Podcasts about fintech strategy

This episode of EY FinTech Beyond Borders explores the current state of RegTech and the future possibilities for the sector. The episode features Christopher Woolard CBE, UK FinTech Leader and Chair of the Gobal Regulatory Network, EY; Deborah Young, CEO, The RegTech Association; Mark Shead, Head of Regulatory Innovation, Vermeg; and Kimmo Soramaki, Founder and CEO, Financial Network Analytics (FNA). Hosted by Tom Bull (Partner, Head of UK FinTech Growth, EY) and Tanya Thourani (Manager, FinTech Strategy, EY). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made'

Greg Palmer, VP and Director of FinTech Strategy at Finovate, a series of FinTech conferences in Europe and the US, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about key themes emerging at the recent FinovateEurope in London. Here is what they covered in more detail:Intro - Greg's background, Finovate and Finovate London in particular - unique aspects: live demos, enterprise partners and start-ups in one place. There were more attendees and many new ones in London.Highlights from the Hot or Not session - Open Banking, Hot or not?:-)Meta FinTech –  FinTech aimed at helping banks engage with other FinTechs, which is really interesting. This frequently takes the shape of core service providers, or an add on to it, but it's helping to enable adoption of other innovations. However, are meta FinTechs another gatekeeper that stands in the way?AI: Enterprise-grade solutions for anti-fraud, customer experience and compliance/regulationTemperature check of incumbents and their take on GenAI as of nowThe funding environment taking a toll, but there are some bright spots on the horizonWhat to expect in 2024 with respect to the aboveUpcoming Finovate editions - Spring in SanFrancisco, Fall in New York and Finovate Awards online

This episode of EY FinTech Beyond Borders is focused on financial inclusion and the FinTech solutions driving it. The epsidoe features: Leitha Matz, Co-founder and CPO - Finmarie, Drew Graham, Co-founder and CEO - Radish. Hosted by Peter Fricke (Associate Director, EMEIA FinTech Business Development, EY) and Katja Palovaara (Manager, FinTech Strategy, EY). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

In This Episode This week it's a Breaking Banks and FInovate podcast mashup as fintech luminaries opine on Finovate Spring (San Francisco). Listen as respective hosts Brett King and Greg Palmer, also VP and Director of Fintech Strategy, The Finovate Group dish with Mary Wisniewski, Editor at Large, Cornerstone Advisors; Alex Jimenez, Managing Principal, Financial Services Consulting; Theodora Lau, Founder, Unconventional Ventures and Deva Annamalai, Founder/CEO of  RightFrame Consulting, a Bespoke Fintech Payments Consulting firm, and talk trends, highlights, surprises, opportunities and make a few predictions along the way. Then Brett speaks with KakaoBank CEO Daniel Yun. KakaoBank, a South Korean neobank, is one of the most successful challenger banks out there today. Started in 2017 with a small team and through joint venture, it had 1 million customers within its first few days. Today, KakaoBank has 26 million customers and is one of the most profitable challenger banks globally. There's much to celebrate as it looks to the future and ways to innovate, expand and continue its success. https://www.youtube.com/watch?v=6vIgzqN13Sc

This episode of EY FinTech Beyond Borders is focused on addressing the cost-of-living crisis in the UK, and features: Adam Jackson, Director of Policy - Innovate Finance, Merve Ferrero, Chief Strategy Officer - Zopa. Hosted by Alex McLaren (Senior Manager, FinTech Strategy) and Millie Harrold (Senior Consultant, Regulatory Insights). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

Many times projects are delayed due to an excessive amount of initial research and an unwillingness to take action. I've found that this is most often due to FinTech managers bringing on teams that do not have a same or similar business model to them. Tune in today to hear my advice on how you can use the Queen's Gambit style of chess as a FinTech strategy!  If you found value in this episode, I would really appreciate it if you could leave a review! My mission is to help and support as many FinTech startups as possible, and when you leave a positive review, more people can find this podcast and help their companies! If you are on Apple, just click here to review, select “Ratings and Reviews” and “Write a Review” and tell me what your favorite part of the podcast is.    Today's episode: [00:39] How I relate to Queen's Gambit, the Netflix show, and what it has to do with compliance strategy.  [02:01] Many FinTech projects tend to drag on forever due to overly extensive research at the beginning.  [04:17] One recent client experience I had, that speaks to this research issue. [06:34] The reason most people procrastinate is because the tasks are overwhelming.  [09:08] The Queen's Gambit strategy is a different mental game with all the heavy lifting happening first.  [11:18] Why many project managers that come from large companies end up being inefficient at startups.  [13:58] Tech founders are more likely to measure success based on user numbers versus number of employees.  [14:50] Before I take on any new project, I always ask myself “Can I scale this?”.  [15:28] When you hire a service provider as a FinTech startup, make sure that their business model matches yours.  [16:32] I'm going to be holding a workshop dedicated to end-to-end operational compliance for a vast company. Sign up!   Show links: Interested in FinTech compliance? - consider investing in the FinTech Compliance Self-Starter Package! I would love to invite you to sign up for my newsletter. If you are interested, please click here.

