Embracing The Future (And The Present): AI and Automation in Credit and Finance
Doug Potvin

Doug Potvin

CFO at Trinity Logistics Inc.

Episode Summary: In an industry (logistics) that boasts more than its fair share of traditionalists when it comes to outlooks on doing business and implementing technology, Trinity Logistics is moving full-steam with implementing the use of AI-powered solutions.

“Our CTO gave a presentation, and part of our 2024 fiscal year strategy and 2025 fiscal year strategy is implementation of AI. In fact, he said in this presentation ‘I’m required to mention AI now in all of my presentations ‘cause that’s where we are headed,” said Trinity CFO Doug Potvin.

That said, in the latest episode of the Emagia AI For Finance podcast, Potvin stresses that Trinity’s implementations are working around the idea of AI helping staff become more efficient and assist with client communication rather than replace headcount. Potvin notes that AI is here as “a tool to better everything that you have going on.” However, the secret to success at Trinity has been about smart implementation pace, trial-and-error on a small scale first, building off of lessons learned, and, critically, communicating with and educating everyone involved in the chain.

Speaker highlights: Doug Potvin is Chief Financial Officer at Trinity Logistics. Potvin is responsible for all aspects of financial reporting and back-end administrative functions at a logistics industry company that prides itself on strong workplace culture. Potvin is currently overseeing the Trinity’s transformation to include AI-powered solutions designed to streamline operations and improve communications both internally and with customers with greatly varied technological prowesses. Potvin recently spoke during an NACM Credit Congress & Expo educational session that drew a crowd that overflowed into the hallway of Caesar’s Palace’s convention space.

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