Your treasury technology could be the weakest link in your financial strategy. In a world where a single missed wire, blind spots in cash and liquidity visibility, or a delayed investment can cost an organization millions, trusting outdated or opaque treasury [...]

Economic turbulence. Geopolitical risk. Rising demands from executive leadership. Treasury teams are being asked to do more – with less room for error and even less time to react. Yet many are still relying on spreadsheets and manual processes to manage [...]

Imagine trying to forecast liquidity or mitigate fraud risk with only part of the picture – and no clear way to communicate or collaborate with the rest of the treasury and finance team.  That’s the daily reality for many finance departments.  [...]

Amid escalating fraud risks and increasingly complex payment landscapes, banks and financial services firms face heightened pressure to protect their organizations from sophisticated scams. One particularly alarming threat is first-party Automated Clearing House (ACH) fraud – where a legitimate customer initiates [...]

Treasury and finance professionals, the numbers don’t lie – fraud is on the rise, and your organization is in the crosshairs of bad actors.  According to the 2024 AFP Payments Fraud and Control Survey, 80 percent of organizations experienced payments fraud [...]

The challenge of growing revenues and delivering new client services has never been greater for bank treasury leaders.  Clients demand sophisticated tools to manage liquidity and optimize their cash positions.  Banks must find ways to meet these heightened expectations while differentiating [...]

Treasury and finance professionals have a lot resting on their shoulders: safeguarding liquidity, optimizing cash flow, and ensuring seamless investment management in an increasingly complex financial environment.  While the right treasury management solution (TMS) can make this job more manageable, selecting [...]

Treasury and finance professionals play a pivotal role in ensuring that their organization’s investments are both compliant and optimized for the highest possible returns. With these responsibilities, regular reviews of your organization’s investments are essential. Quarterly or even more frequent investment [...]

Security and compliance are paramount in treasury management. From ensuring the accuracy of financial reporting to safeguarding sensitive data against breaches and fraud, treasury departments face numerous challenges. Partnering with a Fintech that holds SOC 1 and SOC 2, Type [...]

Outdated finance systems and processes may be costing your organization more than you think. Antiquated methods of managing payments and treasury functions not only slow down operations but also create vulnerabilities that can be exploited by malicious actors. According to [...]

Treasurers must ensure their organization’s cash remains safe and liquid. However, unpredictable financial markets and shifts in the banking environment can make it hard for treasurers to meet these goals. This article lays out strategies to help treasurers navigate uncertain [...]

“A is the new electricity. It will change everything.” -- Andrew Ng, Co-founder of deeplearning.ai and Landing AI Challenges & Opportunities for Transformation The world of finance is being reshaped by artificial intelligence (AI) in unprecedented ways. Since the release [...]