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Are you feeling that growing pressure of becoming irrelevant in today's fast-paced FinTech landscape? In this episode, I'm going solo and I'm sharing my battle-tested career development framework - the exact approach that has helped me stay ahead in an industry where yesterday's innovations become tomorrow's table stakes.
I'll show you how to transform that fear of irrelevance into your biggest advantage, building a strategic career plan that keeps you at the forefront of FinTech innovation.
Key Insights:
Why traditional goal-setting fails and how strategic development planning leads to lasting career growthThe power of being the driver of your career instead of letting circumstances control your pathHow to identify and leverage growth opportunities in industry, company, and teamThe importance of building distinctive capabilities that make you irreplaceableWhy visibility planning is crucial, especially for women and introvertsWe cover:
(00:00) Welcome to 2025: Why Strategic Planning Beats Goal Setting
(01:00) My personal story: From Big Banks to FinTech Startups
(02:45) The Power of Creating Your Own "Practical MBA"
(04:02) 1: Being Strategic About Your Direction
(06:00) The Importance of Clarity in Career Planning
(07:03) Exercise: Permission to Dream Big
(09:07) Being Honest With Your Self-Assessment
(13:15) 2: Following the Growth
(14:53) Identifying Growing Industries and Companies
(16:00) Analyzing Trends and Their Impact on Your Role
(19:26) 3: Building Your Capabilities
(20:29) Developing Your Value Proposition
(22:14) The Power of Unique Combinations
(24:03) Creating Your Visibility Plan
(26:00) Common Mistakes to Avoid
(27:10) Action Steps for Implementation
Take Action This Week:
The Dream Exercise: Give yourself permission to envision your ideal career without constraintsGrowth Audit: Assess your current skills against where you want to beValue Proposition: Create your unique combination of skills, experiences, and personality traitsFollow for more insights on building successful careers in FinTech and strategic professional development.
👉 Connect with Monica
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://www.purposedrivenfintech.com/—
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Join us for an insightful conversation with Tamara, CEO of Velexa, as we explore how FinTech is revolutionizing wealth management and financial education. From democratizing investment access to building community-driven platforms, discover how Velexa is making financial services more inclusive and less intimidating for everyone.
Why education and community are key to next-generation FinTech solutionsHow Brazil became a leader in neobank adoption with 43% population penetrationThe importance of hybrid approaches in empowering women investorsWhy Southeast Asia leads in digital wealth management innovationThe role of AI and ChatGPT in shaping the future of investment adviceBuilding scalable B2B solutions while keeping focus on end-user needsWe cover:
(00:00) The Essence of FinTech: Revolutionizing Money Management
(02:08) Brazil's FinTech Success Story: From Unbanked to Digital Leaders
(03:29) Velexa's Mission: Democratizing Investment Access
(05:07) The B2B Approach to Achieving Global Impact
(06:10) The Future of WealthTech and Investment Adoption
(08:31) Financial Stress and Education: Building Better Solutions
(11:03) Gen Z's Approach to Financial Health
(14:13) Building Community-Driven Financial Products
(15:27) Women in Investment: Challenging Industry Misconceptions
(18:38) Velexa's Customer Base and Global Market Differences
(22:29) Overcoming Legacy Infrastructure Challenges
(24:09) Velexa's Award-Winning Vision and Success Factors
(29:18) The Role of AI in Investment Decision-Making
(34:56) Responsible Innovation in Financial Education
(36:34) Leadership Insights: Creating a Winning Strategy
(39:00) CEO Mindset: The Importance of Team and Vision
(41:34) The Future of FinTech: Prioritizing Financial Education
If you're interested in the intersection of FinTech, financial education, and inclusive wealth management, this episode provides valuable insights into building purpose-driven financial solutions that make a real difference in people's lives.
Follow for more discussions on building FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 Connect with Tamara:
LinkedIn: https://www.linkedin.com/in/tamara-kostova-0818001/LinkedIn: https://www.linkedin.com/company/velexa/Website: https://velexa.com/https://velexa.com/news/2024/06/velexa-disrupting-start-ups-money2020-europe/👉 Connect with Monica
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: -
Saknas det avsnitt?
