Fintech Corner

What happens when a curious kid glued to CNBC grows up to run treasury strategy at one of the nation’s top insurance companies? In this episode, Alex Doane of Lincoln Financial shares how a career that began on a trading desk evolved into leading cash management and bank partnerships across a highly complex financial ecosystem. From navigating leadership transitions to simplifying cash stories across dozens of legal entities, Alex ...

"Don't wait to be asked—offer up the value you can bring." Kimber Davis joins this episode of Fintech Corner’s mini-series, “Treasury Trailblazers” to share how this simple mindset powered her rise through five promotions at Speedcast and led to a major treasury digital transformation. Tune in for her candid insights on career development, getting executive buy-in for big ideas, and why now is the time to think bigger about treasur...

What do IPOs, fitness coaching, and crisis management have in common? In this inaugural episode of our new mini-series, Treasury Trailblazers, host Rida Khan, VP of Marketing at Trovata, sits down with Stef Layne, Klaviyo’s VP of Treasury, Payroll, and Go-To-Market Compensation. With not one, not two, but three IPOs under her belt, Stef shares how she’s built resilience in high-stakes environments—from navigating crises like the SV...

As finance increasingly invests in digital transformation, data accuracy has become essential—from supporting critical decision-making to unlocking AI’s full potential. In this episode of Fintech Corner, Trovata’s Joseph Drambarean and Henry Ball speak with Ron Hill, Director of U.S. Business Development and Relationship Management at BlackRock’s CacheMatrix, about the evolving landscape of cash management, data, and technology in ...

Finance practitioners are now tasked with providing strategic foresight and insight through data, all while managing expanding responsibilities. In response to these challenges, Bank of America is evolving to support its corporate clients. In this episode of Fintech Corner, Brett Turner, Founder and CEO of Trovata, speaks with Tom Durkin, Global Product Head of CashPro® in Global Payments Solutions at Bank of America, about how the...

The need to "do more with less" is redefining corporate treasury. Treasurers are now actively involved in validating and organizing data to enhance their strategic capabilities, despite having limited resources. This is sparking an industry-wide drive for automation and seamless data access to drive efficiency. But how do you get started? In this episode of Fintech Corner, Brett Turner sits down with Greg Fortuna, SVP and Interim H...

Corporate bank portals have typically required finance professionals to navigate fragmented services across siloed applications, leading to a disjointed experience. In response, Citizens is adopting a client-centered technology strategy focused on creating a unified, user-friendly experience. In this episode, host Joseph Drambarean speaks with Matt Richardson, Head of Product Solutions for Treasury at Citizens, about how the bank i...

When it comes to talks of innovation in treasury, it’s starting to feel a bit like Groundhog Day. Automation and digital transformation promise big advances, but for many teams, the reality remains stuck in a cycle of outdated processes and systems. In this episode of Fintech Corner, Trovata’s Joseph Drambarean sits down with Paul Bramwell and Valerio Trinchi, Treasury Practice Leader at RSM, to unpack why this cycle persists. They...

In this special episode of Fintech Corner, Trovata’s Joseph Drambarean and guest Chris Noe, Head of Wholesale Payments Product at Truist, dive into a fiery lineup of hot sauces and even hotter topics. From how AI can help corporate clients discover financial services to ongoing challenges with KYC compliance, they share hot takes on new possibilities within banking. All while trying to survive an increasingly scorching lineup of ho...

Middle-market companies face the same challenges as larger enterprises but with fewer resources. KeyBank is addressing this gap by providing cutting-edge technology to this underserved segment, helping them streamline their financial operations and make better strategic decisions. In this episode of Fintech Corner, Brett Turner, Founder and CEO of Trovata, speaks with Matt Vickers, Senior Vice President and Digital Director at KeyB...

While consumer apps excel in intuitive, self-serve design, corporate tools like legacy Treasury Management Systems often lack this user-focused approach, leading to friction and reduced engagement. In this episode of Fintech Corner, Joseph Drambarean sits down with Bruce Edlund, Group Director and Assistant Treasurer at Cloud Software Group, to dive into the limitations of legacy Treasury Management Systems and the role of human-ce...

In this special, spicy episode of Fintech Corner, Chris Allen, VP of Sales at Trovata, and Brett Turner, Founder & CEO of Trovata, dive into technology innovation in finance—all while putting their taste buds to the test! Chris and Brett navigate a gauntlet of increasingly spicy hot sauces complemented by a serving of Nashville’s legendary hot chicken from Hattie B’s.

Despite the variety of tech platforms available to finance professionals, many remain chained to spreadsheets for liquidity management. Manual processes and resource constraints leave treasurers yearning for better solutions, and turning to their bank partners for options. In this episode of Fintech Corner, JD chats with Jon Adams and Brett Healy of National Australia Bank (NAB). Together, they discuss how customer feedback compell...

Forecasting in finance has always stirred debate, with a plethora of perspectives on its methodologies and criteria for accuracy. The emergence of AI and machine learning has only added more complexity to an already complex subject. Can these technologies be relied upon to produce dependable and insightful forecasts? And if so, how can finance professionals optimize their utilization to maximize value?

When it comes to FX risk management, what organization doesn’t wish for a solution they can quickly implement, set, and forget? But, let’s face it, FX management just isn’t that simple. The reality is flexible, customizable solutions are essential for effectively navigating the complexities of FX risk but the right fit can be hard to find. In this episode, JD and Scott Bilter, CFO at Atlas Risk Advisory Inc., discuss Trovata’s new ...

APIs have profoundly impacted finance functions, empowering organizations to craft in-house solutions for business-critical systems. This dynamic has brought finance professionals to a fascinating intersection where traditional acumen meets innovative problem-solving. Join JD in an engaging interview with Mark Brogna, Treasury Recon & Analytics Lead at Block, as he unveils the evolution of his distinctive role—fusing a product ...

Mid-market companies ($10M - $1B annual revenue), represent 33% of private sector GDP. Despite their crucial role in economic health, these companies commonly go underserved because wholesale banking gravitates to supporting larger enterprises. On the other hand, mid-market companies are too big to fall into the SMB category, which is serviced out of retail banking. Consequently, mid-market companies lack capital and access to the ...

Every executive dreams of having a finance-themed crystal ball to tackle the burning question: Are we headed back to the era of zero interest rates? Sadly, no mystical orbs are up for grabs. But, in this episode Brett chats with Morgan Money’s Paul Przybylski and Joe Vittoria, as they offer valuable insights about the potential fluctuations of interest rates in the short-term future, and how finance teams can strategically respond ...

Amid changing economic conditions, banks have been faced with unprecedented demand from clients for transformative treasury solutions. In this episode of Fintech Corner, PNC's Tom Lang and Howard Forman join Brett to discuss how clients are embracing innovation and how PNC is leveraging emerging tech, such as APIs, to deliver flexible, efficient solutions tailored to client needs.