1st VP, Commercial Card Sales, Business Development, Consultative Sales, Team and Thought Leader, Customer Success, Strategic Partnerships, Competitive Analysis, Relationship Building, Client Strategy
Hello LinkedIn friends, Axos is #hiring on our Treasury Management Product Team! (Commercial card product experience is a must) If you or someone you know is looking for a new role on a terrific team, please reach out! Check out the job details here: https://lnkd.in/dmAkRv8u
DVA is not associated with this job opportunity. Product Manager, Worldwide https://lnkd.in/ggeAzUV7 Responsibilities Treasury Optimization. Our Treasury team is the heartbeat of how we earn. You’ll work closely with the Treasury team to understand their needs and optimize fund deployment strategies - developing tools and processes to enhance our treasury. Product Discovery and Development. Lead extensive product discovery for corporate accounts that function like treasury accounts. Define MVP features and the creation of a potential roadmap moving forward. Market Research and Analysis. Conduct in-depth market research to identify trends, customer needs, and opportunities for product innovation. Product Development Support. Collaborate with cross-functional teams, including your tech lead, developers, our treasury function and others to create comprehensive product requirements, user stories, and feature prioritisation. You’ll coordinate with legal, compliance, and risk management teams as well to ensure successful launches and adherence to regulatory standards. #workfromhome #wfh #entrepreneur #stayathome #business #stayhome #motivation #success #money #work #onlinebusiness #love #makemoneyonline #digitalmarketing #homeoffice #networkmarketing #smallbusiness #marketing #financialfreedom #workfromhomelife #businessowner #affiliatemarketing #instagram #makemoney
Mastering the Game: How Product Management is Revolutionizing Investment Banking In the fast-paced world of Investment Banking, Product Management stands as a pivotal force driving innovation and efficiency. 🚀 From my journey within this sector, I've observed firsthand how product managers bridge the gap between complex financial services and client needs, ensuring that offerings are not only viable but also ahead of the curve. One key insight is the critical role of data analysis and market research in shaping product strategy. 📊 By deeply understanding market trends and customer feedback, product managers in investment banking can tailor solutions that not only meet but exceed client expectations. This approach has been instrumental in launching successful products that resonate well with the target market. Another aspect worth highlighting is the importance of cross-functional collaboration. Product managers often work closely with teams across the bank, from technology to compliance, to ensure that products are not only innovative but also compliant and technologically robust. This synergy is crucial for navigating the regulatory complexities of the banking industry while pushing the envelope in product development. Moreover, agility and adaptability are key. The financial landscape is ever-changing, and being able to pivot and iterate on product offerings quickly is a significant advantage. 🔄 My experience has shown that the most successful products are those that are continuously refined based on real-world performance and feedback. In conclusion, Product Management in Investment Banking is more than just overseeing a product's lifecycle; it's about strategic innovation, collaboration, and adaptability. I'd love to hear your thoughts and experiences on this topic. How do you see the role of product management evolving in the investment banking industry? #investmentbanking #productmanagement #innovation #collaboration #strategy Feel free to share your insights and experiences in the comments below! Let's discuss. 🗨️
KeyBank introduces KeyVAM, a virtual account management solution powered by Qolo, designed to streamline cash management for treasury management clients, offering real-time reconciliation, enhanced efficiency, and seamless integration capabilities. Read more on #TheFinRate. https://lnkd.in/ePvmgDBP : #KeyBank #KeyVAM #VirtualAccountManagement #CashManagement #Qolo #FintechSolutions
Keybank Launches Virtual Account Management Powered by Qolo - Fintech Finance News: This collaboration with Qolo marks another innovative fintech solution from KeyBank designed to make cash management easier for treasurers across the ...
Cash management tasks can weigh down our operations. Instead, streamline the process with a fully integrated solution. 🔑 Key Benefits of an Effective Cash Management System: ✅ Real-time cash flow monitoring ✅ End-to-end automation ✅ Enhanced security and protection ✅ Faster access to funds—without relying on provisional credit With our CashSimple® solution, everything from hardware to software is seamlessly integrated into your cash management processes. Drop your cash in the safe, and we'll take care of the rest, ensuring your funds are in your bank account the next business day. Don't let outdated methods slow you down. Get back to what matters most in running your business and let Integrated Cash Logistics help with the rest. #CashManagement #BusinessSolutions #CashManagementSolution
Good morning LinkedIn network! 🌞 Are you ready for a revolution in FinTech Financial Services? Well, you better be, because CashWise is changing the game. Adrian Ma and Morita Masahiro have designed a platform that could truly shake up the way we approach treasury management. Dive into our article to find out how their automated system might just be the transformation the FinTech Financial Services Landscape needs. Peek inside here: https://lnkd.in/eZ-3T2AT From planning to execution, management and monitoring, CashWise is paving the way in utilising innovative FinTech solutions. Their streamlined and risk-averse approach to handling fixed-income assets represents a significant leap forward, creating opportunities for safer and more efficient financial management. Want to be part of the future? Join the conversation! #FinTech #FinancialServices #TreasuryManagement #CashWise #Innovation #SaaS
Empowering organizations to enhance efficiency and precision by automating cash and treasury management processes.
