Podcasts about financial software

In this businessline podacst, Anupama Alok Ghosh speaks with Vishal Maru, Global Processing Head at Financial Software and Systems (FSS), to explore how India's payment ecosystem is tackling rising financial crime. Drawing insights from the latest Kroll Financial Crime Report, the conversation dives into emerging fraud trends, insider threats, and how FSS maintains real-time fraud detection without compromising transaction speed. Vishal also discusses the role of AI in combating financial crime, challenges of compliance in a fast-evolving landscape, and the delicate balance between innovation and regulation. Tune in to hear how FSS, which processes 20 per cent of India's e-commerce traffic, is shaping the future of secure digital payments.

Have you ever wondered how a chance encounter at a Christmas party could change the course of your career? Or how a former dressmaker from New York found his calling in financial advising amidst a market crash? In this episode of Carlsbad: People, Purpose, and Impact, I had the pleasure of chatting with Andrew Lippman, who shares his fascinating journey from the bustling streets of New York to the welcoming embrace of Carlsbad.Andrew's story is one of remarkable adaptability and resilience. He talks about transitioning from the declining garment industry to finance, all while highlighting the importance of building long-term relationships with clients. His commitment to community extends beyond his professional life; you'll hear about his involvement with Kids For Peace and his passion for competitive pickleball, which he uses as a platform for charity.Join us as Andrew opens up about his love for the performing arts, his culinary talents, and how he continues to nurture connections across state lines. Whether you're interested in finance, community engagement, or simply love a good story of personal growth, this episode is for you! Connect with Andrew through his website and LinkedIn for more insights and stories.Andrew Lippman's Bio:I am very happy and proud to say I am now a Carlsbad resident for almost 14 months. I grew up in Queens, NYC and lived most of my prior adult life on Long Island. After graduating college I worked in NY's Garment Center. Where I bought dresses for a Midwest Department store chain before becoming a Dress Manufacturer. In 1986 I went back to school at night to take finance courses at NYU. I passed my Series 7 Brokers license exam in August 1987. In October of 1987 the Stock Market crashed. Suddenly I realized I needed to pivot to a more Holistic approach for Financial Advice. I got my Life Insurance License and embarked on a 37 year journey of Financial Education which has helped me deliver quality cutting edge advice to my clients as an independent highly credentialed financial adviser.Andrew Lippman, CFP®, AIF®, ChFC®, CLTC®, CFS®, CSSCSCertified Financial Planner® Chartered Financial Consultant® Accredited Investment Fiduciary® Certified in Long Term Care® Certified Fund Specialist®Certified in Social Security Claiming StrategiesAs an Accredited Fiduciary with 37 years of experience, I specialize in using advanced award-winning Financial Software to assist in designing a truly personalized financial plan. I enjoy helping people and my work gives me much satisfaction. I do Pro Bono work often and offer advice when and where it can be of benefit. I am single with no children of my own and I'm an avid tournament tough pickle-ball player. I am also a Serious Foodie and love and support live theater.Connect with Andrew:Complimentary Cutting Edge Financial Planning Discovery Surveys:-HALO - Health Analysis Longevity Optimizerhttps://halo.lumiant.io/advisor/inwealth-RISA - Retirement Income Style Awarenesshttps://account.myrisaprofile.com/invitation-link/9LC2FD8C9M-Riskalyze - Award Winning Risk Profile Analysishttps://pro.riskalyze.com/embed/da0478849b912f7b75c3-Atlas Point - Financial Virtueshttps://atlaspoint.qualtrics.com/jfe/form/SV_1MOUlguEn4AIWq2?uid=61TVHIY86-Website: InWealth.com-Email: Andrew@InWealth.com-LinkedIn: linkedin.com/in/andrew-lippman-cfp®-aif®-3aa91417b-Phone: 442-244-0563 Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

We welcome Eric Jasinski from Ambrook, a financial management platform designed specifically for farmers. We discuss the challenges farmers face in managing their finances, and how Ambrook aims to simplify bookkeeping and accounting for agricultural operations. The conversation covers the onboarding process, data security concerns, and the importance of understanding farm profitability. Eric shares insights on how Ambrook's features can help farmers track expenses, manage invoices, and ultimately improve their financial health. The episode concludes with a discussion on pricing and the value of trying out Ambrook's services.takeawaysAmbrook is designed specifically for the agricultural industry.Farmers often struggle with traditional bookkeeping methods.The onboarding process is crucial for user experience.Data security is a top priority for Ambrook.Field level profitability tracking is a key feature.Users can automate their bookkeeping processes.Ambrook offers a mobile app for convenience.The platform aims to make financial management enjoyable.Pricing is straightforward with two tiers available.Testing out the software is encouraged for potential users.Chapters03:06 Meet Eric Jasinski and Ambrook05:59 Eric's Unique Background in Agriculture09:07 Understanding Ambrook's Role in Agriculture12:00 Challenges of Traditional Accounting in Farming15:01 Why Switch to Ambrook?17:57 Onboarding Process and User Experience24:01 Mapping to Tax Schedules and CPA Interaction27:48 Understanding Field Level Profitability30:51 Banking Integration and Data Security Concerns34:24 The Importance of Data Privacy in Agriculture36:14 Creating Enjoyable Accounting Experiences42:11 Understanding Ambrook's Pricing Structure46:19 Incorporating Personal Expenses into Farm Accounting49:14 The Power of Knowledge in Farm Management51:17 Getting Started with Ambrook Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitConnect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/

