Fintech Confidential

Your daily dose of Web3 with FTC  for February 3rd, 2023 with the latest news and insights in the world of Web3, blockchain crypto, and Fintech.  Today, we have a packed show with some of the biggest stories in Web3 . 1️⃣ Senators from both parties demanding answers from Silvergate Capital2️⃣ Strike launches "Send Globally" in the Philippines.3️⃣ Tether CTO, Paolo Ardoino, denies allegations of borrowing from Celsius4️⃣ HSBC, will focus on tokenization and Web3.5️⃣ Twitter to bring payment capabilities6️⃣ Shibuya, disrupts funding models for video content with its NFT-driven production.7️⃣ US Air Force is investing in, SIMBA ChainLinks:Fintech 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 This is a Production of Diamond D3, Media ABOUT: 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

Web3 with FTC  For February 2nd 2023Fintech Confidential's Web3 with FTC your daily dose of the latest news and insights in the world of Web3, blockchain crypto, and Fintech.  Today's Updates 1️⃣ Federal Reserve's decision on Custodia Bank's membership application2️⃣ Cardano Launches Sidechain Toolkit 3️⃣ Floor Acquires NFT analytics platform WGMI.io4️⃣ Core Scientific plans to borrow $70 millionAlso, watch the entire episode on youtube. https://youtu.be/CwAbk9xQ0WgLinks:Fintech 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 This is a Production of Diamond D3, Media ABOUT: 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

Fintech Confidential host Tedd Huff interviews MX CTO Wes Hummel to discuss his journey in the FinTech industry and the future of open banking. With over 13 years of experience in software development and leadership roles at companies like PayPal and Clarity Communications, Wes shares his insights on customer focus, scalability, and security in financial technology. He also talks about the legacy of MX's late co-founder, Brandon Dewitt, and the opportunities ahead for the company and the broader FinTech industry. Tune in to learn more about the challenges and opportunities in the fast-paced world of fintech and the potential for partnerships between financial institutions and fintech companies.Three key things in this episode that we dive into. 1️⃣ The importance of availability, reliability, and scalability in Fintech2️⃣ Why focusing on the customer and their experience matters most3️⃣ How to focus on the mission and vision while continuing the legacy of the company's founders.Also, watch the entire episode on youtube. https://youtu.be/nEtrL0zYFr0Links:MXWebsite: 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/MxenableFintech 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 This is a Production of Diamond D3, Media ABOUT: Wes Hummel: Wes Hummel is the Chief Technology Officer at MX. Wes leads the company’s engineering and information security teams. He is a customer-focused technology leader with more than 25 years of experience building and leading global engineering teams. Prior to joining MX, Wes spent 14 years at PayPal, where he was responsible for the company’s infrastructure and operations vision, and strategic direction. Prior to joining PayPal, Hummel spent eight years as a software engineer at Clarity Communications Systems and five years at Motorola.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

Caleb Avery is the CEO of the SaaS monetization company Tilled. He shares how his college part-time Job turned into a Passion for integrated payments and how he took that passion to create a PayFac as a Service that makes it easy to monetize payments for software companies,Three things in this episode that we dive into. 1️⃣ Profile of a Payfac 2️⃣ The top three mistakes 3️⃣ Choosing your own payments adventureAlso, watch the entire episode on youtube. https://youtu.be/WyWoeeR19dYLinks:TilledWebsite: www.tilled.comLinkedin: https://www.linkedin.com/in/caleb-avery/ , https://www.linkedin.com/company/tilled/ Instagram: https://www.instagram.com/gettilled/Twitter: www.twitter.com/gettilled Fintech 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/fintechconfidentialSupporting PartnersSupport is provided by the Vital Credit Card.Make a statement in your wallet with a sleek Metal credit card that pays you cashback when you share and spend responsibly while it helps improve your credit health. Request an Invite at vital.fintechconfidential.com This is a Production of Diamond D3, Media ABOUT: Tilled : Tilled empowers ISVs to monetize the payments flowing through their platforms. Through Modern APIs and SDKs, Tilled's turnkey system allows software companies to be set up and running in a matter of weeks, with no upfront costs or additional headcount required. Without any of the headaches, regulatory compliance, or liabilities of becoming a fully registered facilitator, Tilled makes it easy for any software company to take full advantage of the benefits of payment facilitation. Tilled was founded in 2019 by Caleb Avery and is currently based in Boulder, Colorado. For more information, including pricing, contact information and careers, visit www.tilled.com.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

