Fintech Confidential

Naveen Singh, the CEO of Center, shares his insights on revolutionizing spend management in the fintech industry. Discover how Naveen's background in fintech and experience at Concur shaped his approach to leading Center. Uncover Center's vision for the future of spend management and how they empower businesses. Plus, learn about their corporate card, integration with ERP systems, and unique pricing model. Don't miss these three game-changing takeaways:1️⃣ Boost Your Business's Efficiency with Center's Innovative Solutions 2️⃣ Discover the Secret to Effective Spend Management in the Fintech Industry 3️⃣ How Center's Differentiated Pricing Model Can Revolutionize Your Financial StrategyTune in to this episode to gain valuable insights from Naveen Singh and explore Center's commitment to customer satisfaction. Also, watch the entire episode on YouTube. Links:CenterWebsite: https://getcenter.comLinkedin: https://www.linkedin.com/company/getcenterhqInstagram: https://www.instagram.com/getcenterhqTwitter: https://twitter.com/GetCenterHQFintech Confidential YouTube: https://fintechconfidential.com/watch Podcast: https://fintechconfidential.com/listen Notifications: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidential Instagram: https://www.instagram.com/fintechconfidential Facebook: https://www.facebook.com/fintechconfidentialSupportersSupport 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 Time Stamps:00:01:23 CEO Naveen Singh discusses innovative spend management.00:04:53 Employees' spending habits have changed drastically, leading to a breakdown in traditional spend management systems. The integration of credit cards and expense management software is key to transforming the category.00:09:33 Realtime expense management software with configurable customization.00:13:36 Products sold together, automated expense reports, real-time data, no monthly fees, aligning with customer outcomes.00:18:14 Customers struggle with allocating expenses to projects. Our solution streamlines the process and improves revenue.00:22:15 Launched product before Covid, focused on value.00:24:32 "Intuitive, free, high-quality service challenges market norms."00:28:07 Funny stories, fraud discovery, and process changes.00:33:08 getSolvpath.com00:33:51 DD3 Media production, not legal/financial advice. Use cautiously.This is a Production of Diamond D3, Media ABOUT: Naveen SIngh: Naveen is passionate about next-generation technology rewriting the future of finance. He brings more than a decade of experience in financial services and has a deep understanding of how Center’s efforts can empower innovation across the spend management ecosystem. Naveen began his career at Concur, working in product and business development. It’s also where he developed and cultivated his strong product orientation.Center : Center is a software company helping businesses gain visibility into and manage employee spending. Our leadership shaped the first wave of spend management innovation, and created Center to deliver a more cost-effective and modern way to automate expense processing for mid-market companies. Center Expense, our core offering, is an integrated corporate card and expense solution used by small and medium-sized enterprises to save time, improve operations and compliance, and deliver real-time insights to finance teams for better decision making. Center is a privately held company headquartered in Bellevue, WA with team members nationwide. For more information, please visit getcenter.com.Tedd Huff: Tedd Huff is the Co-Founder of Voalyre, and the President and founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential.Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Michele Tucci, the Chief Strategy Officer and Managing Director for Americas at Credolab, a groundbreaking fintech company revolutionizing credit risk assessment. In this episode, Michele shares his incredible journey in the industry and how Credolab utilizes smartphone metadata analysis to provide financial inclusion.Discover the three game-changing insights they discuss:1️⃣ Unveiling the Secret: How Smartphone Metadata Analysis is Transforming Credit Risk Assessment2️⃣ The Shocking Truth: Traditional Credit Assessment Methods are Obsolete3️⃣ The Future is Here: Harnessing the Power of Machine Learning Algorithms for Accurate Creditworthiness EvaluationTune in to this episode to gain exclusive access to Michele's expertise and learn how Credolab is reshaping the financial landscape with data privacy and security at the forefront.Also, watch the entire episode on youtube. Links:CredolabWebsite: https://www.credolab.com/Linkedin: https://www.linkedin.com/company/credolab/X (Twitter): https://twitter.com/CredoLabFacebook: https://www.facebook.com/credolab/Fintech Confidential YouTube: https://fintechconfidential.com/watch Podcast: https://fintechconfidential.com/listen Notifications: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidential Instagram: https://www.instagram.com/fintechconfidential Facebook: https://www.facebook.com/fintechconfidentialSupportersSupport is provided by MPC 2023, the premier event for fintech leaders. This is your chance to shake hands and rub shoulders with the world's top experts in payments, loyalty, blockchain, digital currencies, cybersecurity, consumer privacy, and other emerging fintech solutions connecting you directly with the future of commerce. If you haven't already, mark your calendars for August 23rd through the 25th and join me and Fintech Confidential at the Westin Atlanta Perimeter North. When you sign up for FinTech confidential notifications, you will receive a discount from $50 to 100% off.Or use this link for $50 of registration. https://mpcevent.com/FTC50Time Stamps:[00:10:14] Why Listening to Clients is Crucial for Product DevelopmentFind out why listening to clients and their feedback is essential in shaping the development of a product.