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Where we dive into the dynamic world of Financial Services and Technology. Discover the innovative solutions driving the industry forward, exploring the latest trends, and uncovering the strategies that are reshaping the future of finance. Join us as we unravel the WHY, WHAT and HOW of solution providers in the Financial Services industry. Each guest will engage with our host Rutger van Faassen in Futures Thinking and provide their view of a possible future and how we can get ready for that ...
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In this episode of Banking on Information, Jon Waldman, president and co-founder of SBS Cybersecurity, discusses the importance of understanding cybersecurity risks, especially for organizations in regulated industries like banking. He emphasizes the need for continuous learning and adaptation in the face of evolving technology, including AI and qu…
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In this episode of Banking on Information, Rutger van Faassen interviews John D'Amour, Head of Product at Zingly AI. They discuss the mission of Zingly to transform customer interactions with businesses, addressing the universal dread known as the Fear Of Reaching Out (FORO). John explains how Zingly leverages agentic AI to enhance customer experie…
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In this episode of Banking on Information, Rutger van Faassen interviews Faraz Rana, founder and CEO of Affinity, discussing the importance of human elements in compliance, innovative solutions for compliance training, and the future of banking as it becomes more technology-driven. Faraz emphasizes the need for compliance to be relevant and engagin…
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In this episode of Banking on Information, Rutger van Faassen interviews Matt Bivons, Founder & CEO of Canopy, about revolutionizing lending through modular APIs, personalization, and modern technology. They discuss the future of lending, AI's role in fintech, and how businesses can prepare for a more integrated and data-driven financial ecosystem.…
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In this episode of Banking on Information, Rutger van Faassen interviews Remco Veenenberg, co-founder of ThinkFintech. They discuss the intersection of psychology and FinTech, the mission of ThinkFintech to simplify complex financial concepts, and the importance of stakeholder analysis in helping FinTech companies succeed. Remco shares insights on …
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In this episode of Banking on Information, Rutger van Faassen interviews Jasper Geurts, Managing Director Americas at SIG. They discuss the complexities of software development, the importance of quality assurance, and how organizations can prepare for the future of technology. Jasper emphasizes the need for standardization in software development …
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In this episode, Rutger van Faassen interviews Cyrus Taheri, Chief Growth Officer at TrueNorth, discussing the importance of purpose and impact in the consultancy world, particularly in the FinTech sector. Cyrus shares insights on how TrueNorth helps community banks and credit unions leverage technology to compete with larger institutions. The conv…
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In this episode of Banking on Information, Rutger van Faassen speaks with Zoya Lieberman, a Principal Strategist at Endava. They discuss the importance of understanding the 'why' behind actions in financial services, the role of AI in shaping the future of the industry, and the need for global perspectives on financial inclusion. Zoya emphasizes th…
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In this episode of Banking on Information, Rutger van Faassen interviews Sophie Guibaud, a FinTech Growth Advisor and co-author of the Embedded Finance Book. They discuss Sophie's journey in finance, her role in launching FinTechs, and the evolution of embedded finance. Sophie shares insights on the future of finance, particularly in the context of…
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In this episode of Banking on Information, Zac Cohen, Chief Product Officer at Trulioo, discusses the importance of digital identity verification in today's fast-paced, technology-driven world. He explains how Trulioo enables fintechs and other businesses to onboard customers securely and compliantly, while also addressing the evolving landscape of…
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In this episode of Banking on Information, Heather Xiao, Founder and CEO of Horizon Zero, discusses the transformative potential of smart data and open banking. She emphasizes the importance of customer-centric frameworks and the need for alignment among stakeholders in the ecosystem. Heather shares insights from her experience working with various…
