Fintech Corner

Fintech Corner
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New: Treasury Trailblazers Series, a spotlight on the career journeys of treasurers. A podcast for fintech lovers that starts conversations between bankers, financial technology innovators, and their clients to evolve finance and treasury for the 21st century. For decades, there has been a gap between the technology that banks can offer and what corporate clients need for modern cash flow management and analysis. We’ll cover emerging trends to help bridge this gap, technologies that can reshape the roles of treasury & finance, and the in’s and out’s of API bank connections & open banking.

  1. 1D AGO

    Starting Lean, Thinking Big: Treasury Lessons from Trupanion’s Samma Hollier

    What do you do when you’re the first-ever treasury hire and there’s no system, no team—and no playbook? In this episode of Fintech Corner, Trovata’s Joseph Drambarean sits down with Samma Hollier, newly promoted Senior Treasury Manager at Trupanion, to talk about building treasury from the ground up. From logging into dozens of bank portals and exporting 10,000-line spreadsheets, to implementing automation and creating scalable forecasting, Samma’s journey is packed with hard-won lessons for anyone navigating a lean or growing team. Samma shares how Trovata helped her go from reactive to proactive, how she shifted out of spreadsheet survival mode, and why building a strong network has been key to every step of her career growth. Whether you’re the first hire or the next, this episode is for anyone ready to build smarter, lead confidently, and scale without burning out. What to automate first when you’re doing everything yourselfHow to build a scalable treasury function with limited resourcesWhy transaction tags matter (and how AI might make them better)From being the first hire to managing a teamAdvice for treasury pros evaluating tools and building their networkNever be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast. This episode is brought to you by Trovata. Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at ⁠www.trovata.io  and follow us on LinkedIn. Speakers: About Joseph Drambarean JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago. Connect with Joseph on LinkedIn: https://www.linkedin.com/in/jdrambarean/ About Samma Hollier: Samma Hollier is the Senior Treasury Manager at Trupanion, where she leads enterprise-wide cash management, investment strategy, and financial risk oversight for a $1BN revenue pet insurance company. With over eight years of experience in corporate treasury—including key roles at Starbucks—Samma brings deep expertise in liquidity planning, capital markets, and banking infrastructure. She is passionate about optimizing financial operations and fostering high-performing teams to support strategic growth. Connect with Samma on LinkedIn: https://www.linkedin.com/in/samma-hollier/

    28 min

  2. DEC 23

    Is a Team of AI Agents Coming for Your Treasury? A Conversation with CSG’s Kyle Fisher

    Imagine if you could hand off your treasury workflows to a team of AI agents. That’s exactly what Kyle Fisher is working toward at CSG. In this episode of Fintech Corner, Trovata’s Joseph Drambarean sits down with Kyle to explore how automation and AI are transforming treasury, from the way data flows to how decisions get made. Kyle shares how he automated hours of manual work, creating better visibility across systems, and why his free time is now spent experimenting with AI tools. From building trust in agents to redefining the treasurer’s role, this episode is packed with all the big questions that forward-thinking treasury teams should be asking today. Highlights: Learn about the use cases and concerns around AI in treasury and how they’re evolvingHear why Kyle believes treasury is shifting from its day-to-day activities to system designUnderstand the importance of guardrails, data quality, and AI governanceGet Kyle’s advice on evaluating and implementing new treasury systems the right way Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast. This episode is brought to you by Trovata. Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at ⁠www.trovata.io  and follow us on LinkedIn. Speakers: About Joseph Drambarean JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago. Connect with Joseph on LinkedIn: https://www.linkedin.com/in/jdrambarean/ About Kyle Fisher: Kyle Fisher is CSG’s Senior Manager of Treasury & Investor Relations and has 7 years of experience in the Treasury space. He has held Manager and Analyst roles at 4 other publicly traded companies prior to joining CSG in 2024. Kyle has worked in several global corporations supporting all aspects of Treasury from TMS and ERP system implementations, to global credit card programs and credit facility refinancing. Kyle has lived across the US, graduating from the University of Wyoming, and now lives in Denver, CO. Connect with Kyle on LinkedIn: https://www.linkedin.com/in/kyle-fisher-821470b4/