[00:06:13] The Fintech Industry: What's Changing?Discover how the fintech industry is evolving differently in developed countries and emerging markets, and what it means for you.[00:13:26] Smartphone Metadata Analysis: A Game-Changer for Credit Risk AssessmentLearn how Credo Labs is revolutionizing credit risk assessment by using smartphone metadata analysis.[00:14:55] Financial Inclusion: Solving the Problem of the UnbankedExplore the potential of using smartphone data for credit risk assessment and how it can help address financial exclusion.[00:16:39] Breaking the Mold: Changing Credit Assessment in Financial InstitutionsFind out how Credo Labs is disrupting traditional underwriting processes and providing access to credit for individuals and small businesses.[00:19:43] Machine Learning and Standardized Data Sets: The Future of Credit AssessmentDiscover how Credo Labs utilizes machine learning algorithms and standardized data sets to predict creditworthiness using smartphone metadata.[00:29:16] Unveiling Fraud Detection and Data Manipulation with Smartphone MetadataUncover the secrets of using smartphone metadata analysis to detect fraud and manipulate data.[00:35:13] Credit Invisibles: How Credo Labs is Making a DifferenceLearn how Credo Labs' innovative solution addresses the issue of credit invisibles and promotes financial inclusion.[00:40:53] Privacy and Security: Protecting Your Financial DataUnderstand how Credo Labs ensures the privacy and security of your sensitive financial data.[00:44:15] Affordability Checks and the Role of Salary in Credit Risk AssessmentDiscover why affordability checks and considering salary are crucial factors in assessing credit risk.[00:45:52] Analyzing Calendar Events and Contacts: The Key to Understanding Behavior for Credit Risk AssessmentFind out how analyzing calendar events and contacts can provide valuable insights for credit risk assessment.[00:48:22] The Power of Interconnectivity: Analyzing Phone Behaviors for Credit Risk AssessmentExplore how the interconnectivity between different devices can help analyze individual phone behaviors for credit risk assessment.This is a Production of Diamond D3, Media ABOUT: Michele Tucci: Michele Tucci is the Managing Director of Credolab business in North and Latin America and also Credolab's Chief Strategy Officer. Prior to joining Credolab in 2018 as Chief Product and Marketing Officer, Michele worked on international consulting assignments, product management, and business development roles with the likes of Capital One, MasterCard, Intesa Sanpaolo Bank, and Telecom Italia Mobile. He has conducted business in 47 countries and has in-depth knowledge derived from nearly 22 years in cards, payments, wallets, consumer lending, FinTech, and digital products.Credolab: Credolab is revolutionizing the financial industry by providing digital scorecards based on smartphone metadata analysis for banks, neobanks, EWA apps, crypto lenders, and any industry dealing with risk, fraud, and marketing. Their core technology is built on proprietary Machine-Learning algorithms and allows an analysis of over 10 million behavioral features to make a predictive credit risk score, marketing predictions, or fraud detection without processing any personal data. For now, the Credolab SDK leverages experience of 200M+ digital footprints and 30M+ people scored to date for 200 corporate clients, including well-known fintech companies and unicorns in over 30 countries.Tedd Huff: Tedd Huff is the Co-Founder of Voalyre, and the President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential.Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements, and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Host Tedd Huff interviews Oz Merchant, Vp of Customer Success, who is the Fintech and Entrepreneurship Guru of the groundbreaking company Viably. They spill the beans on their startup journey and how Viably is revolutionizing the e-commerce industry.Three things that will change how you look at ecommerce: 1️⃣ Unveiling the Secret Sauce: How Viably Helps E-commerce Businesses Access Capital like Never Before!2️⃣ The Untold Challenges of E-commerce Sellers and How Viably Saves the Day with Tailored Solutions!3️⃣ The Burning Question: How Does Viably Stay Ahead of the Competition with a Holistic Approach and Data-Driven Decision-Making Tools? Get ready to have your mind blown as our guest spills all the fintech tea in this episode!Also, watch the entire episode on youtube. Links:ViablyLinkedin: https://www.linkedin.com/company/runviably/Twitter: https://twitter.com/runviablyFacebook Page: https://www.facebook.com/runviablyInstagram: https://www.instagram.com/runviably/Youtube: https://www.youtube.com/@viablyFintech Confidential Website: www.runviably.comYouTube: https://fintechconfidential.com/watch Podcast: https://fintechconfidential.com/listen Notifications: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidential Instagram: https://www.instagram.com/fintechconfidential Facebook: https://www.facebook.com/fintechconfidentialSupportersSupport is provided by MPC 2023, the premier event for fintech leaders. This is your chance to shake hands and rub shoulders with the world's top experts in payments, loyalty, blockchain, digital currencies, cybersecurity, consumer privacy, and other emerging fintech solutions connecting you directly with the future of commerce. If you haven't already, mark your calendars for August 23rd through the 25th and join me and Fintech Confidential at the Westin Atlanta Perimeter North. When you sign up for FinTech confidential notifications, you will receive a discount from $50 to 100% off.Or use this link for $50 of registration. https://mpcevent.com/FTC50Time Stamps:[00:00:06] The journey into fintech: OZ's story of how he found success in the startup world and ended up in the exciting field of fintech[00:05:04] Identifying the problem and mission of Viably: Learn about Viably's mission to solve the capital management problem for e-commerce businesses and how they're making a difference.