In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
As organizations undergo ERP transformations, treasury must play a pivotal role in safeguarding payments, bank connectivity, and cash visibility to ensure business continuity. This webinar explores why treasury must be involved early in ERP planning, how to evaluate connectivity strategies between ERP-native tools and external solutions, and the key questions to ask when assessing readiness and identifying gaps. Discussion will highlight how organizations can simplify complex integrations, reduce technical burdens, and support seamless transitions. Real-world examples, of how treasury teams have run ERP and connectivity projects in parallel, will illustrate strategies to streamline operations and deliver significant improvements and lasting value.
Craig Jeffery talks with Steven Peterson of Chick-fil-A about their journey from RPA to APIs to agent-based AI. They discuss use cases in bank connectivity, forecasting, and document summarization, as well as the progression from bots to orchestration. How does a lean treasury team innovate at scale? Listen in to hear how curiosity and strategy are driving real transformation.
In this episode, Craig Jeffery talks with Tom Gavaghan about Kyriba’s new Trusted AI, or TAI, and how agent-based AI is evolving in treasury. They explore the differences between machine learning, generative AI, and agentic AI and discuss how tools like TAI are being trained to act like analysts with built-in workflows and controls. How will this reshape treasury operations? Tune in to find out.
If the customer is always right, but their expectations change over time and by age cohort, how can we understand what optimized customer service looks like? How will that vary over time for commercial and corporate customers of banks? Service-channel preferences are shaped by task type, urgency, frustration level, and speed of response. When do customers prefer self-service, AI/chatbot assistance, or direct human interaction? With insights from the treasury and banking industries, this webinar will explore how treasury professionals can evaluate and influence these dynamics to strengthen their organization’s banking relationships and service outcomes.