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Let's face it: entrepreneurs are great at making money but often terrible at managing it. I'm talking endless spreadsheets, vague budgets, and a lot of stress that kept me up at night. If you've been there ( I know I have), you need to hear this week's episode with Tyson Koska, founder of OnTrajectory.He's solved a problem many of us face but rarely talk about: how to create a clear, actionable plan for financial success.After years as an engineer and analyst, Tyson realized there wasn't a tool that could help him plan his financial future without the noise of industry agendas. So, he built one. OnTrajectory started as a passion project and has grown into a powerful platform that helps entrepreneurs and individuals create 50-year financial models, make smarter decisions, and find clarity in their financial lives.As someone who's built and sold companies, I know the juggling act of balancing business growth with personal finances, and Tyson's insights on bridging that gap are game-changing.What's In It For You1. Facing Financial Truths as an EntrepreneurI'll be the first to admit that for years, my financial strategy was to grow my businesses as quickly as possible and then “figure it out later.” Tyson shares how dangerous this mindset can be and why having a clear financial plan is not just about the money—it's about giving yourself the freedom to make the best choices for your life and your business.For any of us who've had sleepless nights over cash flow or the uncertainty of “what's next,” Tyson's approach is a game-changer. He's all about simplifying the process, which was music to my ears—I've always believed that complexity is the enemy of clarity, whether in business or in life.2. Learning to Market Beyond the ProductTyson's journey wasn't just about building a great tool. He had to learn how to market OnTrajectory effectively—and that shift from being a builder to being a marketer is something I know many of us struggle with. Tyson talks about stepping out of his comfort zone to reach new customers, including joining podcasts like mine to spread the word. His transparency around facing these challenges is a powerful reminder that, as entrepreneurs, we have to evolve continually. It's not enough to have a great product; we need to get it in front of the right people.3. Simplify to ScaleOne of the biggest takeaways for me from this episode is Tyson's philosophy on simplifying to scale. In my own experience, it's easy to fall into the trap of adding more features, more services, and more complexity—thinking that more is better. Tyson did the opposite: he recognized that growth often comes from stripping back to what really works and making it even better. I've seen this firsthand—whether in building a business or managing a team, the clearer and more focused you can make things, the easier it is to grow.Here's what stood out most to me in this chat:Clarity Drives Confidence: The more you understand where your money is going, the easier it is to make big decisions—whether that's investing in a new venture or taking a well-deserved break.Community Engagement Fuels Growth: Tyson emphasized how listening to his users helped shape OnTrajectory into what it is today. I've seen this time and again—your community will guide you if you let them.Focus on What Matters: Growth doesn't mean doing everything; it means doing the right things better. Tyson's shift to simplifying OnTrajectory is a reminder to all of us that sometimes, less is truly more.Build a Business That Works for YouWhat if you could work fewer hours, grow your revenue, and feel completely confident about your financial future? That's not just a dream—it's a plan we can create together. Drawing on my experience scaling businesses and helping entrepreneurs like you eliminate bottlenecks, I'll guide you toward building a business that truly works for you.Here's how I can help you:Streamline Your Operations: Identify bottlenecks and build systems that save time and increase profitability.Achieve Financial Clarity: Learn how to model your personal and business finances for smarter decision-making.Scale Strategically: Shift your focus to high-impact opportunities that drive long-term growth.Let's map out a strategy tailored to your needs so you can focus on what matters most. Book your complimentary 30-minute consulting session now, and take the first step toward transforming your business and your life. Book your complimentary 30-minute strategy session today: calendly.com/ajlawrence/30minTyson's best advice for entrepreneurs:"If you build it, they won't necessarily come. You need a way to show yourself off in the marketplace."Connect with Tyson Koska:LinkedInXWebsiteFollow Beyond 8 Figures:LinkedInXWebsite

V. Balasubramanian, CEO, Financial Software and Systems (FSS)India-based Financial Software and Systems (FSS) is a globally leading provider of payments technology and a transaction processor. The company offers an integrated portfolio of software products, hosted payment services, and software solutions built on over three decades of global experience.  Puja Sharma of IBS Intelligence speaks to V. Balasubramanian, Chief executive officer of Financial software systems. 