[00:09:39] Challenges faced by e-commerce sellers: Discover the obstacles that e-commerce sellers face, from supply chain disruptions to the need for capital to scale their businesses.[00:11:47] Capital Management and Financial Planning for E-commerce Sellers: Get expert insights on understanding capital needs and developing effective financial strategies for e-commerce sellers.[00:14:47] Viably's Unique Features and Services for E-commerce Businesses: Find out how Viably's platform empowers e-commerce sellers with data-driven knowledge, cash flow forecasting, and growth strategies.[00:19:54] Real-Life Example of Viably's Impact on an E-commerce Business: Dive into a case study showcasing how Viably transformed an e-commerce seller's business through cash advances, inventory restocking, and vendor partnerships.[00:22:27] The challenges faced by e-commerce sellers: Learn about the partnership and technology layers that streamline the seller experience and remove friction points like ad spend.[00:23:33] Capital management and financial planning for e-commerce sellers: Explore the importance of additional capital for marketing new products and making strategic growth decisions.[00:24:51] Viably's mission and vision for the future: Discover the exciting future of Viably and the role of data analytics, machine learning, and AI in underwriting businesses.[00:33:09] The mission and vision of Viably: Delve deeper into the mission and vision of Viably, a fintech startup that's revolutionizing the industry.[00:34:34] Discount offer for Fintech Confidential notifications: Don't miss out on a special discount offer for signing up for Fintech Confidential notifications.[00:35:01] Disclaimer and caution regarding cryptocurrencies: Get informed about the risks and volatility of cryptocurrencies, and the importance of personal research and decision-making.This is a Production of Diamond D3, Media ABOUT: Oz Merchant : Oz Merchant is the VP of Customer Success at Viably. He has 15 years of experience in the local startup community and is on startup number six. He has consulted and coached startup founders across 5 continents. Oz is also a SCORE Mentor for the Raleigh Chapter. Entrepreneurship is his passion and he loves connecting budding founders and sellers with the resources they need to make their vision a reality.Viably: Viably is a free all-in-one banking, insights, and financial management app designed specifically for small business owners. Viably has built a small business banking experience backed by your business data, with insights tailored to your unique goals. The app is designed for all-in-one visibility into your cash and income–giving you the confidence to know where you stand and get paid faster. Viably’s banking and financial tools for small businesses remove the guesswork from critical decisions, giving you financial clarity to operate and grow. Dream boldly, run viably. For more information about Viably visit www.runviably.com.Tedd Huff: Tedd Huff is the Co-Founder of Voalyre, and the President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential.Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

In this episode, the Host, Tedd Huff, interviews Ashley Scott Meyers, the owner of ASM Media, a cutting-edge multimedia production company. Ashley takes us on a thrilling journey into the world of NFTs and reveals how he ingeniously incorporated them into his groundbreaking film, "The Rideshare Killer." Prepare to be amazed as Ashley shares his incredible story of stumbling upon NFTs through TikTok and his unwavering determination to make them more than just digital assets.Amazing takeaways from this episode:1️⃣ Unveiling the Secrets: How Ashley Transformed NFTs into a Game-Changer for Filmmaking2️⃣ The Unpredictable Blockchain: Ashley's Battle with Challenges in NFT Integration3️⃣ Lights, Camera, Engagement: Discovering New Dimensions of Viewer Experience with NFTsAlso, watch the entire episode on youtube. [link here]Links:Ashley Scott Meyers Links Movie: http://www.theridesharekiller.com/ Ashley Scott Meyers Linkedin: https://www.linkedin.com/in/ashley-meyers-3565b1a/ Selling Your Screenplay FaceBook: https://www.facebook.com/sellingyourscreenplay Ashley Scott Meyers Instagram: https://www.instagram.com/ashleyscottmeyers/ Sell Your Screenplay Youtube: https://www.youtube.com/user/SellingScreenplay Ashley Scott Meyers IMDB: http://www.imdb.com/name/nm0583488/" Ashley Scott Meyers Twitter: https://twitter.com/ashleymeyers Ashley Scott Meyers Facebook: https://www.facebook.com/ashleymeyers/ NFT: http://www.theridesharekiller.com/nfts/ Fintech Confidential YouTube: https://fintechconfidential.com/watch Podcast: https://fintechconfidential.com/listen Notifications: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidential Instagram: https://www.instagram.com/fintechconfidential Facebook: https://www.facebook.com/fintechconfidentialSupportersSupport is provided by MPC 2023, the premier event for fintech leaders. This is your chance to shake hands and rub shoulders with the world's top experts in payments, loyalty, blockchain, digital currencies, cybersecurity, consumer privacy, and other emerging fintech solutions connecting you directly with the future of commerce. If you haven't already, mark your calendars for August 23rd through the 25th and join me and Fintech Confidential at the Westin Atlanta Perimeter North. When you sign up for FinTech confidential notifications, you will receive a discount from $50 to 100% off.Or use this link for $50 of registration. https://mpcevent.com/FTC50This is a Production of Diamond D3, Media ABOUT: [Guest Name]: [Guest Bio][Company Name] : [Company info]Tedd Huff: Tedd Huff is the Co-Founder of Voalyre, and the President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential.Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Omar Jordan, the CEO of Coviance, a fintech company is revolutionizing lending with their cloud-based platform. In this episode, Omar discusses the rebranding process, the potential of blockchain technology in real estate, and the implementation of their technology in credit unions and community banks. He emphasizes the importance of providing a better borrower experience and highlights Coviance's commitment to innovation and developing fintech talent.Here are three essential items that we dive into.1️⃣ Why rebrand from Lender Closed to Coviance.2️⃣ What the potential of blockchain technology in real estate could be.3️⃣ How implementing Coviance's technology helps credit unions and community banks.Also, watch the entire episode on youtube. https://youtu.be/YqLFWP5i9kILinks:CovianceWebsite: https://www.coviance.comOmar Jordan Linkedin: https://www.linkedin.com/in/omarjordan Coviance LinkedIn: https://www.linkedin.com/company/coviancetmCoviance Facebook: https://www.facebook.com/covianceCoviance Twitter: https://twitter.com/covianceFintech Confidential YouTube: https://fintechconfidential.com/watch Podcast: https://fintechconfidential.com/listen Notifications: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidential Instagram: https://www.instagram.com/fintechconfidential Facebook: https://www.facebook.com/fintechconfidentialSupport is provided by MPC 2023, the premier event for fintech leaders. This is your chance to shake hands and rub shoulders with the world's top experts in payments, loyalty, blockchain, digital currencies, cybersecurity, consumer privacy, and other emerging fintech solutions connecting you directly with the future of commerce. If you haven't already, mark your calendars for August 23rd through the 25th and join me and Fintech Confidential at the Westin Atlanta Perimeter North. When you sign up for FinTech confidential notifications, you will receive a discount from $100 to 100% off.Or use this link for $50 of registration. https://mpcevent.com/FTC50Time Stamps:[00:05:32] Rebranding: How Coviance transformed from Lender ClosedOmar discusses the process of rebranding from Lender Closed to Coviance and the reasons behind the change.[00:07:14] Revolutionizing Lending: Coviance's Mission and ImpactOmar explains how Coviance is revolutionizing the lending experience for community lenders and borrowers by streamlining the process and bridging gaps in underwriting metrics.[00:11:56] Home Equity Express: The future of lendingOmar describes Home Equity Express, Coviance's product that automates the lending process, communicates with borrowers, and integrates with industry vendors.[00:13:23] Blockchain and Real Estate Transactions: The Game-ChangerDiscussion on the potential of blockchain technology to revolutionize real estate transactions, including the use of blockchain for recording property history and eliminating the need for title insurance.[00:15:22] Streamlining the Lending Process: Coviance's secret weaponExploration of how Coviance's technology streamlines the lending process, reduces costs for borrowers, and improves communication between lenders and borrowers.[00:18:08] Fast Implementation and User Customization: Coviance's winning formulaExplanation of Coviance's focus on fast implementation of their technology and the ability for financial institutions to customize their administrative panels, resulting in quicker onboarding and improved user experience.[00:26:45] Iowa's Firsts: The state that leads the wayDiscuss the various firsts in Iowa, such as being the first state to have a state-run debit network and a digital driver's license.[00:29:28] Empowering Young Females in Tech: Coviance's incubator programExploration of an incubator program set up by Coviance to prepare young females for careers in technology and how to get involved.[00:34:56] Implementing Technology: Advice for community lendersAdvice for community lenders on implementing technology to improve the lending experience and finding the right partner for their needs.[00:40:16] Expanding Opportunities: Investing in Customers and team growthExpanding opportunities for customers and investing in team growth and talent recruitment.[00:41:34] Gratitude and Community: Omar's appreciation for the industryOmar expressed gratitude for the industry and the importance of local communities in the tech scene.[00:43:26] Partnering with Coviance: Reach out to Omar Jordan and the teamThis is a Production of Diamond D3, Media ABOUT: Omar Jordan: Omar Jordan is the founder and CEO of Coviance (formerly LenderClose), a CUSO fintech company that’s transforming the home equity lending process with its cloud-based platform, Home Equity Express™ (HEx). The out-of-the-box solution is proven to increase lenders' efficiencies and productivity output. Founded in 2015, Coviance partners with more than 425 credit unions and community banks nationwide to meet the accelerating digital transformation curve and automate their home lending process. In 2022 nearly $8B in home equity lending volume originated by leveraging Coviance’s technology. Before Coviance, Omar founded multiple ventures, including National Loan Closings, which was acquired in 2018. Appointed by Governor Kim Reynolds of Iowa, Omar serves as a chairman of the board of directors for the Iowa Division of Credit Unions Review Board. And was a member of the board of directors for the Iowa Mortgage Association. Omar is committed to making an impact in the lending fintech arena. As a part of that initiative, Coviance houses an incubator program for recent college graduates to help them rapidly develop their technical skills, emphasizing preparing young females for successful careers in tech.Coviance (formerly LenderClose) : Founded in 2015, Coviance (formerly LenderClose) is a fintech company on a mission to perfect the lending experience for community lenders and borrowers through automation and intelligence. A cloud-based platform, Home Equity Express™ (HEx), automates the home equity lending process through configurable workflows with data-driven decisioning intelligence elevating the lending