Having a treasury function is necessary for any business of a certain size to manage money and financial risks, but it’s also important to turn that treasury function into a strategic asset for the business. Doing this requires accurate data and expertise. In this podcast, Craig Jeffery talks with Nicolas Garcia of UPS on a strategic view of treasury and technology. They look at having a proper mindset, developing a digital strategy, and applying the latest treasury technology to solve existing problems.
Transforming your treasury operations from manual, paper-laden processes to a modern and efficient technology stack, complete with automation and integration that allow you to focus on strategic tasks, is a worthy goal. Once you’ve decided on a transformation project, though, how do you architect your technology stack? How do you determine what types of technology are right for your department, and perhaps most dauntingly, how do they all need to fit together? This webinar will discuss the ways in which a TMS can act as a cornerstone for your modern technology stack, acting as a single source of truth and tying your other solutions together.
This webinar will cover and provide insights on the results of the 2021 Treasury Tech Survey. This survey gathered valuable data regarding practitioner’s views, actions, use, plans and experiences with treasury management systems and other forms of treasury technology. Results showed what is important to treasury practitioners in their technology, which tech types are rapidly becoming standard and which are holding steady, and what treasury departments are looking for in technology partners. In the midst of a rapidly changing environment, these findings indicate the current trends and adoption, helping treasury make strategic decisions.
Organizations and finance staff must improve consistently in order to stay competitive, and competitiveness almost always requiring leveraging technology. In this panel discussion, the conversation focuses on the most promising technologies that are in play now and are seeing increasing adoption in finance. How should organizations move forward with technology (staying current, learning, piloting, expanding), and how should a finance professional respond personally to the opportunity and risk of disruptive technology? Which technologies will eat another’s lunch? What is driving the focus on forecasting? What is actually current in data analytics?
This webinar is co-presented with TreasuryXpress and discusses the results of the 2017 Treasury Technology Use Survey.