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On Demand Webinar || Getting treasury transformation right at your bank

Almost 70% of banks admit that it is more challenging to win and retain corporate customers than it was a year ago. While many banks are reacting to the threats through impulsive transformations, several of these endeavors end up hampering banks’ ability to innovate, adding more technical debt to an already convoluted architecture. 

This webinar discusses a 4-corner validation model that can ensure successful and future-proof treasury transformation at banks. The model covers discussions around:

  • Next-generation, high-touch experience
  • Futureproof payment infrastructure
  • Digital solutions for transaction banking
  • Engaging in the open ecosystem

Speakers

 

Tanvi Patel
Tanvi is a Director in PwC's Financial Services Banking Advisory Services practice in New York. She has over 15+ years of consulting and industry experience in financial services, ranging in payment strategies, vendor selection, and transforming payment program from end to end. Tanvi has worked on a number of payments, commercial and retail banking engagements steering payment strategy, current state assessment, risk and controls assessments, product analysis, vendor selection and implementation support, target operating model design, and future state recommendations.

 

Seth Marlowe
Seth is a Senior Director and Head of Treasury Strategy and Product Innovation at Synovus. He leads the treasury product management, international treasury management and strategic solutions consulting teams. Prior to joining Synovus, Seth was an SVP and Strategist with Wells Fargo’s Strategic Advisory Group. He provided thought leadership both internally and externally on the full spectrum of treasury management, payments, emerging technology and innovation. Seth has also senior positions at GE, Danone, Praxair, PepsiCo and EY. He is a Vice President and immediate past President of TMANY, the Treasury Management Association of New York. Seth holds CTP and APPSC accreditations.

 

Kristen Michaud
Kristen is a Principal in PwC’s Finance Transformation practice specializing in financial, treasury and working capital management consulting. She has over 20+ years of industry experience leading global cash and liquidity management, digital treasury, payments and leading large-scale finance and digital transformation. Kristen specializes in treasury strategy and digital transformation, working directly with the clients’ Finance, Treasury and Digital teams to deliver value back to their organizations.  She also has extensive experience in M&A leading workstreams in cash, infrastructure and establishing and running complex transition service arrangements (TSA).

 

Brian Anderson (Moderator)
Brian Anderson is Vice President, Bank Transformation at Finzly. Brian has spent his career introducing innovative fintech solutions to Bankers in Global Payments, Foreign Exchange, Trade Finance and Payments. With over 30 years experience in business development and product management at financial technology companies like Thomson Reuters, Bloomberg, and Finzly, Brian brings deep domain expertise in foreign exchange, international and domestic payments, treasury management, trade finance and other markets.

On-Demand Webinar

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