Fintech Hotseat Head-2-Head: Short-Term Investing

Participants

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Approved for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.

Description: Many organizations, even net borrowers, hold excess cash that must be stewarded carefully. The range of short-term investment options continues to expand, from earnings credit rates and Treasury bills to brokered deposits and emerging digitalized assets. While safety, liquidity, and yield remain central objectives, treasury teams must also consider counterparty risk, diversification, operational simplicity, and compliance.

In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.

About the program: The Head-2-Head program shows how different providers address the challenges that plague treasury professionals today. An expansion of the popular Fintech Hotseat (FTHS) Series we launched in 2016 from the floor of the AFP Conference, this new series is hosted online throughout the year, featuring representatives from multiple competitors. Each provider has a set amount of time to respond to a narrow selection of questions and show how their system or solution addresses the key issues of the session.