SAXE Global and PSP angels announce their status as the official banking representative of the Republic of San Marino opening up access for Crypto, Forex and I-Gaming companies to the region. Find out more at https://www.saxe-global.com/san-marino

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Jason Cave, Head, Fintech Strategy, FHFA Topics of Discussion: 2:15 - Thank you for joining us, tell us a little about your background 4:03 - assumed the role of Head, Fintech Strategy at FHFA. What are your primary goals in this role for 2023? 7:01 - What factors are impacting or streamlining adoption of technology for lenders? 10:43 - What role should fintechs play in assisting with the modernization of our industry? 12:46 - I'm excited to be welcoming you to our Mortgage Innovators Conference 2023 next June. Can you share with us why you feel its important to participate in or VIP Mortgage Innovation Roundtable at this event? Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646 To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

This episode of EY FinTech Beyond Borders explores the world of embedded finance, and features: Ankur Joshi, CEO, Nuclei Alex Mifsud, CEO, Weavr Rachel Jones, Senior Manager, EY-Parthenon Hosted by Tom Bull (Partner, UK FinTech Growth Leader), and Tom Hill (Manager, FinTech Strategy). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

Luther Maday is the Head of Fintech Strategy and Innovation at MoneyGram. In this interview we discus how MoneyGram has adopted crypto, partnering with Stellar, using the USDC stablecoin for payment, working with Ripple in the past, crypto regulations, CBDCs, crypto bear market and much more.

Eric L. Hu is a world traveler, a photographer, Head of Fintech Strategy at Walmart, and the new unofficial third host of The Bad Podcast. He joins us from NYC to talk advertising, capitalism, morality, cars, and compassion. Tangents include cars and what we're gonna do with our lives. Find Eric on LinkedIn or IG @ericlhuThanks for ad'ing a little Bad to your day ;) now follow us on Twitter dammit More Links: Pod SiteBrian's BookEric's InstagramAmelia's Book

This episode of EY FinTech Beyond Borders explores the world of decentralised finance (DeFi), and features: Hugh Karp, Founder, Nexus Mutual, Pete Townsend, Managing Director, Techstars Hosted by Hesus Inoma (Director, Tech & FinTech Leader, EY Parthenon Ireland), and Sharon Chen (Senior Manager, FinTech Strategy). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

This episode of EY FinTech Beyond Borders features 11 guests who joined us for a live recording at Money 20/20. We're delighted to be joined by: Hamza Behzad (Head of Product Strategy – Meniga), Jennifer Garcia (FinTech Specialist – UK's Department for International Trade), Frederick Crosby (Chief Revenue Officer – Nium), Karan Jain (CEO – NayaOne), Roy Skop (Regional Manager for Europe – Soldo), Victor Zheng (CEO – mx51), Laura Webster (Software Sales Director for UK & Ireland - Experian), Egle Mikelionyte (Senior Product Manager - Experian), and Sam Kerr (Innovation and Product Development - Experian), Stephen Richardson (SVP of Financial Markets – Fireblocks), and Julian Colls (Chief Customer Officer – Form3). Hosted by Tom Hill (Manager, FinTech Strategy). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

This episode of EY FinTech Beyond Borders explores growing and structuring the finance function, and features: Richard S Jones, Associate Partner, CFO Technology Leader for FinTechs, EY, Alex Langridge, Principal, Per Ardua Associates, Ian Cole, CFO, Condeco, Andy Hirst, VP of Financial Services (EMEA North), SAP Hosted by Tom Bull (Associate Partner, UK Head of FinTech Growth), and Tom Hill (Manager, FinTech Strategy). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

This episode of EY FinTech Beyond Borders is focused on the use of RegTech for better CX, and features: Kaarel Kotkas, CEO and Founder - Veriff, Andrew Stacy, Digital Conduct Risk & Compliance Director - Glassbox, Jan van Vonno, Director of Research - Tink. Hosted by Tom Bull (Associate Partner, UK FinTech Lead) and Sharon Chen (Senior Manager, FinTech Strategy). The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