Keren Moynihan is the CEO of Boss Insights, a business data-as-a-service platform. She shares how focusing on helping businesses grow requires Financial institutions to consider the customer experience and not just regulatory needs closely.Three things in this episode that we dive into. 1️⃣ Why it's harder for businesses to get a complete picture of all financial products and services2️⃣ What happens when financial institutions lack the human factor in business decisions3️⃣ How data and insights are what Businesses need to grow and succeedAlso, watch the entire episode on youtube. Links:Boss InsightsWebsite: www.bossinsights.comLinkedin: https://www.linkedin.com/company/bossinsights/Twitter: @bossinsightsFintech 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/fintechconfidentialSupporting PartnersSupport is provided by the Vital Credit Card.Make a statement in your wallet with a sleek Metal credit card that pays you cashback when you share and spend responsibly while it helps improve your credit health. Request an Invite at vital.fintechconfidential.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 This is a Production of Diamond D3, Media ABOUT: Keren Moynihan: Keren is a former commercial banker and CEO of Boss Insights. With 15+ years of experience in financial services as a banker, advisor, and mentor, she's built Boss Insights to provide leading global access to business customers' financial data enabling financial institutions, neobanks, and fintechs to empower their business customers' growth. Keren is a regular speaker at fintech events, including Money 20/20, FDX, CB Insights, and Open Banking World. Boss Insights: Boss Insights is the global leader in business data connectivity, revolutionizing inter-business communication through its Business Data As A Service platform. With a single API, Boss Insights provides real-time access to the broadest coverage of accounting, banking, and commerce data from more sources than any other platform, enabling banks and lenders to accelerate lending from months to minutes.By providing a 360-degree view of business customers' financial health, Boss Insights allows lenders to spend their resources developing relationships rather than chasing paper. The company's platform increases automation by 60%, automates scoring by 100%, and allows for faster decisions and credit renewals by 51% and 5x, respectively.Focused on equipping lenders to measure businesses on their merit in addition to their collateral, Boss Insights' mission is to empower financial institutions with real-time data and insights on business customers, enabling them to accelerate business processes, delight customers, and drive revenue and growth.The team at Boss Insights is diverse, talented, and innovative, working together to produce the best product with the most impact. To foster discussion and collaboration, Boss Insights encourages diverse ideas and innovation.Boss Insights has been covered by American Banker, Forbes, Bank Innovation, and The Financial Brand for saying that "Banks Must Adopt APIs or Fintechs Will Win." Boss Insights has won multiple awards, including Money 20/20 Rise Up, CB Insights' Top 35 Future in Fintech, Corporate LiveWire's Lending Technologist Of The Year, Open Banking Excellence's SME Award, Women In Payments' Unicorn Challenge, Corporate Vision's Most Innovative Leader In Lending Technology & Canadian Lenders Association's Executive Leader In Lending.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

