Fintech Corner

Needless to say, it’s been a crazy year. We’ve seen the SVB collapse, a run on the banks, and interest rates that make even the most risk-tolerant organizations anxious. In this episode, Jeff Macke, founder and President of Macke Asset Management, interviews Brett and JD about the impact of these recent events and how cutting-edge technology can empower finance teams to respond.

Episode Highlights:

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. Learn more about Trovata at https://bit.ly/3JXHbcC.

Connect with our hosts:

About Joseph “JD” Drambarean:

JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on LinkedIn: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-turner/  

About Jeff Macke:

Jeff Macke is the founder and President of Macke Asset Management where he directs investments in public and private companies. He was a foundering cast member of CNBC’s Fast Money and has appeared on NBC, Fox, Bloomberg, ABC, Yahoo Finance and dozens of podcasts. Macke co-authored “Clash of the Financial Pundits” with Josh Brown and has written for dozens of financial news organizations since the 1990’s.
Connect with Jeff on LinkedIn: https://www.linkedin.com/in/jeff-macke-54229/

Fintech Corner is back for Season 2 with new, guest host Jeff Macke!

What made Tony Stark, aka Iron Man, such an alluring superhero? When the world was under threat, it didn’t take him ages to assess risk, plan for multiple scenarios, scheme action plans, and ultimately, pick the one with the highest probability of success. Why? He was aided by his AI, J.A.R.V.I.S. (Just A Rather Very Intelligent System), which gave him leverage. Now, your finance team can also proactively manage risk, plan scenarios without added effort, and overcome those pesky human constraints such as limited mental power, time, and knowledge. 

Listen to this episode of Fintech Corner to hear all about:

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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. Learn more about Trovata at https://bit.ly/3JXHbcC. 

About Joseph “JD” Drambarean

JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

About Jeff Macke:

Jeff Macke is the founder and President of Macke Asset Management where he directs investments in public and private companies. He was a foundering cast member of CNBC's Fast Money and has appeared on NBC, Fox, Bloomberg, ABC, Yahoo Finance and dozens of podcasts. 

Macke co-authored “Clash of the Financial Pundits” with Josh Brown and has written for dozens of financial news organizations since the 1990’s.

Connect with Jeff on Twitter: https://twitter.com/jeffmacke

Back in ‘95, the first internet bank opened its virtual doors. Little did its founders know they would be laying the foundations for all modern banking and fintech as we know it. In this Fintech Corner episode, JD and Brett interview John Philpott, the third employee of the bank turned software company, S1. He shares his story as an internet banking pioneer and how the innovations back then mirror the innovations we see in fintech today. 

Highlights:

Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10

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://bit.ly/3JXHbcC. 

About Joseph “JD” Drambarean:

JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on LinkedIn: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-turner/  

About John Philpott: 

John Philpott began his career as one of the founding team members of S1 Corporation (NASDAQ: SONE). S1 originated as the creator of the World's First Internet Bank, SFNB, and grew to over $200mm in annual revenue. While at S1, John served in a variety of roles including SVP and GM of S1's International Business unit. Following S1, John helped found a multi-family family office and asset management firm. Most recently, John served as the Chief Executive Officer of Interactive Advisory Software, a practice management and technology firm for the wealth management industry, representing over $70b in reportable assets. John holds a degree from Davidson College and lives with his family in Nashville, TN.

Connect with John on LinkedIn: https://www.linkedin.com/in/philpottjohn/ 

At Trovata, we asked ourselves, "What if, instead of the end user having to be an expert in how to use Trovata and all of our tools like reporting, forecasting, and tagging, ChatGPT could do it instead? What if it became the expert in our platform?" And so, Trovata AI was born.

Listen to this episode to hear about the Trovata AI assistant for treasury and finance teams, which is currently in beta for our customers. Brett and JD deep dive on how our tool helps you to avoid garbage-in, garbage out and leverage this powerful technology. With generative AI, finance professionals can become the smartest people in the room and answer the toughest cash flow questions on the fly. 

Episode Highlights:

Watch the product walkthrough on YouTube: https://youtu.be/1vDnZKFRN6Q?t=2178

Learn more about the launch here: ⁠https://bit.ly/44lkc4N⁠ 

Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10

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://bit.ly/3JXHbcC. 

Connect with our hosts:

About Joseph “JD” Drambarean

JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

Today, the average consumer can get up and running with any software, from health to finance apps, all on our own. So why is it that, in the enterprise world, we need entire teams to get any piece of software operational? Is this still true? In this Fintech Corner episode, JD and Brett examine what’s going on in enterprise software development and how the changes break us free from the software implementation economy.

See first-hand how we’ve streamlined the implementation process - sign up for a free Trovata account today: ⁠https://bit.ly/40Js4Kd⁠  ⁠ ⁠ 

Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10

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. 

