Watch On-Demand

How Lean Treasury Teams Maximize Yield with Automated Reporting and Forecasting

Access Recording

Save time AND maximize yield? For treasury teams caught in the time-consuming cycle of manual data reconciliation and meticulous quality checks, such a concept might seem like an unattainable goal. The burden of labor-intensive processes can make even basic tasks feel overwhelming, leaving little room for proactive forecasting.

The lack of a robust system for cash reporting and forecasting constrains your ability to optimize yield, forcing you to allocate excess funds for potential expenses. Automated reporting and forecasting can empower you with the intelligence needed to efficiently allocate cash and unlock your company’s maximum yield potential.

In this session:

check Explore a real-world example of how a 30+ subsidiary organization simplified treasury management with Trovata
check See how your team can automate and optimize a 13-week forecast
check Learn how to gain deeper insights to maximize yield potential in less time



Chris Brown
Solutions Engineer, Trovata​

Chris Brown has spent the last 7 years in a consulting role working with distressed businesses in turnarounds situations. The majority of that time was spent building and maintaining direct method cash flow forecasts for his clients. Chris joined Trovata in October of 2021 as a Solutions Engineer and works with Trovata’s Sales team to provide custom product demos to prospective clients. Chris lives in Nashville, TN and outside of work, likes to travel with his partner and practice jiu jitsu.