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Today, as part of the women's special series in March, 2025, my guest is Veena Rao, SVP & Global Head, Corporate Lending at Finastra with over 25 years' of experience in financial services and banking technology.In this conversation Veena sharesHer early influences and being adaptableHer education and career pathHer philosophy re career growthInsights from her leadership journeyHow to handle work-life integration aspectsOn Global experience and being sensitive to cultural nuancesHow she stays resilient and some personal practices that have been effective for herAnd some tips for aspiring women professionalsVeena is the SVP & Global Head, Corporate Lending at Finastra with over 25 years' of experience in financial services and banking technology. Veena started her career with India's leading private sector bank, ICICI Bank, working in diverse areas like project finance, corporate banking, forex treasury and relationship banking. She managed Presales for FLEXCUBE at i-flex solutions (Oracle) followed by a stint in HCL Technologies to launch the product incubation unit for banking. In her current role at Finastra, Veena holds end to end accountability for the Corporate Lending business across product, engineering, services and support. She is passionate about nurturing innovation at the grassroots focusing on ideas that create positive impact for Finastra's customers . She is also a mentor in Finastra's D&I program, and an active speaker at various conferences on digital transformation and open banking.linkedin.com/in/veena-rao-profile
In this episode of Lykken on Lending, we sit down with Colin Gazinski, Lead Solutions Consultant at Finastra, to explore the rapidly evolving role of AI in mortgage lending. As financial institutions and independent mortgage bankers navigate a changing market, technology is proving to be a game-changer—helping lenders do more with less. Colin shares his insights on how AI-driven automation, workflow enhancements, and digital transformation are reshaping the industry. We discuss the challenges and opportunities financial institutions face when adopting new technology, the impact of AI on loan origination, and how institutions can stay ahead of the curve. If you're looking for expert perspectives on leveraging technology for efficiency and growth, this is an episode you won't want to miss!
In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, sits down with Hugh Cumming, the CTO of Vena Solutions. They explore how AI and technology are transforming financial planning and analysis (FP&A) by discussing real-world AI implementations. With over 20 years of experience in fintech and digital transformation, Hugh shares his perspectives on AI-driven efficiency, the evolving role of FP&A professionals, and the future of Excel in financial modeling.Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teamsExpect to Learn:How AI is reshaping FP&A workflows and automating financial reporting.The role of AI-powered copilots in driving business efficiencies.Why change resistance in FP&A is common and how to overcome it.The future of Excel, Python, and automation in financial modeling.Practical advice for FP&A professionals to prepare for AI-driven changes.Here are a few relevant quotes from the episode:“One of the biggest barriers to AI adoption in FP&A is simply finding the time to implement it.”“AI-driven tools should feel like an extension of your team, not an external system you have to fight against.”“When you start using AI for small tasks, you quickly realize how much time you've been wasting on manual work.”Hugh Cumming provided incredible knowledge about how AI-powered tools like Vena Copilot are helping finance teams become more efficient, strategic, and data-driven. Excel isn't going anywhere, but it's getting smarter. AI isn't replacing people, but it's making their work more valuable. As Hugh emphasized, those who adapt and leverage these innovations will thrive in the evolving financial landscape. The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Hugh:LinkedIn - https://www.linkedin.com/in/hughwcumming/Company - https://www.venasolutions.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn -
The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is brought to you Cybercrime Magazine, Page ONE for Cybersecurity at https://cybercrimemagazine.com. • For more breaking news, visit https://cybercrimewire.com
Dutch Police take down Zservers Chase to block Zelle payments to sellers on social media Finastra notifies victims of October data breach Thanks to today's episode sponsor, Scrut Automation Scrut Automation allows compliance and risk teams of any size to establish enterprise-grade security programs. Their best-in-class features like process automation, AI, and over 75 native integrations reverse compliance debt and help manage risk proactively as your business grows. Visit scrut.io to schedule a demo or learn more. That's www.scrut.io. For the stories behind the headlines, visit CISOseries.com.
Head of Marketing of Finastra, Joerg Klueckmann, joins Shahin to chat about finding the balance between being a creative and data-driven marketer in the B2B space. What to expect in the episode... How to sell creative to leadershipHow to build a great creative teamUsing AI as a co-pilot With more than 20 years of leadership experience, Joerg transformed global marketing organisations across the B2B software industry to become integrated, high performing and digital-first. He believes in focus, simplicity and the courage to be different. Joerg enjoys a good espresso and rides his mountain bike with passion. Resources mentioned in this episode: Play BiggerOwn the Room - Amy Jen SuMarketing Artificial Intelligence - Paul RoetzerImpromptu - Reid Hoffman _________________
The AI Breakdown: Daily Artificial Intelligence News and Discussions
AI's impact on jobs is a hot topic, with companies like Microsoft, Finastra, and Klarna using AI to cut costs and improve efficiency. From automating customer service to replacing external agencies, the shift highlights both challenges and opportunities. This episode explores how businesses can balance cost reduction with innovation to stay competitive while addressing workforce concerns. Brought to you by: Vanta - Simplify compliance - https://vanta.com/nlw The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614 Subscribe to the newsletter: https://aidailybrief.beehiiv.com/ Join our Discord: https://bit.ly/aibreakdown
MindGym CEO, Christoffer Ellehuus and CFO, Emily Fyffe present the group's results for the six months ended 30 September 2024. Christoffer Ellehuus, CEO 00:16 - Introduction 04:04 - Market opportunity & dynamics Emily Fyffe, CFO 07:11 - HY FY25 financial highlights Christoffer Ellehuus, CEO 10:00 - Global energy framework case study 12:15 - Finastra case study 14:33 - Vision for growth 15:50 - Packaged solutions 17:43 - Technology platform partnerships 18:56 - New product launches 22:01 - Diagnostics & analytics products 26:16 - Summary & outlook MindGym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development. MindGym is listed on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore. Further information is available at www.themindgym.com
What are the keys to driving product success as a visionary leader in a complex B2B industry? In this episode of the CPO Rising Series hosted by Products That Count Resident CPO Renee Niemi, Finastra CPO Mike Vigue shares insights on balancing customer-centricity and visionary leadership as a top product executive. He discusses the importance of understanding user needs, guiding customers to the best solutions, and leveraging data and process to deliver consistently great products. Mike also explores the transformative potential of AI in product management, from automating non-value-add tasks to optimizing complex systems.
