Making Smart Treasury Technology Choices with Anshul Patni

This is a YouTube video titled "Making Smart Treasury Technology Choices with Anshul Patni" containing a monologue or talk by Anshul Patni discussing career advice for treasury professionals, the importance of flexibility and learning diverse skills, and considerations for selecting treasury technology systems, especially in the context of the 2020 pandemic and its impact on work-life balance and business needs.
Foreign key things that helped me at that point of time was being very flexible and keen to learn different areas that are coming to you initially. When, especially when you're new in your career, you may not get the top layer work of the project. You may start with something that is more of a filler work at that point of time. But that is again important for you to understand that this is bringing different skills in you, whether it's project management, whether it's making sure that you're delivering key aspects of the projects at that point of time and then as you are learning, learn and focus on different things. I would advise the consultants that if you are a cash management expert, not just focus on that, learn about technology because you cannot do anything without technology during this time in the world. Especially that we are working in a, in an environment where we do not go as much into the office as well as if you know cash management, you learn about technology, you learn about risk management, you learn about capital markets. So that is where I would say for a person who's new in the career, don't just focus on one part of treasury, rather be knowing different skills because that's what really helps you drive and get you the next opportunity. 2020 was very interesting time as, as we all know, especially with respect to making the move at that point of time. And personally my where I was at that point of time felt that I needed to spend more time with family, have a young daughter and wanted to spend more time with her and my wife. That was one of the key drivers to think about switching to Diebold Nixdorf at that point of time. And there was that nervousness with respect to what's going on in the world during pandemic, how it could impact different companies, what could be relevant versus what may not be relevant after a pandemic was a key part to think about. It is very important that I, as a Treasury professional, I'm looking at what are my business process, what is the requirement of my company and then don't just go by the name of the different products, really see what is relevant for you. Do you really need a full blown system which has very good functionality but it could be very complex for you as a Treasury team? Or should I go with a system which is relatively smaller in size and in functionality, but it meets the vision that you have set up for the next five years? That is what I would see in terms of choosing the technology.
More from Mike

Why Treasury Professionals Don’t Show Up to Events (And What Organisers Get Wrong)

AFP 2026 Las Vegas | Use My Exclusive DISCOUNT Code and Join My 2 Treasury Sessions

Treasury Technology, AI & Cybersecurity: Felix Meyer (ABB Capital) on TMS Projects and Future Skills

AI, Cybersecurity, and a Fast Track TMS Rollout with ABB Capital’s Felix Meyer






