Treasury's Groundhog Day: Why Automation Isn't Sticking

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Automation and digital transformation promise big advances, but for many teams, the reality remains stuck in a cycle of outdated processes and systems.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 explore how APIs, AI, and a thoughtful data strategy are key to breaking free of old habits, overcoming barriers, and getting treasury teams to make the most of new technology.

Highlights:

• Get insights into the common barriers of automation and efficiency in treasury operations
• Explore the impact of API adoption on treasury and why APIs are vital for real-time data
• Discover why a solid data strategy is essential to unlock AI’s full potential in treasury
• Gain insights on how embracing APIs and AI can create a competitive edge, while non-adoption may leave treasury teams at a disadvantage

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Connect with our speakers:

• Joseph “JD” Drambarean
• Paul Bramwell
• Valerio Trinchi

About Joseph “JD” Drambarean

JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Paul Bramwell:

Paul is Trovata's Enterprise Treasury Lead and brings over 3 decades of experience in the corporate treasury world. Paul has worked for two of the largest treasury system vendors in various senior roles and was a Partner in Ernst & Young's treasury advisory service. Paul has worked with some of the largest and most complex global treasury groups in all aspects of the treasury function. Originally from the UK, Paul has lived in the US since 2003 and is a self-confessed gadget addict.

Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-bramwell/ 

About Valerio Trinchi: 

Valerio Trinchi is a seasoned treasury and finance automation expert with over 25 years of international experience in both corporate and consulting roles. Currently serving as the Treasury Practice Leader at RSM US LLP, Valerio leads functional and technology advisory initiatives, leveraging his extensive expertise in treasury technology. His career spans leadership roles in treasury automation, product development, and business strategy. In previous roles, Valerio held senior positions at H.J. Heinz Company and Prima North America, where he was instrumental in overseeing treasury operations, financial planning, and process automation. He also co-led a treasury software startup, gaining deep insights into product development and market expansion.