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The recent webinar hosted by TMANY | Treasury Management Association of New York examined critical questions about AI adoption: where AI genuinely improves treasury ops, when traditional methods remain superior, and how to avoid implementation pitfalls. Below are the distilled takeaways every treasury leader should know — whether exploring AI or scaling existing initiatives: 1. Where AI truly shines in treasury AI excels in scenarios where traditional tools hit their limits: → Adapting to complexity - Cash forecasting: Blends historical trends with real-time variables (e.g., market volatility, supplier delays) to predict liquidity needs during mergers or global expansion. - Fraud detection: Learns "normal" transaction patterns and flags anomalies — like unexpected wire transfers or duplicate invoices. → Solving the unpredictable - Accounts Receivable: Uses NLP to scan contracts/emails for hidden payment terms (e.g., "net 60 days" buried in a vendor email). - Payment matching: Fixes mismatches caused by typos or missing remittance details by learning from past reconciliations. → Enabling real-time agility - Dynamic reporting: AI assistants answer CFOs' ad-hoc questions instantly (e.g.,?"What’s our liquidity if we draw $20M from our revolver today?") by pulling live data from ERPs, banks, and TMS. - Scenario modeling: Tests "what-if" cash flow impacts (e.g., delayed customer payments, FX shifts) in seconds. 2. When to stick with traditional tools Stick with rule-based automation or manual workflows for: → Stable, repetitive tasks: Scheduled vendor payments, short-term cash forecasts with consistent historical data. → Low-complexity processes: If RPA solves the problem, avoid AI’s overhead. Recommendation: Start hybrid. Use statistical models for baseline forecasts, then layer AI to adjust for disruptions like supply chain shocks. 3. The non-negotiables for AI success Why AI projects fail: → Poor data hygiene: Siloed, inconsistent, or outdated data = unreliable AI. Clean and centralize first. → Weak integration: Disconnected systems (ERPs vs. banks vs. TMS) starve AI of real-time insights. → Unclear goals + unrealistic expectations: Define measurable outcomes (e.g., “Cut reconciliation errors by 30%”) — not vague ambitions. 4. The future: AI as your always-on analyst Imagine: Procurement asks?“Did the $5M payment clear?”?and AI checks bank APIs instantly. Liquidity stress tests update dynamically during market crashes. 90% fewer manual report requests, freeing your team for strategic work. * * * ???Join TMANY's upcoming sessions?on April 24 & May 22 to explore?AI readiness?and see live demos of AI-driven treasury tools. Stay tuned for registration links! #Treasury #AI #FinanceLeadership #Automation #CorporateFinance

The Gartner Data and Analytics Summit 2025, held early in March in Orlando, FL, was a hub of cutting-edge ideas transforming how we think about data and AI. Neil Smullian, Head of Growth at WaveAccess, was there to explore the latest trends, and he's sharing the highlights that matter to anyone navigating the data-driven economy. The discussions zeroed in on critical topics — from scaling GenAI and building robust data governance frameworks to aligning data strategies with business goals — all of which are more relevant than ever. Neil also connected with attendees to hear how these themes are playing out in the market. Here are a few takeaways that stood out: 1???Scaling Generative AI across the enterprise Organizations are doubling down on best practices to integrate GenAI into everyday business processes — driving efficiency and fueling innovation. 2???Foundations of a modern data and analytics strategy A solid strategy is essential. The focus is on aligning tech advancements with business goals to deliver real, measurable value. 3???Preparing for AI-driven data management AI is reshaping how we handle data. From governance to workflows, the message is clear: adapt now or play catch-up later. 4???Enhancing data and analytics governance Trust is everything. Strong governance frameworks ensure data quality, privacy, and compliance — key pillars for accountability and confidence. 5???Optimizing data and analytics organizational models How you structure your teams matters. The right setup can drive efficiency, foster collaboration, and break down silos across departments. During the summit, Gartner also unveiled the top data and analytics trends for 2025, including: → Making data more usable with easy-to-consume data products. → Better metadata management for accuracy and accessibility. → Multimodal data fabric for seamless integration of diverse data sources. → The rise of synthetic data for training AI models while maintaining privacy. → AI-driven insights through agentic analytics, automating analysis and speeding up decision-making. Are you already implementing any of these strategies in your organization? #GartnerDA #DataAnalytics #AI #DataStrategy #DataGovernance

