Podcasts about Financial services

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  • 2,155PODCASTS
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Financial services

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Best podcasts about Financial services

Show all podcasts related to financial services

Latest podcast episodes about Financial services

Partner Perspectives
ACH Colombia relies on Oracle Cloud Infrastructure and SBD for exponential growth

Partner Perspectives

Play Episode Listen Later Jun 28, 2022


ACH Colombia handles 95% of the country's interbank transfers, carrying out more than one million transactions per month. Looking to grow by 400% this year, the bank needed a more scalable, secure, and efficient technology solution than their on-premises system offered. SBD technical manager, Noel Quintero, brings us through how ACH Colombia chose Oracle Cloud Infrastructure and how it helped the bank achieve a 35% increase in systems management and operations performance, a 75% reduction in time to market, and a projected annual savings of $2.5 million over five years.  

Money Talk With Tiff
Wealth Management with Jamie Lima

Money Talk With Tiff

Play Episode Listen Later Jun 28, 2022 20:21


Jamie Lima joins Tiffany this week to share his knowledge on all things wealth management, covering everything from estate planning, retirement and tax management. About Our Guest Jamie Lima is the President of Woodson Wealth Management. Jamie's career began with Morgan Stanley in 2006. He later joined Fidelity Investments in 2011, where he managed a $1 billion in assets of high-net worth families and businesses. During his tenure with Fidelity, he also spent several years coaching and training fellow associates nationally with a focus on the southern California region. To that end, he brings over 20 years of financial education and hands-on experience in the Financial Services industry. Jamie holds an MBA from National University in San Diego and has been a CERTIFIED FINANCIAL PLANNER™ for nearly a decade. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces fit' for them. “The Financial Planning process can seem like an overwhelming exercise, but it doesn't have to be. My job is to ensure that my team and I are with our clients every step of the way. Our job is done when clients can easily understand and, more important, are able to explain their plan(s) to their loved ones. The pinnacle for me is creating a cohesive (and executable) plan, which every important stakeholder can follow and implement.” Outside of work, Jamie and his wife, Dawn, spend a lot of time in their Jeep off-roading, working around their farm in Ramona, CA and trying to keep up with their 5 (yes, 5!) kids. Connect with Jamie Instagram: https://www.instagram.com/jamiemlima/ Twitter: https://twitter.com/JamieMLima Facebook: https://www.facebook.com/Woodsonwm Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant

Voice of FinTech
Vesna, a holographic banker by Nettle, with co-founders Andrej Gregus and Richard Guga - Slovakia

Voice of FinTech

Play Episode Listen Later Jun 28, 2022 27:43


Andrej Gregus and Richard Guga, co-founders of Nettle, a Slovak-based AI start-up, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about their holographic, smart, retail banker and leveraging AI and holograms in Financial Services and elsewhere. Here is what they talked about: Andrej, Richard – what are your backgrounds? How did you get to what you do today, and how did you meet? You are co-founders of Nettle – what is Nettle about? You built a holographic banker for SLSP – how did this come about? Your holographic banker is called Vesna – why Vesna, and can a customer change the name and appearance as they prefer, like voices on your iPhone? What were customer reactions to Vesna? What can Vesna do in addition to greeting customers at the branch?  What kind of technology do you use to make Vesna appear natural and intelligent? Where do you see other potential use cases for holographic?  Will we be able to use holograms at home soon - just like video calls today? What are your growth plans?  What's your favorite business book? Sapiens: A Brief History of Humankind  by Y. N. Hariri and William Ury - Getting to Yes What's the best way to reach out: LinkedIn - Andrej Gregus and Richard Guga, or the website Nettle

Fintech Insider Podcast by 11:FS
640. News: Brex backs away from SMEs while the UK ramps up BNPL regulation

Fintech Insider Podcast by 11:FS

Play Episode Listen Later Jun 27, 2022 59:05


Our expert hosts, David M. Brear and Sim Rai, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Ron Shevlin, Chief Research Officer, Cornerstone Advisors Tayga Baltacıoğlu, CEO, Debite Douglas Soltys, Editor-in-Chief, BetaKit With soundclips form: Antony Stephen, CEO, Barclays Partner Finance David Cunningham, Chief Commercial Officer, Lextego We cover the following stories from the fintech and financial services space: Brex drops tens of thousands of small business customers as Silicon Valley adjusts to new reality - 5:40 UK outlines plans to tighten ‘buy now pay later' rules - 14:50 Canada's Wealthsimple becomes the latest fintech to cut staff - 31:35 Deutsche Bank staff forced to install app that tracks messages - 44:45 Stripe to launch new bank transfer proposition in UK and EU to take away "operational pain” - 48:40 The phoney 'fintech revolution' is eating itself - 49:55 Irish banks get green light for payments app - 51:34 Internet Explorer is being hilariously serenaded after 27 long years of browsing history - 53:55 This episode is sponsored by FullCircl You're under pressure on multiple fronts – demanding customers, competitors making a grab for market share, regulatory scrutiny, and high cost-to-serve. So, what to do? Whether you're a bank or financial services company, future-ready transformation can only be achieved by implementing a holistic Customer Lifecycle Intelligence (CLI) strategy. This new whitepaper explores how CLI will help you find the right customers, onboard them faster, and keep them for life. Check out the whitepaper here (https://info.fullcircl.com/unlocking-the-customer-lifecycle-intelligence-advantage)! Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. It's hosted by a rotation of 11:FS experts including David M. Brear, Simon Taylor, Jason Bates and Gwera Kiwana, as well as a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Antony Stephen, Dave Cunningham, Douglas Soltys, Ron Shevlin, and Tayga Baltacıoğlu.

Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Stacey: Bug Bombs And Carrier Insights PART 1

Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage

Play Episode Listen Later Jun 27, 2022 16:06


The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!Bio of Stacey GiuliantiStacey A. Giulianti, Esquire, is the Chief Legal Officer at Florida Peninsula Insurance Company, a Florida-based property insurance carrier, where he oversees the Claims, Special Investigations, and Legal Departments. He founded the company with his partners in 2005, and has since helped it grow to become the 6th largest homeowners insurance company in Florida. As a licensed attorney, he has been a member of The Florida Bar since 1993 and The Maine Bar since 2018. He serves as a representative member of both the Florida Insurance Council and the Florida Property and Casualty Association. He has spoken on various insurance law subjects for the Academy of Florida Trial Lawyers, The Florida Bar, the National Business Institute, Professional Education Seminars, the Florida Department of Financial Services, and the National Underwriter Company. From 1998 to 2006, Mr. Giulianti served as a member of the judiciary as a Traffic Magistrate in Broward County. He is the Author of numerous published works, including Florida Insurance Law, Thomson West Publishing, 2007-2021. He graduated from the University of Miami School of Law cum laude in 1993 (staff member, University of Miami Law Review). Mr. Giulianti is currently an adjunct professor of business at Southern Maine Community College, and previously served as an adjunct professor of business law at Florida International University, where he taught for more than 12 years. He is an Accredited Claims Adjuster and a licensed Florida Auctioneer.Email - yourvoice@floridapeninsula.comFacebook - https://www.facebook.com/FloridaPeninsulaInsuranceCompany/Linkedin - https://www.linkedin.com/company/florida-peninsula-insurance/Twitter - https://twitter.com/FLPenInsCo

Advancing Financial Markets. Together.
Financial Services and the API Ecosystem

Advancing Financial Markets. Together.

