Tag, Track, Triumph: Treasurers Share How to Master Your Bank Data

As your organization grows, managing cash flow becomes increasingly complex. Staying ahead requires more than just access to data—it demands precision and clarity. Discover how treasury professionals are using advanced bank data tagging with Trovata to transform their operations.

 

Join your peers at Lemonade and Gibson as they share the innovative tagging strategies they use to report on the fly, simplify forecasting, and improve financial oversight. Whether you’re tackling high transaction volumes or striving for better data organization, you’ll walk away with practical solutions for your treasury team.

In this 50-minute session, you’ll learn how to:

Streamline reporting and forecasting using real-world tagging strategies employed at Lemonade and Gibson

Optimize transaction management with a step-by-step Trovata demo

Improve cash visibility, forecast accuracy, and audit readiness with best-in-class tagging techniques

Speakers

rob ditondo headshot

Rob DiTondo

Senior Treasury Manager,
Lemonade

christina jewell headshot

Christina Jewell

Treasury Manager,
Gibson Brands