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Episode #2: What #CashManagement & Basketball Have in Common

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Episode #2: What #CashManagement & Basketball Have in Common

4 просмотра · 9 дн. назад
Trovata
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4 просмотра · 9 дн. назад
March madness is just around the corner and when you think about it, cash flow management is like basketball. The treasuries that don’t solve their bank connectivity issues before working on their #forecasting are like basketball players who skip the fundamentals - like dribbling - and go straight to free throws. To get to the juicy #analysis work, you’ve got to be able to get a handle over your #cashflows easily and not get bogged down in bank portals and spreadsheets. It’s long been thought that the difficulty of connecting bank data and disparate tools is a mountain that’s just too high to climb. However, there is a way out of the spreadsheet madness. No more diving through multiple bank portals and spreadsheets to answer simple questions like “Where’s our cash going?” or “How much cash will we have on hand tomorrow?” In this episode of Fintech Corner, host and Trovata CPO, Joseph Drambarean, chats with Kevin Bell, the Head of Client Solutions at Trovata, all about how bank data aggregation #automation can enable you to gain deeper #cash insights in near real-time, borrow and invest more intelligently, and make data-driven decisions to extend your #financial runway. Topics 0:55 - Unpredictable super bowl 3:25 - Market madness 5:20 - Really, finance professionals still use Excel? 11:03 - Manage cash smarter, not harder 16:07 - Back to the basics 23:17 - Level up your cash strategy #casfhlowmanagement #CFO #cashburn #treasury #podcast Join the conversation by joining our Slack Community, The Trove here: https://bit.ly/41DcyBz Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10 Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast here. This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://trovata.io. Connect with our host & guest: Connect with Joseph “JD” Drambarean, CPO at Trovata. Let's connect on LinkedIn :   / jdrambarean   Connect with Kevin Bell, Head of Client Solutions at Trovata. Let's connect on LinkedIn:   / kevin-h-bell   This video was first published on the Fintech Corner YouTube channel on March 3, 2023, and moved to the Trovata channel in September 2026 so the full Fintech Corner library lives in one place.