Play Episode Listen Later Jun 27, 2022 35:06


Join Paul Rohan, Head of Business Strategy Finance Services at Google Cloud and Sandeep Singh, DTCC Managing Director, Global Head of API & Client Interfaces  as they discuss the critical role of APIs in the connected digital economy and their adoption across the financial services space. Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), ADVANCING FINANCIAL MARKETS. TOGETHER, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

WE ARE GUERNSEY PODCAST
The future of global finance with Rohit Talwar

WE ARE GUERNSEY PODCAST

Play Episode Listen Later Jun 27, 2022 34:22


We are joined by author, award-winning keynote speakers, and CEO of Fast Future, Rohit Talwar, who explores the future of global financial services, from ensuring crypto to improving hard infrastructure.Follow Rohit on LinkedInFollow Rohit on Twitter: @fastfuture Follow WE ARE GUERNSEY on Twitter: @WEAREGUERNSEYFollow Guernsey Green Finance on Twitter: @gsygreenfinanceFollow WE ARE GUERNSEY on LinkedIn

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Innovation in Financial Services with Citizens, Comerica, Ally, & Truist Executives

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later Jun 27, 2022 38:27


676: In this interview, four executives from the financial services industry give their perspectives on talent, data, and innovation at their respective companies and what the future of the industry looks like. Citizens Bank's Michael Ruttledge discusses the company's in-house engineering academies and training programs and how automation is helping with a more efficient self-service-focused customer experience. Comerica's Megan Crespi covers the DE&I recruiting programs at the company and her thoughts on the “Amazoning” of customer expectations. Ally Bank's Sathish Muthukrishnan talks about leveraging data to differentiate the digital-born company from its competitors. Finally, Truist's Scott Case gives insight into the merger of BB&T and SunTrust that formed the company and how its Digital Straddle helped facilitate the merger during the pandemic.

Action and Ambition
Simplifying, Optimizing, and Automating The Blockchain Ecosystem

Action and Ambition

Play Episode Listen Later Jun 27, 2022 29:38


Welcome to another episode of The Action and Ambition Podcast! Joining us today is Chris Kern, the Chairman of the Board of Directors of Fernhill Corp, a diversified technology holding company that has interests in and seeks to acquire, build and develop software, service businesses, and marketplaces in the digital asset and blockchain industry that are meant to simplify, automate and optimize the activities in mining, minting, trading and managing digital assets of any kind. Chris has deep expertise in Telecommunications, Internet Services, Mobility, Blockchain, FinTech, Financial Services, SaaS, and Digital Media & Marketing. Tune in to learn more!

The HR Uprising Podcast
The Disability Opportunity - with Hardeep Rai

The HR Uprising Podcast

Play Episode Listen Later Jun 26, 2022 39:12


Lucinda is joined by Hardeep Rai, the co-founder and CEO of the Kaleidoscope Group, which aims to transform the lives of people of determination by maximising their potential and offering them access to genuine employment opportunities. Hardeep discusses his incredible work across the last seven years, involving meeting with over 1300 people of determination across 65 different different disabilities from 28 countries, and the highly personal story of how his own experiences have led him to see the potential in everyone. KEY TAKEAWAYS Disability is, unfortunately, one of the things in life that we cannot truly feel unless it has impacted our lives in some intimate way. It has to resonate emotionally. Defining disable people has proved troublesome and contentious, even in the modern world. People of determination is the most accepted way of describing them, as it highlights the positive connotation. If you are genuine in your heart with your intentions, then nothing you say can possibly be wrong. It simply displays curiosity. There is a misconception that in order to fund the additional means required to level the playing field for a person of determination, the cost must be met by the employer. but the government has means in place to pay for these costs. BEST MOMENTS 'He inspired me to set up Kaleidoscope' 'How you define disabled people is one of the most controversial topics of the modern time' 'We're all conditioned according to our biases, whether they're conscious or unconscious' About the Guest, Hardeep Rai Hardeep is the Co-Founder and CEO of the Kaleidoscope Group (www.Kaleidoscope.Group). The purpose of the organisation is to help to transform the lives of people of determination, by maximising their potential and then offering them access to genuine employment opportunities or supporting them to become successful entrepreneurs. Over the course of the last 7 year's he has personally met / interacted with over 1,300 people of determination across 65 different disabilities from 28 different countries. He has worked with over 50 people of determination within his own team over the years. This exposure and experience has given him a unique insight into how to help them to maximise their potential from a multitude of different perspectives. On a personal level, Hardeep is the father of a severely disabled child of 15 years old so he understands first hand, how to overcome the alternative challenges that life can sometimes offer. On a professional level, he has had a successful career in Financial Services for over 25 years in London. In his spare time, he is an ‘Expert by Experience' for the Care Quality Commission (CQC) and is a member of their inspection team when visiting care homes for residents that are people of determination. He is educated to Master's level in International Business law and graduated from the University of London. VALUABLE RESOURCES The HR Uprising Podcast | Apple | Spotify | Stitcher The HR Uprising LinkedIn Group How to Prioritise Self-Care (The HR Uprising) How To Be A Change Superhero - by Lucinda Carney HR Uprising Mastermind - https://hruprising.com/mastermind/ www.changesuperhero.com www.hruprising.com Kaleidoscope Group - https://www.kaleidoscope.group/about-ki/ ABOUT THE HOST Lucinda Carney is a Business Psychologist with 15 years in Senior Corporate L&D roles and a further 10 as CEO of Actus Software where she worked closely with HR colleagues helping them to solve the same challenges across a huge range of industries. It was this breadth of experience that inspired Lucinda to set up the HR Uprising community to facilitate greater collaboration across HR professionals in different sectors, helping them to ‘rise up' together. “If you look up, you rise up” CONTACT METHOD Join the LinkedIn community - https://www.linkedin.com/groups/13714397/ Email: Lucinda@advancechange.co.uk Linked In: https://www.linkedin.com/in/lucindacarney/ Twitter: @lucindacarney Instagram: @hruprising Facebook: @hruprising See omnystudio.com/listener for privacy information.

The CUInsight Network
Economic Stories - Scienaptic AI (#35)

The CUInsight Network

Play Episode Listen Later Jun 24, 2022 34:02


“When you look at the underlying  data, you are able to tell a better economic story of members.” - Pankaj JainThank you for tuning in to episode 35 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest today is Pankaj Jain, President and Co-Founder at Scienaptic AI. Pankaj shares his story and the experiences that inspired him to develop this technology and create Scienaptic AI, an AI-powered instant loan decision-making platform. We talk about how the Scienaptic team helps credit unions leverage data to better understand the background of each member, allowing credit unions to approve more loans while minimizing risk.In this episode, Pankaj shares how Scienaptic supports underwriting efforts through alternative credit scoring and the positive impact it can have on ROI. In an effort to change the narrative of, “Every person is a risk,” Pankaj shares his vision of credit unions moving toward an “Every person gets credit” narrative. We discuss the impact Scienaptic can have on product offerings, loan processes, and the overall digital member experience.Tune in to hear Pankaj provide insight on streamlining services to capture opportunities and exceed expectations. He discusses the importance of AI and creating a digital member experience that is easy to use and delivers instant gratification to users, specifically Gen Z. During our conversation, you'll also learn how Scienaptic innovates to avoid disruption in the financial services industry and how they can add value to credit unions so they can stay ahead of these trends and thrive in the industry as well.As we wrap up the episode, Pankaj talks about a recent purchase he can't live without, what he finds inspirational about Elon Musk, and spending time in nature with his family. Enjoy my conversation with Pankaj Jain!Find the full show notes on cuinsight.com.Connect with Pankaj:Pankaj Jain, President and Co-Founder at Scienaptic AIpankaj.jain@scienaptic.comhttps://www.scienaptic.ai/ LinkedIn | Instagram | Twitter | Facebook

Fintech Insider Podcast by 11:FS
639. How do we make financial services more LGBTQ-inclusive?

