Fintech Corner

Fintech Corner
  • 5.0 (5)
  • 商务
  • 两周一更
Fintech Corner

Check out Season 4 recorded live at AFP 2024! Episodes drop weekly on Thursdays! 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. 2天前

    Nashville Hot Chicken Challenge: Chris Noe in the Hot Seat

    In this special episode of Fintech Corner, Trovata’s Joseph Drambarean and guest Chris Noe, Head of Wholesale Payments Product at Truist, dive into a fiery lineup of hot sauces and even hotter topics. From how AI can help corporate clients discover financial services to ongoing challenges with KYC compliance, they share hot takes on new possibilities within banking. All while trying to survive an increasingly scorching lineup of hot sauces complemented by Nashville’s legendary hot chicken from Hattie B’s.  Highlights Chris shares the toughest challenges in his career while sampling Hot Sauce #3: Smoked Onion Hear Chris’s insights on if AI will make any aspects of banking obsolete while trying to survive Hot Sauce #5: Apple Caraway During hot sauce #6: Jerk & Scotch Bonnet, Joseph explores how AI can help clients discover available services and optimize decision-making around their use Joseph and Chris discuss the complexities of Know Your Customer (KYC) compliance as things heat up with Hot Sauce #7: Ninja Napalm Watch Chris and Joseph squirm as they try to survive The Last Dab: Xperience About Joseph “JD” 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 JD on Linkedin: https://www.linkedin.com/in/jdrambarean  About Chris Noe:  Chris Noe is the head of Wholesale Payments Product for Truist Financial and joined the company in March 2023. As head of product, Chris is responsible for driving innovation and enabling client success through successful product management and development of our Treasury, Liquidity, Merchant and Commercial Card businesses. Chris has more than 25 years of product management and design experience with a focus on client experience, fostering innovation and driving execution. Chris joined Truist from Wells Fargo where he most recently served as head of embedded finance and sales engineering for Commercial Digital. In this role and others, Chris was focused on leveraging new technology and strategic relationships with market-leading fintechs to help create best-in-class digital experiences for cash management. Prior to joining Wells Fargo, Chris and was previously Application Manager at Wachovia Bank. Prior to that, he was a Systems Engineer/Analyst at First Union National Bank. Chris has a Bachelor’s degree in Management Information Systems from the University of North Carolina at Wilmington. Connect with Chris on LinkedIn: https://www.linkedin.com/in/noelink/

    39 分钟

  2. 11月14日

    How KeyBank is Simplifying Middle-Market Banking with API Innovation

    Middle-market companies face the same challenges as larger enterprises but with fewer resources. KeyBank is addressing this gap by providing cutting-edge technology to this underserved segment, helping them streamline their financial operations and make better strategic decisions. In this episode of Fintech Corner, Brett Turner, Founder and CEO of Trovata, speaks with Matt Vickers, Senior Vice President and Digital Director at KeyBank, and Mark Smith, Head of Commercial Digital & Strategy at KeyBank, about how KeyBank is leveraging the power of APIs to deliver tailored solutions, dismantle data silos, and equip mid-market companies with sophisticated tools for greater efficiency. Highlights Understand the challenges mid-market companies face and how KeyBank is addressing them with digital innovation. Learn how KeyBank’s API integrations are transforming the banking experience for mid-market clients. Explore how KeyBank’s fintech partnerships are simplifying financial operations with multi-bank data and advanced forecasting tools. Learn about the evolving role of data and APIs in automating financial reporting and reconciliation processes. Never 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 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.  Connect with our speakers: Brett Turner Mark Smith Matt Vickers About Mark Smith: Mark Smith is the Head of Commercial Digital Platforms at KeyBank, overseeing digital solutions that support clients from small businesses to large institutions. Based in Cleveland, Ohio, Mark brings 13 years of experience across multiple roles within the bank, including Finance, Corporate Strategy, and Payments Product. In his current role, he leads strategy and prioritization for Key’s Commercial Onboarding and Servicing organization, in addition to managing Key’s Commercial Credit capabilities. Connect with Mark on LinkedIn: https://www.linkedin.com/in/mark-smith-1575941b/ About Matt Vickers: Matt Vickers is the Head of Product for KeyNavigator, a suite of online and mobile solutions tailored for KeyBank's commercial and institutional clients. Based in Cleveland, Ohio, Matt brings over 21 years of experience at KeyBank, holding various roles in technology and digital innovation. He has led fintech partnerships to deliver next-generation solutions to market and is passionate about mentoring young professionals, helping to shape the next generation of leaders in the industry. Connect with Matt on LinkedIn: https://www.linkedin.com/in/mattvickers12/

    23 分钟

  3. 11月7日

    Can Treasury Tech be Enjoyable to Use?