Julie is the Founder and CEO of the Women's personal financial App, Shebanks. She shares how her experiences with Mary K. Cosmetics in Russia and the desire to make an impact drove her to build the first community of Women through financial literacy. Three things in this episode that we dive into. 1️⃣ A Vision to Make Money Easier for Women2️⃣ How to Close the $700M Gap3️⃣ Girls Just Want to Have Fun!Also, watch the entire episode on youtube. Links:Shebanks Website: https://shebanks.com/Linkedin: https://www.linkedin.com/company/shebanksapp/Facebook: https://www.facebook.com/shebanksappInstagram: https://instagram.com/shebanksappTwitter: https://twitter.com/shebanksappPodcast: https://shebanks.com/shebankspodcast/ Apple App: https://apps.apple.com/us/app/she-banks/id6443781304Android App: https://play.google.com/store/apps/detailsFintech 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/fintechconfidentialSupporting PartnersSupport is provided by the Vital Credit Card.Make a statement in your wallet with a sleek Metal credit card that pays you cashback when you share and spend responsibly while it helps improve your credit health. Request an Invite at vital.fintechconfidential.com Time Stamps:00:00 SheBanks | Julie Rasmussen Founder & CEO00:45 Intro01:42 Julie's Fintech Journey02:53 Working with Women Micro Entrepreneurs in Russia04:36 The Women's Financial Literacy Gap05:59 Shebanks Mission08:39 Girls Just Want to Have Fun!10:55 Important Lessons Learned14:54 Barriers to Financial Services15:51 Opportunities to Close the Financial Services Gap18:47 Vision to Make Money Easier20:49 Leading with Women-Focused Solutions24:57 MXS Session Take Aways26:59 Better Experiences Equal Better Outcomes28:19 Fintech Founder Advise31:36 Working with MX34:34 Aggregating the Buying Power of Women35:51 How to Connect with ShebanksThis is a Production of Diamond D3, Media ABOUT: Julie Rasmussen: Julie Rasmussen is the Founder & CEO of She Banks, a women's fintech startup whose Mission is to Increase Financial Security for Women. An experienced Founder and CEO of multiple businesses, she started up and scaled Mary Kay's corporate operations in Russia at the age of 27 after consulting on Park Avenue in New York for Fortune 50 companies such as Johnson & Johnson, Kodak, RJR Nabisco and Chevron on their joint ventures in Russia. In five years, she built a $100 M international business with tens of thousands of independent sales contractors. She is a seasoned entrepreneur and founded the strategic development and management consulting company, Daamar Associates, which specializes in strategic and brand audits, management team alignments, human capital development, startups and turnarounds, market and growth strategies, and private investments. She also started up the Hertz Rental Car business in Russia, later executing a management buyout and becoming Majority Owner, Chairman & CEO.Julie holds a Master's degree in International Relations from Columbia University and obtained her MBA from The University of Oxford in Oxford, England.Shebanks : She Banks is a financial planning app that helps women consolidate their financial accounts in one place while providing reports and analysis of their monthly income and spending. She Banks helps women make their financial dreams a reality by identifying opportunities for debt reduction, increased savings, effective investing solutions, and more.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

Jim Magats is the CEO of MX, which unlocks the value of financial data with the most trusted open finance APIs. He shares how being a lousy accountant led him to solve financial issues first with Paypal and now with MX. Three things in this episode that we dive into. 1️⃣ Mining for data gold while maintaining privacy 2️⃣ Transforming the Fintech Industry3️⃣ Its All About Customer DesireAlso, watch the entire episode on youtube. https://youtu.be/MW4tTwY3XjA Links:MXWebsite: 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/@fintechconfidentialNewsletter: http://access.fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFaceBook: https://www.facebook.com/fintechconfidentialSupporting PartnersSupport is provided by the Vital Credit Card.Make a statement in your wallet with a sleek Metal credit card that pays you cashback when you share and spend responsibly while it helps improve your credit health. Request an Invite at vital.fintechconfidential.comTime Stamps:01:00 Intro to MX01:28 Jim's Origin Story03:23 Using a Customer-Centric Approach05:49 The calling for Transformation 08:50 Finding Opportunity in Challenging Times11:12 Mining for data gold while maintaining privacy 13:38 Financial institutions as identity companies15:23 Buy Now Pay Later brings new challenges with data 17:12 Breaking Down the Data Silos19:32 A Personal Mission 20:51 Advise for Fintech Founders22:20 The Wrap UpThis is a Production of Diamond D3, Media ABOUT: Jim Magats: Jim Magats is CEO of MX and the former senior vice president of Omni Payments at PayPal. During his 18 years long career at Paypal, he led the company to unbelievable heights, and the company reached a valuation of a whopping $300 billion in 2021. Prior to joining Paypal, Mr. Magats worked at Ernst & Young Consulting and Arthur Andersen Audit, helping issuers, retailers, and acquirers adapt to changing payments-related technology, customer needs, and regulatory environments.Jim received his graduate degree from Indiana University and his bachelor's degree in accounting from Villanova University.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

