#363 – Applying AI in Treasury: Use Cases, Cautions, and What’s Next

#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.

#361 – Embedded Banking: The Future of Treasury Integration

#361 – 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.

#350 – Current Trends and Realities of AP with Deluxe

#350 – Current Trends and Realities of AP with Deluxe

In today’s podcast, Craig Jeffery talks with Steve Gaida, Product Manager at Deluxe, to discuss key findings from the recent AP Automation Readiness Survey. Highlighted results include the correlation between company size and fraud impact, barriers to automation, and top pain points such as manual processes and fraud. They also cover managing new payment rails, security measures, and updating vendor payment information. For more details, visit the survey report here.

#335 – Learning from Financial Fraud Series Episode 14: $230M USD Social Engineering Theft

#335 – Learning from Financial Fraud Series Episode 14: $230M USD Social Engineering Theft

Welcome to another episode of our Learning from Financial Fraud Series. In this fourteenth episode, Jonathan is joined by Craig Jeffery to examine one of the largest cryptocurrency thefts in history. Craig walks us through the attackers’ methods, how they exploited human vulnerabilities, the losses, and the critical lessons organizations can learn to protect against similar scams.