate Practitioners

Financial Institutions

Technology Providers

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

Inform

Add your unique insight to educate the treasury field.

Reach

Update the market on your treasury technology solutions.
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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.
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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
Series

Treasury Update
Newsletter
Turn-Key
Webinars
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Treasury Industry
Latest Surveys

Webinars + Free CTP Credits

Highly valuable insights into the hottest topics in treasury.

Reserve Your Seat

Upcoming Conferences

Mark your calendars for these valuable treasury events.
Learn More
#GoStrategic Series

#GoStrategic Series

A part of the Treasury Update Podcast, the #GoStrategic series covers a wide range of topics with a focus on how treasury organizations can go strategic. This includes freeing up the organization from operational activities in order to make more time for plans and activities that are considered strategic.

2019 Liquidity Risk Survey

2019 Liquidity Risk Survey

This research polled treasury and finance practitioners, presented with Capital Advisors Group, on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as they impact treasury. Some other topics covered in this survey are short-term investment, risk management, credit evaluation, debt, and more.

#80 – Trends in Treasury

#80 – Trends in Treasury

Kyriba VP of Sales Steve Bullock meets up with Host Craig Jeffery to discuss trends in treasury. With a focus on financial services and insurance companies, they share profitable insights into these businesses and what other industries can learn from them in both domestic and global markets. Topics of discussion center around technology expectations, data accessibility, software solutions and more. Listen into this engaging conversation to learn more.

06: What Are Bank Fees?

06: What Are Bank Fees?

What are bank fees? Special Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer to discuss bank fees. They dive in and discuss the typical bank fee structure and why bank fee management is so important to all organizations. Listen in to this bite-size session on bank fees and their management.

#1: What It Means to Go Strategic

#1: What It Means to Go Strategic

Managing Partner Craig Jeffery of Strategic Treasurer kicks off the new #GoStrategic series with part one on what it means to go strategic. He provides an overview on why this series is relevant to treasurers and treasury leaders in 2020 and beyond. Topics of discussion focus on three success factors including creating structure around planning, eliminating operational and repetitive tasks, and relentless disciplining on achieving treasury goals. Listen in and enjoy the entire series.

Treasury Fraud & Controls: 2020 Survey Results Webinar

Treasury Fraud & Controls: 2020 Survey Results Webinar

This webinar covers the results and provides insights into the 2020 Treasury Fraud and Controls Survey. This survey’s purpose was to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners were polled on their experiences with fraud and on the range of controls, safeguards, and security practices employed to protect their financial assets and information. The data was compiled and is used to educate the industry as to how the fraud landscape is evolving, and how practitioners can better protect themselves and their organizations against attacks.