Fintech Insider Podcast by 11:FS

Play Episode Listen Later Jun 24, 2022 47:30


Our expert hosts, Benjamin Ensor, is joined by some great guests to ask: “how do we make financial services LGBTQ inclusive?” To mark this year's Pride month, but also hopefully creating a conversation relevant at any time, we're asking: what issues has the LGBTQ community faced and continues to face when it comes to financial services? What solutions are being found? And what could the future hold? This week's guests include: Charlotte Fereday, Product Director, 11:FS David Auten, Co-host, Queer Money Podcast Steve Wardlaw, Chairman, Emerald Life Kate Anthony, CEO, Euphoria This episode is sponsored by FullCircl You're under pressure on multiple fronts – demanding customers, competitors making a grab for market share, regulatory scrutiny, and high cost-to-serve. So, what to do? Whether you're a bank or financial services company, future-ready transformation can only be achieved by implementing a holistic Customer Lifecycle Intelligence (CLI) strategy. This new whitepaper explores how CLI will help you find the right customers, onboard them faster, and keep them for life. Check out the whitepaper here (https://info.fullcircl.com/unlocking-the-customer-lifecycle-intelligence-advantage)! Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. It's hosted by a rotation of 11:FS experts including David M. Brear, Simon Taylor, Jason Bates and Gwera Kiwana, as well as a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Charlotte Fereday, David Auten, Kate Anthony, and Steve Wardlaw.

Inside Job: Making CX Work
Episode 13: How to Define and Measure CX Transformation in Financial Services

Inside Job: Making CX Work

Play Episode Listen Later Jun 24, 2022 36:39


The financial industry has seen massive changes and innovations over the past few years. While moves to digital-first experiences have clear transitions for sectors such as retail, they look very different for financial services organizations. In this episode, Merkle's Jonathan Gagliano and Regions Bank CMO Abbas Merchant define the largest customer experience challenges and opportunities in the financial services industry and how to measure the impacts of this transformation. Other topics discussed: • How financial services organizations can provide customers value in exchange for data • How Regions Bank personalizes experiences • The new consumer of financial services and how to think about them Resources: 2022 Imperatives (https://go.merkleinc.com/l/579173/2022-06-13/f79k7h)

The Irish Tech News Podcast
The need for Governance in the Defi space, Insights with Dr. Eelco Fiole, interviewed by Dr. Efi Pylarinou

The Irish Tech News Podcast

Play Episode Listen Later Jun 24, 2022 28:22


The meltdown of Terra`s algorithmic stablecoin, Celsius, and the systemic risk that has emerged, is evidence of the lack of Governance in the Defi space. We discuss with Dr. Eelco Fiole, the kind of Governance that is lacking and that has been ignored at the expense of the entire ecosystem. We are witnessing a monumental value destruction as a result. Dr. Eelco Fiole is the founder and managing partner at https://www.linkedin.com/in/fiole/ Alpha Governance Partners - https://www.alpha-gp.com/ . He is a seasoned banking professional. Over the past 10 years he has been in fiduciary COO and CFOroles in blockchain and investments. He also teaches Ethics at two Swiss universities and recently got award the CFA inspirational Leader award for Ethics. https://www.linkedin.com/posts/fiole_cfa-institute-inspirational-leader-award-activity-6940688810359848961-9cSz?utm_source=linkedin_share&utm_medium=member_desktop_web Dr. Efi Pylarinou is the No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv, a Top Thought Leader by Onalytica, and a Top Digital Futurist, Linkedin and Twitter Voice, by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics. Founder of Efi Pylarinou Advisory servicing Big Tech, Financial Services and Fintech clients. She strongly believes in building bridges between the old and the new economy. She shares her passion of content creation with her 190,000+ followers on Linkedin and 18,000+ on Twitter. Join her on the social platforms https://linktr.ee/Efiglobal

Project Management Paradise
Episode 143: “How to Lead a Strategy Realization Office in Life Sciences” with Sachin Raje

Project Management Paradise

Play Episode Listen Later Jun 24, 2022 32:04


Sachin Raje is Director, Strategy Realization Office, MRL Global Medical and Scientific Affairs at Merck. He is an expert in mentoring on Project Management, complex program management, setting up PMOs, and establishing and managing Strategy Realization Offices. He has deep sector-wide experience, with a solid record of delivering value to a number of companies in the Life Sciences, Financial Services, Insurance, Retail, and Manufacturing industries. In this episode, Sachin Raje discusses: “How to Lead a Strategy Realization Office in Life Sciences”. Show Notes Connect with Sachin on LinkedIn here *Bonus* Project Management Paradise is brought to you by Cora Systems. Learn why Cora has been named in Gartner's Magic Quadrant for Strategic Portfolio Management by accessing a complimentary copy at corasystems.com/magicpmpp

Oyster Stew - A Broth of Financial Services Commentary and Insights
Why Outsourcing your Annual Testing Makes Sense

Oyster Stew - A Broth of Financial Services Commentary and Insights

Play Episode Listen Later Jun 23, 2022 28:52


Many firms follow the best practice of using an independent firm every few years to conduct their annual testing. In this period high compliance turnover, the value of having an outside resource to carry some of the load, provide conflict-free validation and a fresh perspective makes sense. In today's Oyster Stew podcast, our experts share their insights on the value of having an independent resource provide your testing.

