Craig Jeffery on APIs, AI, and Treasury’s Accelerating Tech Evolution
Treasury has come a long way—from Radio Shack timers and batch files to APIs, cloud-native platforms, and now AI. In this episode of Fintech Corner, Trovata’s Founder and CEO Brett Turner sits down with Craig Jeffery, Managing Partner at Strategic Treasurer, to discuss how technology, data, and innovations like stablecoin are reshaping corporate treasury.
Craig shares insights from decades advising both corporates and banks, unpacking how the industry has evolved from legacy systems to real-time data flows. They discuss what’s driving faster adoption cycles, how banks are bridging mainframe systems with APIs, and why AI is becoming the next major inflection point in treasury. From stablecoin use cases to the readiness of treasury tech stacks, Brett and Craig explore what the next wave of transformation will look like—and how treasurers can stay ahead of it.
Episode Highlights
- Get Craig’s perspective on what’s next for treasury tech stacks and how leaders can stay future-ready
- Explore how APIs and embedded banking are reshaping connectivity and decision-making
- Hear how AI is quickly moving from experimentation to real adoption in treasury workflows
- Learn why cloud-native platforms are enabling speed, scalability, and constant iteration
- Discover where stablecoins fit into the future of payments and intercompany settlement
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Show Notes / Resources
Read the full transcript.
Learn more about Trovata at https://trovata.io.
About Fintech Corner
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.
Brett Turner
Founder & CEO, Trovata
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.
Craig Jeffery
Managing Partner & Founder, Strategic Treasurer
Craig Jeffery is the Managing Partner and founder of Strategic Treasurer, and has more than two decades of financial and treasury experience as a practitioner and consultant. Previously, he was Senior Vice President and Practice Leader for Wachovia Treasury and Financial Consulting. Jeffery, regularly quoted in treasury and finance magazines, is a permanent Certified Cash Manager (CCM), an Accredited ACH Professional (AAP), a Fellow of the Life Management Institute with distinction (FLMI), and a graduate of the University of Connecticut with a BS in accounting.
