S8 E7: Not Fintech Investment Advice: Revenir, Summer, Jeff, and Axle

Aug 21, 2024

Guest

Revenir

Guest

The guests discuss groundbreaking fintech innovations, including Revenir's automation for recovering sales tax, making refunds easier for travelers. Summer talks about helping graduates manage student loans and the challenges of distribution via HR. Jeff shares insights on expanding credit access for the underbanked using non-traditional data, potentially establishing a new credit standard. Lastly, Axle highlights its AI-powered compliance solutions and the importance of educating clients about new technologies in the evolving regulatory landscape.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 2min

Revamping Tax Recovery for Travelers

01:40 • 10min

Revolutionizing Brokerage Costs with AI and Software

11:12 • 2min

Innovations in Fintech for Student Financing

13:32 • 25min

Navigating Fintech Regulation and Innovation

38:10 • 20min

The Future of Wallets and Simplified Credit Management

58:07 • 3min

Confronting Data Breaches and the Call for Innovation

01:01:32 • 2min

In this episode of Not Fintech Investment Advice, Alex and Simon spotlight the latest up and comers solving cool problems in fintech.

First up is Revenir, which helps travelers and businesses recover sales tax on their purchases, making rebates happen "automagically" through its API. As a prime "found money" use case for AI, what's Revenir’s long-term strategy? Could a neo-bank leverage this feature as an exclusive advantage?

Then, it’s Summer (the product, not the season) which helps grads manage student debt—combining loan repayment and forgiveness into an HR-friendly package. Selling to HR is tough, but is Summer’s recent acquisition the key to dominating this space? Or would a DTC approach be more effective?

Next, Jeff (the product, not the person) is expanding credit access for the underbanked in the Asia-Pacific with non-traditional data for detailed credit profiles and scores. With its "FICO 2.0" approach, could Jeff set a new standard in credit evaluation?

Plus, Axle automates compliance workflows with AI agents, handling tasks like sanction screening and KYC. Axle offers a clear value prop to firms overwhelmed by regulatory processes, but can their specialized AI scale across different fintech sectors?

Finally, Alex and Simon try to manifest their fintech dreams: interoperable payment rails and unified AnnualCreditReport.com but not terrible.

00:02:20 - Revenir

00:15:15 - Summer

00:27:42 - Jeff

00:40:53 - Axle

00:58:03 - Manifesting Fintech Ideas

Sign up for Alex’s Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/

And for more exclusive insider content, don’t forget to check out my YouTube page.

Follow Simon:

LinkedIn: https://www.linkedin.com/in/sytaylor/

Substack: https://sytaylor.substack.com

Follow Alex:

YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos

LinkedIn: https://www.linkedin.com/in/alexhjohnson

Twitter: https://www.twitter.com/AlexH_Johnson

Companies featured:

https://www.revenir.ai/

https://www.meetsummer.com/

https://www.jeff-app.com/

https://www.axleruns.com/