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Fintech Confidential

@FTConfidential

Bringing you the people, Tech, and Companies that change how you pay and get paid.

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What if you could send money to anyone, anywhere, without the hassle? Timothy Li discusses why a universal protocol on blockchain could change everything. This isn’t just about transactions; it’s about empowerment.


In this episode, recorded live at @money2020 2024 in Las Vegas, @TeddHuff & Stephany Kirkpatrick, founder & CEO of @hello_orum , dive into the world of money movement technology. The discussion includes the many ways Orum is simplifying payments & enhancing access to funds.


Did you know student loan debt disproportionately affects minorities and women? 📊💼 "There is a $1.7 trillion student loan issue in the US, and student loan debt disproportionately affects minorities and females." – Michelle Tran, Head of Commercial at Summer


Ever wondered what sparks a passion 4 finance? For Ariel Blum Founder & CEO of Receive, it all started w/ a simple credit card conversation w/ his dad. As he moved through his career, his question remained the same: “How can tech make finance simpler and more accessible?”


Does tech really matter if it doesn’t solve your problem? Jonathan Awad, Co-Founder and CEO of Baselayer reveals a truth about today’s fintech landscape: customers aren’t impressed by tech terms like “AI” or “machine learning” if it doesn’t solve their issues.


Imagine managing finances w/ just 1 file instead of 100s! Join Jordan Olivas, Founder, Harvv as he explains how this simplifies the process w/ a single reconciliation file, transforming complex payment records into 1 streamlined entry.


Are your sales reps ready to handle the FTC’s new cancellation rules? Do they understand what’s required to comply and keep consumers satisfied? "They recognize that if someone signed up online, it has to just be by the same method. Isn't going to work." – Linda Goldstein


In this episode Ariel Blum, CEO of Receive, talks about how fintech can transform cash flow 4 small businesses. Receive’s unique model provides immediate, fee-free access 2 earned revenue, giving small businesses the “spending power” they need without relying on costly credit.


"There’s no secret sauce. Talk to your customers. And you have to practice conscious listening… Whatever that was they’re suffering in the past 2, 3, 4, 5 years, that’s what I need to build.” - Timothy Li, CEO of LendAPI


How can focusing on the customer transform the loan process? Best Egg isn't just about offering loans—they’re about making it simple and stress-free for the customer. From flexible loan options to an easy application process, everything revolves around what the borrower needs.


Jordan Olivas, Founder, Harvv discusses how w/ big orders = big decisions, & financing can B the key 2 closing deals faster. Imagine sellers offering financing options w/in the invoicing process. It’s not just about helping buyers; it’s about creating a seamless experience


In this episode we discuss the FTC’s new Click2Cancel w/ legal expert Linda Goldstein, Carl D’Agostino, & Jayare Charron. This rule, aimed at simplifying subscription cancellations, requires businesses 2 offer easy, transparent processes 4 consumers 2 opt out of services


How can we unlock the potential of our kids through financial literacy? Kredit Academy is here to show us how! In this snippet Evan Leaphart, the founder of Kredit Academy, discusses the transformative power of financial education for kids.


Timothy Li, CEO of LendAPI, speaks about core strategies 4 fintech success. Key topics include the importance of fraud detection advancements, the need 2 build comprehensive products, & the role of partnerships in providing solutions 4 financial institutions.


Scarlett Sieber, Chief Strategy & Growth Officer at Money20/20 dives into the growing relationship between fintechs & traditional banks. Fintechs are no longer the disruptors on the sidelines—they R taking large pieces of the market, working hand n hand w/established banks.


Brian Kaas discusses the impact of fintech beyond the financial realm. His fintech journey is marked by a commitment 2 empowering people financially. From his 1st fintech deal, he was captivated by the potential 2 drive change & provide financial security 2 diverse communities


What’s it like to be part of one of the biggest fintech events in the world? This episode reveals how Scarlett Sieber went from experiencing Money 20/20 as an attendee to leading its creative and product teams.


How will embedded finance change the future of fintech over the next 10 years? Scarlett Sieber, Chief Strategy and Growth Officer at Money20/20 shares, fintech is on track for major growth, and embedded finance will continue to play a key role.


Did U know 59% of financial execs R losing sleep over 1 massive headache? We sit down w/ Rhett Roberts, CEO of LoanPro, 2 tackle the elephant in the room: legacy infrastructure. It's the bane of the LendTech world, but guess what? There's a silver lining.


B4 the action starts on the Money 20/20 floor, they’ve got U covered w/ a pre-planned Sunday dedicated entirely 2 networking. This gives U time 2 build relationships B4 the chaos of the event. Start strong, build meaningful connections, & make the most out of your time.


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