The Do’s and Don’ts of Purchasing Treasury Software
Treasurers are no strangers to pain points in treasury operations. The causes of friction can range from over-reliance on slow and manual workflows, incomplete or inaccurate financial data, poor banking connectivity, or limitations in forecasting and data analysis capabilities.
These problems can be frequent and obvious. But finding the solution to them isn’t always as clear. It can seem almost impossible to sift through the jargon and conflicting opinions on exactly what types of software or technology can help solve these issues.
Watch the recording to explore essential features to modernize treasury operations, and discover common mistakes to avoid throughout the purchasing process. We’ll discuss game-changing technology that can transform you into a strategic powerhouse for your organization, while covering key considerations when evaluating vendors.
In this session:
Demystify trending technologies like APIs, AI, and machine learning
Uncover key questions to ask vendors and your banks when evaluating treasury software
Explore how to compare features between providers to ensure you get the full benefits of modern solutions
See accurate, real-time banking data rolled into a single platform
Speaker
Greg Bernstein
Sales Director,
Trovata
Greg Bernstein
Sales Director, Trovata
Greg Bernstein has spent his entire career working for growing tech companies around the US. With an educational and professional background in both Accounting and Sales, he brings a diverse perspective on digital transformation across various industries and departments. Greg joined Trovata in August of 2023 and oversees sales in the Central US, working with Treasury teams on boosting process efficiency and ensuring alignment on business needs. He lives in Golden, CO and loves to be in the mountains with his wife and dog as often as possible.