00:00:00 - PreShow Banter™ — Discordgate00:09:24 - BHIS - Talkin' Bout [infosec] News 2024-11-2500:10:46 - Story # 1: DOJ says Google must sell Chrome to crack open its search monopoly00:12:08 - Story # 1b: DOJ's staggering proposal would hurt consumers and America's global technological leadership00:19:16 - Story # 2: The Nearest Neighbor Attack: How A Russian APT Weaponized Nearby Wi-Fi Networks for Covert Access00:24:37 - Story # 3: Palo Alto Networks tackles firewall-busting zero-days with critical patches00:25:46 - Discordgate Follow Up00:26:26 - Story # 4: Enhancing Cyber Resilience: Insights from CISA Red Team Assessment of a US Critical Infrastructure Sector Organization00:31:08 - Story # 5: Fintech giant Finastra investigates data breach after SFTP hack00:34:01 - Story # 6: CFPB Finalizes Rule on Federal Oversight of Popular Digital Payment Apps to Protect Personal Data, Reduce Fraud, and Stop Illegal “Debanking”00:38:49 - Story # 7: T-Mobile finally managed to thwart a data breach before it occured00:40:22 - Story # 8: D-Link urges users to retire VPN routers impacted by unfixed RCE flaw00:43:07 - Story # 9: US seizes PopeyeTools cybercrime marketplace, charges administrators00:46:19 - Story # 10: Razzlekhan, crypto's most embarrassing rapper, is going to prison00:48:31 - Story # 10b: Netflix has a perfectly timed Razzlekhan doc coming out in December00:50:10 - Story # 11: Microsoft Defender Is Not Enough Anymore—This Malware Gets Around It00:55:11 - Story # 12: Microsoft president asks Trump to “push harder” against Russian hacks00:57:02 - Story # 13: Hackers Breach Andrew Tate's Online ‘University,' Exposing 800,000 Users01:00:36 - Story # 14: 7-Zip affected by dangerous vulnerability: users must update the app manually01:01:31 - Story # 15: Microsoft disrupts ONNX phishing-as-a-service infrastructure01:03:07 - Story # 16: US charges five linked to Scattered Spider cybercrime gang01:04:25 - Plug: Secure Code Summit 2024
Cybersecurity Today: Zero Day Flaws, FinTech Breach, Phishing Scams & More In today's episode, host Jim Love discusses critical updates in the cybersecurity world. Discover the latest zero day vulnerabilities patched by Apple, a significant data breach at Fintech giant Finastra, emerging phishing attack tactics using Microsoft Visio files and SVG attachments, and the launch of a new privacy-focused telecom service, CAPE. Additionally, learn about Google's AI-powered OSS Fuzz tool, which uncovered a critical flaw in the OpenSSL library. Stay informed to protect yourself and your organization from sophisticated cyber threats. 00:00 Introduction and Sponsor Message 00:59 Emerging Phishing Attack Strategies 03:12 Finastra Data Breach Investigation 04:49 Launch of CAPE: A Privacy-Focused Telecom Service 06:19 Apple's Emergency Updates for Zero-Day Vulnerabilities 07:29 Google's OSS Fuzz Uncovers Critical Vulnerabilities 09:07 Conclusion and Podcast Information
The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com
In this episode of Lykken on Lending, host David Lykken sits down with Eric Hussey, Senior Vice President and Chief Information Security Officer at Finastra, the world's largest FinTech company, to discuss the evolving landscape of cybersecurity. Eric shares his journey in the industry, highlighting how technological advancements, such as AI and API integration, are transforming both opportunities and threats in FinTech. He also delves into the importance of trust, regulatory compliance, and fostering a culture of cybersecurity within organizations to stay ahead of emerging challenges in the digital age.
Send us a textTom Shen is a fintech success story. He was EVP at Digital Insight when Intuit bought it for truckloads of cash. He went on to found Malauzai, a truly innovative mobile banking app. Finastra bought it in 2018.Nowadays Shen is on the board of a number of early stage fintechs, he's an investor, and he genuinely understands what it takes for a fintech to succeed in the unique world of credit unions. He tells how here.Listen up.
