Treasury's Groundhog Day: Why Automation Isn't Sticking
When it comes to talks of innovation in treasury, it’s starting to feel a bit like Groundhog Day. Automation and digital transformation promise big advances, but for many teams, the reality remains stuck in a cycle of outdated processes and systems. In this episode of Fintech Corner, Trovata’s Joseph Drambarean sits down with Paul Bramwell and Valerio Trinchi, Treasury Practice Leader at RSM, to unpack why this cycle persists. They explore how APIs, AI, and a thoughtful data strategy are key to breaking free of old habits, overcoming barriers, and getting treasury teams to make the most of new technology.
Episode Highlights
- Get insights into the common barriers of automation and efficiency in treasury ops
- Explore the impact of API adoption and why APIs are vital for real-time data
- Discover why a solid data strategy is essential to unlock AI’s full potential in treasury
- Gain insights on how embracing APIs and AI can create a competitive edge, while non-adoption may leave treasury teams at a disadvantage
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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.
Valerio Trinchi
Treasury Practice Leader, RSM US
Valerio Trinchi is a seasoned treasury and finance automation expert with over 25 years of international experience in both corporate and consulting roles. Currently serving as the Treasury Practice Leader at RSM US LLP, Valerio leads functional and technology advisory initiatives, leveraging his extensive expertise in treasury technology. His career spans leadership roles in treasury automation, product development, and business strategy. In previous roles, Valerio held senior positions at H.J. Heinz Company and Prima North America, where he was instrumental in overseeing treasury operations, financial planning, and process automation. He also co-led a treasury software startup, gaining deep insights into product development and market expansion.
Joseph Drambarean
CTO, Trovata
Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises.
Paul Bramwell
Enterprise Treasury Lead, Trovata
Paul is Trovata’s Enterprise Treasury Lead and brings over 3 decades of experience in the corporate treasury world. Paul has worked for two of the largest treasury system vendors in various senior roles and was a Partner in Ernst & Young’s treasury advisory service. Paul has worked with some of the largest and most complex global treasury groups in all aspects of the treasury function. Originally from the UK, Paul has lived in the US since 2003 and is a self-confessed gadget addict.
