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Looking Back, Looking Forward: The Best of NeuGroup Insights

By January 9, 2025No Comments

What to Watch in 2025. Welcome back! NeuGroup Insights is kicking off 2025 with a look at some of the key treasury and finance themes NeuGroup founder and CEO Joseph Neu will be watching closely this year. It’s no surprise to those of us who know him that Joseph’s list is weighted toward technology that is transforming treasury and bringing the future of finance forward.

But in keeping with our belief that technology exists to serve societies and help individuals thrive, his first entry concerns the people NeuGroup exists to serve: our members. Here, then, are a half dozen top themes for 2025:

  • Role expansions. “I will be watching how the various roles of our members continue to expand and what impact the finance professionals in these expanded roles will have on the overall performance of their organizations.”
  • AI and the tech stack. “I’ll be tracking the impact of so-called AI agents and layers on the tech tools and software employed by treasury. How will the morphing of SaaS solutions play out in the tech stacks of treasury and the rest of the Office of the CFO? If the treasury management system is no longer the principal database for treasury, for example, will companies need a comprehensive TMS anymore?”
  • Dashboard evolution. “How will dashboards that are automated using data repositories evolve in line with the changes outlined above, starting with AI-empowered prompts and conversational engagement?”
  • America First implications. “How will the America First priorities of Trump 2.0 impact the global financial system and how multinational corporations support their businesses globally, especially regarding cross-border flows and traditional frameworks deployed to manage them?”
  • SG&A transformations. “Amid those policy priorities, how will transformation projects respond to continue to scale SG&A functions and adapt them to real-time transaction and data flows?”
  • Banking as a Service. “Will BaaS evolve to benefit treasurers? Traditional banks and asset managers will increasingly support the fintech solutions more agile firms create. I’ll be watching, for example, blockchains with stablecoins as well as the pools of private capital that are supplementing their own capital/capital raising efforts.”

Looking forward, looking back. This week’s email also looks forward by looking back at 2024 and 10 of the best posts produced by NeuGroup Insights, including a podcast exploring the benefits of bringing tech experts on to treasury teams. Indeed, like Joseph’s list, this one features a healthy dose of content exploring how NeuGroup members are making use of technology—and what some want from AI.

  • There are also stories on more tech companies paying dividends, what high-potential treasury talent wants to learn, investing corporate cash, a different approach to buying insurance and more.

Please click here to read the email newsletter with the 10 posts that we consider best based on popularity and topicality. You can find many more insights, videos and podcasts on our website.

Sign up for the email here, and subscribe to the Strategic Finance Lab podcast on Apple or Spotify.

Justin Jones

Author Justin Jones

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