In this episode, Anna sits down with two leaders in the finance industry, exploring the forefront of AI and ML innovations. First, we have Mabu Manaileng, Lead Data Scientist at Standard Bank Group. Mabu shares his journey and current role, highlights the challenges of applied data science in the financial sector, and discusses the transformative impact of AI on banking in the coming years. Next, we welcome Adam Lieberman, Head of AI and ML at Finastra. Adam defines the concept of drift, discusses statistical measures to quantify it, and provides strategies for maintaining model health, ensuring that models continue to serve users' needs effectively.
The financial industry is rapidly evolving with the increasing adoption of cloud computing and artificial intelligence (AI), fundamentally transforming operations and customer interactions. Cloud computing offers flexibility, efficiency, and cost savings, while AI democratizes data access, making technology more intuitive and improving decision-making. Smaller banks, with their agility, can swiftly implement these innovations, gaining a competitive edge over larger institutions. Mike Stawchansky of Finastra discussed how they exemplify a balanced approach to regulatory compliance and technological agility, leveraging open finance and cloud-first strategies. Embracing these advancements is crucial for financial institutions to enhance operations, improve customer experiences, and stay competitive in the evolving landscape.
We are diving into the dynamic world of lending and financial institutions. From traditional banks to innovative fintech companies, the lending landscape is constantly evolving, shaped by changing market trends and technological advancements. In today's episode, we'll explore the latest trends among lenders in today's current market. From the rise of digital lending platforms to the increasing demand for personalized financial solutions, lenders are navigating a landscape that's both challenging and full of opportunities. But amidst these changes, one key player stands out in assisting financial institutions to adapt and thrive: Finastra. As a leading fintech company in the world, Finastra provides cutting-edge technology solutions tailored to meet the evolving needs of lenders. Joining us today is Colin Gazinski, a Senior Solutions Consultant at Finastra. We'll delve into how Finastra is empowering financial institutions with innovative tools and solutions, enabling them to streamline operations, enhance customer experiences, and stay ahead in today's competitive market.
In this episode of Trust Issues, host David Puner interviews Eric Hussey, SVP, Chief Information Security Officer (CISO) at Finastra, a leading provider of financial software solutions and services. Hussey shares his insights on the evolving role of the CISO, the challenges of keeping up with new and evolving cybersecurity regulations, and the importance of balancing innovation with security in the FinTech space. He also discusses how identity factors into the equation, mentioning the importance of identity security in the future of FinTech and banking, and the need for frictionless enhancements in identity security. Hussey also talks about his career path, AI's emerging and evolving role in cybersecurity, and the importance of good governance and risk management in prioritizing security concerns.
How widespread is Infrastructure-as-Code adoption? What tools are dominating the IaC space? Could AI play a disruptive role? Join us as we dig into Firefly's comprehensive State of IaC Report and explore the latest trends with co-founder Eran Bibi.Tune in for a must-listen episode on where organizations currently stand in codifying cloud resources, and key insights into the future of managing Infrastructure-as-Code.Download The State of IaC ReportEran Bibi is Co-Founder & Chief Product Officer at Firefly. With years of experience in anything DevOps/SRE and security, he has earned a reputation as a CI/CD and SRE expert and an avid admin of Cloud Platforms and containerized environments.Prior to Firefly, Eran was Head of DevOps & Cloud Platform at Aqua Security and DevOps Group Lead at Finastra. Eran is a frequent speaker at Cloud Native meetups, AWS community meetups, and other cloud workshops and conferences.Sponsored by: https://www.env0.com/
In der heutigen Folge plaudern wir über Risikomanagement, ESG-Risiken und das Bewusstsein von Banken in Bezug auf mögliche Klimaszenarien. Unser Gast hat dazu in einer Studie mal gesagt: „Das Bewusstsein der Banken für die enorme Wichtigkeit verschiedener Klimarisikoszenarien ist deutlich gestiegen. Diese auch konkret in bestehende Risikomanagementstrukturen zu integrieren, fällt vielen Finanzinstituten jedoch nach wie vor schwer.“ Heute dabei: Dr. Thomas Lederer. Thomas ist Lead Solutions Consultant, Treasury & Capital Markets in Europa bei Finastra. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Wir sind Medienpartner der FIBE Berlin! Sichert Euch jetzt ein Ticket. Mit dem Code "FIBESponsorPlus" erhaltet Ihr ein vergünstigtes Ticket für 200€. => Hier geht´s zur FIBE! #FIBE24 #FIBEBerlin Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen
Your employees are your company's biggest asset, and learning how to utilize them as brand ambassadors can significantly enhance your social strategy and brand awareness. Take it from Adrian Solomone, who is directly involved in building Finastra's employee advocacy program, and it's so successful that their employees are asking to join. In this episode, Adrian joined host Alina Dallal to reveal Finastra's secrets for success and share valuable tips for implementing an advocacy program at a large organization. He also dives into how they capitalize on Oktopost's AI tools to ensure their advocates are personalizing their content, quickly and efficiently. But, when it comes to advocacy, it's not just the voices of your employees that you should be amplifying. Adrian walks us through how they encouraged their executives to get involved in thought leadership on LinkedIn, and the steps they're taking to guide them along the way. What results are they seeing? Their advocacy program brought in the highest number of signups for a recent webinar, compared to other marketing strategies. Hot Topics: The impact of implementing a successful advocacy program The importance of building executive thought leadership on LinkedIn How they're bringing the numbers to leadership to prove the value of social media on ROI and business outcomes
