Fintech Confidential

Bobby Matson is the Founder & CEO of the automated student debt repayment platform, Payitoff. He shares how student debt was holding him back from starting a family and how that drove him to tackle the multi-trillion-dollar issue. Three things in this episode that we dive into. 1️⃣ Changing the Perception of Loan Debt2️⃣ Timing is never right, Get started now!3️⃣ What happens when Forbarence ends?Watch on YoutubeLinks:PayitoffWebsite: https://www.payitoff.ioLinkedin: https://www.linkedin.com/company/payitoff/Bobby MatsonLinkedin: https://www.linkedin.com/in/bobbymatson/email: bobby@payitoff.ioTime Stamps:[00:00:19] Intro[00:01:46] How Bad is Student Debt Anyway?[00:03:16] Falling into Fintech[00:05:50] When it becomes personal[00:08:58] Experience Pays Off[00:11:02] Five years in the making[00:14:58] Listen to the Data[00:17:23] The Legos of Student Debt Repayment[00:19:14] Layering Creative Solutions[00:21:37] Simplifying the Ecosystem of Student Debt Repayment[00:23:18] Not a One Trick Pony[00:25:59] Helping Consumers through tough times[00:27:59] What happens when Forbearance ends?[00:30:55] Debt Education for better outcomes[00:33:08] No regrets[00:35:43] Changing your perspective on Loan Debt[00:38:16] Meet the Payitoff team at Money 2020Support is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers. Get the best customer support system for your business. Get Solvpath. Get started by visiting www.getsolvpath.com

Episode OverviewDerik Sutton is the CMO of the embedded payments and invoicing for financial institutions company, AutoBooks. He shares the importance of solving customer problems when building a product or service and what it means to be the Mustard on a financial sandwich. Three things in this episode that we dive into. 1️⃣ Being okay with not being the entire sandwich 2️⃣ The importance of customer empathy3️⃣ How segmentation of customers holds small Financial institutions backLinksAutobooksWebsite: www.autobooks.coLinkedin: https://www.linkedin.com/company/autobooks-coTwitter: @autobooks_Derik SuttonLinkedin: https://www.linkedin.com/in/deriksuttonTwitter: @deriksuttonWatch On Youtube Time Stamps[00:00:00] Intro[00:02:03] Falling into Fintech[00:03:43] Crux of the Product Experience [00:07:24] The Path to Autobooks[00:09:29] CashFlow is KIng, Especially in Small Businesses[00:10:44] Journey to Enabling Small Businesses through their Local Financial Institutions[00:14:07] The first 100 Customers[00:14:46] Partnerships drive Mass Enablement [00:18:30] Is it too late for Local Banks and Credit Unions to catch up with innovations[00:20:54] Why FIs should offer embedded invoicing and payment acceptance[00:22:58] How financial institutions can retain customers[00:26:37] Competing with Headless banking [00:31:53] Starting a business is easier than ever[00:39:21] The Key advice to succeed with small business banking[00:43:37] Closing thoughts[00:43:49] Happy being the mustard on the FI sandwich[00:45:07] Lean into Marketing[00:45:39] Contact AutoBooksSupport is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers. Get the best customer support system for your business. Get Solvpath. Get started by visiting www.getsolvpath.com #fintech #smallbusiness #smallbusinessobsessed #smallbusinessbanking #digitalbanking #innovation #banks #creditunions #bankingindustry #bankinnovation #embeddedfintech #bannodigitaltoolkit #integration #API #cmo #commerce #podcast #podcastinterview #technology #future #podcast #youtube #spotify #diamondd3media #youtube #applepodcasts #payments #data #googlepodcasts #financialinstitutions #business #smallbusiness #success #experience #tech #media #cloudbased #invoicing #embeddedpayments #SAAS #software #embeddedfinance #finance #startup #financialservices

