The Treasury Tech Revolution: J.P. Morgan's Role & Insights

Treasurers have access to fantastic applications and tech experiences in their personal life, powered by companies like Google and Amazon. Yet, at work, treasurers find themselves using outdated TMS platforms that are 20-30 years old. So how can you bridge the gap? In this episode, Brett engages in a captivating conversation with Lisa Davis and Ray Nazloomian from J.P. Morgan, delving into how emerging tech, like APIs and generative AI, is revolutionizing TMS capabilities and ushering in a new era of flexibility, agility, and strategic insight for finance teams.

Highlights:

• The pros and cons of TMS platforms.
• How APIs are modernizing treasury tech and driving innovation.
• How the J.P. Morgan Treasury Workstation, powered by Trovata, will streamline analytics and reporting for businesses in a multi-bank setting.
• The future of AI and API adoption, and how it will continue to evolve to meet client needs.
• The potential impact of AI on automating processes, enhancing user experiences, and detecting fraud.

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.

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 Lisa Davis:

Lisa Davis is the Global Head of Digital Channels & Connectivity for J.P. Morgan Payments responsible for enhancing the digital experience and delivering market-leading solutions. She leads the global team that owns the digital suite of solutions offered to Commercial Bank and Corporate & Investment Bank clients in online and mobile banking, clients’ I.T. systems, application program interface (API) and SWIFT.

Connect with Lisa on Linkedin: https://www.linkedin.com/in/lisa-davis-53a83a7/ 

About Raymond Nazloomian:

Ray Nazloomian is Executive Director of Corporate Development & Partnerships at J.P. Morgan Payments where he leads the bank’s charge to reimagine, recreate, and disrupt payments and treasury services. He is also responsible for fintech partnerships, strategic fintech venture investing, and oversees the J.P. Morgan Payments Partner Network.

Connect with Ray on Linkedin: https://www.linkedin.com/in/raymond-nazloomian-aa139116/