Podcast Episode
NAB’s Vision to Help Clients Improve Strategic Liquidity Management
Despite the variety of tech platforms available to finance professionals, many remain chained to spreadsheets for liquidity management. Manual processes and resource constraints leave treasurers yearning for better solutions, and turning to their bank partners for options. In this episode of Fintech Corner, JD chats with Jon Adams and Brett Healy of National Australia Bank (NAB). Together, they discuss how customer feedback compelled NAB to identify and deliver solutions that help treasurers bridge the gap between tactical and strategic liquidity management. Discover how they developed a corporate treasury agenda focused on addressing the client’s need to access advanced liquidity management tools and improve long-term forecasting.
Episode Highlights
Uncover how NAB leveraged customer feedback to identify critical treasury needs they could help to solve
Explore the power of AI and automation in treasury management: how to gain deeper insights into cash flow and improve forecasting accuracy
Learn how technology can help automate routine tasks, helping treasurers spend more time as a strategic partner of the business
Discover how NAB's partnership with Trovata delivers cutting-edge forecasting and cash management tools to NAB clients through NAB Liquidity+
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Show Notes / Resources
Read the full transcript.
Learn more about Trovata at https://trovata.io.
About Fintech Corner
A podcast for fintech lovers that starts conversations between bankers, financial technology innovators, and their clients to evolve finance and treasury for the 21st century. For decades, there has been a gap between the technology that banks can offer and what corporate clients need for modern cash flow management and analysis. We’ll cover emerging trends to help bridge this gap, technologies that can reshape the roles of treasury & finance, and the in’s and out’s of API bank connections & open banking.
Hosts / Guest Speakers
Brett Healy
Head Of Liquidity Management Advisory, NAB
Brett leads NAB's new Liquidity Management and Treasury Advisory team that work with clients on the design and execution of liquidity optimisation structures and treasury strategies. He has over 15 years’ experience in Product Management, Product Development and Sales covering Trade and Working Capital Management, Liquidity management and transaction banking. Prior to joining NAB, Brett worked at HSBC supporting the liquidity optimisation and treasury transformation agenda for both global multi-nationals and Australian Corporations.
Jon Adams
Head Of Liquidity Management Advisory, NAB
Jonathan has over 20 years’ experience in Financial Services, 15 of those being in the ever evolving and dynamic space of Transaction Banking. Jonathan is a member of the New Payments Platform Australia Operating Committee and was previously on the Board of Directors for BPAY, Australia’s dominant bill payments service. In his role, Jonathan is responsible for domestic and international payments, deposits, Liquidity Management and drives delivery of payments customer experience and innovation.
Joseph Drambarean
CPO & CTO, Trovata
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