On Episode 27 of FIntech Confidential, Co-Founder & CTO, Mike Meeks and Head of Sales & Marketing Casey Scheer for BHMI the electronic payments back office processing software and creators of the Concourse Financial Software Suite. They tell us the story about Max, discuss the evolution of bank end payment systems, and what it is like to shift from building custom software to building a market-leading product. Three things in this episode that we dive into. 1️⃣ Making Instant Payments Happen2️⃣ How FIntechs are reaching the limits of Legacy Payment Systems3️⃣ What a Payments Back Office is, and why you should care about yoursWatch the full episode on YouTube Links:BHMIWebsite:         https://www.bhmi.com/LinkedIn:         https://www.linkedin.com/company/bhmi-software/Twitter:          https://twitter.com/bhmisoftwareFacebook:       https://www.facebook.com/BHMISoftware/YouTube:        https://www.youtube.com/user/bhmiomaha/videosMike Meeks: https://www.linkedin.com/in/michael-meeks-492a1323/Casey Scheer : https://www.linkedin.com/in/casey-scheer-8314894/Fintech Confidential FOLLOW, LIKE & SUBSCRIBEYoutube: https://youtube.com/@fintechconfidentialNewsletter: http://access.fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialTwitter: https://twitter.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFaceBook: https://www.facebook.com/fintechconfidentialSupporting PartnersSupport is provided by the Vital Credit Card.Make a statement in your wallet with a sleek Metal credit card that pays you cashback when you share and spend responsibly while it helps improve your credit health. Request an Invite at vital.fintechconfidential.comTime Stamps:00:00 Payments at the Speed of Now! Featuring BHMI's Co-Founder & CTO, Mike Meeks and Head of Sales & Marketing, Casey Scheer - Episode 2700:38 Intro01:24 Meeks Meets Baldwin 03:00 Starting BHMI05:55 A Family Affair 07:03 Max Steals the Show08:44 Defining a Payments Back Office10:24 The Evolution of BHMI10:36 Evolving the BHMI Tech Stack13:22 From Custom Software to Market-Driven Products17:01 The Keys to a Successful Transition19:40 Pushing Legacy Payment Systems to the Limit24:57 How Configurability is Solving Speed to Market 28:04 Instant Payments29:16 Modular Cloud Frameworks 30:58 Advise for Fintech Leaders 32:00 Getting Involved with BHMIThis is a Production of Diamond D3, Media ABOUT: BHMI: BHMI was founded 36 years ago by Lynne Baldwin, Jack Baldwin, and Mike Meeks. The company originally focused on the creation of custom software solutions, but over the last 20 years, BHMI has evolved into a leading provider of software products focused on the back office processing of electronic payment transactions. The company is best known as the creator of the Concourse Financial Software Suite, which is a cohesive, integrated collection of back office products that allow companies to adapt to the rapidly changing payments landscape quickly and easily. As a modular solution including settlement, reconciliation, fees processing and disputes workflow management, Concourse reduces the cost and complexity of back office processing and enables organizations to modernize and monetize payments processing. Concourse’s continuous processing architecture and powerful rules engine are ideally suited for real-time payment methods, such as P2P, and enable companies to perform back office processing for any type of payment transaction.Mike Meeks: Mike is one of the co-founders of BHMI. Mike originally met the other two founders, Jack and Lynne Baldwin, as college student. Lynne and Jack were both professors at the University of Nebraska at Omaha (UNO) and Mike was one of their computer science students.      Casey Scheer: Casey has been with BHMI for more than 24 years. She originally got to know the founders of BHMI because her husband Rod was and still is a chief architect for the company.  Lynne, Jack, and Mike reached out to Casey in 1998 and asked if she would be willing to help with some marketing and sales initiatives and she has been with the company ever since. 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.