The Building Code
Inside Buildertrend: The future of payments

The Building Code

Play Episode Listen Later Jun 23, 2022 15:33


Episode 154 Every other Thursday, we give our listeners a glimpse into the inner workings of our business with our new “Inside Buildertrend” series on “The Building Code.” What are our teams working on? What features are coming up, and how will they benefit our users? What data and research are being collected behind the scenes? Tune in as we take a look inside Buildertrend.   How is Buildertrend impacting the future of payments in the construction industry? On today's episode of “Inside Buildertrend,” Trevor Pillen, payment operations specialist, is chatting with Zach and Charley about the significance of online payments.   Tune in to hear more about how our Financial Services team is working to change the way the construction industry gets paid. Learn more about why the future of getting paid is digital.   What are the key takeaways? How is Buildertrend changing the way the industry gets paid?: In the construction industry, checks have historically been the preferred method of payment. So, our goal as a tech company is to show business owners the value of using ACH and credit cards. There are many advantages to accepting these methods of payment – and one of them is timeliness. Time is money in construction, and getting paid via check takes a lot longer.   What are some key benefits of online payments?: One of the biggest benefits of online payments is time. The average turnaround time for a check is 20 to 25 days. Whereas with digital payments like ACH and credit card, it's closer to 10 to 12 days, if not less. Another benefit is the ability to streamline getting paid by accepting online payments quicker, which will help solve cash flow issues.   Why is accepting online payments better for business?: Today, many construction professionals are limiting the way homeowners pay for their projects. By widening the funnel, clients can pay the way they want, and contractors get a wider range of jobs to choose from. Offering flexible payment options is a good business practice, and there really are no downfalls.   Why is this cool for Buildertrend users? Buildertrend Payment Processing is integrated with the Customer Portal feature, which allows homeowners to make digital payments directly through the platform. Builders have the option to accept ACH and/or credit card payments within their Buildertrend account.   LINKS AND MORE   How to get started with Buildertrend Online Payments:   https://helpcenter.buildertrend.net/en/?q=payment+processing   Related content:   Check out the last “Inside Buildertrend” episode to hear about how our Customer Experience team is connecting the dots between the voice of the customer and Buildertrend's internal departments by answering questions like: What support do our customers need from us? What are they expecting from us from marketing? What do they need our product to do to support their business needs?   Subscribe to “The Building Code,” and never miss an episode. Got podcast topic suggestions? Reach out to us at podcast@buildertrend.com. The Better Way, a podcast by Buildertrend:   Looking to improve how your team plans projects with the top residential construction management software this year? Pick up Buildertrend pro tips on the newest season of “The Better Way, a podcast by Buildertrend.” Subscribe and stream all five bingeable episodes on your favorite listening app now.   Follow us on social: Instagram and Facebook: @Buildertrend   Listen to “The Building Code” on YouTube! And be sure to head over to Facebook to join The Building Code Crew fan page for some fun discussions with fellow listeners.

Retire Smarter
Ep 102: Interview with Retirement Researcher Dr. David Blanchett Part 2

Retire Smarter

Play Episode Listen Later Jun 23, 2022 27:13


Dr. David Blanchett is Head of Retirement Research formerly at Morningstar and currently at Prudential's asset management arm PGIM. He is also an adjunct professor at The American College of Financial Services. David has been a voracious and accomplished researcher, being published in a variety of peer-reviewed articles, and receiving many ‘best paper' awards. Today he conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement.   Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Learn from David's original research on retirement spending and how it is likely to decline as you age, including the positive implications it has on your planning. (Hint: you may be able to retire earlier than you think.)  Be sure to pay attention to the end where David and Kevin discuss guaranteed income, cryptocurrency, and empirical studies on quantifying the benefits of working with a trustworthy and competent advisor.  A big "thank you" to Dr. Blanchett for sharing his research and wisdom.  To read David's research, visit https://www.davidmblanchett.com/research  Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/   Have a financial question? Contact us at https://www.truewealthdesign.com/contact/   Key topics on this episode:  1:05 - Using the spending data to build a financial plan 2:47 - Success rate as an outcome metric 5:27 - Measuring your wants and needs 9:52 - Building guaranteed income 14:16 - Annuities 16:53 - Comparing annuities 20:21 - His recent paper on cryptocurrency 22:40 - Recent/current projects 24:21 - How an advisor adds value  

Banking Transformed with Jim Marous
From Personalization to Profits in Banking

Banking Transformed with Jim Marous

Play Episode Listen Later Jun 23, 2022 48:33


Consumers want their financial providers to provide integrated experiences that leverage insights to create intuitive engagements. To accomplish this, banks and credit unions need to build the data infrastructure and analytics capabilities that can be applied across the entire customer journey. Personalization must become a strategic priority, using data to create a differentiated value exchange with the customer in real-time. I am excited to have Jim Stapleton, Senior Vice President at Epsilon on the Banking Transformed podcast. Jim shares how banks and credit unions can deepen relationships by understanding customer behaviors and offering timely solutions. This episode of Banking Transformed is sponsored by Epsilon  With 50+ years' experience, Epsilon for Financial Services accelerates clients' ability to harness the power of data to enhance, activate, and measure campaigns with confidence. With market-leading insights into customer's actions (even when they're not interacting with your brand), Epsilon can predict upcoming life events and deliver optimized messages across owned and paid channels, while respecting and protecting consumer privacy and client data. Learn more about Epsilon for Financial Services  

Health and Wealth Podcast with Carter & Tim
Whitney Emanuel, CFP Building Her Practice With A Solid Foundation of Faith

Health and Wealth Podcast with Carter & Tim

Play Episode Listen Later Jun 22, 2022 77:46


Episode 60 - Whitney Emanuel has been a financial adviser since 2011. She began at Ameriprise Financial and branched off on her own to start Whitney Wealth Group in 2016. She took an even bigger leap at the beginning of 2019 to leave the big-box financial world to go completely independent! She holds her CFP® and CRPC®, Series 7, 63, and 65 & multiple state insurance licenses. Whitney works with values-driven executives and business owners that want to know SPECIFICALLY how to plan for their goals and are motivated to do so. She believes money is simply the means to your end: not the focus of your plan. She builds out individually customized strategies for her clients' employer benefits, retirement and college funding, their total investment portfolio, and estate and tax strategies that are aligned with their core values.  As a single working parent with her own business, she understands what it feels like to balance priorities and does exactly that for her hard-working clients, many of whom are also caretakers. Whitney's core values are faith in Jesus, service, health, family, decisiveness, and joy. She lives in South Minneapolis with her 7-year-old daughter, Zurisadai, 7-year-old Great Dane Mastiff, Anaba, and 1-year-old kitty, Nicollet. Whitney and Zuri love to serve in their faith family that provides for one another's needs in housing, finances, prayer, and community. Learn more about Whitney here: https://www.whitneywealthgroup.com/team/whitney-emanuel WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go towww.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

Risky Women Radio
CRA and Fair Lending: Mary Bailey

Risky Women Radio

Play Episode Listen Later Jun 22, 2022 19:46


Shelley Metz-Galloway, US lead of Protiviti's regulatory compliance practice, talks with Mary Bailey, regulatory compliance expert, about the US Community Reinvestment Act and how upcoming changes to the rule should improve access to credit and have a big impact on banks' compliance and reporting. Show Notes 01:37 Career Journey 08:21 International Efforts 10:19 CRA and Fair Lending 12:31 What the CRA Changes Mean for Banks Learn more and subscribe: https://www.riskywomen.org/2022/06/podcast-s5e3-cra-and-fair-lending-mary-bailey/

Lead Thru Values
52. Is There More To Life Than Making Money? with Mike Henry, Sr.

Lead Thru Values

Play Episode Listen Later Jun 22, 2022 52:00


In this conversation between Mike Henry, Sr. and James, the two men discuss how faith has impacted their careers. Mike shares his thoughts on feeling stuck, limited and aiming too low at work, and how he found new energy by aiming higher and serving others.Mike's BioMike Henry Sr. began Follower of One to help every marketplace Christ-follower experience the joy of working with Jesus. Follower of One is a global community for individuals who follow Jesus and want their life to matter. He desires to help every workplace believer intentionally follow Jesus full-time regardless of their position on an organizational chart. Prior to Follower of One, Mike was vice president for a nationwide technology service provider and before that he worked in several industries including Financial Services, Energy and Telecommunications. Mike and his wife Vicky reside in the Tulsa Oklahoma area. They have two adult children, two children-in-law and 3 grandchildren. Connect with Mike on LinkedInhttps://followerofone.orgmike@followerofone.org

Fintech Nexus
USA 2022 Keynote: Can Financial Services Replicate the Amazon Experience?

