22 min
NAB’s Vision to Help Clients Improve Strategic Liquidity Management Fintech Corner
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- Business
Despite the variety of tech platforms available to finance professionals, many remain chained to spreadsheets for liquidity management. Manual processes and resource constraints leave treasurers yearning for better solutions, and turning to their bank partners for options. In this episode of Fintech Corner, JD chats with Jon Adams and Brett Healy of National Australia Bank (NAB). Together, they discuss how customer feedback compelled NAB to identify and deliver solutions that help treasurers bridge the gap between tactical and strategic liquidity management. Discover how they developed a corporate treasury agenda focused on addressing the client's need to access advanced liquidity management tools and improve long-term forecasting.
Connect with our speakers:
Joseph “JD” Drambarean, CTO, Trovata
Brett Healy, Head Of Liquidity Management Advisory, NAB
Jon Adams, Executive, Transaction Banking Product, NAB
About Joseph “JD” Drambarean
JD is Trovata’s Chief Product Officer. Previously, he served as a 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 JD on Linkedin: https://www.linkedin.com/in/jdrambarean
About Brett Healy
Brett leads NAB’s new Liquidity Management and Treasury Advisory team that works with clients on the design and execution of liquidity optimisation structures and treasury strategies. He has over 15 years of experience in Product Management, Product Development, and Sales covering Trade and Working Capital Management, Liquidity management, and transaction banking.
Before joining NAB, Brett worked at HSBC supporting the liquidity optimisation and treasury transformation agenda for both global multinationals and Australian Corporations.
Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-healy-18316430/
About Jon Adams
Jonathan has over 20 years of experience in Financial Services, 15 of those being in the ever-evolving and dynamic space of Transaction Banking. Jonathan is a member of the New Payments Platform Australia Operating Committee and was previously on the Board of Directors for BPAY, Australia’s dominant bill payments service.
In his role, Jonathan is responsible for domestic and international payments, deposits, and Liquidity Management and drives the delivery of payments customer experience, and innovation.
Connect with Jon on LinkedIn: https://www.linkedin.com/in/adamsj7/
This episode is brought to you by Trovata.io.
Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts. Learn more about Trovata at https://bit.ly/3JXHbcC.
Despite the variety of tech platforms available to finance professionals, many remain chained to spreadsheets for liquidity management. Manual processes and resource constraints leave treasurers yearning for better solutions, and turning to their bank partners for options. In this episode of Fintech Corner, JD chats with Jon Adams and Brett Healy of National Australia Bank (NAB). Together, they discuss how customer feedback compelled NAB to identify and deliver solutions that help treasurers bridge the gap between tactical and strategic liquidity management. Discover how they developed a corporate treasury agenda focused on addressing the client's need to access advanced liquidity management tools and improve long-term forecasting.
Connect with our speakers:
Joseph “JD” Drambarean, CTO, Trovata
Brett Healy, Head Of Liquidity Management Advisory, NAB
Jon Adams, Executive, Transaction Banking Product, NAB
About Joseph “JD” Drambarean
JD is Trovata’s Chief Product Officer. Previously, he served as a 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 JD on Linkedin: https://www.linkedin.com/in/jdrambarean
About Brett Healy
Brett leads NAB’s new Liquidity Management and Treasury Advisory team that works with clients on the design and execution of liquidity optimisation structures and treasury strategies. He has over 15 years of experience in Product Management, Product Development, and Sales covering Trade and Working Capital Management, Liquidity management, and transaction banking.
Before joining NAB, Brett worked at HSBC supporting the liquidity optimisation and treasury transformation agenda for both global multinationals and Australian Corporations.
Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-healy-18316430/
About Jon Adams
Jonathan has over 20 years of experience in Financial Services, 15 of those being in the ever-evolving and dynamic space of Transaction Banking. Jonathan is a member of the New Payments Platform Australia Operating Committee and was previously on the Board of Directors for BPAY, Australia’s dominant bill payments service.
In his role, Jonathan is responsible for domestic and international payments, deposits, and Liquidity Management and drives the delivery of payments customer experience, and innovation.
Connect with Jon on LinkedIn: https://www.linkedin.com/in/adamsj7/
This episode is brought to you by Trovata.io.
Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts. Learn more about Trovata at https://bit.ly/3JXHbcC.
22 min