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Imagine a world where rural communities thrive with access to financial services tailored to their unique needs. That’s exactly what Tim Scheffmann, CEO of LTS Ventures, is making possible with the largest digital village banking network in Southeast Asia.
In this episode, we dive into the transformative power of FinTech in underserved regions and how Tim is redefining financial inclusion. From adopting cutting-edge AI to ensuring communities have access to emergency funds, LTS Ventures bridges the gap between technology and humanity to create lasting change.
How LTS reached profitabilityWhy a strong business model is key to driving meaningful impactHow AI supports fair and efficient credit decisions in rural communitiesThe role of standardization in scaling financial inclusionClimate challenges in Laos and how FinTech is helping villages stay resilientThe secret to building trust in small communities with technology and human connectionTim also shares his journey from growing up in a German village to leading a social enterprise in Laos and the lessons learned from early hesitations to now championing digital village banking.
If you’re curious about how FinTech can solve real-world problems and how AI is reshaping the credit landscape, this episode is for you!
Follow for more discussions on building FinTech products with customer and commercial impact and to stay updated on the latest episodes.
We cover:
(02:15) Transitioning from NGO Roots to a Profitable Social Enterprise
(05:00) The Importance of Business Models in Financial Inclusion
(08:00) Scaling to 900+ Villages: Standardization and Technology
(10:50) Leveraging AI for Credit Decisioning and Fraud Prevention
(15:30) Building Trust: The Role of Community and AI in Lending
(18:45) Financial Literacy and Behavioral Change in Rural Communities
(22:10) Addressing Climate Challenges with Village Banking
(27:30) Village Banking as a Hub for Knowledge and Community Building
(31:40) The Human Element in Rural Financial Services
(36:10) Lessons Learned: Advocating for Digital Village Banking
(39:20) Transforming Financial Inclusion in Rural Laos
👉 Connect with Tim:
LinkedIn: https://www.linkedin.com/in/scheffmann/LinkedIn: https://www.linkedin.com/company/ltsventures/posts/?feedView=allWebsite: https://www.ltsventures.com/👉 Connect with Monica
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://www.purposedrivenfintech.com/—
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for...
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Purpose Driven FinTechs are predicated on accessibility and inclusiveness - it's not about building a product that a very few people really love and admire and adore and become early adopters.
Fasset is an all-in-one financial super app that allows people and businesses to securely invest, earn, and make payments and they are targeting a broader subsegment of society with financial services using blockchain technology — so that more people to benefit from it!
Come behind the scenes with me all the way to the UAE. Meet Umair Javed, Chief Business Officer at Fasset. We discuss how to reach 98% of society with Fasset Connect, the complexities of building a high-performance culture, handling execution challenges, and fostering innovation without getting swayed by technology hype, financial education, rethinking traditional business models to achieve long-term impact - what and much more!
Remember to like and subscribe for more episodes like this!
👉 Connect with Umair:
LinkedIn: https://www.linkedin.com/in/mumairjaved/LinkedIn: https://www.linkedin.com/company/fassethq/posts/?feedView=allWebsite: https://fasset.com/👉 Monica’s Socials
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millares—
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Come behind the scenes of one of the largest NeoBanks in Southeast Asia! Zubin Rada Krishnan, CEO at BigPay, shares BigPay's mission of leveling up people's lives through accessible and simple financial services and explains how BigPay aims to promote financial well-being by shaping positive spending habits and providing innovative financial products.
We discuss the unique challenges and opportunities in the Southeast Asian fintech market, the importance of empathy in product development and leadership, BigPay's exciting developments like their expansion into Thailand, their partnership with AirAsia MOVE, their innovative stashes solutions and much more!
BigPay is committed to providing the financial services that Southeast Asians need to live better lives, by providing accessible, transparent, simple and secure digital financial services. From cross-border and domestic payments to international transfers, credit, micro-insurance, personal loans, and smart budgeting, BigPay continues to innovate to level-up Southeast Asian lives - one transaction at a time.
👉 Connect with Zubin:
LinkedIn Zubin: https://www.linkedin.com/in/zubin-rada-krishnan-aa93172/LinkedIn BigPay: https://www.linkedin.com/company/bigpayme/Website: https://bigpayme.com/👉 Monica’s Socials
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresRemember to like and subscribe for more episodes like this!
