Episode 363
Applying AI in Treasury: Use Cases, Cautions, and What’s Next
In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what’s coming? Listen in to learn more.
Host:
Craig Jeffery, Strategic Treasurer
Speaker:
Dave Robertson, CashPath Advisors
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In this ebook, both new and experienced treasury professionals will find practical, focused recommendations and considerations to help hone their skills. With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive.
Embedded Banking: The Future of Treasury Integration
Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out.
