Fintech Corner

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?

In this episode of Fintech Co...

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.

Episode Highlights

• How PNC drives in...

If you’ve ever stared down an Excel sheet filled with thousands of transactions and felt overwhelmed, you’re not alone. Spreadsheets have long been the center of the finance team’s world, a struggle many treasury professionals are all too familiar with. In this episode, JD chats with McKenzie Knudson, Senior Treasury Analyst at Sealaska, about her team’s transition from spreadsheets to the almost magical experience of API-based tre...

Treasurers have access to fantastic applications and tech experiences in their personal life, powered by companies like Google and Amazon. Yet, at work, treasurers find themselves using outdated TMS platforms that are 20-30 years old. So how can you bridge the gap? In this episode, Brett engages in a captivating conversation with Lisa Davis and Ray Nazloomian from J.P. Morgan, delving into how emerging tech, like APIs and generativ...

If you had to pick between a VCR or a streaming platform, you'd likely pick the streaming platform (who doesn’t enjoy a good binge-watching session?). We often opt for new tech to be more efficient. When evaluating treasury systems, like a TMS, the goal should be to choose a modern platform that levels up your efficiency. In this episode, JD and Brett interview John Bolden, the Treasury Director at City Storage Systems, to disc...

Needless to say, it’s been a crazy year. We’ve seen the SVB collapse, a run on the banks, and interest rates that make even the most risk-tolerant organizations anxious. In this episode, Jeff Macke, founder and President of Macke Asset Management, interviews Brett and JD about the impact of these recent events and how cutting-edge technology can empower finance teams to respond.

Episode Highlights:

• Why recent events hav...

Fintech Corner is back for Season 2 with new, guest host Jeff Macke!

What made Tony Stark, aka Iron Man, such an alluring superhero? When the world was under threat, it didn’t take him ages to assess risk, plan for multiple scenarios, scheme action plans, and ultimately, pick the one with the highest probability of success. Why? He was aided by his AI, J.A.R.V.I.S. (Just A Rather Very Intelligent System), which gave him levera...

Back in ‘95, the first internet bank opened its virtual doors. Little did its founders know they would be laying the foundations for all modern banking and fintech as we know it. In this Fintech Corner episode, JD and Brett interview John Philpott, the third employee of the bank turned software company, S1. He shares his story as an internet banking pioneer and how the innovations back then mirror the innovations we see in fintech ...

At Trovata, we asked ourselves, "What if, instead of the end user having to be an expert in how to use Trovata and all of our tools like reporting, forecasting, and tagging, ChatGPT could do it instead? What if it became the expert in our platform?" And so, Trovata AI was born.

Listen to this episode to hear about the Trovata AI assistant for treasury and finance teams, which is currently in beta for our customers. ...

Today, the average consumer can get up and running with any software, from health to finance apps, all on our own. So why is it that, in the enterprise world, we need entire teams to get any piece of software operational? Is this still true? In this Fintech Corner episode, JD and Brett examine what’s going on in enterprise software development and how the changes break us free from the software implementation economy.

• Key sk...

Jumping back into the topic of native cloud web services, hear from Vega Cloud CEO and Co-Founder, Kris Bliesner, about why they’re so pivotal in today's rapidly advancing tech landscape. Kris takes us through a masterclass on the topic, sharing stories from large organizations’ migrations and hard lessons learned along the way.  

Don’t miss this episode to demystify what it means to migrate to the cloud, takeaways from Capital...

Remember the adage, “If you can't convince them, confuse them?” Many treasury tech providers do just that when they tout their “cloud-based” software. Most of us would never know the difference between legacy software moved to the cloud vs cloud-native software. 

Well, why does it even matter? Because knowing the difference will save you a lot of pain in the future and quite a lot of cash! 

In this Fintech Corner epis...

On the heels of the pandemic, inflation has spiraled upward to levels we haven’t experienced since the 70's. Is it here to stay? How is this impacting rates? Investing has become the hot topic in corporate finance—should your businesses be investing its excess cash, and how?

Listen to this episode of Fintech Corner where JD and Brett are joined by Paul Przybylski, Morgan Money Managing Director of JP Morgan Asset Management Liq...

“What’s my exposure?” “Can I access my cash?” “How can I protect my company’s liquidity moving forward?” Startups were all asking these questions as the SVB collapse played out and Trovata was no exception. 

In this episode of Fintech Corner, JD and Brett share their reactions to the collapse, its implications for every business, and tools to power a proactive multibank cash management strategy.

Episode highlights:

• Trovata’s ...

Finance pros, ever wondered why corporate banking doesn’t come with all the bells and whistles that you see on the consumer banking side? Venmo and PayPal pioneered peer-to-peer payments, pushing the banks to innovate and create their own products to match, such as Zelle. Unfortunately, the same couldn’t be said for corporates, until now.

Over the past 15 years, the gap between ERPs and banks has widened so much that an entire ecos...