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.
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Compared bank connectivity & FX tools
High-intent evaluation search
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Booked a demo
Walked through currency coverage & ERP fit
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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.
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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.
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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.
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Contracts close, then bank onboarding drags on
A signature doesn't move a single dollar yet.
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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.
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Website & CRO
From click to booked call
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Paid Acquisition
Google Ads
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SEO & Content
Wins bank-connectivity searches
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AI Search (GEO)
Named when a treasurer asks
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Lifecycle Email
Demos to funded accounts
More demos, pipeline & funded, renewing accounts
Paid Acquisition (PPC)
Paid acquisition for treasury management software. Get in front of a treasurer while they're still comparing bank connectivity.
Google Ads built around the terms a treasurer actually searches.
- Keywords built around bank-connectivity method and ERP name, not just “treasury software” broadly
- Landing pages that put currency and entity coverage above the fold, demo button included
- Every demo followed to a live, bank-connected account, not just a booked call
Sponsored
yourtreasuryplatform.com
The Treasury Platform Built for Every Bank Account
See every bank balance in real time, forecast cash across every currency, and automate payments with built-in fraud controls. Book a live demo on your own accounts.
- Pricing
- Book a Demo
- Integrations
Request a demo
competitor-treasury.com
Treasury & Cash Management Platform — Book a Demo
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CashLine
You4.8 4.8 out of 5 stars, · 210 reviews
“Finally see every account balance in one place instead of five bank portals.”
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TreasuryPeak
4.7 4.7 out of 5 stars, · 180 reviews
“Our cash forecast is actually accurate now, not a spreadsheet guess.”
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LiquidityOS
4.9 4.9 out of 5 stars, · 260 reviews
“Bank connectivity took days, not the months our old vendor quoted.”
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
High-Intent Visibility
The searches that decide who gets the treasury RFP.
A treasury team migrating to ISO 20022, drowning in bank portals, or reacting to a rate environment that finally made FX risk expensive enough to manage searches before they'll ever request a demo.
Page one of Google & Bing
Real phrases a treasurer types before they'll request a demo.
- best treasury management software
- treasury management system
- cash visibility software
- [competitor] alternative
- treasury software pricing
- cash forecasting software
- fx risk management software
- [competitor] vs [competitor]
- bank connectivity software
- in-house banking software
- iso 20022 treasury software
- enterprise treasury management platform
Google Search · Bing Search
Recommended by AI search
When a treasurer asks ChatGPT or Gemini which platform to shortlist, we work to make your product the answer.
- “What's the best treasury management software for a mid-size company?”
- “Recommend a cash-visibility tool for a corporate treasury team.”
- “What are the best alternatives to [competitor]?”
- “Which treasury management system has the strongest FX risk management?”
- “What's the best treasury software for consolidating bank accounts across currencies?”
Google Gemini · ChatGPT · Claude (Anthropic) · Google AI Overviews · Perplexity
These examples are a starting point — the real list is built around your competitors, your integrations, and how your buyers actually search. Rankings and AI visibility both take months to build, then compound.
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
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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
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.
CAC & LTV Know your true CAC before you scale spend
We connect every funded account back to the exact campaign that brought it in, so you see blended CAC and payback period by channel — a real number, not an estimate.
The true cost behind every funded account
Ad spend, demo requests, and signed accounts tied together in one view, so you always know what a customer actually costs.
LTV, broken out by channel
Paid and organic are tracked separately, so you can see whether ads or your comparison content bring in the accounts that add more entities and bank accounts as they grow.
Activation & Conversion Catch pilots before they stall on bank setup
The real gap in this category sits between a signed pilot and a first automated cash position that actually matches the bank statements.
Where pilots actually get stuck
See what share of signed accounts connect every bank and validate a first cash position, exactly where the rest fall off, and which onboarding step gets them unstuck.
Demo-to-paid, tracked end to end
Every demo is followed all the way to a funded, bank-connected account, so you know which campaigns and onboarding emails produce customers who actually renew.
Our work
Six live sample sites. Yours gets a design all its own.
