How Technology Transformed Finance in a Turbulent Year
Needless to say, it’s been a crazy year. We’ve seen the SVB collapse, a run on the banks, and interest rates that make even the most risk tolerant organizations anxious. In this episode, Jeff Macke, founder and President of Macke Asset Management, interviews Brett and JD about the impact of these recent events and how cutting-edge technology can empower finance teams to respond.
Episode Highlights
- Why recent events have made innovation a must to stay competitive.
- Is AI just a new toy or a game-changer for finance pros?
- How will AI transform day-to-day treasury operations?
- AI comes with risk – What are the guardrails for bias and error mitigation?
- What is multimodal AI and what is its impact on finance?
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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.
Joseph Drambarean
CPO & CTO, Trovata
Joseph Drambarean is the Chief Product Officer as well as Chief Technology Officer at 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.
Jeff Macke
Founder & President, Macke Asset Management
Jeff Macke is the founder and President of Macke Asset Management where he directs investments in public and private companies. He was a foundering cast member of CNBC’s Fast Money and has appeared on NBC, Fox, Bloomberg, ABC, Yahoo Finance and dozens of podcasts.
Macke co-authored “Clash of the Financial Pundits” with Josh Brown and has written for dozens of financial news organizations since the 1990’s.
Connect with Jeff on Twitter: https://twitter.com/jeffmacke
