Optimizing Bank Relationships and Operational Efficiency
In this webinar, Tracey Knight, the VP of Client Success at Trovata, and Craig Jeffery, Managing Partner of Strategic Treasurer, will discuss strategies and methods you can use to streamline bank account management, optimizing both relationships and operational activity in the face of complexity and growth. By leveraging automation technology to consolidate cash balances and transactions into a unified platform, your treasury can achieve greater operational efficiency and understanding of cash flows while better allocating spend.
Tracey brings over 20 years of treasury FinTech experience across a wide variety of disciplines including sales, consulting, and training. Most recently, Tracey held key roles in building and developing sales and pre-sales teams to bring artificial intelligence/machine learning to the long underserved problem of direct cash forecasting. Her combination of both practitioner and vendor experience helps her understand the unique issues companies face and present practical solutions for digital transformation. Currently residing in the Dallas-Ft. Worth Metroplex, she holds a B.S. in Economics from the University of Pennsylvania’s Wharton School of Business.