Don't try to sell your product. Sell your story.Your audience mentally unsubscribes from you if you try too hard to just sell your product. Instead, tell a compelling story around the product that people will want to share with their friends.That's what we're talking about in this episode with the help of special guest, Director of Content & Thought Leadership at Clari, Devin Reed. Together, we talk about creating a piece of fiction, painting a “before” and “after” picture, and including a moment that resonates emotionally with your audience in every piece of content.About our guest, Devin ReedDevin is a sales pro turned marketing leader. He built and scaled Gong's content strategy, one of the most successful B2B SaaS brands, and now he's Head of Content at Clari. He's also an advisor, newsletter author, and writer for his consulting firm, TheReeder.co.About ClariClari's Revenue Platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business, to drive process rigor, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Thousands of sales, marketing, and customer success teams at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra, use Clari's execution insights to make their revenue process more connected, efficient, and predictable.About niche sports documentariesNiche sports documentaries are by definition about a small, specialized segment of the sports world. And “niche” can be considered as a relative term. So for instance, instead of being about football, baseball, basketball, or soccer, it's about golf, tennis, boxing or even more niche like rock climbing, fencing, Formula 1 racing, skydiving, etc. These documentaries attract and retain viewership because they focus on the drama behind the sports to appeal to more viewers. There's an emphasis on high stakes, and the character-driven drama helps viewers connect more deeply with the competitors. The documentaries also take the time to teach you about the sport, including the rules, jargon, major competitors and their relationships.What B2B Companies Can Learn From Niche Sports Documentaries:Create a piece of fiction. The storytelling in your campaign doesn't have to be true. Ian says, “You control the narrative, you control the characters, you control everything, and you can tell the exact story that you want, rather than finding the story.” It gives you control to craft a great narrative around your product. Devin says - though it's not about a sport - The Queen's Gambit was a piece of fiction and it sold a ton of chess sets. He says, “The best way to promote chess boards is not to tell me about chess boards.” It's to share the human stories that viewers will relate to and draw them to the product.Paint the “before” and “after” picture. Show your prospects the benefits of your product by showing them the struggles and frustrations the product will solve. Make the case for doing business with you by juxtaposing their life before the purchase, and the improvements after. Devin says, “Typically, the execs are so obsessed with their product that they want the case study just to say all the good things that the customer got once they started using the tool, but that's only half of the story. What people really want is conflict, tension, and controversy, because that's what makes a good story. Most case studies don't have the ‘before.' Who was the customer before? What were the struggles before? What were the feelings that they had before? And then what was the catalyst or the climax of like why decided something had to change? All of that needs to be in your customer stories.”Is there an “Oh, sh*t” moment? Devin says when he's editing content, there needs to be a moment of revelation or relatability or surprise. In other words, you need to make your audience think and engage more deeply about the topic. To feel something. Devin says, “where their eyebrows move because there's something emotional, whether it's confusing - and when I say confusing, I'm thinking like, ‘Oh, I'm not sure I understand that all the way. Let me think through that,' or it excites them. It has to have some sort of moment like that, because that's what makes it shareable. That's what makes people want to talk about it. And that's what gets people in the pocket that you want to sell to.”Quotes*”There's not really such a thing as ‘too long.' Because it's not about length; It's about potency and pace. How much value, insight, and actionable tips are in as few words as possible. And is it kind of a breeze to read or a breeze to watch where you're not checking your watch? Like, ‘Oh crap, there's still an hour left in this movie.'” - Devin Reed*”That hook and that compelling untold story, that's what I like to hear. It infiltrates my head and then I can start to use that in my marketing. We're like, ‘How can I use suspense? How can I use a hook in 30 seconds? How can I shock people and move their eyebrows every two minutes so they stick with me?' And then when the show's over, they're like, ‘So when's the next thing Devin's putting out? Cause I need more of this.'” - Devin Reed*”If you press product on people, they don't want to hear it. They mentally unsubscribe. You've got to create content in some way that does what's happening right now, where we are all excited to tell each other about what we're watching or we consumed and how we feel about it.” - Devin Reed*”When I'm editing content, video, written, pod, whatever, I'm like, ‘At what point is the payoff?' When I click that link, there's an automatic timer that starts in your head, even if subconsciously, of ‘When do I get the payoff? When do I get what was promised to me?'” - Devin ReedTime Stamps[0:55] Meet Devin Reed, Director of Content & Thought Leadership at Clari[2:04] Learn more about Devin's role at Clari[2:57] Tell me about Devin's newsletter, The Reeder[5:41] Why are we talking about niche sports documentaries?[8:03] Why are these documentaries remarkable?[18:36] What are niche sports documentaries?[26:24] What are marketing lessons we can take from these documentaries?[33:08] How does Devin get executive buy-in on his content?LinksCheck out niche sports documentaries like Losers on NetflixSubscribe to Devin's newsletter, The ReederConnect with Devin on LinkedInLearn more about ClariAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both non-fiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Senior Producer). Remarkable was produced this week by Meredith Gooderham mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.
