Frost & Sullivan

— Virtual Think Tank —

What Will It Mean To “Embrace Modernity”?

Redefining Today’s Treasury Departments

Jesse Hollander

Moderator: 
Jesse Hollander
Consulting Director,
Business & Financial Services
Frost & Sullivan

Tuesday, May 30th, 2023
11:00 AM – 12:00 PM ET

We are pleased to invite you to an exclusive discussion with your peers to gain your perspective in support of our ongoing industry research.
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Join Us for This Timely Discussion!

Financial institutions must continually modernize both front-end and back-end systems to meet customer expectations. Over the last several years, a revolution has been quickly brewing in more traditional areas, such as treasury management, characterized as more legacy than cutting-edge. However, with the rise of Digital Treasury-as-a-Service (DTaaS), financial organizations can outsource core treasury services such as liquidity management, FX risk management, and the like.

The key questions we will be discussing are:

What are the key areas of modernization for financial service companies happening today?

Which areas of innovation are most exciting within the treasury and capital management space today?

How can services like DTaaS benefit financial service companies strategically and operationally?

What obstacles exist in modernizing treasury departments, such as regulations, liquidity, and customer demands?

Where do we go from here in fully modernizing treasury functions today?

During this Virtual Think Tank, Frost & Sullivan’s Jesse Hollander, Consulting Director, Global Business Unit Leader – Business & Financial Services, will moderate a discussion around the revolution of treasury management and what that change may look like for financial organisations.

Participants

Matthew-Simon

Matthew Simon
Managing Director
BMO Harris Bank

BMO
Ignacio Sanchez

Ignacio Sanchez
Global Solutions – Treasury, Capital Markets & Enterprise Risk
Finastra

Finastra
Daniel Monroy

Daniel Monroy
Senior Manager Liquidity & Funding Management
Bank of Montreal

BMO
Michael Knorr

Michael Knorr
CIB Industry & Advisory Lead for Global Treasury Management
Wells Fargo

Wells Fargo Bank
Klaudia Litwiniuk

Klaudia Litwiniuk
Senior Manager, High Risk Client Management
RBC

Wells Fargo Bank
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FAQ

What is a Virtual Think Tank?
A Frost & Sullivan Virtual Think Tank is an exclusive, unique and highly engaging conversation that brings together a diverse group of industry leaders to discuss their opinions on a certain topic. Content from this collective discussion will be featured in an upcoming Frost & Sullivan Quotable where you have the options to be highlighted as a thought leader. Your insight as a strategic partner is invaluable.
Why Should I Participate?
  • Share & Learn Best Practices: Engage in strategic conversations with your peers. The open, candid discussions you have will spark creative thinking and help you formulate new ideas for implementation.
  • Increase Your Peer-to-Peer Network: Connect with other senior level leaders in your industry on a more intimate level.
  • Get Access to a Frost & Sullivan Analyst: Engage with our industry experts to gain additional insights and ask them your questions.
  • Demonstrate Your Industry Expertise: The insights, feedback and best practices shared by you will be part of an upcoming Frost & Sullivan vBook. Through your participation, both you and your company will be positioned as a leader.
Will I Have the Option To Be Quoted or Not?

Yes, all thought leaders have the option to be quoted or not.

Will I Get a Copy of the Quotables When Published?

Yes, we would be more than happy to send you over a complimentary copy of the Quotable once published.

Who Can I Speak With About Any Additional Questions?

Please contact Danielle Floyd at danielle.floyd@frost.com

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