2025 Buckeye Financial Forum

This session will outline and compare technology that can be utilized for simplification, enhancement, and/or automation within the cash process. This will include an overview of tools that help with system connectivity, gathering and aggregating data, reporting, positioning, forecasting, and overall bank management. It will also include: (i) side by side comparisons with pros and cons of certain tools including treasury management systems (TMS), (ii) how to review and select a system, (iii) tips and tricks for a smooth and quick implementation, and (iv) how to best utilize a system once it’s in place to enhance overall ROI.

The learning objectives of this session include:

1. Gaining an understanding of the tools available that support the cash process
2. Being able to compare and select solution(s) to meet the specific needs of your cash process
3. Understanding how to effectively navigate an system implementation
4. Knowing how to leverage technology to drive financial returns