Fintech Nexus

Play Episode Listen Later Jun 21, 2022 32:30


This recording is from Fintech Nexus USA (formerly known as LendIt Fintech USA) held at the Javits Center in New York City on May 25-26, 2022. It is from our Keynote stage and is titled, Can Financial Services Replicate the Amazon Experience?Speaking at this session are Sarah Clark, Mastercard, Ahron Geminder, HSBC, Mike Tuchen, Onfido with Moderator: Bo Brustkern, Fintech Nexus.

The I Love CVille Show With Jerry Miller!
Alex Urpí, CEO Of Emergent Financial Services, Joined Jerry Miller On The I Love CVille Show!

The I Love CVille Show With Jerry Miller!

Play Episode Listen Later Jun 21, 2022 61:36


Alex Urpí, CEO of Emergent Financial Services, joined me live on The I Love CVille Show! The I Love CVille Show headlines (Tuesday, June 21) Job Layoffs Happening Everywhere Will CVille Buy $1,650,000 Parking Lot? Chief Brackney Follow-Up Questions UVA's Valuable Chinese Book Collection Public Lands Grand Opening (6/24) Alex Urpi Interview Markets Are Green Today. Why Is That? Viewer/Listener Comments Follow I Love CVille On Instagram The I Love CVille Show airs live before a worldwide audience Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network.

RTÉ - Drivetime
Europe's Energy Crisis

RTÉ - Drivetime

Play Episode Listen Later Jun 21, 2022 5:26


Mairéad McGuinness, EU Commissioner for Financial Services

Texas Business Minds
Austin: Charles Schwab CIO Dennis Howard Eyes Continued Growth in Texas

Texas Business Minds

Play Episode Listen Later Jun 21, 2022 20:31


Austin's tech scene is showing no signs of slowing, and Charles Schwab's tech-focused campus in North Austin has the bandwidth to bring on plenty of new talent. In this episode, Austin Business Journal Managing Editor Will Anderson welcomes Managing Director & Chief Information Officer Dennis Howard who shares his vision for Austin, and Charles Schwab's plan for continued growth in Texas.

Wake Up Legendary
6-20-22 - John Thompsett- Full-Time Financial Service Employee Shares How To Grow Your FB Group In 60 Days

Wake Up Legendary

Play Episode Listen Later Jun 20, 2022 73:10


On today's episode of WUL, I sit down for a chat with John Thompsett. John works full time in financial services and is also building his digital marketing business on the side. Today he share how he got started with Legendary, why he trademarked his logo, his strategy to FB & TikTok, what he did when leads were not giving him their email address, and MUCH more. Follow JT on Tiktok | Instagram

Fintech Insider Podcast by 11:FS
638. News: Allica bank raises for SMEs and Backbase raises to transform the back end of banking

Fintech Insider Podcast by 11:FS

Play Episode Listen Later Jun 20, 2022 58:21


Our expert hosts, Benjamin Ensor and Gwera Kiwana, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Søren Aabel Hammer, CEO, Mazepay Keshvi Radia, Head of Product for Payments, Allica Bank Tim Rutten, SVP of Strategy, Backbase With soundclips from: Richard Davies, CEO, Allica Bank Jacob Groth, Customer Relations Director, P27 We cover the following stories from the fintech and financial services space: Allica Bank secures £55m in equity and debt round - 5:50 Backbase secures €2.5bn valuation after €120m investment - 16:30 Instant payments top the agenda for Swedish banks says P27 - 29:45 Starling snaps up £500m mortgage book in shift from Covid loans - 39:05 MFS Africa extends its Series C by $100m, bringing total to $200m - 47:30 CaixaBank and Microsoft explore the metaverse - 49:10 Shopify loses early big investor over rising competition - 50:40 Deadmau5 is launching his own online bank - 53:00 This episode is sponsored by FullCircl You're under pressure on multiple fronts – demanding customers, competitors making a grab for market share, regulatory scrutiny, and high cost-to-serve. So, what to do? Whether you're a bank or financial services company, future-ready transformation can only be achieved by implementing a holistic Customer Lifecycle Intelligence (CLI) strategy. This new whitepaper explores how CLI will help you find the right customers, onboard them faster, and keep them for life. Check out the whitepaper here (https://info.fullcircl.com/unlocking-the-customer-lifecycle-intelligence-advantage)! Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. It's hosted by a rotation of 11:FS experts including David M. Brear, Simon Taylor, Jason Bates and Gwera Kiwana, as well as a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Jacob Groth, Keshvi Radia, Richard Davies, Søren Aabel Hammer, and Tim Rutten.

My Climate Journey
Episode 214: Rachel Slaybaugh, Principal at DCVC

My Climate Journey

Play Episode Listen Later Jun 20, 2022 60:41


Today's guest is Rachel Slaybaugh, Principal at DCVC.In her role, Rachel is focused on climate, sustainability, and energy investments. Before joining DCVC, Rachel was an Associate Professor of Nuclear Engineering at the University of California, Berkeley where she held leadership roles in several data science and entrepreneurship efforts. Concurrent to being a professor, Rachel was a Division Director at Lawrence Berkeley National Laboratory where she ran the Cyclotron Road Division. She served as a Program Director at the Department of Energy's ARPA-E, where she created the nuclear fission program and managed the agriculture portfolio as well as solar and virtual reality teams. Rachel co-founded the Good Energy Collective and currently serves as Chair of the Board. Rachel received a B.S. in Nuclear Engineering from Penn State, where she served as a licensed nuclear reactor operator, and a M.S. and Ph.D. from University of Wisconsin–Madison in Nuclear Engineering and Engineering Physics. We have a wonderful discussion about Rachel's climate journey and how she has prioritized her professional pursuits. We also talk about what Rachel has learned working in academia, government, early-stage innovation, and now as a venture capitalist. Additionally, the conversation touches on where VC and equity capital fit into the climate problem as well as key learnings from the last cleantech wave, and so much more. Enjoy the show!  You can find me on Twitter @jjacobs22 (me), @mcjpod (podcast) or @mcjcollective (company). You can reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded June 7, 2022.

The CUInsight Experience
Carol Marx - Grassroot Service (#137)

The CUInsight Experience

Play Episode Listen Later Jun 17, 2022 40:06


“Credit unions have done so much for their membership, and they continue to do more.” - Carol MarxThank you for tuning in to episode 137 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Allied Solutions. Allied Solutions is focused on helping clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.My guest on today's show is Carol Marx, President & CEO at the Hawaii Credit Union League. Carol worked in financial services for over 30 years and has recently made her way to credit unions. She expresses her excitement about taking on this role and being involved in the credit union movement. Carol talks about credit union values and how they are reflected through the work performed within communities. During our conversation, Carol talks about credit unions being a united front and coming together to increase awareness and enhance the financial well-being of members across their communities. Carol shares her vision of success, which includes ideas of overcoming adversity, succession planning, and establishing secure housing. She also discusses the greatest investment made in her career and how it prepared her for the future. Carol and I talk about what she looks for to enhance the culture of Hawaii's credit unions and their teams. When giving feedback, Carol suggests listening to a team member's perspective first, then following up with a question-driven discussion that leads to a manageable solution. Carol shares what makes a good leader and the importance of aligning the “why” of the organization with their purpose. She explains ways in which she communicates change while involving team members of all levels. Carol shares her vision of what a career in credit unions will look like in five years while continuing the important work of the credit union movement to ensure a strong future for credit unions. As we wrap up the show, listen in as Carol shares how she recharges as a CEO, the album she listens to daily, and the reason she feels her father is the personification of, “People helping people.” Enjoy my conversation with Carol Marx!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Carol:Carol Marx, President & CEO at the Hawaii Credit Union Leaguecarol.marx@hcul.orghttp://www.hcul.org/ LinkedIn | Facebook | Twitter | YouTube | Instagram

Fintech Insider Podcast by 11:FS
637. Insights: What can crypto learn from TradFi?