    25 min

  3. DEC 18

    The First Treasury Hire: Jessica Siu on Scaling, Storytelling & AI

    What does it take to stand up a modern treasury function—solo—at a global company fueled by M&A? Jessica Siu, VP of Treasury at Authentic Brands Group (ABG), shares how she’s building treasury from the ground up. With global icons like Reebok, Champion, Nautica, Lucky Brand, Sports Illustrated, Forever 21, David Beckham, and Shaquille O’Neal under ABG’s umbrella, she’s focused on building scalable treasury infrastructure to power the company’s rapid expansion and global partnerships. Listen to this episode to hear how she designed a strategic rollout plan, prioritized quick wins, and implemented a lightweight system with Trovata to manage complexity at scale. Jessica also explains how treasury can support broader AI initiatives across the business—from driving clean, structured data to integrating with the larger finance tech stack. Whether you're navigating growth, M&A, or looking to modernize your tech, Jessica’s story offers a practical roadmap for building treasury with long-term impact. Highlights: Hear Jessica’s advice for stepping into a first-ever treasury role without any existing SOPs or infrastructureExplore how she embraced being scrappy—while laying the groundwork to evolve from reactive to strategic, scalable treasuryDiscover how she evaluated and implemented the right treasury system to get up and running quicklyLearn how treasury can support a finance department’s digital transformation while contributing to broader enterprise AI initiativesGet her take on career growth, risk-taking, and knowing when it’s time to make the leap into something new Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast. This episode is brought to you by Trovata. Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at ⁠www.trovata.io  and follow us on LinkedIn. Speakers: About Joseph Drambarean: JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago. Connect with Joseph on LinkedIn: https://www.linkedin.com/in/jdrambarean/ About Jessica Siu: Jessica Siu is a Treasury leader with over a decade of global experience across consumer retail and technology industries. In her current role as the VP of Treasury at Authentic Brands Group, the world’s leading owner of sports, lifestyle, and entertainment intellectual property, Jessica is building the Treasury function from the ground up. Prior to ABG, Jessica was at Dropbox, Columbia Sportswear, and Gap. Her areas of expertise include cash management, investments, capital markets, FX, and insurance. Guided by a belief in purposeful leadership, she empowers teams to innovate and adapt in dynamic, fast-paced environments.  Jessica holds a B.S. in Business Administration, with a Finance concentration, from the California Polytechnic State University in San Luis Obispo.  Connect with Jessica on LinkedIn: https://www.linkedin.com/in/siujessica/

    22 min

  4. DEC 11

    Betting on Fintech — and What It Means for Treasury Teams

    AI and people together: driving the future of treasury. Filmed live at Trovata’s AFP booth, this episode of Fintech Corner brings together Brett Turner, Founder & CEO of Trovata, and Greg Fortuna, head of State Street’s GlobalLINK division, for a candid look at how fintech and data are transforming treasury. They explore how banks and fintechs are collaborating to deliver real-time insights, why data readiness is the foundation of successful innovation, and how digital assets and 24/7 settlement could reshape the future of finance. Highlights: Hear how State Street is reimagining treasury through fintech partnerships and data innovationLearn how banks and fintechs are collaborating to deliver real-time insights and liquidityDiscover why data readiness is the foundation for adopting future technologiesUnderstand how AI and automation are accelerating decision-making—complementing human expertiseExplore how stablecoins and digital assets could unlock the next leap in financeNever be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast here. This episode is brought to you by Trovata.  Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at www.trovata.io and follow us on LinkedIn. About Brett Turner:  After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/   About Greg Fortuna: Gregory P. Fortuna is a Senior Managing Director and Head of GlobalLINK. Prior to this, he was Head of the GlobalLink Solutions division and responsible for all innovation and growth businesses across the organization. In this capacity, he led all aspects of Product Development, Sales, Operations and Technology; managing the development and deployment of pioneering client solutions multiple assets classes. Greg also envisioned and developed Fund Connect, a first of its kind money market portal in 2001 and more recently the ground-breaking LINK (formerly GlobalLink Digital) - with a goal of creating a unique distribution platform with integrated multi-asset class execution management, cutting-edge analytics, post-trade settlement as well as proprietary liquidity, financing, and trading solutions. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregory-fortuna-cfa-3248237/

    23 min

  5. DEC 4

    Saving Half a Day with Trovata TMS: A Chat with OneMain Financial’s Steven DeLutri