I'm always been fascinated with how banks manage through core conversions. Having lived through 2 myself...I get the frustrations. I've LIVED the frustrations! However, there's a good bit of talk around the differing communication requirements needed for each generation...and today's workforce has 4 generations intermingled together. All with different communication needs...all with different points of views...and if we were to throw a core conversion on top of that?!?!?! Siobhan Byron is EVP of Universal Banking at Finastra and she has seen the good, the bad, and ugly in this area over the years. She made some great points in our conversation that speak directly to the core conversion but, really, apply to so. much. more. in banking regarding ANY big decision we make. To learn more about Finastra, check out https://www.finastra.com/ And don't forget about our sponsors, ICBA Securities, at https://icbasecurities.com/
Head of Marketing of Finastra, Joerg Klueckmann, joins Shahin to chat about finding the balance between being a creative and data-driven marketer in the B2B space. What to expect in the episode... How to sell creative to leadershipHow to build a great creative teamUsing AI as a co-pilot With more than 20 years of leadership experience, Joerg transformed global marketing organisations across the B2B software industry to become integrated, high performing and digital-first. He believes in focus, simplicity and the courage to be different. Joerg enjoys a good espresso and rides his mountain bike with passion. Resources mentioned in this episode: Play BiggerOwn the Room - Amy Jen SuMarketing Artificial Intelligence - Paul RoetzerImpromptu - Reid Hoffman _________________
We've all heard the term ‘customer-centricity' amidst LinkedIn posts and the webinar invitations in our inboxes. But what does customer-centricity actually entail? And how can B2B marketers demonstrate this to both stakeholders and customers? Jodi was honoured to host Simeon Lando on this FINITE Podcast. Simeon is the CMO at FORM3, a next-level B2B fintech driving the future of the payments industry. He's had a long and successful career in marketing, formerly at titans like PayPal and Barclaycard, to fast-paced fintechs like Refinitiv and Finastra. Learn how Simeon approaches his marketing with customer-centricity, and emphasises the importance of research and relationships, with the success stories to prove it. Support the show
The rapid acceleration of new technology adoption significantly impacts the daily operations of providers and treasury professionals across multiple domains. In today's podcast episode, we'll hear from Craig Jeffery and our 3 panelists in an annual Fintech Hotseat panel discussion, this time covering the evolving landscape of treasury technology. Speakers: Craig Jeffery, Managing Partner of Strategic Treasurer, Ron Chakravarti, Managing Director at Citi Bank Kristin Robertson, Senior Sales Executive at Finastra Jon Paquette, Executive Vice President of Solutions and Product Strategy at TIS Explore nine years of Fintech Hotseats on our website!
Has data-driven marketing killed creativity?In this interview, the Head of Marketing at Finastra, Joerg Klueckmann chats with Sammy about the importance of creative freedom in marketing, why companies must dare to be different, how to acquire budget for outside-the-box initiatives, and much more.You'll learn:1. Why creativity must make a comeback if we're to avoid repetitiveness and mundanity in marketing2. How to ensure ROI on your marketing investments while leaving room for experimenting3. How Joerg allocates marketing budget to differentiating initiatives4. Why Finastra built their own video streaming channel Finastra TV5. Which KPIs to measure to report proof of value for outside-the-box initiatives__________About Joerg:With more than 20 years of leadership experience, Joerg transformed global marketing organizations across the B2B software industry. He has led teams to become integrated, high performing and digital first. Joerg believes in focus, simplicity, and the courage to be different. He enjoys a good espresso and rides his mountain bike with passion. His superpower is endless positivity.Find Joerg on LinkedIn: https://www.linkedin.com/in/joergklueckmann/ Joerg's favorite business book:Play Bigger by Al Ramadam and Kevin Maney | https://shorturl.at/afjTW Impromptu by Reid Hoffman | https://shorturl.at/afor7 Joerg's favorite podcasts: Capital Allocators with Ted Seides | https://www.capitalallocators.com/ __________About Finastra:Formed in 2017 by the integration of Misys and D+H under Vista Equity Partners, Finastra enables the financial services world to deliver the future of banking. Applications that power financial institutions, marketplaces that accelerate industry & an open innovation platform for banks, fintechs & non-banks to connect and collaborate. Finastra delivers this vitally important technology to financial institutions of all sizes across the globe, including 90 of the world's top 100 banks.Website: https://www.finastra.com/ Industry: Financial ServicesCompany size: 5,001-10,000 employeesHeadquarters: Paddington, LondonFounded: 2017__________About the host Sammy:Sammy and SAWOO enable you to become a thought leader and win leads directly through your own podcast & great content on LinkedIn.Get in touch with Sammy here on LinkedIn.__________Past guests on the GROW B2B FASTER Show include: Justin Welsh, Ian Koniak, Jamal Reimer, Mike Troiano, John Kaplan, Greg Alexander, and many more.
Join FPC Executive Director Reed Luhtanen as he goes off the rails with Mike Vigue of Finastra. Mike and Reed talk about implementing instant payments, the promise of FedNow and RTP, interesting use cases, and the weather in New England. Please complete the "Blockchain and Crypto in Payments survey, find the link at the top of the page on www.fasterpaymentscouncil.org!