Connect with our hosts:

About Joseph “JD” Drambarean

JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

Jumping back into the topic of native cloud web services, hear from Vega Cloud CEO and Co-Founder, Kris Bliesner, about why they’re so pivotal in today's rapidly advancing tech landscape. Kris takes us through a masterclass on the topic, sharing stories from large organizations’ migrations and hard lessons learned along the way.  

Don’t miss this episode to demystify what it means to migrate to the cloud, takeaways from Capital One’s implementation, and fun stories from Brett and Kris’ former startup days.

Relevant Links:

Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10

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://bit.ly/3JXHbcC. 

Connect with our hosts:

Joseph “JD” Drambarean

Brett Turner

About Joseph “JD” Drambarean

JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

About Kris Bliesner:

Kris Bliesner is a co-founder and CEO of Vega Cloud.  Vega Cloud’s mission is to help businesses optimize their cloud infrastructure to help reduce waste and lower their cloud bills.  Kris is a serial entrepreneur and a cloud pioneer who has helped many large organizations migrate to public cloud infrastructure.  Kris has an extensive background in both startups and technology with a focus on IT operations, systems development and infrastructure management.
Connect with Kris on LinkedIn: https://www.linkedin.com/in/kris-bliesner/

Remember the adage, “If you can't convince them, confuse them?” Many treasury tech providers do just that when they tout their “cloud-based” software. Most of us would never know the difference between legacy software moved to the cloud vs cloud-native software. 

Well, why does it even matter? Because knowing the difference will save you a lot of pain in the future and quite a lot of cash! 

In this Fintech Corner episode, Trovata CEO and founder, Brett Turner, and host and Trovata CPO, Joseph Drambarean, discuss the tough questions to ask when assessing a cloud-based tech provider. 

Episode Highlights:

Coupon Code: FC10 – 10% off every month for the first year

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

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://bit.ly/3JXHbcC. 

Connect with our hosts:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

On the heels of the pandemic, inflation has spiraled upward to levels we haven’t experienced since the 70's. Is it here to stay? How is this impacting rates? Investing has become the hot topic in corporate finance—should your businesses be investing its excess cash, and how?

Listen to this episode of Fintech Corner where JD and Brett are joined by Paul Przybylski, Morgan Money Managing Director of JP Morgan Asset Management Liquidity Business where they discuss investing for corporates, interest rates, investment tech, and more!

Episode Highlights:

Learn more about Trovata’s integration with Morgan Money here: https://bit.ly/3lOiGH3

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

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://bit.ly/3JXHbcC. 

Connect with our hosts and guest:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises. Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

About Paul Przybylski:

Paul Przybylski, Managing Director, is Global Head of Product Strategy and Morgan Money. In this role, he is responsible for the definition and creation of money market funds, ultra-short fixed income funds, ETFs across multiple currencies, and business strategic initiatives. He is also the head of J.P. Morgan Asset Management's trading and analytics platform, Morgan Money. Paul is a member of the Global Cash Investment Policy Committee, Managed Reserve Investment Policy Committee, Global Liquidity Operating Committee, and the Client Service Americas Management Team. He is also a member of the ICI Institutional MMF Committee. Previously, he was CFO with the Global Fixed Income and Liquidity business with additional COO responsibilities for Global Liquidity. Przybylski joined J.P. Morgan in 2009 with seven years of industry experience. Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-przybylski-89674bb3/ 

“What’s my exposure?” “Can I access my cash?” “How can I protect my company’s liquidity moving forward?” Startups were all asking these questions as the SVB collapse played out and Trovata was no exception. 

In this episode of Fintech Corner, JD and Brett share their reactions to the collapse, its implications for every business, and tools to power a proactive multibank cash management strategy.

Episode highlights:

Additional Resources: 

Connect your first bank for free TODAY! 

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 hthttps://bit.ly/3JXHbcC. 

Connect with our hosts:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.
Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/ 

Finance pros, ever wondered why corporate banking doesn’t come with all the bells and whistles that you see on the consumer banking side? Venmo and PayPal pioneered peer-to-peer payments, pushing the banks to innovate and create their own products to match, such as Zelle. Unfortunately, the same couldn’t be said for corporates, until now.

Over the past 15 years, the gap between ERPs and banks has widened so much that an entire ecosystem developed around it, making third party payment vendors hugely successful. However, open banking APIs that let you send payments through the banks’ existing payment rails are going to change everything! In this episode of Fintech Corner, JD and Brett discuss how you can now send mass payments programmatically (read - automatically) without third party fees - the way it should be!

Episode highlights:

Coupon Code: Use FC10 to try Trovata’’s advanced features for 10% of your first year.

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

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://bit.ly/3JXHbcC.

Connect with our hosts:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean

About Brett Turner:

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/