We cover:
(00:00) Intro
(03:58) BigPay's Mission and Vision
(14:51) Leadership and Empowerment
(20:32) Fintech Growth in Southeast Asia
(24:19) Addressing Financial Pain Points
(25:31) Understanding BigPay Customers
(27:30) Innovative Savings Solutions
(30:09) BigPay goes live in Thailand!
(32:44) Embedded Finance with AirAsia MOVE
(39:30) Defining Great Products
(46:55) Final Thoughts on the one thing to change to make FinTech better for everyone
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Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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The future is about Fintech & Bank Partnerships! And FinConecta is here to make it easier, cheaper and more efficient for all!
If you are bank you know you have legacy systems, and that you need new tech to innovate
As a B2B FinTech it is likely you are solving a problem for Banks... Well FinConecta makes it easy for both parties to find each other - And more importantly, to connect to multiple partners with one API.
FinConecta supports Financial Institutions in their digital transformation journey. They've created an interconnected network of modern FIs and FinTech solutions from around the world linked through a proprietary platform. and they are building the first global integrated FinTech marketplace.
In this episode I had the pleasure to speak with Jorge A. Ruiz M. CEO at FinConecta
We talk about:
- Purpose
- Financial Inclusion
- FinConecta's marketplace
- The benefits of the platform
- Utilizing AI for efficiency
- Building high-performance teams
- The global reach of FinConecta,
- The future of interoperability in Financial Services
and much more!
Worth reaching out to Jorge if you are a FinTech looking to grow,
If you enjoyed this Purpose Driven FinTech pod, follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 You can find Jorge here
LinkedIn: https://www.linkedin.com/in/jorgearuiz/LinkedIn: https://www.linkedin.com/company/finconecta/Website: https://finconecta.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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500M own crypto, 30% want to pay with it — are you ready?
Customer expectations are changing fast
And crypto payments are rapidly becoming the new normal!
In today's episode I spoke with Max Krupyshev. CEO at CryptoProcessing.com by CoinsPaid
to deep dive and understand what's going on!
We cover:
- How crypto is solving for real customer problems
- Argentina as use case
- Freelancers! A biggy one!
- Pain points crypto payments are solving for
- De-bust the myth about volatility... love it!
- What makes a great product
- The CEO mindset
And much more!
If you are interested in learning more about accepting crypto payments, reach out to Max and the team!
If you enjoyed this Purpose Driven FinTech pod, follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 You can find Max here
LinkedIn: https://www.linkedin.com/in/mkrupyshev/?originalSubdomain=eeLinkedIn: https://www.linkedin.com/company/cryptoprocessing-com/posts/?feedView=allWebsite: https://coinspaid.com/Website: https://en.cryptoprocessing.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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LATAM's payment infra is fragmented and outdated... Imagine a single API that breaks down barriers across LATAM and unlocks a seamless payment experience, and multiple geo launches; a smooth, unified digital payment experience for the entire region!
Well, I had the pleasure of speaking with Kevin Litvin, Co-Founder at tapi, and he's doing exactly that! In LATAM people still line up to pay bills and basic services... And while FinTechs and banks have a massive opportunity to fix this, The real magic happens on the infra layer... and this is why tapi is disrupting the region: One solution that works everywhere. One integration. One contract. Of course a touch of AI to make it easier, faster better for your devs, and a fantastic team who understands how you want to work...
We cover:
- Lessons from his failed e-wallet startup
- Insights that led him to evolve into Tapi
- Understanding the LATAM landscape
- The reality of customer pain points when it comes to payments
- What makes a great product
- How he's using AI to disrupt
- What's next after his very successful round
- Why the culture of your tech partner matters (a ton)!
And much much more
Follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 You can find Kevin here
LinkedIn: https://www.linkedin.com/in/kevinlitvin/LinkedIn: https://www.linkedin.com/company/tapi-latam/posts/?feedView=allWebsite: https://tapi.la/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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There are 5. 5 million small businesses with less than 20 people in the UK - and we can argue small businesses are the most underserved of all FS customers today! That’s why Bankifi is transforming the space and making bank's digital banking platforms from something that's purely transactional into the place where a small business run and operate their business from.
