Bank CEOs must do more than manage the business. They are expected to transform it. They are being asked to drive profitable growth in a competitive environment. To modernize client experiences without ballooning costs. To manage risk more proactively. And to ensure their banks are not just experimenting with artificial intelligence (AI) and other intelligent …
There’s a growing gap in banking right now and it’s not subtle. On one side, you have legacy treasury and receivables products still powered by fragmented stacks: optical character recognition (OCR), workflow tools, manual exception handling, and after-the-fact risk checks. On the other side, you have fintechs rapidly deploying artificial intelligence (AI)-driven capabilities that deliver …
How Bank Product Managers Can Get Started Fast with Agentic AI Read More »
Treasury services have long been a cornerstone of commercial banking relationships. But the way those services are delivered is increasingly out of sync with the expectations of modern business clients. Corporate customers now expect speed, accuracy, and real-time visibility across their financial operations. What they often receive instead are fragmented processes, delayed insights, and workflows …
Agentic AI Is the Next Competitive Battleground for Bank Treasury Services Read More »
Talk to almost any accounts payable (AP) professional and you’ll hear the same story: the inbox never stops. Between processing invoices, resolving exceptions, and supporting the broader procure-to-pay process, AP teams are constantly fielding emails asking about invoice status, approvals, and payments. What seems like a small task, answering a “quick” question, is a daily …
The AP Inbox Problem: Why Finance Teams Spend Too Much Time Answering the Same Questions Read More »
The Deluxe Exchange 2026 conference in Miami brought together financial institutions, fintechs, and technology leaders to explore where AI is taking treasury, receivables, and payments. Samuel Ridderhof, SVP of AI Delivery and Operations at Itemize, attended the event and came back energized by the conversations – particularly the session “Generative AI and Treasury: Redefining the …
The Future of AI in Treasury & Payments: Key Takeaways from Deluxe Exchange 2026 Read More »
For years, finance and treasury leaders have been taught a reassuring idea: that human review equals control. More approvals. More sign-offs. More eyes on every transaction. That logic worked when transaction volumes were lower, payment cycles were slower, and fraud was easier to spot. But the operating environment finance teams face today looks very different. …
As payment fraud continues to grow in sophistication, speed, and scale, the ACH Network is evolving its expectations for how risk is identified and managed. The latest amendments to the Nacha Operating Rules, specifically the new Risk Management and Fraud Monitoring requirements taking effect in 2026, signal a clear shift away from reactive controls and …
A year ago, most “AI in finance” conversations still sounded like: Can it read the invoice? Can it summarize the email? Can it pull the fields? Now the bar has moved. The interesting question is: Can it do the work – then show its work? That shift is happening fast. Gartner reported 58% of finance …
From Touchless to Trustworthy: The Real Next Step in Finance Automation Read More »
How future-ready organizations orchestrate AI, APIs, and workflow intelligence to eliminate friction Shared services organizations are entering a defining era. CFOs are no longer asking for shared services to simply be efficient. They are asking them to be fast, resilient, and unbreakable under pressure. They want finance operations that scale instantly with the business, withstand …
The Zero-Touch Future: How CFOs Are Reshaping Shared Services for Speed and Resilience Read More »
Finance automation has had a long arc. Every few years, a new wave of technology arrives with the same promise: less manual work, fewer errors, faster close, better controls. And every time, finance teams adopt it… and still end up spending too much time cleaning up exceptions. OCR was a step forward. It helped turn …
Finance Automation Is Shifting Again – and This Time It’s About Execution Read More »
Copyright © 2025 Itemize – All Rights Reserved
