by Brian Weeks | Jan 18, 2024 | Coffee Break Sessions, Podcast
Join us in this Treasury Update Podcast episode and learn what SIPC stands for, the types of investments it watches over, and the ones it doesn’t. Hear from Craig Jeffery as he shares the perks, limitations, and funding of SIPC.
by Brian Weeks | Jan 15, 2024 | Podcast
In today’s podcast, Craig Jeffery shares multiple new examples of successful fraud cases, including a story that highlights the importance of two-factor authentication and a real-world example of the importance of immediately training new staff on security. He also touches on the recent improvements to and effectiveness of voice deepfakes. Listen in and stay informed on social engineering advancements.
by Elizabeth Jeffery | Jan 12, 2024 | eBooks
Transforming Payments Improving Cashflow in AP and AR Download eBook The importance of cashflow and payment processes to a company’s overall success must not be underestimated. As companies seek to bolster their liquidity management and efficiency, payment...
by Brian Weeks | Jan 11, 2024 | Replays, Webinars
Many treasury departments cope with high levels of complexity surrounding their bank data and payments. As companies grow, this complexity can quickly become too difficult to manage with portals and manual processes. This webinar will discuss how treasury aggregators (TA) address complexity by automating time-consuming tasks and supporting efficient and controlled operations. Additional topics will include the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of treasury aggregators, and leading practices for successfully implementing a TA.
by Brian Weeks | Jan 8, 2024 | Podcast
In this episode of the Treasury Update Podcast, Craig Jeffery discusses bank conversions with April Levin from Superior. They explore the impact on banks and their clients, covering assessment, cost considerations, and managing conversions. The conversation includes leading practices and crucial questions for commercial clients.