In this episode Mark Hartley, CEO & Founder at Bankifi, shares with us Bankifi’s backstory and purpose, the challenges of both banks and SMEs, and we go deep on data, AI, engagement - and more importantly human interaction! Because the majority of the population still fears AI, the hypothesis is that customers will value more human interaction, and that will be a differentiator.
If you enjoyed this Purpose Driven FinTech pod, follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 You can find Mark here
LinkedIn: https://www.linkedin.com/in/mark-hartley-038b38/LinkedIn: https://www.linkedin.com/company/bankifi/Website: https://www.bankifi.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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“There's a lot of power behind financial data. Every time we move money from point A to point B, we also move information” BUT the power is unlocked by the quality of the data, and the what we do with the data!
In this episode Nare Vardanyan, CEO & Co-Founder at Ntropy, the immense potential of financial data and its impact on both consumers and businesses. We discuss how standardizing and unifying fragmented financial data can unlock new opportunities in lending, payment authorization, accounting automation, and more. We explore the challenges and role of AI and advanced models in transforming financial services and of course, how we can use tech to drive social change…. very good points on social mobility!
If you enjoyed this Purpose Driven FinTech pod, follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 You can find Nare here
LinkedIn: https://www.linkedin.com/in/narevardanyan/LinkedIn: https://www.linkedin.com/company/ntropy/Website: https://www.ntropy.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Buying a property is a big life moment, and one full of anxiety! And yes, we the people in the industry are guilty of creating anxiety to our customers! That’s why Geer Van Kerchkhoven, CEO & Co-Founder Oper is doing something about it, and helping both banks and customers create a much better mortgage experience!
In this episode Geert shares his journey and insights on improving the mortgage process. He reveals how we can reduce borrower anxiety and streamline the home-buying journey, why Oper is a great product and his secret sauce to building products people love and are willing to pay for! He also shares valuable experiences on leveraging AI Oper, lessons learnt re AI, and building high-performance teams, and top advice for anyone in the journey!
We cover,
(00:00) Intro to the Mortgage Experience
(04:10) Geert’s Initial Hypotheses
(06:10) Challenges and Mindset in Building a Fintech
(11:37) Defining a Great Product in Fintech
(14:37) Addressing Borrower Anxiety and Mortgage Challenges
(23:22) The Hybrid Model: Combining AI and Human Touch
(26:15) Loan Advisor Interaction in Virtual Environments
(28:16) AI in Document Matching and Loan Processing
(29:32) Key Takeaways of Building AI Features in Fintech
(31:04) Challenges in AI Deployment: Compliance and Integration
(33:00) Understanding Vertical AI and Its Applications
(38:55) Fireside Chat: Insights on Strategy and Leadership
Follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 You can find Geert here
LinkedIn: https://www.linkedin.com/in/geertvankerckhoven/LinkedIn: https://www.linkedin.com/company/opercredits/posts/?feedView=allWebsite: https://www.opercredits.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Have you ever thought about owning a Franchise, but got discouraged by the large amount of investment capital?
Many of us have. Franchises pose barriers to entry to most of us, but not any more!
In today’s episode I speak with Kenny Rose, the founder of FranShares. He is on a double mission to allow individuals to invest in franchises and to solve for the generational wealth gap through local business ownership. Kenny has an amazing mindset and energy.
So we go deep both on him as an entrepreneur and his business. We cover his definition of great product - not your traditional answer!, why wealth creation is a problem with a big surface area, why franchises is a good asset class, what makes FranShares innovative, how he pays earnings, how he chooses franchises in the platform and his mindset as an entrepreneur.
It’s a fascinating conversation!
We cover,
(01:54) Franchises as an investment opportunity
(02:52) Empowering entrepreneurs
(11:42) Building a successful team
(24:06) Why invest in Franchises?
(28:21) Equity growth vs. income in Franchising
(29:05) The appeal of franchises
(31:15) Why FranShares is an Innovative Fintech
(35:58) Selecting the Right Franchises
(42:43) Challenges in Franchising investments
(48:19) FranShares future plans
(49:58) Advice for aspiring entrepreneurs
(52:37) The one thing to change in FinTech
Follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.