Join us as we kick off a new webinar series hosted by TMANY | Treasury Management Association of New York, designed specifically for treasury and finance professionals. WaveAccess's AI experts, alongside?Tanya Kohen, CTP — a certified treasury professional focused on bridging the gap between treasury and technology — will guide you through?a hands-on exploration of AI's role in treasury. With so much information about AI out there, it's easy to feel overwhelmed. That's why we're cutting through the noise to give you a clear, grounded understanding of what AI can — and can't — do for treasury operations. Here's what we'll cover: → Key aspects of implementing AI — what to consider before diving in. → Common mistakes and misconceptions to avoid when starting your AI initiative. → Real-world use cases for AI in treasury, plus when alternative solutions might be a better fit. → A decision framework to help you determine if AI is right for your organization— and if your organization is ready for AI. You'll walk away with practical takeaways, including: ? How combining statistical models with AI can improve cash flow forecasting. ? Best practices for streamlining cash collection with AI-driven Accounts Receivable automation. ? How to enhance treasury reporting and executive insights with real-time AI-driven analytics. ???Date:?March 20 ???Time:?12:30 - 1:30 PM EST ???Where:?Online ???Save your spot now by signing up via the link in the comments. #Treasury #FinanceInnovation #AI #Webinar #TMANY

AI is changing the way treasury and finance teams operate. But how do you separate real impact from overhyped promises? Join us for the first webinar in a new series hosted by TMANY | Treasury Management Association of New York, where we’ll cut through the noise and explore AI’s practical, measurable impact. This session is designed to help treasury and finance pros approach AI adoption with clarity and confidence. "Treasury meets AI: Insights for smarter decisions" will be led by Tanya Kohen, CTP, Certified Treasury Professional with 20+ years of experience, alongside WaveAccess’s tech and business experts. Together, they’ll break down how AI can: ? Improve cash flow forecasting and working capital management ? Enhance fraud detection and policy compliance ? Streamline decision-making with natural language insights You’ll walk away with: ? A clear understanding of AI’s true potential for treasury, and what actually works for treasury teams ? Knowledge of common AI pitfalls to avoid ? Practical insights to evaluate AI’s fit for your organization ? The confidence to discuss AI with your team and stakeholders ?? Date: March 20 ?? Time: 12:30 - 1:30 PM EST ?? Where: Online Speakers: — Tanya Kohen, CTP, Director of Treasury and Cash Cycle Transformation, Baptist Health Care — Neil Smullian, Head of Growth, WaveAccess — Vladimir Rybakov, Head of Data Science, WaveAccess — Paul Chayka, Integration & AI Solution Expert, WaveAccess Whether you’re just curious about AI or actively exploring its use, this webinar will give you actionable knowledge to make smarter decisions. ?? Secure your spot now by tapping the link below. #Treasury #Finance #AI #Webinar #TMANY

We are witnessing a substantial update to the AI regulatory landscape.?The EU AI Act, the world's first comprehensive legal framework for AI, has entered its initial enforcement phase. It bans AI systems deemed to pose "unacceptable risks" and requires organizations to ensure their employees involved in AI deployment are sufficiently AI-literate. For businesses operating in or interacting with EU markets, this means: — Identifying and categorizing AI systems by risk level — Implementing robust AI governance frameworks — Ensuring transparency in AI operations — Complying with AI literacy requirements for relevant teams While the legislation has sparked debates, its goal is clear: to enable the benefits of AI while addressing its risks — a challenge that grows more urgent as technology advances. Whether you're already using AI or exploring its potential, WaveAccess is here to help. Our?set of discovery, strategy, and data value workshops?is designed to guide you through the complexities of AI adoption, helping you build secure, compliant, and future-proof systems. Reach out to learn more! #AI #EUAIAct #AIRegulation #TechInnovation

ValueXI's website has a whole new look! Say hello to a more intuitive way to explore ValueXI! The website has been reimagined with a sleek, modern design and a focus on making it easier than ever to discover how ready-made AI pipelines can help grow your business. Whether you're here for insights, solutions, or partnerships, we'll make sure to inspire and empower your next big move. What's new: ? More business cases: Discover real-world success stories that showcase how we’re driving results for businesses like yours. ??Expanded integrations: Explore our enhanced compatibility with leading business apps, ensuring seamless AI adoption within your existing workflows. ??Resource hub: Access a wealth of insights, expert articles, and guides to help you make informed AI decisions. ??Partner program: Learn about our latest partner initiatives and how collaboration is fueling innovation across industries. Come take a look! #AI #BusinessInnovation #ValueXI

