Education

We get it, your work is complex. We try to make your work easier by helping you navigate topics which might be new to you in your financial or developer role. This is what we’re all about:

  • Treasury Management: Treasury management plays an important role within a business. Get additional resources for assembling a strategy.
    • Cash Management Software: Introduction & Overview: Learn to evaluate cash management software to help your business grow–whether you’re a small business, mid-sized organization, or a large enterprise.
    • Virtual Account Management: Overview & Advantages: Virtual account management for Treasury management professionals including what they are and how they work.
    • Cash Flow Analysis: What it is, why businesses perform cash flow analysis, how to automate cash flow analysis, and how different organizations practice it. 
  • Cash Forecasting: Understand the fundamentals of leveraging historical data to look into the future with scenario planning, variance planning, modeling, and other cash forecasting tools within financial management systems.
  • Payments: Understand how the innovative future of enterprise payment systems–ACH, wire payments, RTP, bank transfers–incorporates intelligence and robust Bank API integrations.
  • Open Banking: 3 Fundamentals: Understand the core features and technologies of Open Banking along with the next challenges.
    • Bank APIs: Open banking APIs are transforming finance and treasury. Learn how Bank APIs are opening new access to information, products, and financial tools.
    • Real-Time Payments: Discover how real-time payments (RTP) work and core benefits of RTP on your treasury and finance processes.

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