PayPod: The Payments and Fintech Podcast

Episode Topic: Welcome to an insightful episode of PayPod. We get into the critical intersection of AI ethics and Women in Tech Development with Arti Raman, CEO of Portal26. She provides an in-depth look at the responsibilities and challenges faced by tech leaders today. With AI rapidly advancing, the importance of ethical considerations and data security has never been more paramount. Arti shares her insights on the excitement and momentum driving AI innovations and emphasizes the need for proactive measures to ensure safe and responsible development. This conversation highlights the essential role women play in shaping the future of technology and the unique perspectives they bring to the table. Lessons You’ll Learn: Listeners will gain valuable lessons from Arti Raman on the significance of ethical AI development and the pivotal role of Women in Tech Development. Arti discusses the importance of implementing security measures and the responsibility of tech companies to prioritize data privacy. She also touches on the need for more women in leadership positions within the tech industry, providing practical advice for aspiring female tech professionals. By understanding the ethical implications of AI and the steps necessary to mitigate risks, listeners will be better equipped to navigate the evolving landscape of technology and contribute to a more inclusive and secure digital future. About Our Guest: Arti Raman is a trailblazer in the field of AI and a prominent advocate for Women in Tech Development. As the CEO of Portal26, she leads a company dedicated to providing businesses with robust visibility, security, and governance platforms to accelerate generative AI securely and responsibly. Arti's career is marked by numerous accolades, including being named a Top Ten Women CEO Shaping the Future of Tech in 2024. Her leadership and vision have positioned Portal26 at the forefront of ethical AI development. In this episode, Arti shares her journey, challenges, and successes, offering inspiration and insights for listeners interested in the intersection of technology, security, and gender equality. Topics Covered: The episode covers a range of topics related to AI ethics and Women in Tech Development. Arti Raman discusses the current state of AI technology and the ethical considerations that must be addressed to ensure responsible development. The conversation explores the critical role of data security and the need for companies to implement robust measures to protect sensitive information. Additionally, Arti highlights the importance of increasing female representation in tech leadership positions and shares her thoughts on how to support and encourage more women to pursue careers in technology. The episode also delves into the challenges and opportunities that come with the rapid advancement of AI and the steps necessary to create a more inclusive and secure digital landscape. Checkout our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We get into the niche world of tax receivable agreements (TRAs) and esoteric assets with Andy Lee, founder of Parallaxes Capital. The discussion revolves around how Andy's innovative approach provides liquidity for corporate tax risk, helping businesses navigate complex tax landscapes. TRAs, though not widely known, offer significant financial opportunities for corporations. Andy explains how Parallaxes Capital standardizes terms and enhances transparency in TRA transactions, creating liquidity and diversification opportunities. This episode is a must-listen for anyone interested in alternative investments and understanding the intricacies of corporate tax management. Lessons You’ll Learn: Listeners will gain valuable insights into the world of TRAs and the importance of liquidity for corporate tax risk. Andy Lee shares his journey from an aspiring rap star to a successful entrepreneur in the fintech industry, providing a unique perspective on leveraging esoteric assets. Learn how Parallaxes Capital helps businesses monetize long-dated, annuity-like cash flows, transforming complex tax scenarios into manageable financial strategies. Andy also highlights the importance of celebrating small wins and continuously striving for excellence, offering practical advice for budding entrepreneurs and finance professionals alike. About Our Guest: Andy Lee, founder of Parallaxes Capital, is a trailblazer in the field of tax receivable agreements and esoteric assets. With a background in investment banking and private equity, Andy has carved out a niche in providing liquidity for corporate tax risk. His innovative solutions have positioned Parallaxes Capital as a market leader in this specialized area. Andy's entrepreneurial journey, marked by resilience and creativity, offers inspiring lessons for anyone looking to make a mark in the fintech industry. From his early aspirations in rap music to his current role in finance, Andy's story is one of passion and perseverance. Topics Covered: The episode covers a wide range of topics, starting with an introduction to tax receivable agreements (TRAs) and their significance in providing liquidity for corporate tax risk. Andy Lee explains how Parallaxes Capital identifies and leverages esoteric assets to offer unique financial solutions. The discussion also touches on the challenges and rewards of entrepreneurship, the importance of domain expertise in niche markets, and the evolving landscape of fintech. Additionally, listeners will hear about Andy's personal journey, his experiences with different investment strategies, and his vision for the future of Parallaxes Capital. Whether you're a finance professional, an entrepreneur, or simply curious about alternative investments, this episode has something valuable to offer. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We engage sit with Andrew Einhorn, CEO of LevelFields, to delve into the world of Event Proven Stock Trading. This groundbreaking approach leverages artificial intelligence to make high-level financial analysis accessible to everyday traders. By monitoring material events and market psychology, LevelFields provides users with the ability to make informed trading decisions that were once the domain of Wall Street professionals. Whether you’re a seasoned trader or just starting out, this episode provides invaluable insights into how AI can help you navigate the complex world of stock trading with precision and confidence. Lessons You’ll Learn: Listeners will come away with a deep understanding of how Event Proven Stock Trading can transform their trading strategies. Andrew Einhorn explains how AI can monitor thousands of stocks and identify critical events that influence stock prices. This capability allows individual traders to act with the same level of insight as large financial institutions. Additionally, the episode covers the importance of removing bias from trading decisions, the benefits of a data-driven approach, and how to achieve scalability in stock market analysis. You'll also learn practical tips for integrating these advanced tools into your own trading practices, potentially increasing your returns significantly. About Our Guest: Andrew Einhorn, the CEO of LevelFields, brings a unique background to the fintech space, combining expertise in neuropsychology, biological anthropology, and data analysis. Before founding LevelFields, Andrew worked on various high-impact projects, including pandemic monitoring systems and environmental health consulting. His journey into financial technology has been driven by a passion for creating tools that empower individuals to compete with large financial institutions. With LevelFields, Andrew is at the forefront of integrating AI with financial services, providing users with powerful tools to enhance their trading capabilities. His insights and experiences make him a fascinating guest and a leader in the field of AI-driven financial analysis. Topics Covered: Throughout the episode, a range of topics is covered to give listeners a comprehensive understanding of the potential and application of AI in stock trading. Key discussions include the mechanics of Event Proven Stock Trading, the role of AI in monitoring market events, and how these events can impact stock prices. The conversation also explores the ethical considerations of using AI in financial services, the importance of mindfulness and mental health in trading, and practical strategies for achieving a better work-life balance. Additionally, Andrew Einhorn shares personal anecdotes and professional experiences that highlight the transformative power of AI in democratizing access to high-level financial analysis. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We engage Rich Itri, the Chief Innovation Officer at ECI, to explore the evolution and future of financial technology. The conversation delves deep into the world of AI regulation by ECI solutions, providing listeners with an understanding of how secure, compliant AI solutions are becoming integral in the financial sector. Rich shares his journey from his early days with an IBM PCjr to his current role, highlighting the pivotal moments and technological advancements that have shaped his career. Lessons You’ll Learn: Listeners will gain valuable insights into the importance of AI regulation by ECI Solutions and its impact on the fintech industry. Rich Itri discusses the necessity of integrating secure and compliant AI solutions to protect sensitive financial data. You'll learn about the challenges and strategies involved in implementing AI technologies in a highly regulated environment, as well as the significance of maintaining data security. Rich also shares practical advice on aligning technology with business goals, understanding the regulatory landscape, and leveraging AI to enhance operational efficiency. T About Our Guest: Rich Itri is the Chief Innovation Officer at ECI Solutions, a leading provider of global technology solutions. With a career spanning over 27 years in the financial services industry, Rich brings a wealth of experience and expertise in technology and innovation. His journey began with an IBM PCjr, igniting a lifelong passion for technology that has driven his professional path. At ECI, Rich focuses on developing secure, compliant AI solutions and advising clients on leveraging technology to achieve business goals. His deep understanding of the fintech landscape and commitment to innovation make him a pivotal figure in the industry, offering invaluable insights into the future of financial technology. Topics Covered: The episode covers a range of topics, from the early days of personal computing to the latest advancements in AI and fintech. Key discussions include the evolution of financial technology, the role of data security, and the importance of AI regulation by ECI Solutions. Rich Itri shares his experiences with early computers like the IBM PCjr and Commodore 64, his transition from finance to technology, and his current work at ECI. The conversation also touches on the challenges of implementing AI in a regulated environment, the future of fintech, and practical advice for aligning technology with business objectives. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We get into the evolving landscape of fraud prevention and cybersecurity with Armen Najarian, the Chief Marketing Officer of Sift. The conversation delves into Armen's unique career journey, from opening a coffee shop to becoming a key player in the tech world. They explore how Sift uses AI-powered technology to combat the impact of blockchain technology and online fraud prevention on the industry. Armen shares insights on various types of fraud, including social engineering attacks like pig butchering and romance scams, and how businesses can protect themselves and their customers. Lessons You’ll Learn: Listeners will gain a comprehensive understanding of the latest trends and challenges in fraud prevention. Armen Najarian discusses the importance of scalability in fraud detection and how adaptive machine-learning models help keep up with evolving threats. He also highlights the role of blockchain technology in fraud prevention, emphasizing its potential to enhance transparency and trust in financial transactions. Additionally, Armen offers practical advice for consumers on protecting their personal data and maintaining good cybersecurity hygiene. This episode provides valuable knowledge for both industry professionals and everyday users looking to stay informed about cybersecurity and fraud prevention. About Our Guest: Armen Najarian is the Chief Marketing Officer of Sift, a leading company in AI-powered fraud prevention. With a diverse background that includes accounting, entrepreneurship, and a successful transition into the tech industry, Armen brings a wealth of experience to the conversation. At Sift, he oversees marketing and also holds the title of GM of Threat Research, a role that combines his expertise in marketing with his passion for cybersecurity. Armen's journey from running a coffee shop to leading efforts in fraud prevention is both inspiring and informative, offering listeners a unique perspective on the importance of adaptability and continuous learning in one’s career. Topics Covered: The episode covers a range of topics, including the significance of blockchain technology and fraud prevention in today’s digital landscape. Armen Najarian explains how Sift uses AI and machine learning to detect and prevent fraudulent activities in real time. The discussion also touches on the various forms of social engineering attacks, such as pig butchering and romance scams, highlighting the sophisticated methods used by fraudsters. Other topics include the importance of consumer awareness and the growing need for skilled professionals in the cybersecurity field. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We get into the world of fintech innovations with Oban McTavish, co-founder and CEO of Spade, on how Card Transaction Data is being revolutionized. Oban McTavish shares his insights on the challenges and solutions related to making transaction robust data clearer and more meaningful. This discussion not only highlights the practical problems many consumers face with cryptic bank statements but also explores the technological advancements being made to address these issues effectively. Lessons You’ll Learn: This enlightening discussion provides a comprehensive understanding of the intricacies involved in payment processing and the importance of high-quality transaction data. The episode sheds light on the direct impact that clear transaction descriptions can have on reducing fraud, enhancing customer experience, and improving financial management both for individuals and businesses. Additionally, listeners will learn about the strategic moves fintech companies like Spade are making to modernize the financial landscape, ensuring that banks and customers can navigate their transactions with greater confidence and ease. About Our Guest: Oban McTavish is the Robustco-founder and CEO of Spade, a company at the forefront of improving Card Transaction Robust Data through innovative fintech solutions. With a background in business administration and finance, Oban has a deep understanding of the banking and payments industry. His career journey includes founding another startup and working as an investment analyst, experiences that have equipped him with a unique perspective on the intersection of technology and finance. Oban's leadership at Spade is driven by a commitment to developing solutions that enhance transaction transparency and protect consumer interests. Topics Covered: The episode covers a range of topics including the future of real-time payments, digital wallets, and the shift towards mobile and account-to-account transactions. Tracy Prandi-Yuen elaborates on how real-time payments are becoming a foundational element of modern financial transactions, offering immediacy and convenience that traditional methods cannot match. Discussion extends to the global adoption of these systems and the varying impact across different economies. Additional themes explored include the role of AI in enhancing payment security, the evolution of payment infrastructures like FedNow, and the strategic importance of local payment systems in the face of geopolitical challenges. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We get into a journey to the evolving landscape of payment technologies with Tracy Prandi-Yuen, the Global VP at Boku. As fintech continues to advance, understanding the dynamics of various payment methods, especially in non-traditional markets, becomes essential. Tracy sheds light on the significance of localized, non-card-based, and real-time payments options and their impact on global commerce. She offers a unique perspective on the technological shifts that are redefining how businesses and consumers interact financially worldwide. Lessons You’ll Learn: This enlightening discussion provides a wealth of knowledge on the integration of innovative real-time payments solutions and the critical role of diversity and inclusion in creating successful corporate cultures. Listeners will gain insights into the challenges and opportunities within the payment industry, the importance of adapting to consumer needs, and strategies for fostering inclusive work environments that resonate with global teams. Tracy also discusses the implications of leadership in driving change and the necessity for authenticity in corporate diversity initiatives. About Our Guest: Tracy Prandi-Yuen is a seasoned leader in the fintech sector with extensive experience in developing and managing payment solutions at Boku. Her career spans significant roles at Visa and Meta, where she honed her skills and deepened her understanding of digital payments and strategic leadership. Tracy's expertise lies in her ability to merge technology with user-centric payment practices, ensuring accessibility and security. A staunch advocate for diversity, Tracy's leadership style is characterized by her commitment to empowering women and promoting inclusive practices within the tech industry. Topics Covered: The episode covers a range of topics including the future of real-time payments, digital wallets, and the shift towards mobile and account-to-account transactions. Tracy Prandi-Yuen elaborates on how real-time payments are becoming a foundational element of modern financial transactions, offering immediacy and convenience that traditional methods cannot match. Discussion extends to the global adoption of these systems and the varying impact across different economies. Additional themes explored include the role of AI in enhancing payment security, the evolution of payment infrastructures like FedNow, and the strategic importance of local payment systems in the face of geopolitical challenges. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We engage Paul Jarrett, CEO and founder of Bulu, a company that's reshaping the landscape of fulfillment and subscription box services. From discussing the intriguing dynamics of college football to diving into the challenges and innovations of the subscription business model, this episode provides a comprehensive look at how personal experiences and professional challenges weave together to create entrepreneurial success. The conversation also highlights the unique aspects of managing logistics in a rapidly evolving industry. Lessons You’ll Learn: Throughout this enlightening podcast, listeners will gain valuable insights into navigating the complexities of the subscription business journey. Paul Jarrett shares his transformative experiences from being a collegiate athlete to becoming a reluctant entrepreneur, emphasizing resilience, strategic innovation, and the importance of adaptability in business. The discussion delves into the realities of starting and scaling a business, the pivotal decisions that can change the course of an enterprise, and how personal values can influence professional paths. This episode is a must-listen for anyone interested in the behind-the-scenes operations of a successful subscription service and the personal growth that accompanies entrepreneurial ventures. About Our Guest: Paul Jarrett is a powerhouse of entrepreneurship and innovation. As the CEO and founder of Bulu, he has successfully steered the company through the ever-changing waters of the subscription box industry. Under his leadership, Bulu has evolved from a startup into a key player in fulfillment solutions, servicing giants such as Disney and GNC. Paul’s background as a D1 college football player at Iowa State has profoundly influenced his business approach, instilling a robust work ethic and a team-oriented mindset. His journey from the football field to the boardroom encapsulates the spirit of determination and agility. Topics Covered: The episode covers a range of topics, including the early days of Paul Jarrett’s football career, his transition into entrepreneurship, and the specific challenges of the subscription box market. Discussions also touch on the impact of logistics fears in business, the nuances of customer acquisition, and how traditional business models are being disrupted by innovative approaches. Additional topics include the importance of team dynamics in business settings, the integration of personal experiences into professional life, and strategic moves that can significantly affect business growth and success. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We get into the innovative realm of Small Business Automation, with Felix Rodriguez, CEO of Finally, with a special focus on how technology is revolutionizing the way small and medium-sized businesses manage their financial processes. He shares his profound insights and experiences as a serial entrepreneur and discusses how leveraging AI and automation can significantly reduce the workload on business owners and CFOs, allowing them more freedom to focus on core business activities. The conversation illuminates the intersection of technology, strategy, and business efficiency, exploring how automation tools can be a game changer for small businesses. Lessons You’ll Learn: Throughout this enlightening podcast, listeners will gain valuable lessons on the transformative power of Small Business Automation. Felix Rodriguez outlines practical strategies for implementing technology to streamline operations, enhance accuracy in financial management, and improve overall business efficiency. The discussion also covers the importance of adapting to technological advancements and the role of automation in scaling businesses. This episode is a treasure trove of insights for anyone looking to leverage technology to elevate their business operations. About Our Guest: Felix Rodriguez is a seasoned entrepreneur and the CEO of Finally, a company that specializes in automating financial and bookkeeping tasks through AI. With a history of founding multiple startups, Felix brings a wealth of experience in leveraging technology to enhance business efficiency. He is passionate about helping small and medium-sized businesses thrive by reducing the complexities of financial management. Inspired by historical figures like Alexander the Great, Felix incorporates strategic thinking and leadership into his entrepreneurial endeavors, making him a visionary in the fintech space. Topics Covered: The episode covers a range of topics related to Small Business Automation, including the latest trends in fintech, the role of AI in financial services, and the impact of automation on daily business operations. Felix Rodriguez discusses the development and functionality of Finally's platform, which integrates seamlessly with existing systems to provide comprehensive financial solutions. The conversation also touches on the challenges of entrepreneurship, the importance of strategic planning, and the future of AI in business. Check out our website- https://www.soarpay.com/

Episode Topic: Welcome to an insightful episode of PayPod. We get into the pressing issue of equitable credit access, a subject that impacts many facets of society. With Mike De Vere, CEO of Zest AI, we invent the intersection of technology, finance, and social justice. The conversation highlights how innovative machine learning tools can not only enhance decision-making in financial services but also ensure that these advancements lead to fairer outcomes. This in-depth discussion provides a window into the transformative efforts aimed at reshaping the future of lending and credit accessibility. Lessons You’ll Learn: Throughout this enlightening podcast, listeners will gain insights into the complexities of the financial industry and the significant role of artificial intelligence in crafting more inclusive financial environments. Learn about the challenges and solutions related to credit scoring systems, the influence of policy on credit decisions, and the broader implications of tech-driven financial services. Let's learn how equitable credit access is being revolutionized by Zest AI, pushing forward the boundaries of what's possible in financial equity. About Our Guest: Mike De Vere boasts an impressive 30-year career in the industry, with pivotal roles at companies like JD Power, Harris Interactive, and Nielsen before leading Zest AI. His extensive experience brings a wealth of knowledge to our discussion on fintech and equitable access to financial services. Mike's personal anecdotes and professional achievements add depth to our understanding of the issues at hand, making this conversation not only informative but also profoundly impactful. Topics Covered: The episode covers a range of topics, starting with the role of AI in modernizing credit systems to the social responsibilities of financial institutions. Discussions include the development of policies that support fair lending practices, the technical aspects of implementing machine learning algorithms, and the societal impacts of credit accessibility. Other points of discussion focus on the future trends in fintech, the challenges of regulatory environments, and personal stories from Mike De Vere's career that highlight the ongoing efforts to enhance financial inclusion. Check out our website- https://www.soarpay.com/