Josh Pigford (@shpigford)​, who created Maybe and Baremetrics, talks about bringing his financial tool back to life by making it open-source!This has sparked surprisingly high levels of interest and even investment. Within two weeks.In our chat, we delve into the challenge of building a platform that simplifies financial data, similar to how Zapier simplifies automation, all under public scrutiny. The goal? A community-supported plugin system and a customizable personal finance operating system for every life stage. Josh also discusses considering changing the technology behind his project to Rails, weighing the pros and cons of different tech choices, and the reasons people contribute to open-source projects.Josh on Twitter: https://twitter.com/Shpigford00:00:00 Building Maybe00:10:44 Standardizing Financial Data Integration00:16:40 Choosing Tech for a Development Project00:24:37 Bootstrapping and Funding Open-Source Projects00:33:13 Motivation and Fulfillment in Helping Others00:38:04 Open Source Software and Long-Term GoalsThis episode is sponsored by Acquire.comThe blog post: https://thebootstrappedfounder.com/josh-pigford-the-open-source-transformation-of-maybe/The podcast episode: https://tbf.fm/episodes/292-josh-pigford-the-open-source-transformation-of-maybeThe video: https://youtu.be/wq1qYUxUxagYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

I'm going to be honest with you dear listener. The topic of this week's episode is a skill that I would say is NOT in my zone of genius. That's why I was so excited to sit down with Crystalynn Shelton so I could pick her brain about all things business finance. Crystalynn is a licensed CPA, small business advisor, and a QuickBooks Top 100 ProAdvisor specializing in financial accounting software training, coaching, and consulting. Crystalynn was so so generous with her extensive knowledge of bookkeeping, I know anyone listening to this interview will pick up some useful tips and tricks. Connect with Crystalynn:Website: crystalynnshelton.comEmail: hello@crystalynnshelton.com SMALL BIZ SPOTLIGHT: ALISON CANTOR OF SPACECRAFT SEATTLE!Connect with Alison:Website: spacecraftseattle.comInstagram: @spacecraftseattleTwitter: @spacecraftseaMAKING GOOD SHOWNOTES:https://makinggoodpodcast.com/182CONNECT WITH ME ON INSTAGRAM:https://instagram.com/laurentildenGET 100 MARKETING PROMPTS (free!):https://makinggoodpodcast.com/100promptsStuck on what to say in our marketing? Download this free resource of 100 marketing prompts: https://makinggoodpodcast.com/100prompts.

This week I discuss some privacy considerations while using financial software applications. Direct support for this podcast comes from our privacy services, online training, and new books for 2023  Open Source Intelligence Techniques (10th Edition), and Extreme Privacy: Mobile Devices, Digital Edition. More details can be found at IntelTechniques.com. Thank you for keeping this show ad-free. Listen to PAST episodes at https://inteltechniques.com/podcast.html SHOW NOTES: INTRO: None NEWS & UPDATES: https://inteltechniques.com/book7a.html https://inteltechniques.com/books.html FINANCIAL SOFTWARE CONSIDERATIONS: https://www.gnucash.org/ https://scimonocesoftware.com/products/see-finance/ Free Guides: https://inteltechniques.com/links.html Affiliate Links: OSINT Techniques (10th): https://amzn.to/3VIlP74 Extreme Privacy (4th): https://amzn.to/3D6aiXp Proton Mail: https://go.getproton.me/aff_c?offer_id=7&aff_id=1519 Proton VPN: https://go.getproton.me/aff_c?offer_id=26&aff_id=1519&url_id=277

