Democratizing financial advice for small businesses: The AI + human balance with Uprise's Jessica Chen Riolfi

We sat down with Jessica Chen Riolfi, co-founder and CEO of Uprise, about her journey in the fintech industry, the challenges small business owners face in financial planning, and the promising role (and pitfalls) of AI.

We touched on Uprise's unique approach to financial advisory combining the best of human support, embedded services, and AI. We also discussed the importance of partnerships in building best-in-class embedded finance and payments experiences, and the future of diversity, inclusion, and community impact in the fintech ecosystem.

Chapters

00:00 Introduction to Jessica Chen Riolfi and Uprise

05:47 AI in Financial Advisory: Overcoming Resistance

11:53 The Future of Embedded Finance

18:03 Diversity in FinTech and Community Impact

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Disclaimer: Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.