    While consumer apps excel in intuitive, self-serve design, corporate tools like legacy Treasury Management Systems often lack this user-focused approach, leading to friction and reduced engagement. In this episode of Fintech Corner, Joseph Drambarean sits down with Bruce Edlund, Group Director and Assistant Treasurer at Cloud Software Group, to dive into the limitations of legacy Treasury Management Systems and the role of human-centered design, APIs, and AI in shaping the future of treasury tech. Together, they discuss how the next generation of treasury tech will prioritize ease of use, integration, and automation, paving the way for a more agile, efficient, and responsive treasury experience. Highlights: Discover why APIs are essential for real-time treasury operations Learn how Trovata’s approach to human-centered design creates intuitive, accessible treasury systems Explore AI’s potential in treasury, from streamlining data access to navigating complex financial strategies Understand how consumer-grade UX is transforming treasury tasks Hear Bruce’s insights on challenges with KYC compliance and what needs to change Never 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.io. Connect with our hosts: Joseph “JD” Drambarean Bruce Edlund About Joseph “JD” 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 JD on Linkedin: https://www.linkedin.com/in/jdrambarean  About Bruce Edlund Bruce Edlund is Group Director and Assistant Treasurer at Cloud Software Group, bringing over two decades of corporate treasury expertise to the role. After starting his career with five years in investment banking, Mr. Edlund has developed extensive experience in cash and liquidity management, investments, cash forecasting, FX and interest rate hedging, debt capital markets, rating agency relations, and stock repurchases. His career spans public and private companies in various industries, including telecommunications, retail, and IT, with notable positions at Walmart and Citrix. Bruce also serves as a guest judge at FORAD finance competitions and re-created a multinational simulation used by international business schools. Fluent in English, Spanish, and French, he has worked in the U.S., Latin America, and Europe. In his personal life, Bruce is a passionate foodie, wine enthusiast, cycling fan, hiker, and photographer. Connect with Bruce on LinkedIn: https://www.linkedin.com/in/bruceedlund/

    30 分钟

  4. 10月31日

    Nashville Hot Chicken Challenge: Brett Turner in the Hot Seat

    In this special, spicy episode of Fintech Corner, Chris Allen, VP of Sales at Trovata, and Brett Turner, Founder & CEO of Trovata, dive into technology innovation in finance—all while putting their taste buds to the test! Chris and Brett navigate a gauntlet of increasingly spicy hot sauces complemented by a serving of Nashville’s legendary hot chicken from Hattie B’s. From the evolution of Trovata’s data-driven solutions to the critical role of AI and automation in transforming treasury and finance, Chris and Brett push through the heat as they discuss the tech innovations reshaping the industry. Hear Brett's insights on the role of APIs in streamlining bank data, the impact of AI in finance, and what Trovata has in store for 2025. Whether you’re here for the fintech insights or the fiery hot sauce reactions, this episode is one you won’t want to miss! Highlights & Sauces: Learn about Brett’s journey into tech startups and the early days of Trovata as they try hot sauce #1: The Classic by Hot Ones Hot Sauce As things heat up with Niel’s Real Deal’s Smoked Onion hot sauce, explore how Trovata partners with banks to unlock data and streamline workflows During hot sauce #7: Ninja Napalm, Brett shares insights on the role of AI and automation in finance and what practitioners need to know Get a sneak peek at upcoming product features Trovata will bring to the market while they try to survive hot sauce #8: Da Bomb Watch Brett and Chris squirm as they sample The Last Dab: Xperience Check out all of the sauces sampled here: https://heatonist.com/products/hot-ones-hot-sauce-10-pack-season-25 Never 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.io. Connect with our hosts: Brett Turner Chris Allen 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 Chris Allen:  Chris Allen is the VP of Sales at Trovata, bringing over 15 years of experience in tech and SaaS sales across various industries. He has a strong track record in building and scaling successful sales teams. Before joining Trovata, Chris led Enterprise go-to-market functions at Podium, helping the company grow from $5 million to $200 million ARR. He has spoken at finance and treasury events such as the Northwest Association for Finance Professionals and the San Francisco Treasury Management Association. Chris has also collaborated with banks, including the Bank of New Zealand, to deliver thought leadership at client events. Connect with Chris on Linkedin: https://www.linkedin.com/in/chris-allen-9451821a/

    35 分钟

  5. 3月21日 · 附赠内容

    NAB’s Vision to Help Clients Improve Strategic Liquidity Management

    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.

