🔄 Why Treasury Teams Are Replacing Outdated Systems. In today’s fast-moving financial landscape, legacy systems are no longer just inefficient—they’re risky. Treasury teams are under pressure to deliver real-time insights, manage liquidity across borders, and respond to market shifts instantly. But outdated platforms often mean: ⏱️ Delayed reporting and manual reconciliations 🧩 Fragmented data across multiple systems 🔐 Limited security and compliance adaptability 📉 Missed opportunities in cash optimization and forecasting Modern treasury solutions offer more than automation—they enable strategic decision-making. With integrated dashboards, AI-powered analytics, and seamless connectivity to banks and ERPs, teams can move from reactive to proactive. At SaMay Financial Services, we see this shift as essential for businesses scaling across sectors. Treasury isn’t just about managing cash—it’s about unlocking capital for growth. 💡 Is your treasury team ready for the next leap? #TreasuryTransformation #FinancialStrategy #SaMayInsights #CashManagement #Fintech #ERPIntegration #TradeFinance #TreasurySolutions #DigitalFinance

🚨 Economic Uncertainty Doesn't Have to Shut Down Your Operations 🚨 When political instability, budget cuts, or funding disruptions threaten your cash flow, smart organizations turn to proven liquidity management solutions. Here's how Kyriba helps companies across all industries navigate financial uncertainty: 💡 Real-Time Cash Visibility • Monitor every dollar across multiple accounts and entities • Get instant alerts on cash positions to prevent liquidity gaps • Automate daily cash reporting to eliminate manual errors 🔮 Advanced Forecasting & Scenario Planning • Model multiple economic scenarios and their financial impact • Extend forecasting horizons with AI-powered analytics • Plan liquidity needs across different market conditions ⚡ Streamlined Operations • Automate bank connectivity to reduce manual processes • Centralize payment workflows with built-in fraud protection • Maintain operations even during staffing challenges 🛡️ Risk Mitigation • Diversify banking relationships and funding sources • Implement robust controls and compliance frameworks • Protect against payment fraud during operational disruptions The Bottom Line: While you can't control when economic disruptions happen, you can control how prepared you are. Kyriba's Enterprise Liquidity Management platform gives organizations across all sectors the tools to maintain financial stability when uncertainty strikes. Ready to future-proof your organization? Let's talk about building resilience into your treasury operations. #LiquidityManagement #TreasuryTech #FinancialResilience #CashFlow #CFO

Trade accounting in wealth management remains stuck in complexity and manual workarounds. Despite moderate digital penetration, key back-office functions are still hampered by: ➡️Trade and portfolio accounting 🔹Manual reconciliation and delayed accruals 🔹Complex, asset-specific booking rules 🔹Struggles with NAV alignment across jurisdictions ➡️ Commission and fee allocations 🔹Static engines and disconnected systems for advisor vs investor fees 🔹Manual overrides increase errors and reduce auditability There’s growing need for automation, rule-based engines, and audit-compliant workflows to reduce risk and operational drag. Read on: https://okt.to/R68qVs Get in touch: Ronak Kriti Gupta Priyanshi Gupta KETAN KUMAR Sakshi Maurya #WealthManagement #TradeAccounting #FeeAutomation #BackOfficeInnovation #EverestGroup

Open finance can spur more innovation and competition, enhance customer empowerment, and foster inclusion in the financial sector. As more countries design or implement open finance frameworks, success will hinge on getting the details right — from governance and data protection to enabling broad participation of financial services providers. Below are our top 10 key considerations for open finance for designing an inclusive open finance framework that reaches and benefits underserved populations. #OpenFinance #DigitalFinance #FinancialInclusion

💡 How One United Properties SA built financial clarity from the ground up with FinqTreasury Managing financial operations and treasury processes in a complex real estate environment is never easy — especially for a publicly listed company like One United Properties. By implementing FinqTreasury, the company achieved two major automation milestones: 🔹 Treasury management automation — real-time liquidity dashboard across all projects and entities 🔹 Automated bank account reconciliation — direct integration into Microsoft Business Central ERP ✨ The result? 📊 Real-time cash visibility ⚙️ Zero manual reconciliation 💼 Smarter liquidity decisions 🚀 A finance team that’s proactive, not reactive 👉 Read the full case study to discover how treasury automation is redefining financial control for multi-entity organizations. #TreasuryAutomation #FinqTreasury #LiquidityManagement #MicrosoftBusinessCentral #RealEstateFinance #OpenBanking #FintechInnovation #CashManagement #Automation #FinancialTransformation https://lnkd.in/dnhUQJRV

If you’re working in finance, operations, or leadership and feeling the drag of disjointed data or manual workarounds — this is a must-read. Here’s to building clarity and moving with confidence. 🚀

