Banking Expertise Leverage Stratman’s deep banking domain knowledge to pitch solutions that optimize profitability and compliance for community banks and credit unions, highlighting Bank Sweep Manager and related products as proven, long-standing offerings.

Proven Product Position the Bank Sweep Manager as a gold standard in-house sweep solution with two decades of track record, targeting institutions seeking reliable, compliant cash management and automation.

Growth partnerships Explore co-hosted educational seminars or joint webinars with Banks and financial institutions (as demonstrated with Bankers’ Bank) to generate inbound interest and demonstrate practical value in deposits growth and risk management.

Growth Potential Target mid-sized banks and credit unions with revenue focus in the $1M–$10M range for upsell opportunities across Stratman’s product portfolio aimed at efficiency, profitability, and regulatory compliance enhancements.

Tech & Security Emphasize the security and reliability of the technology stack (AWS, WordPress, Pardot, KnowBe4, HSTS) in outreach to CIOs/CISOs, framing governance, data protection, and awareness training as differentiators.