On this episode of DTC Pod, We dive into the challenges of building a product that combines traditional accounting, finance, and tax with the progressive world of DTC, and the importance of financial statements, tax-saving opportunities, and inventory management. We also explore the impact of integrating real-time cost of goods sold data, the importance of understanding profit, financing, and cash flow, and the potential of measuring return on net profit. Finally, we talk about ways to identify profitable products and unlock business opportunities, and why focusing on conversion alone may not necessarily lead to profitability. [00:01:34] Real-time ecommerce bookkeeping. Inventory system coming.[00:04:12] Lios background in accounting and law.[00:08:35] Essential financial basics for DTC brands.[00:12:02] Ecommerce-specialized bookkeepers and software.[00:16:02] Finaloop - high-value real-time accounting.[00:23:54] Full ledger with SaaS functions. Investing in R&D.[00:27:47] Integrating inventory management system.[00:31:06] Real-time financial data. Net profit-based ROAS.[00:38:37] Understanding profits, cash flow, and financing is crucial.[00:47:53] Tips: pick up deductions, recognize bad debt, legit deductibles.The Rise of DTC Brands in the Financial Ecosystem: "I just couldn't ignore the big opportunity of combining, I'd say, the traditional word of accounting finance tax into the progressing word of DTC. And this is basically how Finaloop was born."— Lio Pinchevski 4:12Outsourcing Bookkeeping: "Even for these firms, the bookkeeping work is usually a loss making part of the business that is just meant to cross finance the more profitable part of the business, which is the CFO and the taxes."— Lio Pinchevski 16:02Challenges of building a broad MVP: "With us, we're a different animal. We are somewhere between an infrastructure company and a SaaS company. So we built on one side a ledger, a full ledger, and then on the other side, we need to add SAS features to this ledger. This is unique because if you think about bookkeeping, either I do your bookkeeping or I don't do your bookkeeping, and then you need to get a bookkeeper."— Lio Pinchevski 23:54Real-time Business Management: "If we ask 100 brand owners right now how much money in cash and in profit they did yesterday, 100% would tell you that they don't know. They know roughly how the business is doing. They don't know exactly how it's doing. And the difference in 2023 between roughly and exactly is huge." - Finaloop's focus on real-time PNL, balance sheets, and KPIs can revolutionize brand management by providing exact information instead of approximations.— Lio Pinchevski 31:06powered by castmagicEpisode brought to you by Finaloop, the real-time accounting service trusted by hundreds of DTC Brands. Try Finaloop free - no credit card required. Visit finaloop.com/dtcpod and get 14 days free and a 2-month P&L within 24 hours.Past guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter hereFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokLio Pinchevski - Founder and CEO of FinaloopRamon Berrios - CEO of Trend.ioBlaine Bolus - Co-Founder of Seated

When Everett Cook saw a gap in the market, he didn't just fill it, he set the bar for the entire industry and took his VC backed company to a new level. In this fly through, Joe gets into it with Everett, talking about why digital financial services are transforming the entire fintech market, how they raised $75 million in VC funding, and how Rho actually makes money.  And if you love listening to Just Raised, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/justraised (https://ratethispodcast.com/justraised) Thank you so much! Follow Everett: LinkedIn: https://www.linkedin.com/in/everettcook (linkedin.com/in/everettcook) Check out the Just Raised newsletter: https://bit.ly/3Ghj2tY (https://bit.ly/3Ghj2tY) Stay up-to-date on all things Just Raised: https://workweek.com/brand/just-raised/ (https://workweek.com/brand/just-raised/) or follow Joe Sweeny on Twitter: http://twitter.com/JoeySweeny (twitter.com/JoeySweeny) And if you're a fan of Acquired, Invest Like The Best, Business Breakdowns or 20VC, you'll love Just Raised

Fascinating insights from this economics trained financial software developer. Welcome to episode #35 of Social Security: Answers From The Experts with Martha Shedden. In this episode, Martha sits down with Doug Carey, and have an in depth discussion about smart social security planning and the advantages of financial planning software. Doug Carey is the owner and founder of WealthTrace, a one webspace online solution for financial planning for both financial advisors and consumers. He is a Chartered Financial Analyst (CFA), with over 20 years of experience in financial fields. Mr. Carey holds a master's degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. Impressively, even at the very roots of his career in 1997, he began managing money as a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He had managed money for pension funds, 401(k) funds, mutual funds, large companies, and endowment funds. He has helped a tremendous number of families with their financial planning through the last 2 decades. Prior to building and launching WealthTrace, Mr. Carey helped build a financial software company where he designed and created software to help portfolio managers, as well as investment professionals analyze and manage portfolios and securities.   Here is what to expect on this week's show: How Doug got his start in financial planning and why he chose to revolutionize financial software. Who the target audience of financial planning software is. Benefits of financial planning through WealthTrace over other software and benefits of financial planning software in general. Reasons for hiring a financial planner and reasons to use financial software. Roth IRA vs. traditional IRA accounts. Couples social security planning through financial planning software. Value of planning social security. How what is happening now in social security planning will affect future generations. Misconceptions about social security planning. How past economic policies affect current social security planning.   Relevant Links: https://www.mywealthtrace.com/   Connect with Doug: LinkedIn: https://www.linkedin.com/in/douglascarey2/   Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, we chat with Yenwen Feng, co-founder of Perpetual Protocol, a decentralized perpetual contract protocol for every asset, made possible by a Virtual Automated Market Maker, with an aim to create an accessible and secure decentralized derivatives trading platform. Yenwen has over 17 years of various expertise and experience in the financial and tech industry, co-founding businesses like Cubie Inc. and Cinch Network. Yenwen also holds an MS degree in computer science from National Chiao Tung University. More specifically, we touch on the idea of "perpetual trading" on top of AMMs. He explains how the idea is similar to traditional spot trading of the self custody assets on AMMs and how it's really capital efficient. He also talks about how he and his co-founder fell in the crypto rabbit hole in 2017 and how they joined Binance, and so so much more!