Ryan Nelsen is the Executive Vice President of Marketing for the Building the Open Finance Economy company MX. He shares how MX got started Building the Open Finance Economy and a preview of MX Summit 2022 where wiil.I.am will be performing with the Black Eyed Peas. Three things in this episode that we dive into. 1️⃣ How MX reduces the Divorce rate2️⃣ Helping Fintech companies Big and Small3️⃣ Where the next Fintech Leaders come togetherAlso, watch the entire episode on youtube. https://youtu.be/MW4tTwY3XjA  Register for MX Summit 2022 www.mx.com/summitSocials:Website: www.Mx.com Linkedin: https://www.linkedin.com/company/mxenabledFacebook: https://www.facebook.com/MXenabledInstagram: https://www.instagram.com/lifeatmx/Twitter: https://twitter.com/mXYoutube: https://www.youtube.com/c/Mxenabled01:55 Meet Ryan 04:18 MX where it all began06:59 Looking to the future with the vision of MX08:09 Who MX helps 10:24 How Fintech is using MX to accelerate growth.12:14 Delivering better Fintech solutions through partnerships13:18 Maintaining the MX culture through explosive growth 15:13 What is MXS 2022?16:42 Expect to get your mind BLOWN from MXS 2022!!19:44 Who is attending MXS and Why23:30 Closing thoughts

Andrew Butt is the Co-Founder & CEO of the Cloud-based SaaS solution for B2B rebate management Enable. He shares how his passion for technology and a need uncovered during another successful startup he built has driven to the innovative solutions Enable is bringing to the market. Three things in this episode that we dive into. 1️⃣ How AD scaled to $45bn in revenue with Enable2️⃣ Delivering on Customer Delight Experiences3️⃣ Digital first delivering real-time profitabilityWebsite: https://www.enable.com/Linkedin: https://www.linkedin.com/company/enable-softwareFacebook: https://www.facebook.com/EnableSoftwareInstagram: https://www.instagram.com/enablesoftwareTwitter: https://twitter.com/EnableSoftwareYoutube: https://www.youtube.com/user/EnableDotComSupport is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers. Get the best customer support system for your business. Get Solvpath. Get started by visiting www dot Get Solvpath dot com www.getsolvpath.com 00:00 Intro01:37 Similarities in Leading a Fintech and Piloting a Helicopter 02:46 Successful businesses are built through relationships03:58 Why Build a B2B Rebate Platform? 05:12 B2B rebate market definition and size07:26 Tracking breakage and redemption of B2B rebates 08:46 Bringing B2B rebates out of Spreadsheets10:45 Enabling transparency in rebate deals11:45 Digital first delivering real-time profitability13:19 Customer Delight Experiences16:06 Innovative customer-driven product development 19:01 Market successes with eyes on expansion21:04 Increasing the velocity of payment remittance22:52 How AD scaled to $45bn in revenue with Enable25:10 Enabling global growth 27:14 Getting started with Enable28:08 Closing Thoughts

Patrick Huynh is the CEO of the technology infrastructure company Fiska which bridges the software and embedded payments. He shares how his passion for Fintech led to Fiska and how they are reducing the compliance burden on software companies who what to make payments invisible with business insights.Three things in this episode that we dive into. 1️⃣ How consumer choice is driving a unified commerce experience2️⃣ Excellerating Software as a service (SaaS) company's payments integration3️⃣ Eliminating certifications and compliance headachesWebsite: https://www.fiska.com/Linkedin: https://www.linkedin.com/company/gofiskaFacebook: https://www.facebook.com/GoFiska/Instagram: https://www.instagram.com/GoFiska/Twitter: https://twitter.com/gofiskaSupport is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers. Get the best customer support system for your business. Get Solvpath. Get started by visiting www dot Get Solvpath dot com www.getsolvpath.com 00:00 Youtube - Fiska_Patrick Huynh - CEO01:23 Intro02:52 Falling into Fintech05:41 Perspective of Fintech Investments 07:54 Fiska is born11:23 Building a bridge 14:39 What is Certification?20:32 Using transaction data to grow26:07 What makes Fiska different30:12 Overcoming Adversity 33:38 The importance of a unified commerce experience 38:36 Closing thoughts