👉 You can find Kenny here
LinkedIn: https://www.linkedin.com/in/kennyrose/LinkedIn: https://www.linkedin.com/company/franshares/Website: https://franshares.com/investments/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Wio Bank has become one of the fastest Neo-Banks globally to achieve profitability. In its first full year of operations, Wio reported a revenue of AED 266.4 million and a net profit of AED 2 million. Wio has over 50,000 Wio Business and 40,000 Wio Personal customers… and in today’s episode we go through the How they achieved such amazing success!
I speak with Prakash Sunkara, Chief Financial Officer at Wio Bank - and I have to say he’s a CFO that sounds like a CPO! He is absolutely super customer centric!
We discuss Wio’s story, their mindset and how that sets them apart, what’s the definition of innovation - in the eyes of Jayesh Patel, Wio’s CEO; and ways of working to bring it to life, the how they reached profitability, what happens once they hit month one of profitability, and finally we put Prakash in the hot seat with some fire side questions!
It’s a fascinating conversation!
Prakash has a long career in Financial Services and as a CFO - across both traditional financial services and FinTechs. Wio Bank is disrupting banking for consumers and small businesses in the UAE and has created an all-in-one digital financial platform to reboot banking for everyone!
We cover,
(00:00) The framework behind hitting profitability in year one
(03:55) Wio's Mission and Customer Focus
(05:52) Achieving Rapid Profitability
(06:37) Mindset and Ecosystem in Dubai
(08:23) Innovative Approaches in SME Banking
(13:05) Continuous Innovation and Customer Needs
(20:50) Strategic Thinking Behind Profitability
(25:53) Introduction to Platform Banking
(26:15) Innovative Features for SME Banking
(27:27) Customer-Centric Approach
(30:14) Scaling and Growth Strategy
(33:32) Teamwork and Company Culture
(39:36) Profitability and Sustainable Growth
(47:22) Challenges and Future Focus
Follow for more discussions on how to build great FinTech products with Customer and Commercial Impact and stay updated on the latest episodes.
👉 You can find Prakash here
LinkedIn: https://www.linkedin.com/in/prakashsunkara/LinkedIn: https://www.linkedin.com/company/wiobank/Website: https://www.wio.io/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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The Statistics are brutal!
56% of young investors avoid professional advice due to high fees and outdated approaches.51% of respondents feel they lack control over their finances, indicating a significant financial literacy and engagement gap.63% of women are uncomfortable with basic investment principles, with 72% not actively monitoring their investments.47% of participants save little to no income, reflecting poor financial habits and future preparation.Theo Paraskevopoulos, CEO & Founder of Invessed, is taking the challenge straight on and transforming wealth management to better serve younger generations.
I sit with Theo to discuss the evolving landscape of financial advice in the UK and the enormous challenge we have ahead. Theo shares with us how Invessed aims to empower financial professionals by leveraging technology to reduce admin tasks and enhance client interactions, and therefore provide a solution to this problem.
We cover,
(00:00) Understanding the Hesitation in Seeking Financial Advice
(01:13) The Importance of Purpose in Business
(02:24) Building Purpose-Driven FinTechs
(06:30) Simplifying Financial Services for Greater Impact
(09:42) Engaging More People in Financial Management
(13:48) Challenges Faced by Young Investors
(19:03) The Role of Technology in Modern Financial Services
(22:42) The Responsibility of Wealth
(23:29) Innovative Fintech Solutions
(24:07) Empowering Investment Professionals
(25:40) Behavioral Data and Predictive Technology
(28:43) Customer Pain Points and Scalability
(37:42) Building Successful Products
(41:10) Fireside Questions and Closing Remarks
Follow for more discussions on how to build great FinTech products with Customer and Commerical Impact and stay updated on the latest episodes.
👉 You can find Theo here
LinkedIn: https://www.linkedin.com/in/theoparaskevopoulos/LinkedIn: https://www.linkedin.com/company/invessed-tech/Website: https://invessed.com/Invessed report: https://invessed.com/invessed-client-engagement-survey-2024/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/—
Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Over a TRILLION dollars per year is spent on SAAS and so much of that is wasted! Customers know they are overpaying for subscriptions, don’t have good visibility on them, and are aware they could save so much Money if they could bring them all into a single place easily and unlock savings from the software providers
This is exactly what Matt Bird, Co-Founder and CEO of Lemon is on a mission to do! To help Businesses save Money so that they can focus on growing their business - and the impact is huge!