    APIs aren’t just a feature—they’re reshaping what lean treasury teams can accomplish and even influencing which banking partners they choose. In this AFP-filmed conversation, Joseph sits down with OneMain Financial’s VP, Managing Director, and Assistant Treasurer, Steven DeLutri, CTP, to explore how his team modernized treasury operations through API connectivity, strong data governance, and a tech-forward mindset. Steven shares how moving from Excel and 15 banking portals to fully automated, API-driven workflows gave his team half a day back every morning—unlocking more time for strategic, analytical, cross-functional work. They also discuss how the treasurer’s role is evolving, why bank technology now shapes RFP decisions, and how Steven’s rigorous approach to vendor evaluation has led to successful tech implementations like Trovata TMS. Highlights: Why tech parity across banks is still lagging—and why it mattersWhat to ask in a treasury tech or bank RFP (hint: don’t skip robust APIs for AI readiness)Why data governance is essential before adopting AIWhat makes a “tech-savvy treasurer”—and why that matters now Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast. This episode is brought to you by Trovata. Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at ⁠www.trovata.io  and follow us on LinkedIn. About Joseph Drambarean JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago. Connect with Joseph on LinkedIn: https://www.linkedin.com/in/jdrambarean/ About Steven DeLutri, CTP: Steven J. DeLutri is a seasoned treasury and payments leader with more than 20 years of experience driving innovation, efficiency, and strategic growth across financial operations. As Vice President, Managing Director, and Assistant Treasurer at OneMain Financial, he leads a team responsible for corporate cash management, consumer payments, and disbursement strategies across a nationwide enterprise. Throughout his career, Steve has modernized complex payment infrastructures, integrated treasury operations following major acquisitions, and cultivated partnerships that have delivered multi-million-dollar savings. Before joining OneMain, he held key treasury and financial roles at CNL Financial Group, HD Supply, and The Walt Disney Company. A Certified Treasury Professional (CTP), Steve is an active member of the Association for Financial Professionals, Nacha’s Payment Innovation Alliance and serves on multiple industry advisory councils. His leadership reflects a deep commitment to innovation, collaboration, and advancing best practices in treasury and payments. Connect with Steven on LinkedIn: https://www.linkedin.com/in/steve-delutri-ctp-1763653/

    25 min

  6. NOV 25

    Inside the Dallas Cowboys Treasury Playbook with Erica Proctor

    Managing treasury for the Dallas Cowboys is no small feat—especially when you’re a team of one. In this episode of Fintech Corner, Trovata’s Joseph Drambarean sits down with Erica Proctor, Senior Treasury Manager for the Dallas Cowboys, to share how automation transformed her one-person operation. Erica explains how she cut a full day of manual reporting to under an hour, improved visibility across accounts, and built collaboration across departments. Together, they look ahead to the future of treasury—from AI agents and real-time payments to finding the right balance between automation and human intuition. Tune in to hear how one treasury professional modernized an NFL franchise’s finance operations—and what you can learn from her playbook. Highlights: Hear how Erica went from “not a sports person” to running treasury for the Dallas Cowboys—and why she still calls it a dream jobDiscover how the Cowboys are tackling check elimination and fraud prevention across accounts and vendorsLearn how proof-of-concept testing can set the stage for a successful tech implementationGet her perspective on AI, automation, and the future of payments—and why some human intuition will always be irreplaceable Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast. This episode is brought to you by Trovata.  Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at www.trovata.io and follow us on LinkedIn. Speakers About Joseph Drambarean: JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago. Connect with Joseph on LinkedIn: https://www.linkedin.com/in/jdrambarean/ About Erica Proctor: Erica oversees cash management, forecasting, and banking operations for one of the world’s most recognized sports franchises. A Certified Treasury Professional (CTP) with deep expertise in treasury strategy and automation, Erica brings valuable insights into optimizing financial operations in a fast-paced environment. Connect with Erica on LinkedIn: https://www.linkedin.com/in/erica-jamay-proctor-ctp/