Carl D’Agostino is the Founder & CEO of the AI-driven customer support technology company Solvpath. He shares how solving customer service issues for his own eCommerce brands gave birth to Solvpath. Three things in this episode that we dive into. 1️⃣. How to use self-service support to grow an e-commerce brand2️⃣. Why customer support interactions enable Data-driven decisions 3️⃣ The importance of AI in user experience-focused design in customer supportRequest a Demo: www.getsolvpath.comWebsite: www.solvpath.comLinkedin: www.linkedin.com/company/solvpathFacebook: www.facebook.com/solvpathTwitter: https://twitter.com/solvpathYoutube: https://www.youtube.com/channel/UCMVqmZt9z180O4k5tDwRdCASupport is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers. Get the best customer support system for your business. Get Solvpath. Get started by visiting www dot Get Solvpath dot com www.getsolvpath.com 00:00 The Beauty of Visualizing Customer Service with Carl D'Agostino, Founder & CEO of Solvpath01:22 Intro02:07 Building eCommerce brands02:42 Solving a problem with Solvpath04:25 Media Buyer view on Fintech06:07 Solvpath is born09:01 More than Call Center Deflection10:03 Spinning off as Solvpath11:26 Increasing the bottom line15:07 Fintech and Merchant Processing Benefits19:15 All about the data21:15 Get & Keep more sales24:58 Solving the Problem25:55 Reports for everything in your funnel27:13 Solvpath Differentiator28:27 Solutions with Solvpath 29:36 What Success looks like for Solvpath31:31 Three Success Tips 31:53 Don't outsource too soon33:42 Don't be a Cheap Skate34:10 Get feedback early and often35:42 If starting again from scratch37:27 Wrapping up

Bob Dowd is the Americas CEO for the Global payments and currency risk management company Moneycorp. He shares how the original FX tech was a calculator and how the foreign exchange business has evolved. Three things in this episode that we dive into. Russian sanctions impacting Foreign Exchange Risk How the AI is helping Moneycorp customers make better decisionsThe importance of providing a high touch experience in Fintech leads to successLearn More about Moneycorp at http://www.moneycorp.com/ Support is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers. Get the best customer support system for your business. Get Solvpath. Get started by visiting www dot Get Solvpath dot com www.getsolvpath.com

Alysson Smith is the Co-Founder and CEO of the sports and recreation payments software provider Flexible. She shares how focusing on a niche market has been such a big part of her Fintech journey. Three things in this episode that we dive into. Challenges that Sports and Recreation providers are facingSimplifying the complexity of collecting fees and paying out to the right partiesHow focusing on a specific niche market is the formula for success.Learn More about Flexibl at http://www.goflexibl.com/ Sponsors: Railz: Gain access to a foundational data network to build the future for your financial technology company or financial institution. Free access at https://bit.ly/railz6free 

Jordan Olivas is the founder and CEO of Qisstpay a global eCommerce Juggernaut. He shares what the driving force was behind starting the company in Pakistan and how it is changing the global e-commerce space. Three things in this episode that we dive into. Why it is sometimes best to create the solution and help to form regulations to keep it safe.How Quisstpay is changing the culture in Pakistan Misconceptions about FinTech startups and how to advocate for better solutions

Mark Thomas is the CEO and Co-Founder of the sports betting powerhouse Zen Sport. He shares how Fintech has been such a big part of his entrepreneurial journey and success. Three things in this episode that we dive into. The journey from Real estate software to Sports bettingHow Defi, the metaverse, and Web 3.0 is changing the landscape of commerceManaging compliance and perceptions of risk in online gaming.Sponsors: Railz: Gain access to a foundational data network to build the future for your financial technology company or financial institution. Free access at https://bit.ly/railz6free