Inside Velexa's Mission to Transform Wealth Management | Tamara Kostova, Founder & CEO Velexa

Dec 25, 2024

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Join us for an insightful conversation with Tamara, CEO of Velexa, as we explore how FinTech is revolutionizing wealth management and financial education. From democratizing investment access to building community-driven platforms, discover how Velexa is making financial services more inclusive and less intimidating for everyone.

Why education and community are key to next-generation FinTech solutions
How Brazil became a leader in neobank adoption with 43% population penetration
The importance of hybrid approaches in empowering women investors
Why Southeast Asia leads in digital wealth management innovation
The role of AI and ChatGPT in shaping the future of investment advice
Building scalable B2B solutions while keeping focus on end-user needs

We cover:

(00:00) The Essence of FinTech: Revolutionizing Money Management

(02:08) Brazil's FinTech Success Story: From Unbanked to Digital Leaders

(03:29) Velexa's Mission: Democratizing Investment Access

(05:07) The B2B Approach to Achieving Global Impact

(06:10) The Future of WealthTech and Investment Adoption

(08:31) Financial Stress and Education: Building Better Solutions

(11:03) Gen Z's Approach to Financial Health

(14:13) Building Community-Driven Financial Products

(15:27) Women in Investment: Challenging Industry Misconceptions

(18:38) Velexa's Customer Base and Global Market Differences

(22:29) Overcoming Legacy Infrastructure Challenges

(24:09) Velexa's Award-Winning Vision and Success Factors

(29:18) The Role of AI in Investment Decision-Making

(34:56) Responsible Innovation in Financial Education

(36:34) Leadership Insights: Creating a Winning Strategy

(39:00) CEO Mindset: The Importance of Team and Vision

(41:34) The Future of FinTech: Prioritizing Financial Education

If you're interested in the intersection of FinTech, financial education, and inclusive wealth management, this episode provides valuable insights into building purpose-driven financial solutions that make a real difference in people's lives.

Follow for more discussions on building FinTech products with customer and commercial impact and to stay updated on the latest episodes.

👉 Connect with Tamara:

👉 Connect with Monica

LinkedIn: https://www.linkedin.com/in/monicamillares/
YouTube: https://www.youtube.com/@moni_millares
TikTok: https://www.tiktok.com/@moni_millares
Website: https://www.purposedrivenfintech.com/

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Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.