Electronic payments (ACH) and check fraud prevention (using Positive Pay services) continue to be very hot topics within the financial services industry. In addition - add to the fact that credit card use has expanded so dramatically, it is now causing reconciliation problems for many businesses. And the result is a growing market for cash management solutions that can be rapidly and affordably deployed to large, as well as small and mid-size businesses.
The main obstacle to participation in these services is frequently a lack of technological sophistication on the part of the end user - or the unwillingness to contend with a process that can be complex and frustrating. Treasury Software solutions can greatly simplify and automate all of these processes, reduce the amount of customer support required, and help assure that critical deadlines are met.
For banks, making client-side solutions part of the cash management offering can help increase participation in ACH and Positive Pay services - with the added benefit of creating new revenue from software sales.
For resellers and software developers specializing in accounting, financial, and disbursement applications, reselling or bundling Treasury Software solutions is an easy way to add specialized functionality to current product offerings. Combine our products with your own line-of-business add-ons to add even more value. Or, use them as an off-the-shelf solution for unique requirements.
The new programs listed below offer our prospective partners a variety of different opportunities to grow revenue. Four different partner relationships are available, including options that do not require revenue commitments or program fees.
Treasury Software offers a wide range of reseller and partnership programs that can fit the needs of many different types of organizations.
All Treasury Software products are available for partnership programs including:
ACH Universal
Bank Positive Pay
Bank Reconciliation
Earn referral fees or choose to pass them along to your end user as a discounted price.
Reseller (no support)
Generate revenue from software sales without the responsibility for installation or technical support.
Reseller with support
Receive larger discounts by owning the complete customer relationship; including level one support.
Reseller with volume agreement (contract requires 100 unit minimum per year)
Receive the largest discount by committing to sales volume figures over an agreed upon time.
Note: Due to the time and other resources expended on this option, there is a 100 unit per year minimum commitment.
Tell us about your company - Please send us a link to your web site.
This should provide us with the majority of background information we would typically need regarding your company, product line and customer base. Of course, please send additional information that may help us understand your company better.
Note: We are unable to review applicants without websites.
Also, please include an overview of your marketing plan in regards to Treasury Software products.
How do you plan to market the software (ie. existing clients, banking relationships, etc...) and a very rough estimate of your planned sales.
Treasury Software will send you a Marketing letter
Once your application has been accepted, you will receive a 'Marketing Letter' similar to the one at the bottom of this page. Once you electronically sign it, you will receive a personal discount code which can be used at our online store. This code can be forwarded to colleagues and end users.
Commissions Discount codes
Once you receive the discount code, you can accept orders directly from your clients and fulfill them on your own directly from our on-line store. Bill your customers the full list price, along with any hourly or setup charges that you may have - and then order the software online at a discount.
Note: If you want license codes to be sent directly to your clients (recommended) enter their phone number in the additional comments section during the check-out process at our online store.
Sample Marketing Letter sent from Treasury Software
Dear Partner:
We look forward to having you and your colleagues at ABC Company recommend and resell our products to your clients.
In appreciation of your efforts, Treasury Software will provide you with a xx% discount off the list price of our software licenses. This discount is based in part, on ABC Company providing 'Level 1' support to its clients. Treasury Software will of course provide advanced support directly to ABC Company's staff. Unless otherwise stated, discounts do not apply to professional services, custom programming, training or support.
Treasury Software will provide you with a coupon code which may be used on-line in Treasury Software's store by both you and your clients. This code will be active during the term of this agreement.
Treasury Software will provide free phone support during the setup and installation period, including through the first 90 days after purchase for your clients. Afterwards, clients may access support on-line or call in (optional charge) for support.
The terms of Treasury Software's End User License Agreement (EULA) are incorporated into this agreement, and can be found at: http://www.treasurysoftware.com/EULA.html.
Further, it is understood that each party is acting as an independent contractor of the other party. No partnership has been created.
While there are no annual purchase commitments, this agreement will renew on an annual basis pending mutual satisfaction. In between renewal dates, you may terminate this agreement at any time, and Treasury Software may terminate this agreement after providing you 90 days written notice.
To accept, please reply to the email containing this agreement, and include within the message body 'I Accept'.
For more information on Treasury Software partner programs, benefits, and options, click the link to submit a Contact Request Form.
Looking for partner information to certify Treasury Software as a vendor?
Please see our Vendor Management information.
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