Generate Higher Yields on Idle Cash with Increased Cash Visibility
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
Head of Client Solutions,
Trovata
Kevin Bell
Head of Client Solutions, Trovata
Kevin has served in a variety of go-to-market roles, both pre and post-sales, while focusing on technology solutions ranging from network infrastructure to SaaS. After a successful exit at his first startup, he worked with strategic customers at Salesforce, eventually leading a pre-sales team contributing $50M+ ARR. Kevin now lives in Minneapolis and enjoys traveling, exploring the outdoors, and an occasional game of pickup hockey, soccer, or basketball.
Dan Tafoya
Vice President, Investment Platform Specialist,
Morgan Money
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.