On-Demand Webinar

Generate Higher Yields on Idle Cash with Increased Cash Visibility

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We know that in today’s complex financial landscape, managing your cash efficiently has never been more crucial. This is why Trovata and Morgan Money by J.P. Morgan have partnered to enable our joint customers to use Morgan Money’s services to access higher yields on corporate investing.

Join Trovata’s Sr. Director, Customer Solutions, Kevin Bell, and Morgan Money’s Vice President, Investment Platform Specialist, Dan Tafoya, to see the two powerful platforms and gain insight into how the tools can help your team level up your investing strategy.

We’ll discuss how this integration enables your team to:

Find idle cash and determine your liquidity needs using Trovata, then take action to invest seamlessly using the services offered by Morgan Money.

Transact across their global portfolio in real time and compare funds across multiple managers, currencies, durations, or settlement options.

Monitor and manage investment balances and transactions from Morgan Money in Trovata in real-time.

Speakers

Kevin Bell
Senior Director, Technical Sales and Services, Trovata

Since starting his career with tech startups serving in a wide variety of roles, Kevin has spent over a decade learning and exploring possibilities with tech solutions ranging from public cloud infrastructure to the latest SaaS applications. At Salesforce, he focused on bringing innovative sales, service, and marketing solutions to organizations in the process of digital transformation before leading a team of high-performing solution engineers delivering value at scale. Now with Trovata, he’s helping finance and treasury teams understand how advanced technology can be applied to overcome traditional challenges and achieve maximum benefit for their organizations.

Dan Tafoya
Vice President, Investment Platform Specialist, Morgan Money

Dan Tafoya’s role at Morgan Money encompasses overseeing client communications, fostering innovation, and steering the strategic direction for Morgan Money across global regions with focus on US and EMEA. He is Series 6, 7, 63 and 24 FINRA licensed.