🌎 The evolving financial landscape presents challenges such as fragmented payment systems, manual processes, and limited visibility into cash flows. It's no surprise that forward-thinking finance experts are considering the implementation of payment hubs to centralize operations, automate tasks, and achieve real-time transaction visibility. 💡Check out this interview with Pia Charron, a lead consultant at Nomentia, boasting over two decades of experience in treasury and cash management systems. #PaymentHubs #CashManagement #RealTimeVisibility
If you're considering the right time to implement a Treasury Management System (TMS) for your company, let me share a personal anecdote. When we launched Imnite just a year ago, we quickly realized the critical role that cash management plays in sustaining a business. However, after a few months of operation, we encountered a significant hurdle: our outflow data wasn't seamlessly integrated into our software. This gap prompted us to reassess our approach to cash management and led us to overhaul our processes. We began aggregating our intraday and prior-day statements, combining them with our outflow and inflow forecasts, as well as our deals schedule. Even in our small setup, this holistic approach to cash management made a remarkable difference in our strategic decision-making process. Reflecting on our experience, it became evident that without the proper automation and integration of our cash management processes, we were essentially navigating through the business landscape blindfolded. The absence of real-time visibility into our cash flows and financial positions hindered our ability to make informed decisions promptly. This realization underscored the importance of implementing a robust TMS that could seamlessly integrate all aspects of cash management, from daily transactions to long-term forecasting. If you're a Treasury Manager or CFO considering a TMS for your company—whether it's a small startup, mid-sized enterprise, or large corporation—you're not alone. At Imnite, we've amassed invaluable insights into TMS implementation through our work with various companies. We're here to provide expertise and guidance to streamline financial processes, improve cash visibility, and enable informed strategic decisions. Let's connect and explore how a customized TMS solution could drive your business forward. #TreasuryManagement #FinanceTechnology #CashVisibility #StrategicDecisions #TreasuryManagementSystem #Cash Management
This is a massive upgrade for our existing multi-entity customers as well as those we aim to onboard. Here’s a bit of history on why this update was essential: Managing financial operations across multiple legal entities often means separate accounts, complex login protocols, and a lot of headaches. It's legally necessary but operationally cumbersome, as finance teams switch between systems to handle tasks like weekly accounts payable, cash management across borders, and currency conversions. With Finofo, corporations with multiple entities, including those that have cross-border entities in the US and Canada, can now be onboarded for simpler management of treasury operations, accounts payable, and global receivables. ➡️Imagine having streamlined access to all your entities with modular roles and permissions assigned at a per-entity level—no more constant logging in and out. ➡️Imagine completing your entire weekly accounts payable run with hundreds of invoices from suppliers around the world in less than 10 minutes. ➡️Imagine moving money to your related entities—even cross-border—in real-time. While Canada and the US have yet to fully adopt real-time money movement rails, at Finofo, we've built our own internal system to make cash management seamless and efficient. Can't wait to show you what else we are building at Finofo!
Introducing: Multi-Organization Management with Finofo 🚀 A common trend among finance teams is the challenge of managing multiple business entities under one corporate umbrella. This often means logging in and out of different online banking platforms, wasting time, and adding complexity. It’s time to end this hassle. With Finofo’s multi-org management, you can: - Use a single login for multiple entities. - Onboard all companies under the same corporate umbrella. - Seamlessly switch between different entities’ accounts. - Assign appropriate roles to users at a per-company level: Admin at Company ‘A’ and Collaborator at Company ‘B’ - Manage AP, AR, and Treasury operations for all entities from one platform. Think of this feature as your personal magic switch—one unified account with a single login, letting you seamlessly hop between and manage all the financial operations of your different entities. Switch to Finofo now. Banks might take ages to offer something like this.
IT Project Coordinator in Healthcare sphere | Helping companies with software development
I am absolutely thrilled to share the fantastic news of our successful partnership with a global leader in financial transaction management solutions. 🌍🏦 They proudly serve an impressive clientele, including nearly 70 out of the top 100 banks in the world. Challenges: Our client approached Elinext with an existing cash and liquidity management system that had been in use by major banks and cash managers for over a decade. However, the system had grown outdated, with an obsolete GUI and performance that did not meet today's industry standards. These challenges posed barriers for the client in acquiring new clients and retaining existing ones. Solution: Given our strong track record and the trust gained through previous projects, Elinext was entrusted with the task of updating the GUI and developing new functionality. Our Agile team quickly mobilized and worked diligently to meet tight deadlines. During the implementation phase, our business analysts collaborated closely with the client's product management team to create a user story backlog and a clear product roadmap. Features and Dashboards: Through a comprehensive development process, we successfully delivered an upgraded cash and liquidity management system. Some of the notable features include the Tree View for balancing and aggregating cash flows, CSV data export, and the Snapshot feature for investment decision-making. We enhanced the user interface through features like Manage Columns, View Options, and Favorites. Additionally, new dashboards such as Statements, Reports, Alerts, and Static Data were introduced, improving overall functionality and usability. Results: After a year of dedicated development, Elinext delivered a revamped cash and liquidity management system that showcased improved functionality, a redesigned user interface, and enhanced usability. These upgrades will not only enable the client to retain their existing customers who were dissatisfied with the previous version but also provide a competitive edge in attracting new clients. 📈💪 #fintech #bankingsolutions #digitaltransformation