experience for borrowers and lenders. For Credit Unions and Community Banks, Coviance is an out-of-the-box solution that is easy to implement and deploy and allows them to focus on what matters most – “the borrower’s experience”. Coviance was selected as the National Association of Credit Union Service Organizations’ 2022 CUSO of the Year and earned a spot on the Inc. 5000 List of Fastest Growing Private Companies in the U.S. in 2022. Tedd Huff: Tedd Huff is a recognized thought leader in the Fintech industry & Diamond D3 founder. He is also the co-founder of Voalyre, a global Fintech enablement firm specializing in software and professional services. His expertise and leadership in Fintech have been instrumental in driving the success of numerous startups over the past two decades as an Advisory Board Member, Co-Founder, Chief Experience Officer, and Chief Strategy Officer.His strategic direction to Global Payments OpenEdge, Heartland Payment Systems, Nuvei, TSYS, and others. His focus on growth, innovation, and user experience has simplified the complexity of payments, leading to collaborations with major companies like Apple, Google, Amazon, Walmart, Cabelas, and Restoration Hardware.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Join us as we delve into the inspiring journey of Samantha Seaton, the CEO of Moneyhub, a fintech company committed to enhancing financial wellness. In this episode, Sam shares her unique transition from pursuing a career in horse riding to leading a fintech company. She discusses the disconnect she observed between financial services and consumers, which ignited her passion for helping people manage their finances better.Key Points Discussed:1️⃣ Sam's career transition from horse riding to fintech.2️⃣ The gap between financial services and consumers that inspired Sam's mission.3️⃣ The challenges of the savings culture and the importance of trust and transparency in finance.Also, watch the entire episode on youtube. https://youtu.be/-beQ66f-zbcLinks:MoneyhubWebsite: Moneyhub https://www.moneyhub.com/LinkedIn: Moneyhub Enterprise https://www.linkedin.com/company/moneyhub-enterpriseInstagram: Moneyhubtechnology https://www.instagram.com/moneyhubtechnology/Twitter: Moneyhub https://twitter.com/MoneyhubAppYoutube: Moneyhub App https://www.youtube.com/@moneyhubapp9977Fintech Confidential FOLLOW, LIKE & SUBSCRIBEYouTube: https://youtube.com/@fintechconfidentialPodcast: http://podcast.fintechconfidential.comNewsletter: http://access.fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialMPC 2023, the premier event for fintech leaders. This is your chance to shake hands and rub shoulders with the world's top experts in payments, loyalty, blockchain, digital currencies, cybersecurity, consumer privacy, and other emerging fintech solutions connecting you directly with the future of commerce. If you haven't already, mark your calendars for August 23rd through the 25th and join me and Fintech Confidential at the Westin Atlanta Perimeter North. Use this link for $100 of registration. https://mpcevent.com/sFTC100 = $100 offBUTWhen you sign up for FinTech confidential notifications, you will receive a discount from $100 to 100% off.Time Stamps:[00:00:24] Enhancing Customer Support with AI: Discover how AI-driven customer support systems revolutionize e-commerce and provide efficient customer support.[00:02:24] Sam's Journey in Fintech: From horses to computer science, join Sam as she shares her inspiring journey in fintech and her role at Money Hub.[00:10:18] The rise of credit and lending: Uncover how the rise of credit and lending has led to the decline of the savings culture and its impact on individuals.[00:14:10] Challenges of becoming customer-led: Learn about the challenges businesses face when transitioning from being product-led to customer-led and the effort required to make this shift.[00:19:23] The importance of trust and consumer consent: Understand why explicit consumer consent and trust are crucial in building better outcomes in financial services.[00:21:53] The journey of personal growth: Explore the highs and lows of personal journeys and how every experience serves a purpose in personal growth.[00:22:39] Exploring Money Hub: Get all the information you need to learn more about Money Hub and connect with them through various platforms.This is a Production of Diamond D3, Media ABOUT: Samantha Seaton: Sam is an internationally-recognized fintech pioneer, a thought leader on diversity and inclusion, and a champion of financial wellness.She is the CEO of Moneyhub, the award-winning Open Banking, Open Finance, and Open Data platform that transforms data into personalized digital experiences and initiates payments. She joined Moneyhub following a distinguished career at Willis Towers Watson and at fintech eValue.Sam is passionate about the power of technology to improve the financial well-being for all. She is a non-executive director at the Charities Aid Foundation Bank, a founding member of Open51, a group transforming financial services and building the new digital economy, and an advisory board member at impact investment platform The Big Exchange. She also serves on several industry panels and represents the UK and Europe as a Non-Executive Director on the Financial Data and Technology Association’s (FDATA’s) Global Board.Sam is an avid horse rider and regular eventer and treasures time with her husband and horses.Moneyhub : Moneyhub is the leading Open Finance platform and the driving force behind the power of Open Data. By providing consent-driven access to financial data, analytics, insights, and the initiation of card-free payments, Moneyhub helps businesses create tailored products and services that deliver against their customers’ needs, build trust and add value. Our vision is to enhance the lifetime financial wellness of people, their communities and their businesses.Tedd Huff: Tedd Huff is the Co-Founder of Voalyre, and the President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential.Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Robin Hauser is the director and producer of the documentary "$avvy." She shares the film's exploration of the history and perception of women and money and its focus on empowering women to take control of their finances. Robin emphasizes the role of fintech in closing the gender gap in finance but highlights the need for financial education. She also discusses the challenges of creating and funding a documentary and shares how people can learn more about "$avvy" and arrange private screenings.Here are three essential items that we dive into:1️⃣ The importance of financial independence for women, especially after major life changes like divorce.2️⃣ The surprising trend of millennial women ignoring personal finance compared to previous generations.3️⃣ The purpose of the documentary and the resources it offers, including the $avvy Impact Hub.Also, watch the entire episode on youtube. https://youtu.be/nSjGw_ouBY4Links:$avvy Website: https://www.finishlinefeaturefilms.com/product/savvy-documentary/ Robin's Linkedin: https://www.linkedin.com/in/robinhauser/TED talk by Robin Hauser on "The Likability Dilemma for Women Leaders." https://www.ted.com/talks/robin_hauser_the_likability_dilemma_for_women_leaders_may_2022?language=enTED talk by Robin Hauser on "Can We Protect AI from Our Biases?" https://www.ted.com/talks/robin_hauser_can_we_protect_ai_from_our_biases?language=enFintech Confidential FOLLOW, LIKE & SUBSCRIBEYouTube: https://youtube.com/@fintechconfidentialPodcast: http://podcast.fintechconfidential.comNewsletter: http://access.fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSupport 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 Time Stamps:[00:00:00] Revealed: Shocking Truth About Women and Money!Find out why 85% of married women feel inferior when it comes to money. The gender gap in financial knowledge exposed![00:01:20] Mind-Blowing Documentary Exposes Women's Money Struggles!Get ready for "$avvy," the eye-opening documentary that uncovers women's hidden challenges in managing their money. Prepare to be empowered![00:03:15] Divorce Sparks a Financial Awakening!Discover the personal journey that led Robin Hauser to create "$avvy." Her divorce opened her eyes to the money struggles women face. You won't believe what she found![00:11:53] The Economic Crisis: How Women Are Affected!Uncover the harsh reality of how the slowing economy is hitting women hard. Plus, learn why talking about money is crucial for couples. Don't miss out![00:13:07] Money Talks: The Key to a Strong Relationship!Find out why having open conversations about money is vital for a healthy partnership. Discover the secrets to financial harmony![00:16:11] Unlock Your Financial Potential with $avvy Impact Hub!Introducing the ultimate resource for women seeking money, advice, and knowledge. Get ready to become a money powerhouse![00:21:12] Filmmaker's Struggle: Making Money Without Sex, Drugs, or Violence!Discover the challenges faced by filmmakers who choose to create meaningful content. It's time to support art that matters![00:22:15] From Dream to Reality: The Incredible Journey of "$avvy"!Experience the incredible rewards of completing the groundbreaking film "$avvy." Join the journey as it captivates audiences worldwide![00:22:40] Get Involved! Join the "$avvy" Movement Today!Find out how you can support "$avvy" and be part of the money empowerment movement. Don't miss your chance to make a difference!This is a Production of Diamond D3, Media ABOUT: Robin Hauser: Renowned filmmaker Robin Hauser, known for her impactful work at Finish Line Features, has gained acclaim for her latest documentary, $avvy. This film delves into the intricate dynamics of women and money, emphasizing the necessity for women's active involvement in personal finance. Hauser's previous work, bias, explored the pervasive influence of unconscious bias in our daily lives and workplaces. Her 2015 documentary, CODE: Debugging the Gender Gap, premiered at the Tribeca Film Festival, screened at The White House, and garnered attention from global tech industry leaders and policymakers. Hauser's insights into gender and racial bias in artificial intelligence have led her to the TED stage. As a diplomat for the American Film Showcase, she advocates for diversity, inclusion, and women's rights at various international platforms.$avvy: "$avvy, a documentary by Finish Line Features, spotlights personal finance management's crucial role in the COVID-19 era. It explores financial control dynamics, gender norms around money, and why women often delegate financial decisions. The film shares stories of women who transformed their financial relationships during crises, emphasizing the societal benefits of women managing their finances. Available on Vimeo, $avvy is a call to action for women's financial literacy and independence."Finish Line Features: Finish Line Features, a renowned producer of cause-based documentary films, is dedicated to creating content that sparks dialogue and action on pressing societal issues. With a portfolio of award-winning films, the company leverages the power of storytelling to educate and inspire audiences, driving them to engage with the issues at hand. Their films serve as a catalyst for change, encouraging viewers to question societal norms and take action.Tedd Huff: President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential and Head of Corporate Strategy at Corvia. Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Tim is the Chief Growth Officer of Smart IT, a company specializing in fintech solutions. He shares insights into Smart IT's mission and its expertise in the fintech industry. Three key points in this episode :1️⃣ Smart IT utilizes a global talent pool for software development, reducing costs and improving their clients' efficiency.2️⃣ Tim delves into the benefits and obstacles of managing distributed teams and the value of prioritizing customer feedback and user experience.3️⃣ The challenges faced in recruiting the right talent in the software industry and the importance of establishing effective people and processes. Also, watch the entire episode on youtube. https://youtu.be/jeSXL8d1ZKgLinks:Smart ITCompany Website: Smart IT https://smart-it.io/Company LinkedIn: Smart IT on LinkedIn https://www.linkedin.com/company/smart-it.io/Tim Linkedin: Tim Partasevitch on Linkedin https://by.linkedin.com/in/tim-partasevitchFintech Confidential FOLLOW, LIKE & SUBSCRIBEYouTube: https://youtube.com/@fintechconfidentialPodcast: http://podcast.fintechconfidential.comNewsletter: http://access.fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSupport 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 Time Stamps:[00:00:00] Facilitate business growth through tech.[00:04:03] Never assume: Fintech expertise grows.[00:08:10] Fintech disrupts traditional banking: 6[00:11:35] Cutting budget with remote teams.[00:16:10] Pick right team lead for success.[00:20:07] Manage distributed teams efficiently.[00:23:22] SmartIT: People-focused tech solutions.[00:27:11] Hire right, listen, ask questions, and manage expectations.[00:30:54] Build team long-term vision.[00:34:22] Manage technical debt: multiply, not add.This is a Production of Diamond D3, Media ABOUT: Tim Partasevitch: Tim is a sales and marketing specialist, who solves business challenges like an engineer by focusing on data insights, analyzing what works, what doesn’t, and what can be improved from a technical and financial perspective. Over the years, he has supported transforming new clients into long-term partners and expanded services provided in the workspace, ultimately facilitating revenue generation and business success. Tim strongly believes that you can’t be in charge of the outcome and results. However, you are 100% in charge of the input. Smart IT: Smart IT eliminates the headache of finding custom software development talent. We will build dedicated software development teams or let clients hand-pick the top software engineers to complement their in-house teams. Matching our expertise with business needs. Smart IT is among the top custom software development companies in the USA. We value each and every one of our clients, be they a Fortune 100 company or an emerging startup.Tedd Huff: President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential and Head of Corporate Strategy at Corvia. Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Evan Leaphart founded Kiddie Kredit, a mobile app that teaches children about finance and credit through gamified experiences and tangible rewards. In this podcast episode, he shares his insights on the importance of empowering kids with financial knowledge.Here are three things we dive into:1️⃣ Leaphart's journey as an entrepreneur and the challenges of navigating the complex world of fintech.2️⃣ The importance of instilling positive financial habits in children.3️⃣ Leaphart's advice for fintech founders emphasizes the need to surround oneself with advisors, mentors, and key hires with domain expertise.Please tune in to hear more about Leaphart's journey and his shameless plugs for Kiddie Kredit and the Miami Black Men Talk Tech event.Also, watch the entire episode on youtube. Links:Kiddie KreditWebsite: www.kiddiekredit.comLinkedin: https://www.linkedin.com/company/kiddiekredit/Facebook: https://www.facebook.com/kiddiekredit/Instagram: https://www.instagram.com/kiddiekredit/Twitter: https://twitter.com/kiddiekreditYoutube: https://www.youtube.com/channel/UCZ6i9a8iQ51lXvAnI5d3q7gFintech Confidential FOLLOW, LIKE & SUBSCRIBEYouTube: https://youtube.com/@fintechconfidentialPodcast: http://podcast.fintechconfidential.comNewsletter: http://access.fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSupport 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 Time Stamps:Entrepreneurship and the importance of focus [00:00:00]Evan Leaphart discusses the importance of focus for entrepreneurs and the need to have great people around you to cover different aspects of your business.Introduction to the podcast and guest [00:01:14]The host introduces the Fintech Confidential podcast and welcomes Evan Leaphart, co-founder of Kitty Credit, to the show.The mission of Kitty Credit and the importance of financial literacy for children [00:03:22]Evan Leaphart discusses the mission of Kitty Credit, which is to build a financially free future for all, and the importance of teaching financial literacy to children at an early age.Financial Literacy for Children [00:09:24]Evan Leaphart discusses the development of Kitty Credit, a mobile app that provides financial literacy education for children.Money Scripts [00:10:02]Leaphart explains the concept of money scripts, including the four types and why vigilance is the most beneficial.Importance of Responsibility in Personal Finance [00:15:07]Leaphart shares his personal experience with financial responsibility and the importance of avoiding pitfalls to protect oneself and those around them.Importance of succession planning [00:18:12]Evan Leaphart shares his experience with the probate process and the importance of having a succession plan and life insurance.Advice for fintech founders [00:19:42]Leaphart advises fintech founders to stay the dumbest person in the room and surround themselves with advisors, mentors, and experts to help them learn and grow.Working with MX [00:21:20]Leaphart discusses his mission-driven approach to partnerships and how working with MX has been a natural alignment for his team's goals.This is a Production of Diamond D3, Media ABOUT: Evan Leaphart: As the creator of Kiddie Kredit, Evan is serious about teaching children and their families to have honest conversations about credit. Kiddie Kredit is a mobile chore-tracking app designed to teach kids about the importance of financial literacy. He combines a passion for financial literacy and innovation with a commitment to