And we’ve reached another Thursday, which can only mean one thing… The Farmer Rapid Fire! On this edition of the Farmer Rapid Fire, you’ll hear from: Billy Beaudry of Saint-Valérien de Milton, Quebec; Emery Huszka of Florence, Ont.; Rob Stone of Davidson, Sask.; and Shane Strydhorst of Neerlandia, Alta. Plus, Shayne Dueck of MNP joins... Read More

And we’ve reached another Thursday, which can only mean one thing… The Farmer Rapid Fire! On this edition of the Farmer Rapid Fire, you’ll hear from: Billy Beaudry of Saint-Valérien de Milton, Quebec; Emery Huszka of Florence, Ont.; Rob Stone of Davidson, Sask.; and Shane Strydhorst of Neerlandia, Alta. Plus, Shayne Dueck of MNP joins... Read More

Soil Capital's Andrew Voysey describes Europe's first certified carbon payment programme for farmers, which places value on the way food is produced by rewarding regenerative practices.

How much does self-professed “word geek” and bibliophile Juliana Casale love writing? So much that she's done pro-bono writing in exchange for free passes to beer festivals. Yet she's come a long way since, thanks to her talent, work ethic, and a zeal for embracing new challenges. For the past ten years Juliana has held roles at a handful of small and mid-sized B2B SaaS startups, as well as running her own freelance business. Currently Juliana is a Content Strategist at Wave, an all-in money management platform for small businesses. In this episode Juliana opens up about her journey to her current position, her best resources for learning and staying up-to-date, and her firm belief that we are all far more than the jobs we hold.Show TopicsPutting out fires at work The pain of software migrationDelegate so you can focusSay yes first, then execute Learn via networkingDon't tie your worth to your workCheck out WaveFollow Juliana Casale on LinkedIn or Twitter Connect with Omniscient Digital on social:Twitter: @beomniscientLinkedin: Be OmniscientListen to more episodes of The Long Game podcast here: https://beomniscient.com/podcast/

Donovan Stull sits down with Reese Harper CFP®, CEO of Dentist Advisors & Elements Financial Planning software to discuss how he got into working with the dental industry and the power of working with niche markets.Elements Financial Planning software is designed for financial advisors to help their clients see their portfolio at glance, as well as get notification pings for milestones and when things need to be done.To learn more about Elements, Click Here to request your free demo with Reese and his team, or visit https://getelements.com.

Nagraj is a banker turned entrepreneur, he created FSS in 1991, envisaging a phenomenal growth of the payments industry in India. FSS is a one stop entity for payment products, development & support services and third party processing expertise across all payment delivery channels like ATM,PoS,Internet ,Mobile and IVR. In this episode Nagraj spoke about how the payments industry has evolved, working with banks, future of fintech and payments and more in his interview with Roshan Cariappa. Key Highlights: (00:00) Introduction (01:19) Lessons from a 3 decade journey (05:15) Getting the first customer (10:30) Journey of building IP (12:44) Having Banking domain knowledge (16:00) Lessons from working with banks (19:19) Evolution of payments (22:48) Future of fintech & payments (26:22) Experience with regulators and policymakers (27:30) Making decisions in a balanced way (29:49) Future plans for FSS (32:37) Advice for founders to build a sustainable business (34:23) Closing Remarks ------------------------------------- Connect with Nagraj: Linkedin: https://www.linkedin.com/in/nagarajmylandla/ ------------------------------------- Connect with Us: Linkedin: https://www.linkedin.com/company/startupoperator Twitter: https://twitter.com/OperatorStartup ------------------------------------- If you liked this episode, let us know by hitting the like button and share with your friends and family. Please also remember to subscribe to our channel and switch on the notifications to never miss an episode! --- Send in a voice message: https://anchor.fm/startup-operator/message