Not only we go deep on understanding Lemon’s customers and solutions, but we go behind the scenes with Matt and understand his thinking process behind driving innovative products. We explore how to build an empowering company culture, customer driven products and feedback loops, pricing, the secret to building great product, the underdog mentality and much more!
If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow in Spotify, and leave a 5 star rating apple podcast. Remember to connect in LinkedIn to keep the conversation going.
Let’s get into it!
👉 You can find Matt here
LinkedIn: https://www.linkedin.com/in/mattbird1/LinkedIn: https://www.linkedin.com/company/spendlemon/posts/?feedView=allWebsite: https://spendlemon.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/We cover:
(00:00) Intro
(03:10) The Importance of Customer Feedback
(03:56) Lemon's Approach to Subscription Management
(08:20) Impact of Financial Solutions on Businesses
(15:00) Building a Strong Company Culture
(19:28) Creating Customer-Driven Products
(22:13) Practical Implementation of Feedback Loops
(27:33) Targeting the Right Customer Segments
(29:00) Subscription Management Challenges
(30:18) Pricing Strategies and Customer Insights
(32:14) Lemon's Features
(35:17) Financing and Lending Solutions
(38:30) Building a Successful Product
(42:09) The Underdog Mentality
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Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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“I love filing my return!” Said no one ever… did you know in the US people spend over 5 billion hours per year to get their taxes done. And Column Tax is in a mission to do something about it!
Gavin Nachbar, Co-Founder of Column Tax, shares how Column Tax is disrupting the process of filing taxes - and it all starts by leveraging customer’s existing apps! Column Tax is a B2B2C solution that enables Neobanks, Banks, and Institutions to solve a taxing problem for their users.
We discuss the complexity of the US Tax System and how it affects Americans, who Are Column Tax's Customers, how Column Tax saves people time and money, User Experience with Column Tax,
what sets Column Tax apart? Building trust with customers and much more!
If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow in Spotify, and leave a 5 star rating apple podcast. Remember to connect in LinkedIn to keep the conversation going.
Let’s get into it!
👉 You can find Gavin here
LinkedIn: https://www.linkedin.com/in/gavinnachbar/LinkedIn: https://www.linkedin.com/company/column-tax/Website: https://www.columntax.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/We cover:
(00:00) Intro
(01:10) Building Purpose Driven Fintechs
(03:34) About Column Tax
(07:14) Impact of Fintech on Financial Inclusion
(08:29) Strategies for Greater Impact: Starting Small
(16:01) Sustainability in Fintech
(17:39) Leadership and Empowering Culture
(20:52) The Complexity of the US Tax System
(25:14) Who Are Column Tax's Customers?
(26:29) The Problem Statement: Time and Money
(27:50) User Experience with Column Tax
(29:41) Future of Banking and Tax Integration
(32:26) What Sets Column Tax Apart?
(35:17) Challenges in Integrating Tax Products
(41:47) Building Trust with Customers
(43:49) The one thing to change in FinTech to have most impact
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Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Jas shares with us the importance of data metrics in building purpose-driven fintech. We go deep and practical! We start by defining what makes great product and the role of metrics in product development. We give examples across fintech verticals to bring it to life. It’s a super practical conversation, so defining metrics is not enough, we also deep dive into the challenges like confirmation bias and tools necessary for efficient product growth, including A/B testing, and the potential of AI.
If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow in Spotify, and leave a 5 star rating apple podcast. Remember to connect in LinkedIn to keep the conversation going.
Let’s get into it!
👉 You can find Jas here
LinkedIn: https://www.linkedin.com/in/jas-shah/LinkedIn: https://www.linkedin.com/company/bitsul/Website: https://bitsul.co.uk/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/We cover:
(00:00) Intro
(00:25) Building Purpose-Driven Fintechs
(02:56) Defining Great Product
(05:34) The Importance of Metrics
(08:43) Getting Started with Metrics
(16:45) Moving the Metrics
(23:50) A/B Testing in Fintech
(27:11) Challenges in Building Metrics
(29:09) The Role of AI in Metrics
(32:24) Frequency of Reviewing Metrics
(36:04) Fireside Questions and Insights
(43:05) The one thing to change that would have most impact
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Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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Today DATA is a differentiated proposition! And that's why it matters who you select as your payments processor and partner in crime! I had the honour and pleasure to speak with Robert Kraal, Co-Founder at Silverflow, and hear all about how Silverflow has designed with data in mind!