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In this episode, Jacob Howard, Founder of Financial Marketing Insights, discusses his journey in financial marketing, emphasizing the importance of community and networking among financial marketers. He shares insights on the future of marketing in financial services, particularly the impact of AI, and highlights the need for professionals to adapt…
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In this episode of Banking on Information, Rutger van Faassen interviews Alec Crawford, CEO and Founder of Artificial Intelligence Risk Inc. They discuss the importance of managing AI risks, the need for cybersecurity in AI applications, and the role of governance and compliance in ensuring safe AI usage. Alec shares insights on the future of AI in…
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In this episode of Banking on Information, Rutger van Faassen interviews Ben Colman, CEO and co-founder of Reality Defender, discussing the challenges posed by deepfakes and AI in the realm of cybersecurity. Colman emphasizes the importance of developing technology to combat fraud and impersonation, particularly in communications. He shares insight…
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In this episode, Michael Ramsey, co-founder of Compaytence, discusses the complexities of the global payments landscape and how his company assists online entrepreneurs in navigating these challenges. He emphasizes the importance of understanding the payment ecosystem, the value of consulting for scaling businesses, and the need for continuous adap…
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In this episode of Banking on Information, Rutger van Faassen interviews Brian Vieaux, President and COO of FinLocker. They discuss the importance of understanding the motivations behind home buying, the role of technology in facilitating the home buying process, and the future of the mortgage industry. Brian emphasizes the need for financial liter…
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In this episode we speak with Conor Tiernan, Head of Insights at VibePay about his WHY, WHAT and HOW when it comes to empowering brands with actionable (banking data led) insights and seamless customer interactions and offering instant A2A payments. Conor shares how the company is redefining payments through fee-free transactions, personalized cust…
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In this episode we speak with with Robyn Sechler, Head of partnerships at GoodTrust about her WHY, WHAT and HOW when it comes to Estate Planning for both physical and digital assets. Robyn Sechler, VP of Partnerships at GoodTrust, discusses the importance of preserving memories and digital assets alongside estate planning. Sharing her personal stor…
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In this episode we speak with Igor Pejic, Author of Big Tech in Finance about his WHY, WHAT and HOW to Prevail In the Age of Blockchain, Digital Currencies and Web3. Igor explores the transformative impact of emerging technologies like blockchain, AI, and digital currencies on the financial industry. He discusses big tech's expansion into finance, …
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In this episode we speak with Daniel Vodolazkyi, Managing Partner at RWAY about his WHY, WHAT and HOW of his real-world asset-tokenization software platform. Daniel explores the future of blockchain and tokenization in this episode. He discusses RWAY's innovative software launchpad for tokenizing real-world assets, enabling businesses to create bra…
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In this episode we speak with Zach Gordon, CEO of Red Five about his WHY, WHAT and HOW of getting it right when it comes to business decisions and accounting. Zach shares his journey in accounting, focusing on emerging industries like crypto and cannabis. He discusses the evolving role of CPAs, the impact of AI and automation, and the enduring impo…
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In this episode we speak with Karan Jain, Founder and CEO of NayaOne about his WHY, WHAT and HOW when it comes to helping Financial Institutions discover, select and evaluate technical solution providers. Karan Jain explores how his platform accelerates technology adoption for financial institutions, enabling faster proof-of-concepts and reducing b…
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In this episode we speak with Kevin Porter, CEO and Founder at DxO Advisors about his WHY, WHAT and HOW when it comes to helping credit unions with their omni-channel transformation and adoption. Kevin Porter discusses his passion for credit unions and their transformation from digital to omni-focused organizations. He shares insights on overcoming…
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In this episode we speak with Russell LaCour, CTO at ODIN AI about his WHY, WHAT and HOW when it comes to applying agentic AI to the mundane part of our jobs to save time and money. Russell discusses the transformative power of large language models in automating business processes. He shares insights on how AI agents reduce costs, streamline workf…