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Straight answers
Marketing for treasury management software, without the mystery
Pricing is public, and treasury-scale contracts don't change that. Google Ads management is 10% of what you spend with Google monthly, $600 minimum, with your full ad budget still going to Google — we add nothing on top. SEO runs $50 a month per page, with a 10-page floor to start. Websites are priced from a fixed catalog of eight one-time packages ranging $1,500 to $20,000+ — full list at /websites. $0 setup, no contract, cancel any month, and we'll put real numbers in front of you in a proposal within one business day.
If your CAC keeps rising, demos stall before a team finishes connecting its banks, or your pipeline still runs on conference badges and a handful of banker referrals, an agency closing one of those gaps usually pays for itself. We take the landing pages, paid and organic acquisition, and onboarding content off your plate so your team can stay on product and security reviews. If demos already convert well without help, leave it running.
It owns every channel that produces demos, pipeline, and funded accounts. SearchPod builds your site and landing pages, runs Google Ads aimed at treasurers and controllers, writes the comparison and “[competitor] alternative” content that wins a shortlist spot, and builds the onboarding sequence that carries a new account from its first bank feed to a validated cash position.
Ask what a demo means to them — a calendar slot, or an account that actually connects its banks and goes live. Ask if they can trace a signup back to CAC and LTV, not just impressions. Ask whether they know the difference between selling a lightweight cash-visibility tool to a mid-market controller and running a full RFP-style evaluation for an enterprise treasury committee. Then confirm who keeps the site, the ad accounts, and the data if you ever part ways.
Google Ads is usually the fastest lever — expect the first demo requests inside a few weeks. Rankings for comparison pages and bank-connectivity content take three to four months to build, then keep compounding. Onboarding email starts moving your demo-to-paid rate almost immediately, so you're not waiting on organic alone.
One team runs your site, your ads, your SEO, your AI search visibility, and your onboarding email, so a comparison page and an onboarding sequence are never written by two people who've never seen your product. We're measured on demos and funded accounts, not clicks. Pricing is public, there's no long-term contract, and your site, ad accounts, and customer data are registered to you from day one.
We publish every service's starting price at /pricing instead of gating it behind a sales call. What actually gets scoped to your proposal is the plan — how many currencies and legal entities your platform supports, your buyer's typical evaluation length, and where your funnel is currently weakest. Send us your platform and a real proposal, not a range, lands within one business day.
Demos, pipeline, and funded accounts — a traffic chart climbing doesn't pay anyone's salary. Every page and every ad exists to book a call, and each one traces back to the exact campaign that produced it, so you're looking at real CAC and a real demo-to-paid rate, not a visit count.
Yes — and the two sides of this category convert very differently. Mid-market and lighter cash-visibility tools need a fast evaluation funnel: quick bank connections and activation content that gets to a first live balance fast. Enterprise and multi-entity platforms need targeted ads and comparison content built for a treasurer, a CFO, and IT all weighing in before a contract is signed. Most treasury vendors sell into both, and we build around whichever motion your buyer actually runs.
Yes — bank connectivity method (SWIFT, host-to-host, or direct API), file formats like BAI2, MT940/942, and ISO 20022, cash-forecasting accuracy, FX and interest-rate risk tools, debt and investment tracking, and how deep the integration goes with SAP, Oracle, NetSuite, or Workday are the real criteria this category's buyers screen for. That's what ends up in your landing pages and comparison content, not a generic “see your cash in one place” line that could describe any finance tool.
Yes — the site, brand assets, ad accounts, analytics, and every bit of customer data live in accounts registered to your company, not ours. Everything is month-to-month; if you ever leave, nothing gets migrated or rebuilt, because none of it was ours to begin with.
Yes. Demo requests and qualified pipeline sync straight into whatever CRM you run — HubSpot, Salesforce, or your own attribution stack — so a bank-connectivity question asked on a landing page and the signed contract that follows it stay tied to the same record.
Most treasury software sites and landing pages go live in about 2 to 4 weeks, start to finish. The pace mostly comes down to how fast we get your product screenshots, positioning against named competitors, and feedback on drafts — you'll have a clear timeline before we start.
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.