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FISPAN & J.P. Morgan: How to Bring Banking into the ERP

Date: June 3rd, 2020
1pm EST/10 am PST
Duration: 1 hour
Paul Margarites
Clayton Weir
About This Webinar

Now more than ever, businesses are reliant on digital tools like ERP and TMS that they use to run their business and their books. Investment in ERP systems is about to exceed $100B a year, and as clients make huge investments of time and money they are asking their financial services providers to better participate in those systems.

Attendees will learn how financial institutions, ERPs, and fintechs are partnering to bring next-generation technology to solve the most difficult treasury problems faced by small and medium-sized corporates doing business globally and how this is an opportunity for finance departments, financial institutions and other payment providers. 

Join us on June 3rd at 1pm EST/10am PST as we discuss the importance of automating the treasury workflow within the ERP, and how this strategy can help you scale as your business grows. 

In this webcast, we’ll answer the following:

  • What are the biggest pain points in connecting ERPs and FI’s/Banking Products?
  • What are the current solution approaches to solving these problems?
  • What are APIs and how do they help?
  • As a corporate, what questions should you be asking your FI about connectivity?
  • What strategies has J.P. Morgan Treasury Ignition used to solve this problem and make solutions available in the client?
  • What does the future hold for ERPs, FI’s and treasuries?
Speakers Bios
Paul Margarites

Paul Margarites

Executive Director, J.P. Morgan

Paul Margarites is an Executive Director in the JP Morgan Chase’s Wholesale Payments Innovation team. Paul leads the JP Morgan Treasury Ignition program, an exciting new initiative to deliver an integrated banking ecosystem directly into client business systems without any technology resources. Paul joined J.P. Morgan from PwC Advisory where he built PwC’s RegTech practice, engaging with RegTech startups using emerging technologies to address risk and compliance challenges across financial services.

clayton-weir-grayscale-headshot

Clayton Weir

Co-Founder and Chief Executive Officer

Clayton R. Weir is the Co-Founder and Chief Executive Officer at FISPAN, shaping FISPAN’s vision and execution with an emphasis on people, product, and client success. He previously founded the BC Tech HyperGrowth Accelerator and FinTech Industry Cluster. Clayton sits on the NACHA API Standardization Group, taught Entrepreneurship at the University of British Columbia and is a Vice-Chair and Finance Committee Chair of Canada’s largest independent car sharing organization. He holds an MBA from the University of British Columbia and is a Chartered Financial Analyst (CFA).