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In this episode we speak with Gaurav Passi, CEO of ZinglyAI about his WHY, WHAT and HOW when it comes to customer service and the fear of reaching out. Gaurav Passi discusses revolutionizing customer service by eliminating "fear of reaching out" through Zingly Rooms, a collaborative, AI-powered platform. He highlights use cases, friction reduction,…
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In this special @Money20/20 SPOTCAST episode I speak with Matt Akins, Startups @ NVIDIA about how NVIDIA is partnering with startups, some of which are here in the AI Pavilion at the Money20/20 conference in Las Vegas. Matt Akins discusses the Inception program, which supports AI and data science startups through technical enablement, software reso…
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Sneha Yadav, Head of ESG and Responsible Investing at Astant Global Management, explores the critical role of ESG in modern portfolio management. She discusses its impact on risk mitigation, alpha generation, and long-term valuation while predicting a future where ESG is fully embedded in investment processes. Key Words ESG (Environmental, Social, …
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In this special pre-Money20/20 episode we speak with Kevin Levitt, Global Director Financial Services Industry at NVIDIA about some of the key themes and use cases NVIDIA will be addressing at the Money20/20 conference starting on Sunday October 27th in Las Vegas. Kevin explores the transformative role of generative AI in banking and FinTech. From …
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Timothy Li, CEO of LendAPI, shares how his platform empowers banks and financial services to quickly launch products with minimal resources. Dubbed the "Wix for FinTech," LendAPI simplifies embedded finance, accelerates innovation, and envisions a future of seamless international payments. Recorded live near Brooklyn Bridge during Techstars New Yor…
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Viktoria Soltesz, CEO of PSP Angels Group and author of "Moving Money: How Banks Think and Who You Can Trust," shares insights into the complexities of banking and payments. She discusses global regulatory challenges, the evolving role of payment systems, and how businesses can navigate risks while optimizing financial strategies for the future. Ke…
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In this episode we speak with Aditya Khandekar, CRO of Corridor Platforms, about how decision automation, risk management, and Gen AI are reshaping financial services. Learn how Corridor optimizes customer journeys, enhances decision quality, and prepares banks for a digital-first future with human-like AI experiences. Discover strategies to thrive…
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This episode of Banking on Information features Kalyani Ramadurgam, co-founder of Kobalt Labs, discussing how AI-driven automation is transforming risk and compliance operations in financial services. She explores future trends in fintech, niche markets, and the evolving role of AI in streamlining workflows and regulatory compliance. Keywords: AI, …
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Neil Stanley, CEO of The CorePoint, discusses transformative strategies for financial institutions, from empowering frontline bankers to reimagining CDs. Learn how innovation and AI are reshaping banking efficiency, reducing costs, and preparing for a dynamic future in financial services. Key Words Banking innovation Financial services The CorePoin…
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In this episode we speak with Khurram Khalil, CPO and Co-Founder at Caary about innovations in financial services and technology. Khurram shares insights on simplifying small business operations, leveraging data-driven credit card platforms, future trends in payments, and strategies for adaptability in the evolving financial landscape. Key Words Fi…
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In this episode Rab Govil, CEO of Naehas, discusses the transformative role of financial institutions in improving lives, especially for the unbanked. He highlights Naehas' customer experience platform, enabling personalized products, regulatory compliance, and operational efficiency. Govil explores future banking trends, emphasizing trust, regulat…
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In this episode we speak with Rado Kotorov, Founder and CEO at Storied Data and explore the intersection of financial services and technology. We delve into innovative document formats, digital transformation, and future trends in information sharing, emphasizing interactivity, decentralization, and AI-driven personalization. Key Words: Financial s…
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In this episode we speak with Sandeep Kaur, Director of Web 3.0 & DLT at Innova Solutions about and discuss blockchain applications including tokenization, stablecoins, cross-border payments, and loyalty rewards, while sharing insights on how blockchain technology is revolutionizing the financial industry. We learn about Sandeep's WHY and what her …