Rob Whalen is the Co-Founder & CEO of PTO Exchange, which converts unused paid time off into tangible financial assets, travel, or gifts. He shares his aha moment and insights on how to look at how you should be looking at PTO.Three things in this episode that we dive into. 1️⃣ How PTO Policies may be holding Diversity and Inclusion back2️⃣ Creative ways to use PTO when you can cash them out3️⃣ The Mirage, known as Unlimited PTOWatch the full episode on YouTube Links:PTO Exchange Website: https://www.ptoexchange.comLinkedin: https://www.linkedin.com/company/ptoFacebook: https://www.facebook.com/ptoexchangeTwitter: @ptoexchangeCrunchbase: https://www.crunchbase.com/organization/ptoRob WhalenLinkedin: https://www.linkedin.com/in/rob-whalen-1287077/Time Stamps:00:00 PTO Exchange | Rob Whalen, Co-founder and CEO01:39 Intro03:51 Lessons from a Serial Entrepreneur 06:31 From Idea to Reality08:35 Redefining the Perspective of PTO10:03 Creating Equality and Inclusion with PTO12:54 How We Look at PTO has Changed15:45 Creative uses of PTO Value17:30 Are Americans Using More or Less PTO20:58 Using Accrued PTO for Employee Retention23:33 The Unlimited PTO Mirage 27:15 Unlimited means less time off30:50 PTO the Great Equalizer 32:51 ESG and PTO36:12 Advice on PTO36:49 Closing ThoughtsSupporting PartnersSupport 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 This is a Production of Diamond D3, Media ABOUT: PTO Exchange: The first platform that allows employees to self-direct the value of their unused paid time off (PTO) for other needs and causes. Rob Whalen: the Co-founder and CEO of PTO Exchange, the first benefits platform that allows employees to self-direct the value of their unused paid time off (PTO) for other needs and causes. He is a serial entrepreneur that has over 25 years selling and developing software and hardware products, and a BA in accounting from Seattle University.While building the company, Rob and his co-founder, Todd Lucas, found their mission was to enable flexibility into those benefits that employees earned but could not utilize. They also discovered that by enabling this capability and accountability, PTO Exchange created equity and inclusion for workers to be compensated for their accrued productivity creating a better benefit.PTO Exchange officially launched in 2017 at the HR Tech Conference and quickly redefined the category in the HR space. The company was featured in top media outlets like Bloomberg and The Washington, was selected as a “Cool Vendor of the year” by Gartner in 2017 and awarded “Awesome New Technologies" at the Health and Benefits Leadership Conference in 2018.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.

Co-Founders Jodi Durst, CEO, and Kim Coley, President of Payment Processing Firm, ePaymints, share how their decades of experience and the focus on relationships have built a fresh approach to how Paymints are done. Three things in this episode that we dive into. 1️⃣ How they became the Queens of the Pivot2️⃣ NFT with your Pizza?3️⃣ Sex, Drugs, and Rock N Roll oh and FintechLinksWebsite: https://epaymints.com/Linkedin: https://www.linkedin.com/company/epaymints/Facebook: https://www.facebook.com/ePaymintsInstagram: @epaymintsTwitter: @epaymintsYoutube: ePaymintsTimestamps: [00:01:00]Intro[00:02:17] Falling into Fintech[00:05:03] Building ePaymints[00:07:35] Tech of the Past and Future[00:08:46] Navigating the intersection of CFI and DeFi[00:11:08] The Feeling of Being Left Behind[00:13:57] NFT with your Pizza?[00:16:03] Results not just movement[00:19:33] Helping Underserved Markets[00:22:54] Sex Drugs and Rock n Roll[00:27:51] Female Ran Fintech[00:30:38] The One[00:34:07] Courage to Pivot[00:35:40] Messy Middle Lessons[00:36:50] Closing thoughtsSupporting PartnersSupport 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 This is a Production of Diamond D3, Media ABOUT: ePaymints: Simply put, ePaymints allows vendors and marketplaces to integrate cutting-edge technology into their business with the intent of enhancing their buyer’s journey and being able to jump on the next big thing at the drop of a hat. Jodi Durst: Jodi Durst is the CEO and Co-Founder of ePaymints, a women-led fintech striving on bringing the future of payment technology into the present day. Jodi has been working in fintech as long as the word “fintech” has been around, and after logging decades into the industry, decided to start her own company with her and co-founder Kimberly Coley’s own vision. Looking at what’s on the horizon rather than what’s right in front of her, Jodi has positioned ePaymints to be perfectly primed to jump on emerging technologies and provide them the payment processing capabilities necessary to get off the ground, and start changing the game.Kim Coley:  Kim Coley is the Co-Founder and President of ePaymints, a financial technology firm focused on bringing the future of payments into the present day. Since the very beginning of her career, Kim has been one of few women in the industry, and has worked extra hard for a place at the table. This hunger carries over to ePaymints, where she does everything possible to put her clients in a position to succeed.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.