Olga Maslikhova is an experienced early-stage investor in software and services. She has been a co-founder and general partner at Phystech Ventures, a cross-border, early-stage venture capital firm since 2013. Under her leadership, Phystech Ventures has secured over $70 million under management and built a portfolio of 25 companies across North America, Southeast Asia, and Western Europe. As an angel investor, Olga focuses on super early in diverse founders, females and immigrants from emerging markets with strong survival instincts, thick skin, and unstoppable desire to address massive societal needs here and now because she understands these categories of founders better and can relate to their hustle. Some of her most recent investment areas include Future of Work, Healthcare Tech, Frontier Cybersecurity, Financial Software, B2B E-commerce, Beverages and FoodTech. Mentor in American seed accelerator Techstars. Stanford GSB alum. Olga's notable investments include ClassPass, VINEBOX, Usual Wines, MEL Science, Gable, Tortuga Logic, Osome and many others. FIND OLGA ON SOCIAL MEDIA LinkedIn | Facebook | Instagram | Medium ================================ SUPPORT & CONNECT: Support on Patreon: https://www.patreon.com/denofrich Twitter: https://twitter.com/denofrich Facebook: https://www.facebook.com/denofrich YouTube: https://www.youtube.com/denofrich Instagram: https://www.instagram.com/den_of_rich/ Hashtag: #denofrich © Copyright 2022 Den of Rich. All rights reserved. ᐧ

Olga Maslikhova is an experienced early-stage investor in software and services. She has been a co-founder and general partner at Phystech Ventures, a cross-border, early-stage venture capital firm since 2013. Under her leadership, Phystech Ventures has secured over $70 million under management and built a portfolio of 25 companies across North America, Southeast Asia, and Western Europe. As an angel investor, Olga focuses on super early in diverse founders, females and immigrants from emerging markets with strong survival instinct, thick skin and unstoppable desire to address massive societal needs here and now because she understand these categories of founders better and can relate to their hustle. Some of her most recent investment areas include Future of Work, Healthcare Tech, Frontier Cybersecurity, Financial Software, B2B E-commerce, Beverages and FoodTech. Mentor in American seed accelerator Techstars. Stanford GSB alum.Olga's notable investments includes: ClassPass, VINEBOX, Usual Wines, MEL Science, Gable, Tortuga Logic, Osome and many others.FIND OLGA ON SOCIAL MEDIALinkedIn | Facebook | Instagram | MediumVisit podcast page for additional content https://www.uhnwidata.com/podcast