Silverflow is a cloud-based payment processing platform that provides a state-of-the-art upgrade for payment-providers, shielding them from the current antiquated legacy technology still in use today. With Silverflow, PSPs can now directly access card networks, instantly add new functionality, have real-time insight into transaction fees and get smart data direct from the networks – all to better serve their merchants.
We may think payments and acquiring are purely infra, but actually acquirers are having a ton of impact on businesses who need it the most. We go behind the scenes on Silverflow’s culture and go deep on what’s so special about the leadership style in Nordic countries that many of us of the world can learn from. Robert’s mindset around entrepreneurship, Silverflow’s proposition, and how it actually makes them a DATA platform - unlike platforms built in the eighties who saved minimum data. We explore what are the challenges of his clients, and of course what’s the one thing he would change in FinTech to make the industry better for everyone!
We cover:
(00:00) Intro to Silverflow's Unique Value Proposition
(01:35) Purpose-Driven Fintech and Financial Inclusion
(02:47) Challenges in Digital Payments and Infrastructure
(06:53) The Need for Real-Time Settlement in Cash Economies
(11:36) Sustainability in Fintech Companies
(14:17) Building a Global Company with Diverse Teams
(23:46) Diving into Acquiring Processing Solutions
(25:13) The Evolving Payment Landscape
(25:57) Merchant Perspectives on Payment Methods
(29:30) Silverflow's Role in the Payment Ecosystem
(31:11) Innovations and Challenges in Payment Systems
(36:58) Addressing Fraud in the Payment Industry
(41:54) The Future of Global Regulation in FinTech
If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow and leave a 5 star rating. Remember to connect in LinkedIn to keep the conversation going.
👉 You can find Robert here
LinkedIn: https://www.linkedin.com/in/robertkraal/LinkedIn: https://www.linkedin.com/company/silverflow/Website: https://www.silverflow.com/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: -
In Today’s episode we speak with Tiffany, CEO and Co-Founder of Aloi, a multi-award winning FinTech in Nepal. Aloi is enabling climate financing for grassroots entrepreneurs through real-time loan journey insights. They have a cashless-financing platform offering 3 features to track a full loan cycle for informal sector business loans: monitor loan usage, loan repayments, and payments.
If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow and leave a 5 star rating. Remember to connect in LinkedIn to keep the conversation going.
Let’s dive into it!
👉 You can find Tiffany here
LinkedIn: https://www.linkedin.com/in/tong-tiffany/LinkedIn: https://www.linkedin.com/company/aloiglobal/Website: https://www.linkedin.com/company/aloiglobal/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/If you enjoy this pod, please follow and leave a 5 star rating on Spotify and a review on Apple podcasts
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Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
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In Today’s episode we speak with Oli Cook, CEO and Co-Founder of ekko, the multi-award winning sustainability platform for banks and payments. Ekko’s solution allows you to make any transaction or customer interaction an opportunity to do good for the planet and your business.
We discuss how we should understand sustainability first and then think of how FinTech can be part of the solution, not the other way around; how ekko is a positivity driven FinTech .. I love the idea and this makes them unique among all FinTechs across the world. What is sustainability, sustainability and impact, sustainability lessons from Europe to be aware of in Asia, the Planet Saver account and much much more!
If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow and leave a 5 star rating. Remember to connect in LinkedIn to keep the conversation going.
Let’s dive into it!
👉 You can find Oli here
LinkedIn Oli: https://www.linkedin.com/in/oli-cook-2ba72460/LinkedIn ekko: https://www.linkedin.com/company/joinekko-earth/Website: https://ekko.earth/join/👉 And you can find Monica here:
LinkedIn: https://www.linkedin.com/in/monicamillares/YouTube: https://www.youtube.com/@moni_millaresTikTok: https://www.tiktok.com/@moni_millaresWebsite: https://moni-millares.mystrikingly.com/If you enjoy this pod, please follow and leave a 5 star rating on Spotify and a review on Apple podcasts
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Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email [email protected]
Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.
- Visa fler