solving real problems that help the community around him. Evan encourages youth to follow their dreams and pursue their passions - to create great careers rather than jobs that make every day feel like work. Evan is also the co-founder of Black Men Talk Tech, which is an entrepreneurship collective that promotes collaboration between Black men and other members of the tech ecosystem. Black Men Talk Tech’s mission is to create a cycle of access, insights, capital, and inclusion for Black men in tech. The company delivers social and economic impact, high quality, and substantive content. Evan’s had previous entrepreneurial ventures and is focused on sharing all of his knowledge about tech, finance, and entrepreneurship with the next generation.Kiddie Kredit: Kiddie Kredit’s mission is to leverage technology to educate and empower future generations. Kiddie Kredit is driven to empower families through credit education. Healthy credit fuels power, freedom, and access. The app instills healthy credit habits by rewarding activity completion with a scoring system that simulates FICO.Tedd Huff: President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential and Head of Corporate Strategy at Corvia. Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally

Corrine Bartow is the Vice President of Fintech Partnerships at MX, a company that makes data accessible and actionable for everyone. In this episode, she shares her insights on the future of fintech partnerships and how MX is leading the charge in this space.Three things in this episode that we dive into.1️⃣ Corrine's perspective on the future of fintech partnerships and how MX is shaping this landscape.2️⃣ The recent partnership between MX and LoanPro to deliver enriched financial data using MX's Data Engine into LoanPro's loan management platform.3️⃣ How this partnership will enable financial institutions, fintechs, and B2B/B2C lenders to unlock new data-driven insights and deliver differentiated credit products.Also, watch the entire episode on youtube.https://youtu.be/pFk8balMVNMLinks:MXWebsite: https://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/MxenabledFintech Confidential FOLLOW, LIKE & SUBSCRIBEYouTube: https://youtube.com/@fintechconfidentialPodcast: http://podcast.fintechconfidential.comNewsletter: http://access.fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSupport 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 Time Stamps:Building Successful Partnerships [00:00:00]The guest talks about her experience in building successful partnerships and the importance of having a long-term view.Types of Partnerships with MX [00:06:02]The guest discusses the different types of partnerships that MX has, including product partnerships, implementation partners, and co-selling programs.Opportunities for Growth in Fintech [00:09:58]The guest talks about the opportunities for growth in the fintech industry in the next five years, particularly in creating a more cohesive and streamlined financial journey for consumers.The Future of Financial Services [00:10:29]The guest discusses the future of the financial industry and how it will change in the next 5-10 years.Partnerships in Fintech [00:14:37]The guest talks about how financial institutions and technology partners can work together to provide better, more cohesive experiences, and how MX approaches building successful partnerships.Data in Financial Services [00:19:17]The guest discusses the challenges of dealing with various levels of depth and quality of data in the financial industry and the need for a single identity to take with you through financial experiences.Stitching together data [00:21:18-00:25:26]The speakers discuss the challenges of using data to validate identity and how to stitch together different data sources to create a complete picture of a customer's identity.Partnerships and collaboration [00:26:56-00:29:55]The speakers talk about the importance of partnerships in the fintech industry and how AMEX approaches building successful partnerships. They also discuss the need for collaboration and honesty in partnerships.Complexity in the industry [00:29:59-00:30:45]The speakers discuss the complexity of the fintech industry and the challenges of simplifying it. They also talk about the proliferation of ideas and solutions in the industry.Building Successful Partnerships [00:31:44]The guest talks about the importance of building partnerships that make a positive impact in the world and how it has been successful in her career.Importance of Mission Alignment [00:33:15]The host and guest discuss how mission alignment impacts the partners and how it is important to prioritize partnerships that meet the criteria.Hope for Attendees [00:36:28]The guest expresses her hope for attendees to go home with pure optimism and pride in being a part of the event.This is a Production of Diamond D3, Media ABOUT: Corrine Bartow: Corrine Bartow is the Vice President of Fintech Partnerships at MX. She is a seasoned professional in the fintech industry and is passionate about leveraging technology to create better financial experiences for consumers.MX : MX Technologies, Inc., a leader in Open Finance, makes data accessible and actionable for everyone. MX is building the largest open finance ecosystem to help drive innovation and improve experiences through secure and reliable access to financial data. MX combines trusted open finance APIs with enhanced financial data to quickly and securely connect to and verify data for hundreds of use cases, including account opening, money movement, and underwriting.Tedd Huff: President & Founder of Diamond D3, a professional services consulting firm focused on global payments and marketing. He is also a video podcast host and producer of Fintech Confidential and Head of Corporate Strategy at Corvia. Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.Diamond D3, Media: A media creation, management, and production company delivering engaging content globally