Banking on Information

Jacqueline Escobar shares her journey from experiencing hyperinflation in Peru to becoming a legal consultant and advocate for neurodiverse entrepreneurs. She discusses the importance of mental health, financial inclusion, and creating founder-focused support systems that value inner balance and personal growth alongside business success.

Takeaways

• Jacqueline's childhood experiences with hyperinflation shaped her passion for just...

Alexander Addario, Market Manager of FinTech at SVB, discusses his banking heritage, the role of venture debt in FinTech, and how SVB supports innovation. He explores the future impact of AI and crypto on financial services and urges banks to develop strategies for these transformative technologies.

Key Words: FinTech, Venture Debt, SVB (Silicon Valley Bank), Financial Innovation, AI in Banking, Crypto Strategy, Banking Heritage, W...

Rohan Shah, Partner at Simon-Kucher discusses how data-driven, customer-first strategies are transforming financial services. He explores the shift from compliance-focused to hyper-personalized banking, the importance of embedding analytical capabilities, and how banks can future-proof themselves for a rapidly evolving, tech-driven landscape.

Key Words: Financial services, Customer-centric, Data-driven, Rate management, Hyper-perso...

Austin Carroll, CEO of Warrant, discusses how AI-driven marketing compliance software streamlines approvals, fosters collaboration between marketing and legal teams, and prepares organizations for evolving regulations. The conversation explores the future of compliance, the impact of AI, and the importance of staying informed in a rapidly changing regulatory landscape.

Takeaways

- Austin Carroll aims to make marketers' lives easier...

Castleigh Johnson, CEO of My Home Pathway, joins "Banking on Information" to discuss bridging gaps in homeownership access through technology, personalized financial coaching, and risk intermediation. The episode explores solutions for underserved communities and envisions a future of equitable, efficient mortgage processes and expanded capital access that creates economic expansion that benefits everyone.

Takeaways

- Castleigh Joh...

Igor Tomych, CEO of DashDevs, shares his journey from early fascination with computers growing up in Ukraine to leading fintech innovation. He discusses the importance of education, building agile teams, and the future of seamless, personalized technology in financial services, emphasizing continuous learning and adaptability for the decade ahead.

Takeaways

• Igor's passion for technology began at a young age.
• He believes in solving...

John Mitchell, CEO and co-founder of Episode Six, discusses the modernization of payment infrastructure, the challenges of legacy systems, and the future of programmable, frictionless, and real-time payments. The episode explores AI’s role in rapid product development and the need for adaptable, cloud-based financial technology.

Takeaways

• John Mitchell is driven by the challenge of building new financial payment systems.
• Legacy sy...

Jason Guss, CEO of Octane Lending, discusses empowering retailers and consumers through innovative point-of-sale financing for high-ticket purchases. He explores the future of embedded finance, the convergence of SaaS and lending, and how responsible financial products can unlock new opportunities for both retailers and buyers.

Keywords: financial products, high ticket retail, point of sale financing, consumer experience, embedded f...

Bernard Aceituno, co-founder of Stack AI, discusses the evolution of AI and how large language models are transforming industries. He explains how Stack AI enables organizations to build custom, no-code AI agents for knowledge management, data structuring, and content synthesis, making AI accessible to non-programmers.

Keywords: AI, Artificial Intelligence, Stack AI, Bernard Aceituno, Large Language Models, AI Agents, No-Code AI, K...

In this episode of Banking on Information, Rutger van Faassen interviews Om Kundu, founder and CEO of SaveAway. They discuss the mission behind SaveAway, which aims to help individuals achieve their financial goals without falling into debt. Om shares insights on the importance of financial literacy, the unique features of SaveAway, and how it empowers users to save for their desired purchases. The conversation also explores the fu...

In this episode of Banking on Information, Jon Waldman, president and co-founder of SBS Cybersecurity, discusses the importance of understanding cybersecurity risks, especially for organizations in regulated industries like banking. He emphasizes the need for continuous learning and adaptation in the face of evolving technology, including AI and quantum computing. Waldman outlines various use cases for cybersecurity solutions, the ...

In this episode of Banking on Information, Rutger van Faassen interviews John D'Amour, Head of Product at Zingly AI. They discuss the mission of Zingly to transform customer interactions with businesses, addressing the universal dread known as the Fear Of Reaching Out (FORO). John explains how Zingly leverages agentic AI to enhance customer experience and automate processes, ultimately leading to more efficient and satisfying inter...

In this episode of Banking on Information, Rutger van Faassen interviews Faraz Rana, founder and CEO of Affinity, discussing the importance of human elements in compliance, innovative solutions for compliance training, and the future of banking as it becomes more technology-driven. Faraz emphasizes the need for compliance to be relevant and engaging for employees, and how Affinity aims to solve compliance issues through customizabl...

In this episode of Banking on Information, Rutger van Faassen interviews Matt Bivons, Founder & CEO of Canopy, about revolutionizing lending through modular APIs, personalization, and modern technology. They discuss the future of lending, AI's role in fintech, and how businesses can prepare for a more integrated and data-driven financial ecosystem. Key Words: Lending innovation, Fintech, Canopy, Modular APIs, Personalization in...

In this episode of Banking on Information, Rutger van Faassen interviews Remco Veenenberg, co-founder of ThinkFintech. They discuss the intersection of psychology and FinTech, the mission of ThinkFintech to simplify complex financial concepts, and the importance of stakeholder analysis in helping FinTech companies succeed. Remco shares insights on the future of banking, the role of AI, and the necessity of maintaining human interac...

In this episode of Banking on Information, Rutger van Faassen interviews Jasper Geurts, Managing Director Americas at SIG. They discuss the complexities of software development, the importance of quality assurance, and how organizations can prepare for the future of technology. Jasper emphasizes the need for standardization in software development and the role of GenAI in shaping the future of coding. The conversation highlights th...

In this episode, Rutger van Faassen interviews Cyrus Taheri, Chief Growth Officer at TrueNorth, discussing the importance of purpose and impact in the consultancy world, particularly in the FinTech sector. Cyrus shares insights on how TrueNorth helps community banks and credit unions leverage technology to compete with larger institutions. The conversation also explores the future of banking, emphasizing the integration of AI and t...

In this episode of Banking on Information, Rutger van Faassen speaks with Zoya Lieberman, a Principal Strategist at Endava. They discuss the importance of understanding the 'why' behind actions in financial services, the role of AI in shaping the future of the industry, and the need for global perspectives on financial inclusion. Zoya emphasizes the importance of facilitating conversations among teams and the necessity of standardi...

In this episode of Banking on Information, Rutger van Faassen interviews Sophie Guibaud, a FinTech Growth Advisor and co-author of the Embedded Finance Book. They discuss Sophie's journey in finance, her role in launching FinTechs, and the evolution of embedded finance. Sophie shares insights on the future of finance, particularly in the context of AI and how individuals and businesses can prepare for these changes.

Keywords FinTec...