Webinar: Treasury & Receivables: Value of a Comprehensive View | June 4

Webinar: Treasury & Receivables: Value of a Comprehensive View | June 4

Acting in silos often comes easily to treasury, AR, and other areas, but the silo mindset is restrictive and limited. A comprehensive view, one that looks at the full process and all participants, offers far greater value for the organization and its partners. This view not only includes an end-to-end look within the company, but also includes external counterparties. “Optimizing part of the process suboptimizes the whole,” as the famous quote says, and optimizing the entire process requires an end-to-end to end-to-end look. This session explores how to:
• Improve overall treasury performance (liquidity, visibility, scalability)
• Strengthen AR (automation, reporting, defect reduction)
• Identify the parties that need to be part of the decision discussions
• Use third parties to secure trusted advice and understand leading practices

#299 – Prioritizing Relationships over Transactions: The Importance of Payments In Customer Experience with Deluxe

#299 – Prioritizing Relationships over Transactions: The Importance of Payments In Customer Experience with Deluxe

Payment processing is no longer just transactional. It’s now about weaving payments seamlessly into the customer journey. In today’s podcast, Craig Jeffery, Managing Partner of Strategic Treasurer, and Layne Kight, Sr. Product Manager of Digital Payment Solutions at Deluxe, discuss customer expectations across industries like healthcare, utilities, and banking. They discuss how those industries cater to expectations, as well as practical ways the industry has improved over the past decade. Listen in to learn more.

Webinar: Make Your Data Work for You: The Changing Role of Treasury in Receivables | March 26

Webinar: Make Your Data Work for You: The Changing Role of Treasury in Receivables | March 26

Data is the new currency in the B2B payment industry, but many organizations struggle to harness its full potential. Manual, inconsistent, or inaccurate cash application and forecasting methods can lead to poor payment visibility, increased costs, and missed business opportunities. How can you transform your treasury role from a service provider to a strategic advisor, enabling smarter business decisions with data-informed actions?

Join Deluxe’s Executive Director of Receivables Patrick Moye and Strategic Treasurer’s Craig Jeffery for a discussion on how powerful data and cash forecasting can be in the B2B payments industry. In this webinar, we’ll cover:

• The common pitfalls of existing data processing and resistance to change.
• How to transform your treasury role from a service provider to a strategic advisor.
• Steps to improving forecasting cash applications.

Don’t miss this chance to learn more about the power of data and the actions your business can take to succeed.

#281 – Generative AI in Treasury: A Dialog with Deluxe (Deluxe)

#281 – Generative AI in Treasury: A Dialog with Deluxe (Deluxe)

In today’s podcast episode, we’ll hear a discussion between Craig Jeffery and Yogaraj Jayaprakasam on the transformative power of generative AI in treasury. They discuss generative AI’s transformative impact on communication, reasoning, and domain-specific applicability, as well as how Deluxe is looking at the adoption of AI.

Webinar: Revolutionizing Cash Application:  Levers for Efficiency, Liquidity and Control | November 7

Webinar: Revolutionizing Cash Application: Levers for Efficiency, Liquidity and Control | November 7

Complexity caused by additional payment times is adding to historical pain points found in accounts receivable (AR). Poor processes and outdated technology impact every part of AR and create a negative echo effect on liquidity, scalability, efficiency and staff. This session will explain why the challenges have increased and examine ways that companies’ AR and treasury groups are revolutionizing cash application to great effect. The use of technology such as AI/ML, bots, and integration of data and processes are all changing AR. The theory will be supported by several select case studies to bring the concepts to the practical level.