    23 分钟

  6. 2月15日 · 附赠内容

    Challenging AI Assumptions in Forecasting: Navigating Human Insight and the ML Conundrum

    Forecasting in finance has always stirred debate, with a plethora of perspectives on its methodologies and criteria for accuracy. The emergence of AI and machine learning has only added more complexity to an already complex subject. Can these technologies be relied upon to produce dependable and insightful forecasts? And if so, how can finance professionals optimize their utilization to maximize value? In this episode of Fintech Corner JD chats with Yannis Katsaros, Software Engineer at Trovata. Together, they delve into the complexities of uncertainty in forecasting and outline key steps to establish a reliable, balanced approach to leveraging machine learning. In this episode you’ll learn: Insights from Yannis’s experiences in data forecasting models across various industries including Finance, Energy, Oil & Gas, and Retail The importance of understanding uncertainty at each stage of the forecasting pipeline Practical insights for evaluating forecasting models and how this may differ based on the number of data points an organization has access to How to effectively compare predicted outcomes with observed data for accuracy and reliability in decision-making The critical role of human expertise in validating algorithms for forecasting Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast here. 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.  Speakers:  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 Yannis Katsaros Yannis is a Software Engineer at Trovata, primarily working on data and platform engineering. Before working at Trovata, he worked in software engineering, data engineering, and data science roles for companies across various industries including Finance, Energy, Oil & Gas, and Retail. At Trovata he is part of the team responsible for the data platform and API’s that power Trovata’s application, and is focused on leading efforts to continue improving the scalability, reliability, and speed of the platform. Yannis has a Bachelors of Science in Petroleum Engineering from the University of Tulsa, and. Masters of Science in Data Science from Johns Hopkins University. Connect with Yannis on Linkedin: https://www.linkedin.com/in/yanniskatsaros/

    46 分钟

  7. 2023/12/28

    Obtaining Deeper FX Insights with Customizable Risk Management Solutions

    When it comes to FX risk management, what organization doesn’t wish for a solution they can quickly implement, set, and forget? But, let’s face it, FX management just isn’t that simple. The reality is flexible, customizable solutions are essential for effectively navigating the complexities of FX risk but the right fit can be hard to find. In this episode, JD and Scott Bilter, CFO at Atlas Risk Advisory Inc., discuss Trovata’s new partnership with AtlasFX and how it aims to transform liquidity management by providing businesses with a powerful solution tailored to the unique needs of their business - enabling more strategic decision-making that fosters growth. Listen to this episode to: Learn how the Trovata and AtlasFX partnership provides businesses with a customized, flexible platform Discover how experience as a practitioner at Hewlett Packard helped Scott and his team build a solution that solves pain points with FX rates Hear Scott’s take on the potential of AI replacing human functions in FX hedging 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 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 Scott Bilter: Scott Bilter is a co-founder of Atlas Risk Advisory Inc. and CFO since 2011.  Prior to co-founding Atlas (known for its signature SaaS solution, “AtlasFX”), Scott held several executive positions at Hewlett Packard including VP of Corporate Finance and Foreign Exchange, and VP of Worldwide FP&A, overseeing a staff of 300. From 2002-2005, he was Vice President of FX Sales at Merrill Lynch. Scott Bilter has over 25 years of expertise in the capital markets sector. Mr. Bilter received his Bachelor of Arts in Quantitative Economics from Stanford University and an MBA in Finance from UCLA’s Anderson School.  Connect with Scott on LinkedIn: https://www.linkedin.com/in/scott-bilter-63125a1

    13 分钟

  8. 2023/12/21

    Crafting a Treasury Tech Ecosystem at Block

    APIs have profoundly impacted finance functions, empowering organizations to craft in-house solutions for business-critical systems. This dynamic has brought finance professionals to a fascinating intersection where traditional acumen meets innovative problem-solving. Join JD in an engaging interview with Mark Brogna, Treasury Recon & Analytics Lead at Block, as he unveils the evolution of his distinctive role—fusing a product mindset with finance expertise. Learn how APIs play a central role in enabling treasurers to leverage technology and redefine their skill sets for the challenges of tomorrow. Listen to this episode to learn: How Mark’s career evolved from traditional accounting responsibilities to product-focused problem-solving Key steps to scale and develop your career within a business while growing it - and how technology can help to make the journey easier How APIs help overcome the challenges of data aggregation, data synchronization, and data quality in treasury operations When businesses should consider building in-house engineering teams to support internal operations versus outsourcing technical resources The potential impact of AI on bridging the gap between speed and resilience for real-time payments   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 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. 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 Mark Brogna: Mark leads the Treasury Recon & Analytics Team at Block where he oversees Block's bank data and reconciliation function as well as the Treasury system's function.  Mark has been at Block for 11 years serving in various roles across the Treasury function, typically focusing on the movement of product and customer funds across Block's network of bank accounts.   Connect with Mark on LinkedIn: https://www.linkedin.com/in/mark-brogna-78613540/

    30 分钟
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关于

Check out Season 4 recorded live at AFP 2024! Episodes drop weekly on Thursdays! 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.

信息

  • 创作者
    Fintech Corner
  • 活跃年份
    2023年 - 2024年
  • 单集
    27
  • 分级
    儿童适宜
  • 版权
    © Fintech Corner
  • 节目网站
    Fintech Corner

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