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Financial institutions, the success of your merchant services program depends on embedding the program into the bank’s core strategy with executive support and ongoing internal education.
Podcast
Deluxe's Product Architect Dave Boyce joins Strategic Treasurer's Craig Jeffery to discuss the latest capabilities lockbox providers can use to improve their existing processes.
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Discover why business data is essential for B2B marketers and learn how real-time data, multi-source aggregation and verified insights help drive smarter targeting and higher ROI.
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Audits are an essential piece of your nonprofit’s overall financial health. Discover why you should conduct audits and how to prepare to make the most of the experience.
Receivables, Webinars and Events
Deluxe's Chief Technology and Digital Officer Yogs Jayaprakasam partners with Strategic Treasurer's Craig Jeffery to uncover how AI can help transform treasury operations through the use of machine learning, generative AI and agentic AI.
Article
Unlock the power of customer insight marketing. Learn how financial institutions can use data, life-event triggers and behavioral analytics to personalize campaigns, anticipate needs and grow relationships.
Article
Pilot campaigns aren’t just test runs; they’re the foundation for building stronger, scalable marketing strategies. Learn how savvy marketers leverage pilot programs to target impactful audiences.
Article
A competitive loan environment makes customer retention critical for financial institutions. Intent signals help marketers reach customers before competitors to win business and improve loyalty.
Article
Despite the rise of digital payments, checks remain essential—especially for small businesses. Discover how self-service check programs can drive revenue, increase efficiency, and strengthen bank-customer relationships.
Article
Digital payment options are replacing written checks for business. Use this quick guide to explore similarities and differences between electronic and wire transfers.
Article
Discover how integrating surcharging allows merchants to reduce credit card fees and improve their bottom line. Learn why ISVs must offer this essential payment feature to boost merchant satisfaction, enhance platform value and maintain a competitive edge.
Article
This guide helps nonprofits understand the essentials of donor-advised funds, from their structure and benefits to actionable strategies for engagement.