Fintech Insider Podcast by 11:FS

Play Episode Listen Later Jun 17, 2022 53:55


Our expert host, David M. Brear is joined by some great guests to break down what lessons the burgeoning crypto industry could take from traditional finance. We want to get into the weeds and look at: product, UX, design, biz ops and much more alongside very special guests in the space to argue both sides of the debate. Are there crossovers? Could trad finance also learn from crypto? Where can they both do better? Let's find out! This week's guests include: Jason Mikula, Founder and publisher, Fintech Business Weekly Louisa Murray, Chief Operating Officer, UK & Europe, Railsr David Birch, author, advisor and investor in digital financial services Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. It's hosted by a rotation of 11:FS experts including David M. Brear, Simon Taylor, Jason Bates and Gwera Kiwana, as well as a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Dave Birch, Jason Mikula, and Louisa Murray.

Oyster Stew - A Broth of Financial Services Commentary and Insights
History Provides Focus for the Future - A History of Equity Markets (Part 2)

Oyster Stew - A Broth of Financial Services Commentary and Insights

Play Episode Listen Later Jun 16, 2022 10:09


Equity markets are changing so rapidly through products being offered, like digital assets, the technology used in trading, tracking and data management and the evolving regulations. In part 2 of the series,  Oyster's experts, Buddy Doyle and Frank Childress take a peek into the history of the US equity markets so we can learn what questions to ask today.  

In House Warrior
Community & Regional Bank Regulatory Matters For With Sandy Brown, A Co-Leader Of Alston & Bird's Financial Services & Products Group, With Host Richard Levick of LEVICK

In House Warrior

Play Episode Listen Later Jun 16, 2022 33:46


Community & Regional Bank Regulatory Matters For With Sandy Brown, A Co-Leader Of Alston & Bird's Financial Services & Products Group, With Host Richard Levick of LEVICK: Sandy Brown, a co-leader of Alston & Bird's Financial Services & Products Group, who formerly served in the Office of the Comptroller of the Currency in the Reagan Administration, counsels and represents financial institutions and specialty finance companies, speaks with host Richard Levick of LEVICK. Sandy discusses banking corporate and regulatory matters, particularly for community and regional banks; the increased politicization of public policy issues related to bank supervision; consolidation in the banking industry and its causes; what caused bank M&A activity to slow considerably in 2022, compared to 2021; elements that have led to massive bank failures in the past and much more.

Health and Wealth Podcast with Carter & Tim
Christopher Elmore, Overcoming Adversity To Serve His Community

Health and Wealth Podcast with Carter & Tim

Play Episode Listen Later Jun 15, 2022 70:38


Episode 59 - Christopher Elmore is the President of Smiley Elmore & Associates, Investment and Insurance, and is an Investment Advisor Representative as well as a Registered Representative through Money Concepts Capital Corp. He also carries a Life, Accident, Health, Property and Casualty (Home, Auto, and Commercial Insurance), and Variable Annuity licenses. For the past twenty years, Christopher has served as Vice-President and in many other capacities at Smiley Elmore & Associates. Christopher is married to DeVon, a part-time Administrative Assistant at Smiley Elmore & Associates and a retiree of American Airlines as a ticket agent. They have been married for 16 years and have four children: Jordan, Sydney, Jewels, and Gabrielle. Christopher has been a youth coach for many different leagues, age groups, and sports and has served as the player agent and Volunteer Coordinator for various leagues. Christopher volunteers and mentors at local area schools and enjoys spending quality time and traveling with family. Christopher is the NEA Retirement Specialist for NEA, The National Education Association, and the Financial Consultant to the (TCTA) Tulsa Teachers Classroom Association, the local National Educators Association and is very involved in the TCTA. Christopher Elmore has extensive experience in a diverse range of financial consulting, wealth creation, wealth management, and various areas of insurance. The combination of experiences revolves around being an investment advisor, college planning consultant, wealth manager, financial planner, and insurance broker/agent. Learn more about Christopher here: https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/celmore#/  WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

What is Innovation?
Innovation is a new idea implemented at the right time :: Chris Skinner

What is Innovation?

Play Episode Listen Later Jun 15, 2022 35:44


Chris Skinner is a bestselling author, independent commentator, and globally sought-after expert on financial markets and technology through his critically acclaimed website, The Finanser.More about our guest:Chris has been voted one of the most influential people in financial technology by the Wall Street Journal's Financial News, and has been an advisor to the White House, the World Bank, the World Economic Forum, and the United Nations. He is a visiting lecturer with Cambridge University as well as a TEDx speaker and is Chair of Nordic Future Innovation and a non-executive director of 11:FS.  Chris is also the author of sixteen best-selling books, including Digital Bank, ValueWeb and Digital Human as well as a children's book series, Captain Cake and the Candy Crew. His newest book, Digital For Good: Stand for something…or you will fall has recently been released last June 1, 2022.  He is also a regular commentator on BBC News, Sky News, CNBC and Bloomberg, Chris serves on various financial and fintech advisory boards, including B-Hive, Bankex, empowr, IoV42, Innovate Finance, Life.SREDA, Moven, Meniga, Pintail, Project Exscudo and Token Fund.  ------------------------------------------------Episode Guide:1:34 - What is Innovation?3:12 - Innovation before primetime5:20 - Financial Services, 3G-to-5G evolution, cloud computing, 3d printing7:33 - Facial Recognition: Mastercard and Alipay8 :36 - Defining 'Innovation Reapplication'9:58 - Wallet applications14:19 - Cash Machines: Why online banks still open physical branches17:28 - Upcoming Trends: Technology in Financial Industry21:01 - Blog post: "The best job in banking: Chief Cannibal"23:24 - What isn't innovation?  26:12 - Changes in the music industry28:15 - FinTech: innovations behind the scenes29:35 - Brazil's Nubank31:01 - China's Alipay and WeChat Pay33:20 - "Bankenstien"3402 - Advice for innovators-------------------------Resources Mentioned: Companies/Institutions: AlipayWeChat PayBrazil's NubankBlogs:The FinanserThe best job in banking: Chief Cannibal by Chris Skinner--------------------------OUTLAST Consulting offers professional development and strategic advisory services in the areas of innovation and diversity management.