BankProv's EVP and COO Joe Mancini speaks with host Amber Buker about innovations at this nearly 200-year-old MA-based bank which is anything but traditional—it is helping lead the industry forward with its tech first approach and focus on emerging markets supporting crypto currency, offering full-service banking to crypto-related businesses, BTMs, BaaS and alternative energy. But first, JP Nicols continues our look back to look forward with an informed conversation with Greg Palmer, VP Finovate, Director of Fintech Strategy, Informa Connect and host of Finovate podcast. With $1 out of every $5 of VC funding going into Fintech we now have herds of unicorns.  As things become more top of mind, there's opportunity and the increased competition will only drive innovation and solutions so everyone has a better financial future. Listen as they cover embedded finance, back-end and core solutions, customer experience and services to make customer life better.  https://www.youtube.com/watch?v=-ZoNqScB3ds

Crypto for Dummies! We are taking a very deep dive into the world of technology this week as we discuss NFTs, virtual currencies, #DeFi and loads of other exciting features of 'crypto life' with Lex Sokolin, the Head Economist at ConsenSys, the biggest blockchain company in the world. Your head will be spinning after this episode. We surely learned a lot and hope you will as well.  Guest Introduction:  For this episode of The TeachPitch Podcast we are going to take you to an almost alternate universe. No - we are not going to space travel like we did a few episodes ago when talking to a Space Lawyer - but we are going to travel deep, deep into our laptops, computers and smartphones. The world ‘blockchain' has become a bit of a buzzword. When I hear it, I associate it with a new type of online safety and this mystic word  ‘decentralised' that everyone keeps bringing up. When other people hear it they might think crypto currency, bitcoin. Every day you hear about new initiatives where blockchain has become part of the mix. But was it really?  With us today is Lex Sokolin who is the Head Economist of Consensys - the biggest blockchain in the world. Lex' company uses Ethereum a system based on blockchain to build new enterprise infrastructure solutions for companies all over the world. And Ethereum is also tied to a currency that is growing up very quickly into the crypto world. Something that I suspect Lex knows a lot about.  At Consensys Lex is working on the next generation of financial services. He earned a JD and an MBA from Columbia University and a B.A. in Economics and Law from Amherst College.   Previously, Lex was the Global Director of Fintech Strategy at Autonomous Research, COO at AdvisorEngine and CEO of NestEgg Wealth, Lex also held roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank. Lex is a contributor of thought leadership to the Wall Street Journal, the Economist, Bloomberg, FT, Reuters, American Banker, ThinkAdvisor, and Investment News.  You can find out more about ConsenSys here: https://consensys.net

Time to shake things up! This week, Matteo Rizzi takes us on the "Talent Revolution", showcasing stories and strategies that two brilliant trailblazers on the space went through in their impressive careers both in the corporate space and as advisors for diverse projects in order to create some structure for retaining and attracting real measurable talent for institutions. Neville Bourke and Drew Graham are our guests of the week, join them at this episode of Breaking Banks Europe. Meet the guests:Neville Bourke - Partner, FuturusNeville Bourke has 25 years of experience in HR Strategy & Change Management across diverse industry sectors. Neville's most recent corporate role was at the Bank of Ireland as the HR Director of Retail Banking. He was responsible for designing, leading, and implementing the people, culture and capability change elements for the 230-year old organisation transitioning initially through financial crisis, then through digital transformation of Financial Services. Neville is now an independent Organisation Change & Leadership Specialists who excel's at developing people strategies and then converting those strategies into impactful, implementable people plans that have a demonstrable positive impact to performance and the bottom line. Neville is also Senior Expert Advisor to the Irish Smart Ageing Exchange (ISAX) and has previously been awarded the Charles Harvey Award for academic excellence in 2003.Linkedln: https://www.linkedin.com/in/nevillebourke/ Drew Graham - Advisor and MentorDrew is a serial entrepreneur turned banker; a sheep in wolf's clothing. He joined Barclays as Director of Digital Strategy in April 2019. He was previously the Head of Platform for the Standard Chartered Virtual Bank in Hong Kong. He joined Standard Chartered as Director of Fintech Strategy and Engagement in 2016. Before renting his soul, hefounded and led a financial inclusion payments company in Indonesia, a financial services Cloud services company in Hong Kong, an oil and gas technology infrastructure company in Papua New Guinea, a data analytics startup in Berlin and a zip line in Singapore. He is a believer that the only difference between bravery and insanity is success, a keen mentor of entrepreneurs, a passionate advisor to startup accelerator programs and a reluctant wearer of formal clothes.Linkedln: https://www.linkedin.com/in/drew-graham/