Neil Smullian, Head of Growth at WaveAccess, is heading to the Gartner Data & Analytics Summit 2025, and he's ready to swap stories and strategies with fellow data and AI champions. If you're attending, catch him to discuss: — Turning messy data into measurable business outcomes — Cutting through outdated data management processes that hold back innovation — Deploying AI solutions in weeks, not years — Balancing innovation with security in AI adoption With 80+ global AI projects delivered — including a Microsoft Partner Award winner — and expertise across industries like healthcare, finance, retail, and beyond, WaveAccess bridges speed and responsibility. Our Data Science experts focus on ethical, compliant AI that scales with your business ambitions. See you at the summit? Message Neil to set up a meeting. #Data #DataAnalytics #AI #ML #GartnerDA

What if you could skip the complexities of building corporate AI from scratch and jump straight to results? The new article by the ValueXI team explores how ready-made AI pipelines simplify AI adoption by focusing on industry-specific tasks and department-level processes. Instead of building models from ground up, companies can leverage pre-built solutions designed to fit real business needs — cutting costs, reducing risks, effortlessly scaling solutions, and more. This article unpacks the core essence of this approach, its benefits, and real-world applications.?A valuable read for those looking to make AI a practical tool in their operations. #AI #Innovation #BusinessGrowth #TechStrategy #ValueXI

Struggling with inefficient data management and outdated processes? It's time to take control. We've created a Data Value Workshop designed specifically for Treasury & Finance leaders. ? This session offers a clear, actionable strategy to implement AI effectively, delivering real results in just a few weeks. ? Is this workshop for you? ?? You need to meet compliance requirements but don't have a clear plan to get there. ?? You're feeling the pressure to adopt AI but aren't sure where to start or how it fits into your operations. ?? You want to ensure your AI investments deliver measurable value while creating a tangible impact on your operations. ? If any of these sound familiar, this workshop is your next step. ? What makes this workshop stand out: ? This session is enriched by the expertise of Tanya Kohen, CTP, a Certified Treasury Professional with over 20 years of experience. Tanya specializes in helping companies leverage advanced technologies like AI, Machine Learning, and APIs to transform treasury operations. Her active participation ensures you gain insights from a true domain expert. ? What you'll gain: ? 1. We'll assess your AI readiness and identify key areas for improvement. 2. We'll run a focused, in-depth strategy session to identify AI applications that will deliver the most value for your organization. 3. We'll create a detailed, easy-to-follow implementation plan tailored to your goals. 4. We'll present our findings and provide actionable advice to set your team up for success. The results??Your team will be ready to: ?? Improve efficiency and reduce costs: use AI to streamline operations, minimize errors, optimize resources, and enhance service delivery. ?? Make smarter decisions: leverage AI-driven insights to align your strategies with long-term goals. ? Why choose us? * Collaborative expertise: We combine industry knowledge with practical tech solutions that align with your specific business objectives. * Proven experience: 80+ Machine Learning projects delivered by our Data Science experts. * Compliance assured: Adherence to international data security and AI governance best practices, ensuring robust and ethical solutions. * End-to-end guidance: From strategy to implementation, we support you every step of the way. ? Contact us at [email protected] to learn more or book your workshop today. ? #Treasury #TreasuryTech #Finance #Consulting #AI

Gartner's latest report on the Top 10 Strategic Technology Trends for 2025 offers a clear look at what's defining the next era of tech, and we couldn't resist sharing some thoughts. Here's the quick rundown: 1?? AI-augmented development: AI is becoming a key partner in software development, boosting productivity and innovation. 2?? Sustainable technology: Green solutions are transforming how we design, build, and deploy technology. 3?? Post-quantum cryptography: As quantum computing advances, the need for ultra-secure systems grows. 4?? Generative AI: Beyond chatbots, generative AI is revolutionizing content creation, design, and problem-solving. 5?? Digital immune systems: A safety net for your tech stack, ensuring resilience and reliability. 6?? Autonomous systems: From self-healing networks to intelligent supply chains, autonomy is becoming the norm. 7?? Platform engineering: Simplifying complexity for developers and end-users alike. 8?? Spatial computing: Blurring the lines between physical and digital worlds (think AR/VR and beyond). 9?? Ethical AI: As AI grows, so does the need for transparency, fairness, and accountability. ?? Cybersecurity mesh: A flexible, modular approach to securing interconnected systems. So, what does this mean for businesses? At WaveAccess, we see these trends as more than just buzzwords — they're opportunities to innovate responsibly, build systems that are both intelligent and sustainable, and create solutions that truly empower people. Adopting new tools and concepts effectively means understanding how they fit into the bigger picture and align with your enterprise's digital ambitions. We're here to guide you through these innovations, ensuring they work for you, not against you. What trend excites or challenges you the most? #TechTrends #FutureOfWork #Innovation #AI #Sustainability