The Treasury Tech Revolution: J.P. Morgan's Role & Insights
Treasurers have access to fantastic applications and tech experiences in their personal life, powered by companies like Google and Amazon. Yet, at work, treasurers find themselves using outdated TMS platforms that are 20-30 years old. So how can you bridge the gap? In this episode, Brett engages in a captivating conversation with Lisa Davis and Ray Nazloomian from J.P. Morgan, delving into how emerging tech, like APIs and generative AI, is revolutionizing TMS capabilities and ushering in a new era of flexibility, agility, and strategic insight for finance teams.
Episode Highlights
- The pros and cons of TMS platforms.
- How APIs are modernizing treasury tech and driving innovation.
- How the J.P. Morgan Treasury Workstation, powered by Trovata, will streamline analytics and reporting for businesses in a multi-bank setting.
- The future of AI and API adoption, and how it will continue to evolve to meet client needs.
- The potential impact of AI on automating processes, enhancing user experiences, and detecting fraud.
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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.
Lisa Davis
Head of Digital Channels, J.P. Morgan Chase
Lisa Davis is the Global Head of Digital Channels & Connectivity for J.P. Morgan Payments responsible for enhancing the digital experience and delivering market-leading solutions. She leads the global team that owns the digital suite of solutions offered to Commercial Bank and Corporate & Investment Bank clients in online and mobile banking, clients’ I.T. systems, application program interface (API) and SWIFT.
Ray Nazloomian
Executive Director – Innovation, Partnerships, Corporate Development, J.P. Morgan Chase
Ray Nazloomian is Executive Director of Corporate Development & Partnerships at J.P. Morgan Payments where he leads the bank’s charge to reimagine, recreate, and disrupt payments and treasury services. He is also responsible for fintech partnerships, strategic fintech venture investing, and oversees the J.P. Morgan Payments Partner Network.
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.
