Miami, Florida, 4 ⏤ 6 June, 2025 ⏤ LiquidX was delighted to attend and be a gold sponsor at the ITFA Americas (AMRC) 28th Conference.
ITFA (International Trade and Forfaiting Association) is the worldwide trade association for companies, financial institutions and intermediaries engaged in global trade, forfaiting, supply chain and receivables financing.
It’s one of the leading industry associations in trade finance, and it’s always an excellent opportunity to connect and network with our peers, clients, and partners.
LiquidX’s Managing Director of Product, Danielle Vitagliano, spoke on the panel, “Innovations in Trade Finance Tech”, alongside other industry leaders: Adriano Dariva (Lloyds Bank), Luis Torres (SMBC Group), and David Cooperman (Complidata).
Also attending the conference on behalf of LiquidX was John Pfisterer, MBA, (Managing Director, Global Head of Revenue Strategy), and Dominic Capolongo (CRO). Both of whom would soon be jetting off to London, England for another event, the GTR UK – Trade and export finance conference.
As the industry embraces digital transformation, Danielle joined fellow leaders to discuss how automation, AI, and smarter workflows are shaping the future of trade finance.
At LiquidX, we’re proud to drive this innovation — helping our clients streamline operations and reduce risk through cutting-edge technology.
Top 5 Takeaways from the Innovations in Trade Finance Tech Panel
The panel was well attended, and everyone on it has clearly been dealing with adapting to innovations in their work, in the way they lead teams, and engage with clients and stakeholders.
Trade Treasury Payments (TTP) observed the following 5 key takeaways from the panel, and we expand on those topics below and in other articles:
- Legacy systems are holding banks back
The industry is still grappling with outdated paper-based processes and manual operations. Banks are struggling to move from traditional documentation units to fully automated systems, despite knowing better technology solutions exist.
💡We recently published an article about the impact of AI: Find out more: How AI is Changing Trade Finance Risk Management
- Data is the new competitive advantage
Banks are beginning to leverage transaction data systematically to identify trends, reduce risks, and optimize revenue. The challenge lies in connecting front office and back office operations while navigating regulatory restrictions on data usage.
- Automation is reducing compliance headaches
Technology is streamlining sanctions screening by reducing false hits and improving accuracy. Banks can now automate document examination and compliance processes, making operations more efficient and scalable.
- Digital transformation requires cultural change
Moving from paper-intensive processes isn’t just about technology — it’s about keeping operations teams motivated and fear-free during the transition. Success depends on collaboration between banks and technology providers.
💡We recently published an article about How Digital Advancements are Reshaping Customer Experience in International Banking, following LiquidX’s attending the 2025 Bankers Association for Finance and Trade (BAFT) Global Annual Meeting (GAM) in May.
- Technology enables market expansion
Banks are using digital solutions to scale operations and enter new markets they couldn’t access before. The evolution from manual processes to automated systems is creating new business opportunities and revenue streams.
Three articles we’ve published are worth taking a look at on this topic:
💡Embedded Regulation in Trade Finance Workflows: From Compliance Burden to Competitive Advantage
💡Everything Banks Need to Know About Trade Finance Solutions
💡5 Trade Finance Digitization Myths Busted
Image and insights source: Trade Treasury Payments (TTP), on LinkedIn.
The question is, how can banks continue to innovate trade finance tech?
How banks can accelerate trade accelerate trade finance tech innovation
Naturally, AI and automation is part of the answer to that question.
And of course, it’s not just banks, it’s every player in the trade finance ecosystem, including but not limited to:
- Asset managers
- Corporates
- Manufacturers and the wider supply chain
- Insurance firms (particularly those that focus on transport, logistics, and manufacturing)
- Importers and exporters
- Shipping companies
- Shipping and transport brokers
- Non-bank, trade finance providers
- FinTech SaaS providers
- Export credit agencies and third-party service providers
Whether you are originating or distributing, buying or selling, trade finance is an ecosystem. And every part of an ecosystem needs to communicate with one another.
The only way to do that is to ensure you’re using technology that is platform and asset agnostic. Digitization is the only way forward, and that means using cutting-edge solutions like LiquidX that can:
- Upload any kind of document;
- Handle every type of data, and;
- Communicate (e.g., originate, distribute, buy, and sell) with systems that other players in the industry are using.
Until you go digital, you can’t take advantage of automation and AI, which is clearly the way the sector is going.
Now, for those entering the market, or considering expanding, two questions come up that we often answer when speaking to potential clients:
To that, the answer is no. With the right software, like LiquidX, you can scale trade finance operations without needing to hire more staff.
Again, the answer is definitely not. It’s far more cost and time-efficient to subscribe to a modular platform, like LiquidX.
Plus, there are 10 good reasons why LiquidX is the best solution for any organization looking to get into trade finance or expand current trade finance operations:
- LiquidX is white-label, so your customers don’t need to know they’re working through a third-party platform. Find out more about the LiquidX Partner Program (LPP).
- LiquidX is platform-agnostic (which means it will work with any other software either through an API or another type of integration)
- Can take in any invoice format ⏤ XLSX, PDF, etc. ⏤ and use that as workable data downstream across the trade lifecycle.
- Can manage the entire end-to-end trade finance lifecycle.
- Provides a real-time dashboard to manage risk (TradeHub).
- Will help you make significant back office savings (TradeOps); Can handle reconciliation challenges for all financial institutions.
- Is a multi-award-winning trade finance solution
- Includes the advantages of a deep partnership with Broadridge (NYSE: BR), a trusted global fintech leader.
- Supports all markets, with a modular software solution, that supports every market you operate in, including different currencies and asset classes.
- Gives you the ability to automate distribution.
Here’s another great reason to work with us! In December 2024, Global Business & Finance Magazine awarded LiquidX with three awards for the second year in a row:
- Best Digital Solutions For Global Trade, United States 2025
- Best Technology Vendor Of The Year, United States 2025
- Best Fintech For Trade, United States 2025
Banks and asset managers: To request a demo of our trade finance distribution solutions, click here.