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In this episode, your host Rutger van Faassen interviews Tony Chung, co-founder and CEO of Tenor Digital about revolutionizing private credit operations through automation and advanced technologies. Tony shares insights into their mission to streamline private credit processes, enhance scalability, and improve risk management. The discussion also d…
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Higher-for-longer interest rates are here to stay. The upcoming jump in CD renewals is not a bubble. Lending opportunities are out there. These are but a few of the insights offered in 2024 Banking Outlook: Planning for Success, a podcast featuring Curinos experts executive vice presidents Pete Gilchrist and Brandon Larson; Adam Stockton, head of r…
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Danae Perkins, senior analyst for small business lending at Curinos, shares insights on how banks and credit unions can better utilize data to connect with small-business borrowers and manage risks inherent in a high-rate environment. To learn more, please email our Sales Solution Expert John Antiskay at [email protected] Rate and subscribe…
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Adam Stockton, head of retail deposits and lending at Curinos, offers his take on what the Fed hold steady on rates means and he points out where some institutions are finding opportunities in today's difficult environment. Read the Curinos Perspective: https://curinos.com/our-insights/curinos-perspective-fed-holds-rates-steady-again-home-lending-p…
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David Eldred, chief experience officer at Solarity Credit Union in Washington state, details his institution's approach to segmentation and the key lessons they've learned along the way. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at [email protected] Rutger van Faassen
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Agusta Patton, Head of Markets Client Solutions at Curinos, discusses today's challenging deposit-pricing environment and explains how data-driven insights generated by Curinos' new Deposit Optimizer Essentials solution, launching October 18th, can help smaller institutions price right and increase profitability. Rate and subscribe! | Learn more at…
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Lindsay Burkhalter, director of small business solutions at Curinos, explains risks that banks and credit unions face if they are not diligent now in preparing to collect, analyze and report data on lending to minority-owned, women-owned and small businesses. Watch the Section 1071 Webinar here: https://curinos.com/our-insights/webinar-1071-small-b…
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Peter Serene, head of commercial, and Adam Stockton, head of retail deposits, explain why they believe some institutions may have an overly optimistic outlook about when deposit prices will reach their peak. Read our FOMC Perspective here: https://curinos.com/our-insights/curinos-perspective-fed-funds-plateau/ Rate and subscribe! | Learn more at cu…
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Olivia Lui, product marketing innovation expert at Curinos, digs into our recent research on how and why customers choose their primary banking relationship, and what that means for institutions as the digital banking channel grows in importance. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.…
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Peter Serene, Managing Director of commercial at Curinos, explains how this week's 25bp rate increase will reprice more deposits and further narrow NIM in both retail and commercial. Read the Perspective: https://curinos.com/our-insights/curinos-perspective-fed-hikes-again-banks-dig-in-higher-for-longer/ Rate and subscribe! | Learn more at curinos.…
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Consultant Rob Chrisman and Curinos' Rich Martin join the (F)insights podcast to share thought-provoking insights into today’s highly challenging mortgage market. Chrisman Commentary, Daily Mortgage News: https://www.robchrisman.com/ Curinos' Mortgage Hot Topics: https://curinos.com/our-insights/mortgage-hot-topics-chrisman/ Rate and subscribe! | L…
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Suraya Randawa, Head of Omnichannel Experience here at Curinos, joins host Rutger van Faassen to discuss digital journeys and her latest article in the Curinos Review “Capturing The Next Generation Means Engaging Them Now." Read the article: https://curinos.com/our-insights/curinos-review-q223-capturing-next-gen-engage-them-now/ Read the full Revie…
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Director of Consumer & Small Business Lending Lindsay Burkhalter joins host Rutger van Faassen to discuss Curinos’ recent Perspective “Precision Pricing in Small Business Lending,” co-written by Lindsay and Adam Lee Purvis (Director, Real Estate & Consumer Lending). Read the Perspective: https://curinos.com/our-insights/curinos-perspective-precisio…
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