In this episode, we speak with Andy Byrne, CEO and Co-founder of Clari. Clari is a platform that uses AI and machine learning to support sales teams by integrating with their existing CRM systems. Thousands of sales, marketing, and customer success teams at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra, use Clari's execution insights to make their revenue process more connected, efficient, and predictable. The company is backed by Blackstone, Silver Lake, Sapphire Ventures, Tenaya, Bain Capital, Sequoia and other notable investors. Prior to Clari, Byrne was a founding executive at Clearwell, which he helped grow from pre-product and pre-revenue in 2005 to an $80 million annual revenue run rate until its acquisition by Symantec in 2011. Andy supports Rise Against Hunger. To learn more about this organization click here. I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to subscribe.
In this episode of the B2B Sales Trends Podcast, we're diving deep into the realm of sales psychology and communication alongside Dan Storey, the Director of Sales Training at Finastra. With his extensive expertise in psychology and neuro-linguistic programming (NLP), Dan unveils a treasure trove of insights that directly translate into tangible benefits for professionals navigating the complex landscape of B2B sales.
Entering college, Laura Bright was drawn to both French and math, two subjects she exceled in in high school. French remained something that came easily and she took for fun. But the math she took in college didn't look like high school math and she wondered if that was the right path. As the department was combined with computer science, she took the advice of a female researcher and tried her hand at computer science.She was drawn the more technical sides of her field but never considered herself a programmer. She thought she wanted to teach and make computer science come alive for other learners so pursued the PhD. She realized, though, that she wanted more hands on opportunities. Going into industry, she did more applied work and ultimately made a discovery about herself.In this episode, find out from Laura how taking the opportunity just outside your comfort zone often leads to insights about who you are… on ROADS TAKEN...with Leslie Jennings Rowley. About This Episode's GuestLaura Bright is a software engineer who has spent time in academia and industry and who currently serves as a Senior Software Engineer at Finastra, a fintech company based in Portland, Oregon. For another story about graduate school leading to personal insights, listen to our episode with Oliver Will.Find more episodes at https://roadstakenshow.comExecutive Producer/Host: Leslie Jennings RowleyMusic: Brian BurrowsEmail the show at RoadsTakenShow@gmail.com
Banking services and banking institutions are two different elements of our current financial infrastructure. Oren Marmur, SVP & Israel General Manager of Finastra, sees a change underway in how we relate to our banks with new opportunities arising for democratized access to banking services via private companies and corporations. Moreover, as new developments in blockchain technology and artificial intelligence gain popularity, banking will need to innovate to stay up to date. Jordan Kastrinsky - https://www.linkedin.com/in/jordan-kastrinsky-9b8b2370/ Oren Marmur - https://linkedin.com/in/marmur/ Join our community: https://t.me/front_team JB Upscale: https://jbupscale.com/
“I've always considered HR to be an integral part of the organization. Both HR and myself, I feel, are jointly responsible for managing a company's most valuable asset, which is of course its people.”- Colin MorrisIn our continued series of discussions with stakeholder leaders (outside of HR/Talent), today's episode explores the role of HR and Talent from the perspective of a seasoned senior leader in operations and business development. Tune in to hear what works and doesn't when it comes to earning a seat at the table with your clients.My guest is Colin Morris. Colin is VP of Property Solution and Business Development at Teranet. Previously he spent many years leading product management for Finastra, previously D&H and Resolve. For over 20 years as a Product Management Executive, he has helped organizations deliver tangible business results through technology platforms and digitization. Colin also happens to be one of my close friends and is a former colleague!In this episode of Talent Management Truths, you'll discover:
Pre-IPO Stock Market Update - Apr 14, 2023 | Reddit charges AIs for API access, OpenAI investor terms, IPOs are coming!, Epic Games acquisition, SpaceX's Starship launches00:34 | Reddit, Twitter and AI training and paying for data- Reddit will impose a paywall around its API- Pricing has yet to be determined- “The Reddit corpus of data is really valuable,” Huffman (CEO) said. “But we don't need to give all of that value to some of the largest companies in the world for free.”- Twitter/Musk threatens to sue Microsoft over using Twitter data to train Microsoft AIs02:10 | OpenAI investor ownership terms/structure- OpenAI has completed a $300m tender offer employees liquidity- Investors in the tender offer purchase rights to future profits rather than traditional equity- Cash waterfall; original investors get paid back, then Microsoft gets 75% of profits, other investors 25% of profits until Microsoft is paid back, then Microsoft 49%, other investors 49%, OpenAI nonprofit 2%04:29 | IPOs coming!- Rippling eyeing an IPO; Conrad (CEO) believes an IPO would fulfill an “implicit agreement” made with the startup's investors and employees to provide a meaningful exit- SeatGeek files for IPO ... second attempt to IPO in last two years, first was a SPAC that fell apart- Chia Network files for IPO ... cryptocurrency, XCH, already trades on crypto exchanges06:04 | Tyler's Corner by Tyler Siconolfi ... Epic Games, Plaid, SpaceX- Epic Games acquires Brazil-based game company, Aquiris to expand LatAm presence.- Plaid partners with Finastra to streamline services customers of the Fusion Digital Banking platform.