Decoding Uncertainty: How Morgan Money Helps Clients Fuel Growth Despite Volatility
Every executive dreams of having a finance-themed crystal ball to tackle the burning question: Are we headed back to the era of zero interest rates? Sadly, no mystical orbs are up for grabs. But, in this episode Brett chats with Morgan Money’s Paul Przybylski and Joe Vittoria, as they offer valuable insights about the potential fluctuations of interest rates in the short-term future, and how finance teams can strategically respond – regardless of the direction interest rates take.
Episode Highlights
- Why current interest rates make money market funds a high yield investment
- The importance of technology in empowering lean treasury teams to add value and provide strategic insight
- Where interest rates may land over the next 12-16 months and how to capitalize no matter which direction they go in
- How APIs are providing more flexibility and speed to payments, and what’s still needed to further address client friction
- How Morgan Money is leveraging AI to support trading and streamline the customer experience
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Show Notes / Resources
Read the full transcript.
Learn about Trovata’s Morgan Money integration.
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
CEO & Founder, 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.
Joseph Vittoria
Investment Platform Specialist, Executive Director, Morgan Money
Joseph Vittoria is the Investment Platform Specialist, Executive Director, with Morgan Money. In this role, he manages client communication, innovation, and strategic direction for Morgan Money across global regions with a focus on the US and EMEA. He is a CFA Charter holder and is Series 7 and 63 FINRA licensed.
Paul Przybylski
Head of Product Strategy and Morgan Money, J.P. Morgan Asset Management
Paul Przybylski, Managing Director, is Global Head of Product Strategy and Morgan Money. In this role, he is responsible for the definition and creation of money market funds, ultra-short fixed income funds, ETFs across multiple currencies, and business strategic initiatives. He is also the head of J.P. Morgan Asset Management’s trading and analytics platform, Morgan Money. Paul is a member of the Global Cash Investment Policy Committee, Managed Reserve Investment Policy Committee, Global Liquidity Operating Committee, and the Client Service Americas Management Team. He is also a member of the ICI Institutional MMF Committee. Previously, he was CFO with the Global Fixed Income and Liquidity business with additional COO responsibilities for Global Liquidity. Przybylski joined J.P. Morgan in 2009 with seven years of industry experience.
