Treasury Tech in the Fast Lane: Real-Time Data, APIs, and the Future of Finance

If you had to pick between a VCR or a streaming platform, you'd likely pick the streaming platform (who doesn’t enjoy a good binge-watching session?). We often opt for new tech to be more efficient. When evaluating treasury systems, like a TMS, the goal should be to choose a modern platform that levels up your efficiency. In this episode, JD and Brett interview John Bolden, the Treasury Director at City Storage Systems, to discuss how APIs are revolutionizing treasury operations and how this cutting-edge technology is creating a wave of new possibilities in finance.

Highlights:

  • John's experience with API implementations.
  • The evolving finance landscape and its impact on agility through custom solutions.
  • John's perspective on the transformation of the treasury role in recent years.
  • The future role of treasury in the realm of real-time payments.
  • The potential value of generative AI and the necessary steps for validating its use in Treasury.

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.

Connect with our hosts:

  • Joseph “JD” Drambarean
  • John Bolden

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 John Bolden:

John Bolden is a finance professional with 20 years in all sectors of finance at both public and private companies. He has supported multiple IPO transactions and led multiple finance transformation projects. He is an avid supporter of technological advancements to improve the speed and accuracy of strategic financial decisions.

Connect with John on LinkedIn: https://www.linkedin.com/in/john-e-bolden/