- SpaceX attempts first orbital test flight of their new Starship spacecraft.08:14 | Large capital raises- Spring Health | $71m Series C, $2.5b valuation- Kurly | $8m Series H, $2.3b valuation- Clear Street | $435m Series B, $2.0b valuation- ID.me | $132m Series D, $1.6b valuation- Altruist | $112m Series D, $962m valuation09:38 | Pre-IPO stock market performance- Pre-IPO stocks were flat at 0.04% for the week vs the S&P 500 up 0.79%. - YTD pre-IPO stocks still trail the S&P by about 20%.- Only 3 of the 15 pre-IPO stocks in the index are up year to date … OpenSea up 2.31%, Revolut up 1.26%, and N26 is flat … five stocks are down over 20%; Discord, Airtable, Flexport, Epic Games, and Chime.- Secondary market trading activity has totally dried up for OpenSea so I would not put much weight on that 2.31% number.- Brex has a nice week last week up 1.04%. SpaceX was up 0.91%. Epic Games was the big loser down 4.00% for the week.AG Dillon & Co venture capital funds...- AG Dillon SpaceX Pre-IPO Stock Fund = www.agdillon.com/spacex- AG Dillon Pre-IPO Equity Fund (top 15 pre-IPO stocks) = www.agdillon.com/top15
“We started focusing on our employees and what they need as much as what we need,” says Steve Farbstein, Blue Ridge Bank's chief revenue and development officer. Since the Great Resignation, the Virginia community bank has shifted its approach to recruitment, taking things like flexibility and wellness into account, along with 401(k)s and PTO. As Farbstein and our other guest, Renee Peterson of Horicon Bank in Wisconsin, discuss with host Charles Potts, it's no longer enough to do things as they've always been done. Community banks will only win the talent war if they think creatively about recruitment—and then work just as hard to keep the good people they've hired. This episode is sponsored by Finastra. The April issue of Independent Banker magazine looks at talent management from all angles, including better onboarding ideas and how to market your community bank as an employer.
Welcome to The Voice of Retail podcast. My name is Michael LeBlanc, and I am your host, I believe in the power of storytelling to bring the retail industry to life. I'll bring insights, perspectives and experiences from some of the retail industry's most innovative and influential voices each week. This podcast is produced in conjunction with Retail Council of Canada.In a wide-ranging discussion, Sue Hutchison, President and GM for Equifax Canada, talks about cybercrime, the state of Canadians' credit ratings and their forecast for the Canadian economy and consumer spending for 2023About SueExperienced senior leader of change, with over 30 years in the financial services, credit and lending industries. In 2020, I joined Equifax Canada as President and General Manager.Equifax Canada is a data, analytics, and technology company that believes knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. With our passion for supporting our clients with powerful solutions for Canadians, we power the ecosystem with insights and knowledge to move people forward.Prior to Equifax, Hutchison served as Senior Vice President, Product, Digital and New Payments for Mastercard where she led product strategy for their growing portfolio, which included fraud, multi-rail payments, and cyber and intelligence solutions. She has also held senior leadership roles at Payments Canada, D+H Corporate (now Finastra), HSBC and Bank of America. Hutchison received her Bachelor's in Finance and International Business from the University of Guelph and her MBA from the Schulich School of Business at York University.Additionally, Hutchison is a board member of Home Capital Group, sits as an Advisory Board Member for Women in Payments and has served as a board member for the Canadian Payments Association, BC Women's Hospital Foundation and the Nature Conservancy of Canada.About Michael Michael is the Founder & President of M.E. LeBlanc & Company Inc. and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, Today's Shopping Choice and Pandora Jewellery. Michael has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated worldwide in thought leadership panels. ReThink Retail has added Michael to their prestigious Top Global Retail Influencers list for 2023 for the third year in a row. Michael is also the president of Maven Media, producing a network of leading trade podcasts, including Canada's top retail industry podcast, The Voice of Retail. He produces and co-hosts Remarkable Retail with best-selling author Steve Dennis, now ranked one of the top retail podcasts in the world. Based in San Francisco, Global eCommerce Leaders podcast explores global cross-border issues and opportunities for eCommerce brands and retailers. Last but not least, Michael is the producer and host of the "Last Request Barbeque" channel on YouTube, where he cooks meals to die for - and collaborates with top brands as a food and product influencer across North America.
Vendor relationships can be purely transactional, but the really high-value ones work more like partnerships. That's certainly what Bob Fisher, president and CEO of Tioga State Bank in Spencer, N.Y., found when his bank hired cybersecurity fintech Beauceron Security of New Brunswick, Canada. Beauceron cofounder and CEO David Shipley wants his company to be seen as a “worthy investment of time, effort and capital”—and it achieves this by treating clients like Tioga State Bank not as numbers but as true partners. As well as discussing the ins and outs of their partnership, including how ICBA's ThinkTECH Accelerator led them to each other, Fisher and Shipley offer tips for other community banks that want to forge or strengthen their own fintech relationships. This episode is sponsored by Finastra. Links If you're joining your fellow community bankers at ICBA LIVE in Hawaii on March 12, 2023, check out the ICBA ThinkTECH Alumni Showcase on Sunday, March 12 at 8:30am, or stop by the Expo Hall on Sunday or Monday to catch up with Accelerator alumni like Beauceron Security. Lastly, you'll find stories of fintech collaboration in our monthly magazine, also called Independent Banker.