In episode 325 of Financially Simple, Justin shares some of the technologies that are used in providing financial services. It takes a lot to run a business, a solid plan and strategy, and a great team. Increasingly technology is becoming more and more a part of the functions of a business too. In this episode, Justin looks at the numerous applications and web services that his businesses utilize to assist their clients. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 01:10 - The Financial Software We Use to Help Your Business 02:36 - Inbound Clients 03:38 - Financial Planning 04:47 - Adding Up 05:09 - Risk Assessment 06:15 - Assets and Investments 06:46 - Billing 07:29 - Filing and Organization 08:16 - CRM Management 09:11 - Data Retention 10:23 - Business Planning 11:33 - Marketing 12:23 - Costs 13:14 - Simplify and Streamline 16:10 - Wrap Up   RESOURCES: Financially Simple Educational Website Financially Simple on YouTube Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9. Subscribe to the Financially Simple Newsletter Ask Justin a Question NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit Financially Simple Business Planning Course Financially Simple Webinar Hatchbuck.com Calendly.com EmoneyAdvisor.com Riskalyze.com MorningStar.com TDAMeritrade.com OrionLaw.com AdvicePay.com Smarp.com RedTail Technology Erado.com VOP Maus.com _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Fintech appointmentsFormer HSBC Group COO Andy Maguire joins Thought Machine as new chair. The cloud native core banking technology firm hopes Maguire will aggressively pursue its international growth plans over the coming years. In addition to Maguire's appointment, Thought Machine says it will unveil new clients in the coming months.Stephen Reidy will drive strategic growth at GoCardless after taking on the role of VP and general manager UK & Ireland at the fintech. Reidy will also implement GoCardless' go-to-market strategy and cross-functional management of its high performing teams.Regtech ComplyAdvantage has appointed Richard Orme as chief technology officer and Anna Keren as VP of technology. As well as the new hires, the company recently earned recognition from research firm Celent and Chartis as a ‘leading provider of AML risk data and financial risk management solutions'.Partnerships & CollaborationsMoneyGram and Tesco Bank have unveiled an international online money transfer platform. It allows MoneyGram and Tesco customers to set up their transactions online and then pay by cash or card at Tesco stores. The new service also allows customers to easily send money abroad.Everlink Payment Services has asked Financial Software and Systems (FSS) to modernise its card operations to support future growth plans. A FSS API-based solution will replace Everlink's legacy card issuance infrastructure.While Tribe Payments and Currencycloud partner to bring a new banking-as-a-service solution to fintechs and digital banks. As well as delivering ‘complete transparency to foreign exchange costs charged on international card transactions', the collaboration will also give customers access to multi-currency wallets.Flexible cashflow solutions for small businesses are on the way after Payment Systems and Priority Commercial Payments team up with fintech Behalf Inc. The companies say their collaboration will also help businesses adjust to the disruption in cash flow as a result of Covid-19.Next, the SimplyBiz Group and Wealthify say their new partnership will provide low fee digital investment option for advisers. It will also lead to ‘improved efficiency and improved business performances'.Payments company EBANX will offer more e-wallet solutions in Brazil after hooking up with PayPal. Last year in Brazil, digital wallets were the third most used payment method for e-commerce purchases, according to Americas Market Intelligence.Finally, authentication expert Regula has partnered with Liechtenstein Cryptoassets Exchange (LCX).In particular, LCX will be utilising Regula's digital forensic technology to comply with know-your-customer requirements under the Due Diligence Act (DDA) Liechtenstein.Funding, mergers & industry updatesCloud-native clearing bank ClearBank, in partnership with business bank Tide, has been awarded £25million from the RBS Alternative Remedies Package. Tide says it is thankful that the BCR has granted ‘the opportunity to create a genuine alternative to the oligopoly that has dominated the UK SME market for too long'.The Tel-Aviv Stock Exchange hopes to attract high-tech and fintech entities following the launch of a new data system. The API-based TASE Data Hub offers daily data, end-of-day data and historical data, using customised parameters.Syfe, the Singapore-based digital wealth manager, has raised SG$25.2million in a Series A funding round led by fintech-focused investment firm Valar Ventures. With customers across 23 countries, Syfe says it will use the funding to enter new markets as well as develop new products and services.Next, Paya, the integrated payment provider, is to acquire The Payment Group (TPG). In addition to investing in TPG's sales efforts, Paya will integrate TPG's online billing and software applications into its end-to-end payments platform.While Intel Capital says it has chosen to invest in Israeli startup EasySend because of its intelligent and impactful approach to accelerating digital transformation. EasySend has built a no-code platform for insurance companies.Uncapped, the revenue-based finance startup, has set its sights on rapid European expansion after investment. Mouro Capital, the successor fund of fintech-specialist Santander InnoVentures, has led a $26million financing round in Uncapped.LaunchesMaking digital payments available to all South Africans is the aim of the ‘Ozow Revolution‘. As part of this ‘visionary effort' Ozow has also unveiled two new online payments solutions to its platform.Fintech TotallyMoney has unveiled a new app-only feature that uses credit report data to highlight borrowing blindspots. Credit Assistant scans a customer's credit data and presents them with an overview of their borrowing.About The Fintech TimesFintech needs an authoritative voice that gives our industry exposure and integrity.We are building that voice over the years together with the main players in finance, international thought leaders and global Fintech firms, with the support of our 75,000+ unique online readers per month and over 150,000+ copies of the print & digital newspaper circulated around the world.Our mission is clear and simple – to make Fintech understood and celebrated.For more information about The Fintech Times, please visit our website Follow us and join in the conversation.Twitter | Linkedin | YouTube | Facebook | Instagram

Martin Jee and Clemens Wan discuss why he left R3 to join Consensys and write financial software on Ethereum, and how closely he sees the two platforms working together in the future. Listen to this one and more interviews here: https://anchor.fm/fromthebasement Clemens Wan is a Solutions Architect at Consensys, a blockchain-based financial infrastructure and products company. Presented by Martin Jee, Oxenbury Partners, www.oxenburypartners.com A Basement Production by Oscar Bennett

In this episode, we chat with Teresa Mackintosh, the CEO of Trintech, which is the leading enterprise software company for finance professionals. Trintech has over 3,500 clients across the globe including the majority of the Fortune 100.  The company is backed by Summit Partners and Vista Equity.  Teresa shares with us her background and career experience as well as her insights into Trintech’s solutions and future expansion plans.  We hope you enjoy the show. 

Brannan HancockLeila is joined by Brannan Hancock – Technical Induction Manager, Head of Employee Resource Group and Chair of internal LGBTQ+ community at Alfa Financial Software.IN THIS EPISODE YOU WILL LEARN ABOUT·How Brannan has spent his entire career to date at Alfa, going from software development to his current role on the training side·The influence of digital products on every day life, particularly for millennials and zillennials·How he first discovered his bisexuality as an adult·What led him to become involved in Alfa’s LGBTQ+ community and similar inclusion groups·The importance of getting "buy-in" from C-suite level executives for community-focused initiatives RESOURCES & INFORMATION MENTIONEDhttps://www.linkedin.com/in/brannanhancock/

In this week's Risk & Repeat podcast, SearchSecurity editors discuss how new attacks, like cryptojacking, may be supplanting previous top cyberthreats, such as ransomware.