Your treasury team shouldn't be doing work a computer can do better. Rainbow is an AI treasury platform purpose-built for companies with complex operations:  • Multi-entity structures  • Multi-currency flows  • Revenue models that don't fit in a box We layer on top of your existing stack—ERP, banks, billing, even Excel and emails—and turn fragmented data into a unified finance context. Then we automate the workflows: Cash positioning. Credit optimization. FX execution. Reporting. 𝗧𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗺𝗽𝗮𝗰𝘁? → 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 & 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝘆𝗼𝘂'𝘃𝗲 𝗻𝗲𝘃𝗲𝗿 𝗵𝗮𝗱: Real-time view across all entities, currencies, and accounts. No more waiting for month-end to understand your position. → 𝗧𝗶𝗺𝗲 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘆𝗼𝘂𝗿 𝘁𝗲𝗮𝗺: 70% less time on routine treasury tasks. Your team focuses on strategy, not data gathering and manual reconciliation. → 𝗖𝗼𝘀𝘁 𝗿𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝘁𝗵𝗮𝘁 𝗰𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝘀: Eliminate idle cash. Optimize credit usage. Reduce interest expenses. Execute FX at better rates. Every basis point matters when you're managing millions. → 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝘆𝗼𝘂'𝗿𝗲 𝗹𝗲𝗮𝘃𝗶𝗻𝗴 𝗼𝗻 𝘁𝗵𝗲 𝘁𝗮𝗯𝗹𝗲: Most companies have cash sitting in low-yield accounts because moving it manually is too slow. We automate yield optimization—customers typically see $2.5M additional income per $50M managed. The infrastructure you have? It stays. The manual work you hate? It goes. The financial leakage? We plug it. Most customers see ROI in 4-8 weeks. And you're not doing this alone. You get a customer success director, treasury professionals, and engineers who deploy alongside your team to deliver actual business outcomes—not just software. This is treasury operations for companies that have outgrown spreadsheets but don't want to rip and replace their entire stack. #TreasuryManagement #FinanceAutomation #CFO #TreasuryOps #FinanceTransformation #AIforFinance

Switching systems sounds simple: move the data and you’re done. But anyone who’s been through it knows it’s rarely that easy. Data doesn’t line up, reconciliations drag, and even the smallest delay can shake investor confidence. What looks like “just a migration” is actually a high-stakes process that touches trust, compliance, and reputation. That’s why the smartest funds treat migration as more than a transfer. It’s a chance to rebuild financial data so it’s accurate, comparable, and ready for investors. 👉 Swipe through to see why reconciliations, allocations, and client expectations make or break a migration. At Project Accountants, we make migration more than moving numbers. We make it work for your growth. Let’s talk about turning transitions into stronger operations. https://lnkd.in/dHxcjUmc #migration #finance #fundadministration #growth #trust

Data Platform and Finance collaboration In today’s fast-moving financial landscape, Treasury teams need real-time insights and data driven decisions more than ever. Yet, many organizations still rely on manual processes or siloed data systems lowing down reporting and limiting visibility. By leveraging a centralized Data Platform with automated data pipelines, Treasury and Finance teams can unlock a new level of efficiency, accuracy, and insight. Here are some key benefits: Automated & Timely Financial Reports – Eliminate manual data gathering by connecting multiple source systems into one trusted data layer. Enhanced Visibility for Treasury – Gain consolidated views of top customer depositors, balance sheets, and liquidity positions in near real-time. Accurate Fixed Transfer Pricing – Use consistent data and rules across departments to ensure transparent and reliable pricing calculations. Improved Compliance & Audit Readiness – Maintain a single source of truth with traceable data flows and version-controlled reporting. Scalability & Agility – Easily adapt to new reporting requirements, regulatory changes, or data sources without re-engineering legacy systems. The result? A smarter, faster, and more connected Treasury function that empowers decision-makers with accurate insights when they need them most. How is your organization using data platforms to modernize financial reporting? #DataPlatform #Treasury #FinanceTransformation #DataEngineering #FinancialReporting #Automation #DataAnalytics

Manual financial reporting costs U.S. businesses $6.1 billion annually (The Fintech Times 2024). That's enough to fund 𝟲,𝟬𝟬𝟬 𝘀𝗲𝗲𝗱 𝗿𝗼𝘂𝗻𝗱𝘀 – lost to spreadsheets and data entry. For founders, this represents 20% of your week drained on work that doesn't move your business forward. The real cost isn't the $28,500 per employee spent on manual data entry (Parseur 2025). It's the strategic decisions you're not making because you're stuck reconciling transactions. While you're chasing down receipts and updating forecasts, your competitor is talking to customers, refining product, or closing their next funding round. Manual finance work doesn't just waste time – it creates a fundamental competitive disadvantage. Beyond time, manual processes introduce risk. 59% of U.S. businesses link poor cash flow to manual accounts receivable processes (PYMNTS 2024). Automation isn't about eliminating finance work. It's about reclaiming 16 hours weekly to focus on the decisions that actually scale your business. #FinanceAutomation #TimeManagement #CFOInsights #StartupFounders