“It's not hard to advocate for the perhaps underestimated but clearly formidable competitor.” That's Anne Balcer's view of her role as ICBA's chief of government relations and public policy, which she took on in July 2022 after time at Forbright Bank, a community bank in Maryland, and in Maryland state government. Balcer talks to host Charles Potts, ICBA's chief innovation officer, about the value of her background as a community banker, the advocacy wins community banks saw last year, the issues she and her team are targeting in 2023, the critical role community bankers themselves play in advocacy….and even a little lacrosse. Among the topics covered: · Durbin-Marshall bill · Regulatory clarity · Overdraft fees · Climate risk regulation This episode is sponsored by Finastra
Chris Zingo is the Chief Revenue Officer at Finastra, leading the development and execution of the go-to-market strategy for Finastra's Global Corporate Banking and Lending Business. His primary responsibility is to define and implement the target operating model for the region with the objectives of improving the customer experience, expanding market reach and partner ecosystem, accelerating the penetration and expansion of our markets, and drive revenue and retention growth. Thank you, Chris, for today's episode!
Banking-as-a-service is among the most talked-about innovations in banking, and also perhaps among the least understood. Jeannette Kescenovitz, who leads development of banking-as-a-service capabilities at Finastra, shares her views on how BaaS might grow its presence at U.S. banks and credit unions in 2023.
What does the future hold for the world of payments? How might we leverage technology to enable opportunities for more people, in particular the small business sector, which is the backbone of our economy? In this episode of One Vision, Theo chats with Shilpa Bangera, Chief Revenue Officer of Finastra on digital transformation and the future of finance. From the rise of open banking to the proliferation of super apps and embedded finance, there is hope for a more customer centric and seamless experience.
What does the future hold for the world of payments? How might we leverage technology to enable opportunities for more people, in particular the small business sector, which is the backbone of our economy? In this episode of One Vision, Theo chats with Shilpa Bangera, Chief Revenue Officer of Finastra on digital transformation and the future of finance. From the rise of open banking to the proliferation of super apps and embedded finance, there is hope for a more customer centric and seamless experience. Hosted on Acast. See acast.com/privacy for more information.
Tom Shen is a fintech OG, one of the originals who got his start in the industry 40 years ago when it was still called just financial services.He's had glittering successes. He was EVP at Digital Insight when Intuit bought it for $1.33 billion in 2007. Earlier he founded Software Dynamics Inc. (SDI). More recently he founded mobile app developer Malauzai which was bought in 2018 by Finastra.Now he is an active investor and a board member of five companies, including Sensibill and ZSuite, both of which have been featured on this podcast.In this show Shen revisits his earlier days in fintech but - crucially - he spells out in detail what a fintech needs to know to work successfully with credit unions and also what a credit union executive needs to know to work successfully with fintechs.His advice is sound, it's levelheaded and, importantly, it's rooted both in what worked in the past and what he sees working today.Listen and you will hear pointed advice that says credit union execs today want fintech that delivers measurable and quick benefits. Talk about an 18 month build out and, guess what, that is an audience lost.Know too that Shen was a guy who was working with credit unions literally decades before many fintech execs saw this as a good market. He tells what attracted him - and these are strengths that credit unions still have.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto
In our Hot Topic this week we have Mike Haedrich, Senior Product Manager @ Finastra to discuss how a digital workflow requires you to align with a single solution provider & how easy is it to support an electronic signature solution. Want to know more about Mike Haedrich?Mike is a senior product manager at Finastra. Mike has been in the technology field for over 30 years supporting some of the world's largest technology companies. Mike joined Finastra over four years ago and has been instrumental in developing the electronic signature strategy for their lending products. Mike has a Bachelor of Science degree in finance from the University of the Pacific.
In our episode this week we haveBrent Emler, Director of Sales @Lender Toolkit &Michael Whitbeck, CEO @BLUEPRINT here to discuss what the definition of a verified approval is and how is it different than a prequel, as well as what kind of edge they see a verified approval giving sales teams.
In our Hot Topic this week David & Jack are gonna do a special podcast, talking about the economy where things are at with the latest trends on leadership, & how you should be leading your people? They are gonna gather around on the 4th of July and may have some barbecue going in the background somewhere. To read more on this podcast, click here!!
In our Hot Topic this week we have Shane Westra, Chief Product Officer @ SimpleNexus & Jay Arneja, Group/Growth Product Management @ SimpleNexus to discuss how SimpleNexus approaches product development, as well as recent successes lenders, have had with eClose technology. To read more about this podcast this week, click here!!
In our Hot Topic this week we have Christy Moss, Chief Customer Officer, FormFree, and Christina Zulueta Randolph, Sr. Director, Single-Family Strategy & Integrations, Freddie Mac to discuss Freddie Mac's announcement that lenders can now reverify employment with direct deposit data, as well as what FormFree is doing to help lenders take advantage of AIM for income using direct deposits. To read more on this episode click here!!
In our Hot Topic this week we have Brendon Weiss, Brendon Weiss is a Co-Founder of EscrowTab, and Amy Moses, Vice President, Marketing & Communications @ EscrowTab to discuss a fairly new company called EscrowTab that they started. Find out what is EscrowTab bringing to the market that lenders and title agencies haven't experienced yet? To read more about today's podcast click here!!
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