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

Play Episode Listen Later Jun 15, 2022 51:56


Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Tanya Frias, CFP®, ChSNC® who is Chief Financial Planner at Freeman Capital and has over 20 years experience in Financial Services with 13 years as a Certified Financial Planner. As the head of all things financial planning, she is committed to providing access to financial planning to underserved communities and eliminating the racial wealth gap. Freeman Capital's #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther than other financial companies and support you through all aspects of growing your net worth.   She is a graduate from City University of NY with a B.S. in Computer Information Systems and has completed the CFPⓇ(Certified Financial Planner) certification program at NYU and the ChSNC (Chartered Special Needs Consultant) certification program at the American College. Tanya will be attending Kellogg-Northwestern's Executive MBA program in Fall 2022. Tanya lives in NYC and spends her free time hanging out with the world's coolest 10-year-old, Zackary.   In our discussion we talked about:  

Talking Success: Connecting the Global FinTech Community
Chidi Okpala, Founder and CEO of Asante Financial Services Group - All things FinTech, finding a balance when taking risks and how to attract the right talent

Talking Success: Connecting the Global FinTech Community

Play Episode Listen Later Jun 15, 2022 31:22


In this episode, we sit down with Chidi Okpala, Founder and CEO of Asante Financial Services Group. Asante is a high-impact digital financial services firm focused on advancing financial independence and improving the well-being of underserved small businesses and individuals in Africa.Chidi discusses all things FinTech, finding a balance when taking risks and how to attract the right talent.TalentintheCloud's Website: https://talentinthecloud.io/TalentintheCloud's LinkedIn: https://www.linkedin.com/company/talentinthecloud/Chidi Okpala's LinkedIn: https://www.linkedin.com/in/chidi-okpala-8395156/Asante's Website: https://asantefinancegroup.com/Stacey Japhta's LinkedIn: https://www.linkedin.com/in/staceyjaphta/

Lattes With Leaders
How to build a data-centric organization with CEO/Founder, Marcia Tal

Lattes With Leaders

Play Episode Listen Later Jun 15, 2022 37:35


Description In this episode, Zeinab and Trisha speak with Marcia Tal, a corporate leader and fintech founder, with over 30 years of experience within Financial Services. As CEO and Founder of Tal Solutions and Founder of the PositivityTech Intelligent Platform, Marcia helps organisations uncover growth opportunities by utilizing their hidden data assets. As EVP at Citi, Marcia created and built the Global Decision Management function in over 30 markets, introducing advanced analytical tools and strong governance process into business decisions. We speak to her about being an intrapreneur within a large company, and what it takes to build a truly data centric organization. Some relevant links for this episode:Tal Solutions website: https://talsolutions.com/ PositivityTech website: https://positivitytech.com/  Chapter markers:2:30: Founding decision management function at Citi7:55: Challenges of being an intrapreneur16:34: Leveraging 'voice of the customer' data22:54: Applying AI/ML to analyze customer data32:30: Utilizing customer data to improve processes  Lattes with LeadersInterested in supporting us? Follow us on our social channels:https://www.instagram.com/latteswith_leaders/https://vm.tiktok.com/ZSejg4h7Y/https://www.linkedin.com/company/lattes-with-leaders/https://www.youtube.com/channel/UClFlsOy4RgKN0AsTQrYvo0w

The I Love CVille Show With Jerry Miller!
Alex Urpí, CEO Of Emergent Financial Services, Joined Jerry Miller On The I Love CVille Show!

The I Love CVille Show With Jerry Miller!

Play Episode Listen Later Jun 14, 2022 66:32


Alex Urpí, CEO of Emergent Financial Services, joined me live on The I Love CVille Show! The I Love CVille Show headlines (Tuesday, June 14) VA Colleges: Lowest Earning Majors VA College Degrees Worth The Most Former Chief Brackney Accusations CVille City Pools Not Fully Open (Staff) New Restaurant On West Main Street World Of Beer Space Still Vacant Draft Taproom Still Not Open Larry Ellison Transforming Lanai Island Alex Urpi Interview The I Love CVille Show airs live before a worldwide audience Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network.

Fintech Leaders
Jeff Tijssen, Bain Global Head of Fintech – Reimagining Financial Services for Incumbents and Fintechs & How Embedded Finance Will Transform the Industry

Fintech Leaders

Play Episode Listen Later Jun 14, 2022 31:29


Miguel Armaza sits down with Jeff Tijssen, Partner and Head of the Global Fintech Practice at Bain & Company, where he advises incumbent players, large fintechs, and some of the top venture capital funds in the world on helping them build products, strategy, and figuring out what's next in fintech.In this episode, we discuss:Opportunites and challenges of neobanks and how some of the largest players are adapting to a world where capital is a lot more expensive, profitability is imperative to build a sustainable business, but their opportunities for disruption are as big as ever.Tech strategy for incumbents and how some of the largest banks in the world are modernizing by partnering with modern fintechs, while also transforming their organizations from within.Why embedded finance is one of the topics Jeff is most excited about how this will bring a fundamental shift to the industry… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join  34,000+ readers around the world!Miguel Armaza is Co-Founder & Managing General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIpqp

Teleforum
Crypto Wars: Balancing Privacy versus National Security

Teleforum

Play Episode Listen Later Jun 13, 2022 59:37


Senior officials in the Administration have expressed concern about cryptocurrencies being used for criminal activity and undermining the dollar as the global reserve currency. These concerns have been heightened with the Russian invasion of Ukraine, evasion of sanctions including North Korean sanctions, cyberattacks, and ransomware. Others contend that blockchain transactions are easier to trace than physical cash, and that the Administration’s concerns are exaggerated and could stifle innovation. China has banned cryptocurrencies and developed its own central bank digital currency (CBDC). It appears that the digital yuan will be used by the Chinese government for surveillance purposes to closely monitor personal transactions and behavior. A number of other regimes, including Canada, have used the banking and monetary system to silence dissidents. Some say that dissidents and citizens in countries that have unstable fiat currencies have turned to bitcoin and other cryptocurrencies to escape the national currency and protect their rights; other say cryptocurrencies are used by criminals and terrorists. This very timely panel will discuss whether the US can develop policies on digital assets that both protect freedom and privacy and maintain our safety from bad actors, and what the trade-offs with the dollar’s international role might be. Featuring:Hon. Mick Mulvaney, Co-Chair, Actum LLC; Former Director, Office of Management and BudgetHon. Kathy Kraninger, Vice President of Regulatory Affairs, Solidus Labs; Former Director, Consumer Financial Protection BureauMichele Korver, Head of Regulatory, a16z CryptoNorbert Michel, Vice President and Director, Center for Monetary and Financial Alternatives, Cato InstituteModerator: Dina Ellis Rochkind, Counsel, Government Affairs and Strategy, Paul Hastings

Fintech Insider Podcast by 11:FS
636. News: Have Apple pressed the Buy Now Pay Later nuke button?

Fintech Insider Podcast by 11:FS

Play Episode Listen Later Jun 13, 2022 56:29


Our expert hosts, Gwera Kiwana and Nicole Perry, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Lena Hackelöer, CEO & Founder, Brite Payments Tim Waterman, Chief Commercial Officer, Zopa  With soundclips from: Dare Okoudjou, Founder & CEO, MFS Africa Daniel Kjellén, CEO and Co-Founder, Tink Peter Lord, CEO, Codat Myles Stephenson, Founder & Chief Executive, Modulr We cover the following stories from the fintech and financial services space: Apple Pay Later is the company's take on a buy now, pay later service - 4:42 Challenger bank Zopa enters BNPL market - 16:21 African payments company makes rare purchase of US fintech - 29:00 Open banking platform Tink strikes payments deal with Revolut - 37:35 JPMorgan Backs Software Startup Codat at $825 Million Valuation - 46:40 Modulr Unveils SEPA Instant Service for Real-Time European Business Payments - 49:50 Rapyd launches out of this world competition for software developers to win a trip to the edge of space - 51:40 This episode is sponsored by TrueLayer Let's face it, cards were not designed for online. Payments can take days to settle, hurting customer loyalty. While high fraud, clunky checkouts and expensive fees mean millions in missed revenue. At TrueLayer, we've made instant payments available for businesses across Europe and the UK. So you can cut costs, fight fraud and get money moving fast. To learn more visit: www.TrueLayer.com/payments Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. It's hosted by a rotation of 11:FS experts including David M. Brear, Simon Taylor, Jason Bates and Gwera Kiwana, as well as a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Daniel Kjellén, Dare Okoudjou, Lena Hackelöer, Myles Stephenson , Peter Lord, and Tim Waterman.