A really enjoyable chat with my pal, Drew. We compare and contrast the similarities and differences between the banking and cultural sectors.Drew in his own words is "a serial entrepreneur turned banker; a sheep in wolf's clothing. He recently left Barclays where he was Director of Digital Strategy since 2019. He was previously the Head of Platform for the Standard Chartered Virtual Bank in Hong Kong. He joined Standard Chartered as Director of Fintech Strategy and Engagement in 2016. Before renting his soul, he founded and led a financial inclusion payments company in Indonesia, a financial services Cloud services company in Hong Kong, an oil and gas technology infrastructure company in Papua New Guinea, a data analytics startup in Berlin and a zip line in Singapore." 

Valisha initially thought she wanted to be a prosecutor, but instead she decided not to go to law school and switched her interests to the financial services arena. Being a woman, a black woman in financial services is a rarity. And aside from a fairly brief detour to a start-up, she has worked in the corporate world, which she discovered suits her personality and desire for structure. The start-up “adventure” was a change of pace to building e-commerce in the retail industry.All of Valisha's endeavors, both in her career and outside activities align with her core values of giving back: being accessible as a mentor and providing access opportunities. At Morgan Stanley, she has stayed connected to both the technology and DEI spaces. One example is leadership in a joint venture between Cornell and Morgan Stanley. This gives her a platform for impact through the opportunity to scale.Takeaways:She advises students and young workers to be continuous learners.Make sure students and young workers know how to get involved.Raise your hand for opportunities, and give back.It's never too early to start on an intentional path to a work legacy. Look for the space to pursue it.Quotes:“Always be a “value-added” while developing a core competency”“Think: What do I care about? What that's especially meaningful to you can you do with your time?”“Think: “What resources do I have? (contacts, talent, through your employer) What more could I be doing? What extra step?”How to reach Valisha:Https://.www.linkedin.com/in/valishagravesTwitter: @valishagraves Bio:Valisha Graves is an Executive Director in Wealth Management at Morgan Stanley. When we hear of Morgan Stanley, we usually think of financial services and advisors. But Valisha's role is different. She leads the Account Onboarding Fraud Control and Product Strategy team in Field Strategic Services. She joined Morgan Stanley's ModelWare team in 2005 as a Product Manager responsible for a portfolio of Fintech applications -  specifically stock valuation, supply chain, profitability maps, leverage buyout and cross-asset analytics. Previously she was a Business Technology Officer for Investment Banking and Global Capital Markets at Morgan Stanley. Her career includes a brief stint at an e-commerce start-up, experience in Financial Planning & Analysis at Lehman Brothers, and Management Consulting at Ernst & Young.And her interests go way beyond Fintech. Valisha has been very active in the Diversity, Equity & Inclusion (DEI) space for many years at work and in volunteer activities at her alma mater, Cornell University. She helped launch EDIT (Enhancing Diversity in Technology) at Morgan Stanley, the first Wall Street forum aimed at Black and Latino technologists. She is a member of Cornell University Council, and Black Alumni Association (CBAA) and chairs the Development Committee of Cornell Mosaic. Most recently she was selected for a term as Chair of the President's Council of Cornell Women (PCCW).Eight years after her AB in Government/International Relations from Cornell, Valisha added to her credentials with an MBA from Columbia University. In recent years, she has taught Communication Skills for Technology Professionals at Baruch College (CUNY) and lectured on Fintech Strategy at three other university business schools. Among her awards, she was selected in 2019 as a 92nd Street Y Women in Power Fellow, and she is a Trustee at her high school, Suffield Academy, where she was A Better Chance Scholar.

Three trailblazing bank executives, Larry Mazza (CEO, MVB Financial), Eric Sprink (CEO, Coastal Financial Corporation) and Chuck Shaffer (CEO and Director, Seacoast Banking Corporation of Florida) have been ahead of the pack in their banks' progressive utilization of technology, data and FinTech partnerships. The Travillian Group's Brian Love and co-moderator Joe Fenech examined the origin of innovation at these institutions, as well as the tools they already possessed, the resources they added, and how their bottom lines were positively impacted.