In this week's Risk & Repeat podcast, SearchSecurity editors discuss how new attacks, like cryptojacking, may be supplanting previous top cyberthreats, such as ransomware.

In this week's Risk & Repeat podcast, SearchSecurity editors discuss how the threat of cryptomining malware is evolving and what it means for enterprises and infosec vendors.

In this week's Risk & Repeat podcast, SearchSecurity editors discuss how the threat of cryptomining malware is evolving and what it means for enterprises and infosec vendors.

In this week's Risk & Repeat podcast, SearchSecurity editors offer their cybersecurity predictions for 2018, including forecasts for cryptojacking, DDoS attacks and other threats.

In this week's Risk & Repeat podcast, SearchSecurity editors offer their cybersecurity predictions for 2018, including forecasts for cryptojacking, DDoS attacks and other threats.

In this week's Risk & Repeat podcast, SearchSecurity editors discuss the rising threat of cryptojacking and how hackers can steal computing power from unsuspecting users.

In this week's Risk & Repeat podcast, SearchSecurity editors discuss the rising threat of cryptojacking and how hackers can steal computing power from unsuspecting users.

In this week's Risk & Repeat podcast, SearchSecurity editors discuss the recent bitcoin boom and how the cryptocurrency's rising value could affect the cybersecurity landscape.

In this week's Risk & Repeat podcast, SearchSecurity editors discuss the recent bitcoin boom and how the cryptocurrency's rising value could affect the cybersecurity landscape.

Daniel is going to be disciplined for (almost) a whole month! This is a very meta episode: protestant work ethic, work habits, budgeting, food, exercise, checklists, tidying up, and more! Follow along with our progress in the link in the show notes. If you want to join along, shoot us a tweet. Special Guest: Caleb Porzio. Links: - [Discipline December SPREADSHEET](https://docs.google.com/spreadsheets/d/1fNUtSBERd1PvjjHj_xTDuxbTNQx_5hFwlD5AukTDlNU/edit#gid=0 "Discipline December SPREADSHEET") - [Patreon (our tip jar)](https://www.patreon.com/fitsandstarts "Patreon (our tip jar)") - [Curating a Twitter feed (this week's bonus content)](https://www.patreon.com/posts/15672375 "Curating a Twitter feed (this week's bonus content)") - [Caleb Porzio (@calebporzio) | Twitter](https://twitter.com/calebporzio?lang=en "Caleb Porzio (@calebporzio) | Twitter") — Loves @laravelphp | Developer @TightenCo | Co-hosts @twentypercentfm | just happy to be here - [Caleb Porzio | website](http://calebporzio.com/ "Caleb Porzio | website") - [calebporzio (Caleb Porzio) · GitHub](https://github.com/calebporzio "calebporzio (Caleb Porzio) · GitHub") - [Mint: Money Manager, Bills, Credit Score & Budgeting](https://www.mint.com/ "Mint: Money Manager, Bills, Credit Score & Budgeting") - [Financial Software and Wealth Management | Personal Capital](https://www.personalcapital.com/ "Financial Software and Wealth Management | Personal Capital") - [YNAB. Personal Budgeting Software for Windows, Mac, iOS and Android](https://www.youneedabudget.com/ "YNAB. Personal Budgeting Software for Windows, Mac, iOS and Android") - [Tell ‘Em What You’re Going To Tell ‘Em; Next, Tell ‘Em; Next, Tell ‘Em What You Told ‘Em | Quote Investigator](https://quoteinvestigator.com/2017/08/15/tell-em/ "Tell ‘Em What You’re Going To Tell ‘Em; Next, Tell ‘Em; Next, Tell ‘Em What You Told ‘Em | Quote Investigator") - [Twenty Percent Time](http://twentypercent.fm/ "Twenty Percent Time")

Richard Lindgren, APX financial software Richard Lindgren published two programs in Atari Program Exchange. Real Estate Cash Flow Analysis first appeared in the winter 1983 APX catalog, where it won first prize in the business and professional applications category. Strategic Financial Ratio Analysis was first available in the summer 1983 catalog, where it took second prize in the home management category. Richard also wrote the program Banjo Picker, "Program your Atari to make sounds like an automated five-string banjo," which appeared in the October 1985 issue of Antic magazine, and which provides intro tune for this episode. This interview took place on February 8, 2016. Teaser quote: "You know, the APX experience was an intersting experience ... I think it was a really interesting precursor of the models that we're seeing today." Richard's software at AtariMania Real Estate Cash Flow Analysis entry in APX catalog Strategic Financial Ratio Analysis entry in APX catalog Banjo Picker: http://www.atarimagazines.com/v4n6/banjo.html