The CEO Sessions
Why Leading by Example Works - Thales AM CISO, Eric Liebowitz

The CEO Sessions

Play Episode Listen Later Jun 13, 2022 39:36


Stop wasting your energy on barking orders and telling people what to do. It's far more effective and satisfying to lead by example. It's one of the greatest leadership hacks of all time because people respond better to what they see, not what they're told. I host Eric Liebowitz, CISO of Thales Americas, who shares a key insight that explains why leading by example works and an essential strategy to immediately begin leading more effectively.  Thales is a global Aerospace, Transportation, Cybersecurity and Defense organization with a complex IT environment and multiple product lines. They have over 81.000 employees across 5 continents. Eric has over 15 years in the cybersecurity space. He is a strong leader who is experienced in building and maturing Information Security programs for large Financial Services and Technology organizations. Eric started his career on Wall Street where he led a global team of security professionals that implemented a 24/7 Security Operations Center to monitor threats and respond to attacks at Lehman Brothers.  Eric then moved on to Freddie Mac where he built and led multiple teams in different security disciplines such as Identity & Access Management, Governance, Risk and Compliance and Security Monitoring & Incident Response. Eric's attributes include strong leadership and communication skills with the ability to translate technical and risk based solutions to senior management as well as business partners. He also has a demonstrated track record of delivering innovative Security solutions that meet corporate strategic goals while promoting a team-oriented work environment. Eric has partnered with peers in other organizations to start a CISO roundtable with security leaders from the Virginia, Maryland and DC area. He is also a 9 year contributing member of the CISO Executive Network. He holds the CISSP, CISA and CISM certifications and is a member of ISACA National DC chapter and ISC2.  LinkedIn Profile: https://www.linkedin.com/in/ericliebowitz/ Company Link: https://www.thalesgroup.com/en What You'll Discover in this Episode What Eric learned at the biggest defining moment in his career. Vital strategies to strike the balance between working hard and taking care of yourself. What to do when you don't speak the language in the room. Why leaders must become PROACTIVE when it comes to employee retention. The reality of the staffing shortages in the Cyber Security industry. Why leading by example is so effective. The importance of leading with integrity and how to do it. How to have a one-on-one meeting that builds a personal connection every time. Resources: https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/1982137274/ref=asc_df_1982137274/?tag=hyprod-20&linkCode=df0&hvadid=509245866633&hvpos=&hvnetw=g&hvrand=12380231504550548321&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9010496&hvtargid=pla-908915591470&psc=1 (The 7 Habits of Highly Effective People), Stephen Covey https://www.amazon.com/SPEED-TRUST-Thing-Changes-Everything/dp/1416549005/ref=asc_df_1416549005/?tag=hyprod-20&linkCode=df0&hvadid=312009828129&hvpos=&hvnetw=g&hvrand=208795773085388419&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9010496&hvtargid=pla-433459424349&psc=1 (The Speed of Trust), Franklin Covey ----- Connect with the Host, #1 bestselling author Ben Fanning https://www.benfanning.com/speaker/ (Speaking and Training inquires) https://followbenonyoutube.com (Subscribe to my Youtube channel) https://www.linkedin.com/in/benfanning/ (LinkedIn) https://www.instagram.com/benfanning1/ (Instagram) https://twitter.com/BenFanning1 (Twitter)

Crypto Curious
34 - Governance of Stable Coins Announced, Battle of the DAP's Continues and FTX Flip Coinbase

Crypto Curious

Play Episode Listen Later Jun 12, 2022 21:50


Craig and Tracey took the helm this week with Blake away pitching Bamboo at Consensus as one of eight finalists in the Web 3 Pitch Fest hosted by Extreme Tech Challenge. Trace opens the episode announcing that the New York State of Financial Services - who are notoriously strict, have released guidelines for issuing dollar backed stable coins. Discussion continues around Binance announcing they have invested an undisclosed amount into Pancake swap, a decentralised app (DAP) built on the BNB chain. Other headlines making news this week included market share data showing that FTX has flipped rivals Coinbase in market share with 11% despite having only been around for less than half of the amount of time as Coinbase. As a user of FTX Trace shares why she thinks more users are moving towards FTX over Coinbase and has a laugh about some of the major sponsorships they have announced in an incredible 18 month rise which has seen them reach a 32 billion dollar valuation!Links mentioned throughout the episode are included below;Blake is pitching at Consensus Governance of Stable CoinsFTX Flips CoinbaseFor the full list of links head to the episode web page here.Download the Bamboo app and use code CURIOUS for $10 in ETH.Follow Crypto Curious on Instagram, or send the team an email with all your thoughts here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Crypto Curious acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Crypto Curious is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Crypto Curious are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Crypto Curious is part of the Acast Creator Network. See acast.com/privacy for privacy and opt-out information.

The CUInsight Network
Building a Brand - Strum (#34)

The CUInsight Network

Play Episode Listen Later Jun 10, 2022 33:07


“The more information you can empower employees with, the better the whole organization is.” - Ben StanglandThank you for tuning in to episode 34 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest today is Ben Stangland, President and COO at Strum (previously Weber Marketing Group). After going through brand updates, Strum is now building upon their legacy with their two companies, Strum Agency and Strum Platform. Strum Agency is a full service marketing agency helping credit unions build growth strategies through naming, branding, and marketing. Strum Platform is a financial marketing analytics software that helps credit unions better understand their members through data.Ben has been with Strum for over twenty years. In this episode, he describes how Strum works with credit unions to help create focus in their growth strategy. He shares the importance of understanding and reaching the credit union's target member, while staying true to the mission of the organization. Ben puts great emphasis on helping credit unions through the process of renaming and rebranding as they evolve. He discusses the adaptation of machine learning, artificial intelligence, and cloud-based computing. Ben also gives key insights on the significance of sharing data within the organization rather than keeping it siloed. Tune in to hear Ben discuss trends that he finds important for the future of the movement and ways credit unions can innovate to meet those needs. Strum helps credit unions utilize the data they already have and supplement it with additional information to gain a better understanding of their members. During our conversation, you'll also hear more about the rebranding process that Strum went through as they evolved from Weber Marketing Group into the robust organization they are today.As we wrap up the episode, Ben talks about bullet journaling, jazz music, and spending time with his family. Enjoy my conversation with Ben Stangland!Find the full show notes on cuinsight.com.Connect with Ben:Ben Stangland, President and COO at Strumben.stangland@strumagency.comhttps://www.strumagency.comhttps://strumplatform.comLinkedIn | Facebook | Instagram | Twitter