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Treasury Management Software Marketing Agency Turn bank-connectivity evaluations into demos & funded accounts.

One team handles your product site, paid search, organic content, and onboarding email.

  • Ads that reach a treasurer the moment they search a bank-connectivity or FX-risk comparison term
  • Landing pages that put your currency and entity coverage above the demo button, not below it
  • Every demo followed to a live, funded account, so your CAC number reflects reality

Prefer to talk? (519) 930-8818 — a strategist, not a sales script.

Treasury and finance team reviewing a real-time cash-position dashboard together at a laptop in their office
  • Compared bank connectivity & FX tools

    High-intent evaluation search

  • Booked a demo

    Walked through currency coverage & ERP fit

  • Connected their banks & went live

    First automated cash position validated

One team, every channel.

  • Website
  • Paid Acquisition
  • SEO & Content
  • AI Search
  • Lifecycle Email
  • Reviews
of your ad budget is our whole Google Ads fee
10% of your ad budget is our whole Google Ads fee $600/month minimum, and your ad budget goes to Google in full — we add no markup.
setup fees, month to month
$0 setup fees, month to month No contract and nothing to buy in. If we're not a fit, you can leave any month.
you-don't-pay guarantee
30 days you-don't-pay guarantee If you're not happy with your first 30 days, you don't pay. That's the whole policy.

These are our real prices — the same ones published on our pricing page.

Why Growth Stalls

How solid treasury software still ends up short on demos.

Treasurers trusting your platform with their cash doesn't automatically put your company in front of the next evaluation committee.

  • Visitors land, then leave without booking a call

    A homepage that opens with cash visibility, FX hedging, and payment controls in one paragraph loses a treasurer before they find a demo link.

  • Cost per demo won't stop climbing

    A treasurer might request the demo, but a CFO signs the budget and IT still has to clear API and SWIFT access with security.

  • Contracts close, then bank onboarding drags on

    A signature doesn't move a single dollar yet.

  • Treasurers shortlist you quietly, then pick a name they already trust

    A treasury team checks G2 and Capterra, asks their relationship bank which fintech partners it already recommends, and searches “[competitor] alternative” long before a demo request lands in your inbox.

Your growth engine

More demos, pipeline & funded accounts, from five channels aimed at the same funnel.

  1. Website & CRO

    From click to booked call

  2. Paid Acquisition

    Google Ads

  3. SEO & Content

    Wins bank-connectivity searches

  4. AI Search (GEO)

    Named when a treasurer asks

  5. Lifecycle Email

    Demos to funded accounts

More demos, pipeline & funded, renewing accounts

best treasury management software
  1. CashLine

    You

    4.8 4.8 out of 5 stars, · 210 reviews

    “Finally see every account balance in one place instead of five bank portals.”

  2. TreasuryPeak

    4.7 4.7 out of 5 stars, · 180 reviews

    “Our cash forecast is actually accurate now, not a spreadsheet guess.”

  3. LiquidityOS

    4.9 4.9 out of 5 stars, · 260 reviews

    “Bank connectivity took days, not the months our old vendor quoted.”

Illustration of the map pack — the three local results that win the click.

Organic & Marketplace Visibility

Organic & marketplace visibility. Show up where treasurers actually build their shortlist.

A treasury team builds its shortlist across Google, G2, and Capterra, and increasingly by asking its own relationship bank who else it should look at.

  • Rankings for bank-connectivity, FX-risk, and “alternatives to” search terms
  • ERP-specific landing pages built around SAP, Oracle, NetSuite, and Workday integrations
  • A stronger G2 and Capterra presence where treasurers actually read reviews
Get organic growth for my platform

Lifecycle Email

Lifecycle email for treasury management software. Turn a signed pilot into a funded, live account.

A signed pilot that never gets its banks connected is revenue you'll lose to churn, not revenue you've actually won.

  • A welcome sequence that gets a new account to its first connected bank inside the first two weeks
  • Nudges timed to exactly when accounts usually stall — right before full bank connectivity
  • Renewal and expansion emails built around adding entities and accounts, not a discount code
Get lifecycle email for my platform
  • Let's get your first bank account connected

    Log in and link your first account by SWIFT, host-to-host, or API to start mapping cash.

    Onboarding
  • One bank feed away from your first cash position

    Finish connecting your accounts and watch a real-time position come together across every currency.

    Activation
  • Ready to add your other entities and accounts?

    Your pilot's proven out — bring on the rest of your bank accounts and business units.

    Expansion
Illustration of the automated sequences we write, send, and measure for you.

Proof, not promises

Follow every demo from first click to first funded account.

One dashboard ties every channel to demos, bank go-lives, and funded accounts — so you always know your real CAC and exactly what to scale.

Pipeline & Demos From a demo request to a tagged pipeline entry

The moment someone requests a demo, we tag it to the ad, keyword, or page that produced it and push it into your CRM automatically.

See what actually produces a demo

Every request is tagged back to the search term, ad, or page that brought it in, so budget shifts toward whatever is filling the calendar with real treasury evaluators.

No lead sits in an inbox

Demo requests land in HubSpot or Salesforce the second they're submitted, so a treasurer hears back within minutes instead of after someone remembers to check a form.

Straight answers

Marketing for treasury management software, without the mystery

Free Proposal

Let's get your platform in front of more treasurers.

Tell us about your platform, your bank and ERP integrations, and where growth has stalled — we'll map the pages, the ad campaigns, and the onboarding emails, with real pricing attached.

  • A plan scoped to your bank and ERP integrations, priced from our public rate card
  • A free look at exactly where your funnel is losing treasurers before they book a demo
  • A real answer from someone who's worked this category, within one business day

Month-to-month. You own your website, your ad accounts, and your data — always. Or call (519) 930-8818.

Get your free treasury platform growth plan.

Tell us about your platform, your bank connections, and where growth has stalled. You'll get a scoped plan with real pricing, plus a free look at your site and funnel, inside one business day. No obligation, no pressure.

What do you need? (optional — pick as many as you like)

A real strategist replies within one business day. No obligation, no spam.