In this episode we talk to Gabriel, a Strategy Consultant at RateSetter, about what it's like working in FinTech, and what his role as a strategy consultant involves.Things covered- What FinTech and Strategy is- The best advice for someone considering getting into FinTech- Other positions within a FinTech company (there are so many)An assumption is often made that FinTech only employs the people who can code, or people who are amazing at maths. Where they do hire these people, it also isn't the only trait employers in FinTech look for when hiring.After talking to Gabriel, we learn there are hundreds of different roles within a FinTech company where those skills aren't necessarily paramount.Top tips - Join a FinTech society or “techhub”, and start getting involved. Follow on twitter, connect on LinkedIn.RateSetter - https://www.ratesetter.com/Handy links:11FS – https://11fs.com/Article - https://www.theguardian.com/sustainable-business/2015/feb/03/what-you-should-know-about-fintech-positive-powers-bankingQuestions or comments - sam@beginanddiscover.com Hosted on Acast. See acast.com/privacy for more information.

If you are in the “inform” business, and not the “transform” business, you won’t be long for this business. Technology services are quickly chipping away at the value-stack financial advisors offer to clients. There may come a time when, “I turn on my phone and I say, ‘Hi, Alexa. Tell me what my bank account is today. Transfer $10,000 from Bank A to Bank B. Open a 529 plan for my kid. Then, rebalance my brokerage account.’ And tell me how I'm doing against my goal of buying this house,” said Lex Sokolin, Global Director of Fintech Strategy and Partner at Autonomous. In this near future world, you won’t need MoneyGuidePro, e-Money, or Advicent. Instead, “You have a more modern architecture, so you don't have a UI. You might have APIs that allow machines to talk to each other. Then, you can plug that into all sorts of chatbots for conversational interfaces,” said Lex. Lex isn’t describing some crazy sci-fi dystopia. Rapid advancements in AI, algorithms, chatbots and a host of other technologies is bringing planning services to your favorite digital friend faster than you may think. And if Amazon, Google or some other behemoth decides to get into our business in a big way, well, you can forget about competing by using technology as a differentiator. There is only one ultimate differentiator; it is your ability to help transform people’s lives.

Lex Sokolin is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous Research, a leading research firm for the financial sector, helping clients understand and leverage innovation.   Prior to joining Autonomous Research, Lex founded and ran NestEgg Wealth, a roboadvisor that pioneered online wealth management and was acquired by AdvisorEngine, a digital wealth management platform backed by WisdomTree.   Lex is a contributor of thought leadership to the WSJ, CNBC, Reuters, Investopedia, American Banker, ThinkAdvisor, and Investment News, among others.   As always, connect with us on Twitter, Facebook, LinkedIn or on our website at bankingthefuture.com.   If you like today's show, please subscribe on iTunes, or your podcast platform of choice, and leave us a review.   Thank you very much for joining us today, please welcome Lex Sokolin.

Is it a Chain that Rules or a Chain-Chain-Chain of Fools?  We speak of Blockchain.  In Episode 95, Lex Sokolin, Global Director of Fintech Strategy for Autonomous Research, and Chris Cahill of Financial Poise Radio discuss what blockchain is, what problems it may address (re settlement of transactions, smart contracts, and even land records reform) and the threat to it of hackery.   You can learn more about Alexey Sokolin and Vanare here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook     About Alexey Sokolin   leading research firm for the financial sector.  His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Lex has been referred to by WealthManagement.com as the "financial futurist", and was selected for the InvestmentNews  "40 under 40" and ThinkAdvisor's "IA25" lists of influencers in the investent industry.   Previously, Lex was the Chief Operating Officer of digital wealth management platform Vanare, and CEO and Founder of pioneering roboadvisor NestEgg Wealth (acquired by Vanare). Additionally, Lex was an investment banker at Deutsche Bank, and a member of the strategy team at Barclays Wealth (formerly Lehman Brothers Investment Management). He is active in the early-stage community, and advises startups on growth and market strategy.   Lex received a B.A. in Economics and Law from Amherst College, an M.B.A from Columbia Business School and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He also holds a Certificate in International Relations from the Five College Consortium, and a Certificate in Digital Production and New Media Studies from Middlebury College.

I'm joined this week by Lex Sokolin. He's a self-described futurist and entrepreneur focused on the next generation of financial services. He currently directs Fintech Strategy at Autonomous Research, a research firm for the financial sector. Previously, he led product design and corporate development as COO at Vanare, a wealth management platform built on roboadvisor DNA. He was founder and CEO of NestEgg, a roboadvisor that pioneered online wealth management in partnership with financial advisors, We talk about the changes happening in the financial services space and the types of opportunities for incumbent and upstart financial firms willing to do the hard work. Lex's entrepreneurial story takes us through his four wave framework for the evolution of roboadvisors. Pay attention to what he says about the next stage for the industry and what it says about the ETF industry, as well.

Challenges In Incorporating A Successful "FinTech" Strategy at Lang Di Fintech Investment Summit 2016.