Lessons from 10 Years of Failing to Sell My Dad Treasury Software
Is the title a bit click-baity? Yes, it certainly is. But then again, so are most of the 20+ sales solicitations that my dad – a seasoned Treasury practitioner with nearly 30 years of experience – receives every day from various software vendors, banks, and consultancies. If you’re an active treasury practitioner, I’m guessing you…
isaac.zaubi
Account takeover protection strategies for your business
This article is written by Trustpair What is account takeover and how does it work? Account takeover definition Account Takeover (ATO) is when a cybercriminal manages to take control of a user’s account. ATO happens when scammers get unauthorized access to the user’s login credentials by using: The goal? Impersonating the original user and taking action…
Franklin
Should You Diversify Corporate FX Liquidity Providers?
This article is a contribution from our content partner, Just Foreign Exchange (FX) is the largest and most liquid financial market in the world. And navigating that market with as little risk as possible is easier said than done, particularly with repeat fluctuations giving way to challenges like: However, avoiding these setbacks requires solving a…
Treasury Contrarian View: Banks vs. Fintechs – Should Treasurers Bet on Smaller Players?
In the corporate treasury world, large global banks have long been considered the go-to partners. They bring a reputation for stability, deep balance sheets, and an established track record. But in recent years, fintechs have emerged as serious challengers, offering nimble, innovative solutions that many traditional banks simply can’t match. So, here’s the question: Are…
Cash Efficiency—How to Get the Most Out of Your Cash
This article is written by Palm A common issue we hear at Palm is that businesses are aware of their idle cash but lack the time and resources to manage it effectively. This can range from the minor inconvenience of maintaining a small balance in an unused overseas account to a larger problem of having…
Treasury Is Easy; Is It?
We sometimes hear people say treasury is difficult. On paper, it might seem simple: track cash, manage risks, secure financing, and automate processes. However, in practice, treasury is a balancing act requiring a deep understanding of the interconnected nature of its core pillars: cash management, risk management, corporate financing, and technology and automation. While it’s…