The future of banking is arriving faster than many banks can keep up. But not all are falling behind. In this episode of Fintech Corner, Trovata Co-founder and CEO Brett Turner is joined by Matt Kelley, Director at FINTOP Capital, for an insider’s look at how banks are navigating AI disruption, data modernization, and the rapid rise of stablecoins.

You’ll hear why data—not just AI—is the battleground for banking’s next evolution, how smaller institutions are leapfrogging legacy players with flexible tech stacks, and where tokenized deposits, faster payments, and automation are reshaping treasury. Whether you work in corporate treasury, fintech, or banking strategy, this episode delivers a sharp, timely take on the trends shaping finance in real time.

Highlights:

• Why legacy tech isn’t the biggest risk for banks—it’s inertia
• The underdog story: how smaller banks are using fintech to outmaneuver the giants
• A behind-the-scenes look at how stablecoins are shaking up the deposit model
• What treasury teams can learn from bank innovation strategies
• The hidden costs of waiting to modernize—and why they’re compounding

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This episode is brought to you by Trovata.

Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale.

Learn more at ⁠www.trovata.io and follow us on LinkedIn.

Speakers:

About Brett Turner:

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-turner/

About Matt Kelley:

Matt Kelley is a seasoned banking and fintech strategist serving as Director of the FINTOP Network, where he leads engagement with banks and fintech innovators to accelerate technology adoption and partnerships across a national network of financial institutions. In this role within the FINTOP ecosystem he manages programming, cultivates strategic relationships, and supports investments that help banks modernize and compete in an evolving digital landscape. Kelley brings more than two decades of experience in institutional equities and financial services, including senior roles at Stephens, Piper Jaffray, Sterne Agee (Stifel) and RBC Capital Markets. He holds a Bachelor of Science from Marquette University.

Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthew-kelley-7189753/

What do you do when you’re the first-ever treasury hire and there’s no system, no team—and no playbook? In this episode of Fintech Corner, Trovata’s Joseph Drambarean sits down with Samma Hollier, newly promoted Senior Treasury Manager at Trupanion, to talk about building treasury from the ground up. From logging into dozens of bank portals and exporting 10,000-line spreadsheets, to implementing automation and creating scalable forecasting, Samma’s journey is packed with hard-won lessons for anyone navigating a lean or growing team.

Samma shares how Trovata helped her go from reactive to proactive, how she shifted out of spreadsheet survival mode, and why building a strong network has been key to every step of her career growth. Whether you’re the first hire or the next, this episode is for anyone ready to build smarter, lead confidently, and scale without burning out.

• What to automate first when you’re doing everything yourself
• How to build a scalable treasury function with limited resources
• Why transaction tags matter (and how AI might make them better)
• From being the first hire to managing a team
• Advice for treasury pros evaluating tools and building their network

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast.

This episode is brought to you by Trovata.

Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale.

Learn more at ⁠www.trovata.io and follow us on LinkedIn.

Speakers:

About Joseph Drambarean

JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with Joseph on LinkedIn: https://www.linkedin.com/in/jdrambarean/

About Samma Hollier:

Samma Hollier is the Senior Treasury Manager at Trupanion, where she leads enterprise-wide cash management, investment strategy, and financial risk oversight for a $1BN revenue pet insurance company. With over eight years of experience in corporate treasury—including key roles at Starbucks—Samma brings deep expertise in liquidity planning, capital markets, and banking infrastructure. She is passionate about optimizing financial operations and fostering high-performing teams to support strategic growth.

Connect with Samma on LinkedIn: https://www.linkedin.com/in/samma-hollier/

Imagine if you could hand off your treasury workflows to a team of AI agents. That’s exactly what Kyle Fisher is working toward at CSG. In this episode of Fintech Corner, Trovata’s Joseph Drambarean sits down with Kyle to explore how automation and AI are transforming treasury, from the way data flows to how decisions get made. Kyle shares how he automated hours of manual work, creating better visibility across systems, and why his free time is now spent experimenting with AI tools. From building trust in agents to redefining the treasurer’s role, this episode is packed with all the big questions that forward-thinking treasury teams should be asking today.

Highlights:

• Learn about the use cases and concerns around AI in treasury and how they’re evolving
• Hear why Kyle believes treasury is shifting from its day-to-day activities to system design
• Understand the importance of guardrails, data quality, and AI governance
• Get Kyle’s advice on evaluating and implementing new treasury systems the right way

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast.

This episode is brought to you by Trovata.

Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement—all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world’s largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale.

Learn more at ⁠www.trovata.io and follow us on LinkedIn.

Speakers:

About Joseph Drambarean

JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with Joseph on LinkedIn: https://www.linkedin.com/in/jdrambarean/

About Kyle Fisher:

Kyle Fisher is CSG’s Senior Manager of Treasury & Investor Relations and has 7 years of experience in the Treasury space. He has held Manager and Analyst roles at 4 other publicly traded companies prior to joining CSG in 2024. Kyle has worked in several global corporations supporting all aspects of Treasury from TMS and ERP system implementations, to global credit card programs and credit facility refinancing. Kyle has lived across the US, graduating from the University of Wyoming, and now lives in Denver, CO.

Connect with Kyle on LinkedIn: https://www.linkedin.com/in/kyle-fisher-821470b4/