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

Episode notes

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Automation and digital transformation promise big advances, but for many teams, the reality remains stuck in a cycle of outdated processes and systems.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 Never be out of the loop on what’s going on in finance, tech, and business.

• From Data to Dollars: AI, Stablecoins, & Banking Innovation44 / 100
• Starting Lean, Thinking Big: Treasury Lessons from Trupanion’s Samma Hollier31 / 100
• Is a Team of AI Agents Coming for Your Treasury? A Conversation with CSG’s Kyle Fisher33 / 100
• The First Treasury Hire: Jessica Siu on Scaling, Storytelling & AI
• Betting on Fintech - and What It Means for Treasury Teams