    23 min

  7. NOV 20

    Data Readiness Is Everything: Building Trust for AI in Treasury

    Want your CFO or CIO to greenlight better tech? Start by speaking their language: data readiness. In this episode of Fintech Corner filmed at AFP Boston, Brett Turner, Founder & CEO of Trovata, sits down with Matt Bramson, Trovata’s VP of Sales, to explore why AI success depends on accuracy, governance, and trust in your data—and how those principles shape everything from innovation to enterprise alignment. Matt also shares insights from his career journey—from pre-sales engineering at FactSet to leadership roles at Narrative Science and Manta Data Lineage (acquired by IBM)—and what drew him to Trovata’s vision for modern treasury. Listen to this episode to hear how treasurers can align with enterprise data priorities and drive transformation that lasts. Highlights: Why AI success starts with data readiness—not tools or buzzwords How data-driven foundations create long-term agility for innovationThe five pillars: accuracy, governance, lineage, trust, and accessHow to speak the data language and win buy-in from CIOs and CFOs Never miss an episode of Fintech Corner. Subscribe for conversations on treasury, fintech, and innovation. This episode is brought to you by Trovata. Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at www.trovata.io and follow us on LinkedIn. Speakers: About Brett Turner:  After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting, managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-turner/   About Matt Bramson: Matt brings 20 years of multi-vertical tech expertise across the entire customer lifecycle—spanning sales engineering, opportunity execution, and value delivery. Most recently, he led global sales at Manta Data Lineage, acquired by IBM in 2023. Prior, Matt was VP of Sales at Narrative Science, an AI Natural Language innovator acquired by Salesforce in 2021. Matt utilizes his technical acumen and leadership experience to optimize organizations with both enterprise and channel go-to-market strategies. Outside of work, Matt enjoys spending time with his family, coaching youth sports, live-music and the Chicago Cubs. Connect with Matt on LinkedIn: https://www.linkedin.com/in/matt-bramson-12494a2a3/

    25 min

  8. NOV 13

    Craig Jeffery on APIs, AI, and Treasury’s Accelerating Tech Evolution

    Treasury has come a long way—from Radio Shack timers and batch files to APIs, cloud-native platforms, and now AI. In this episode of Fintech Corner, Trovata’s Founder and CEO Brett Turner sits down with Craig Jeffery, Managing Partner at Strategic Treasurer, to discuss how technology, data, and innovations like stablecoin are reshaping corporate treasury. Craig shares insights from decades advising both corporates and banks, unpacking how the industry has evolved from legacy systems to real-time data flows. They discuss what’s driving faster adoption cycles, how banks are bridging mainframe systems with APIs, and why AI is becoming the next major inflection point in treasury. From stablecoin use cases to the readiness of treasury tech stacks, Brett and Craig explore what the next wave of transformation will look like—and how treasurers can stay ahead of it. Highlights: Get Craig’s perspective on what’s next for treasury tech stacks and how leaders can stay future-readyExplore how APIs and embedded banking are reshaping connectivity and decision-makingHear how AI is quickly moving from experimentation to real adoption in treasury workflowsLearn why cloud-native platforms are enabling speed, scalability, and constant iterationDiscover where stablecoins fit into the future of payments and intercompany settlement Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast. This episode is brought to you by Trovata. Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale. Learn more at www.trovata.io and follow us on LinkedIn. About Brett Turner:  After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/   About Craig Jeffery:  Craig Jeffery is the Managing Partner and founder of Strategic Treasurer, and has more than two decades of financial and treasury experience as a practitioner and consultant. Previously, he was Senior Vice President and Practice Leader for Wachovia Treasury and Financial Consulting. Jeffery, regularly quoted in treasury and finance magazines, is a permanent Certified Cash Manager (CCM), an Accredited ACH Professional (AAP), a Fellow of the Life Management Institute with distinction (FLMI), and a graduate of the University of Connecticut with a BS in accounting. Connect with Jeffery on Linkedin: https://www.linkedin.com/in/strategictreasurer/

    32 min
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New: Treasury Trailblazers Series, a spotlight on the career journeys of treasurers. A podcast for fintech lovers that starts conversations between bankers, financial technology innovators, and their clients to evolve finance and treasury for the 21st century. For decades, there has been a gap between the technology that banks can offer and what corporate clients need for modern cash flow management and analysis. We’ll cover emerging trends to help bridge this gap, technologies that can reshape the roles of treasury & finance, and the in’s and out’s of API bank connections & open banking.

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  • Creator
    Fintech Corner
  • Years Active
    2023 - 2025
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © Fintech Corner
  • Show Website
    Fintech Corner