86: Bryan Bergin, Managing Director of Equity Research, TD Cowen | Taped Live at Money 20/20 2024
Release Date: 03/12/2025
92: Harry Temkin, Chief Digital Officer, DriveWealth | Taped Live at Money 20/20 2024
The Source by DailyPay
Explore the future of investing with Harry Temkin, Chief Digital Officer from DriveWealth. Temkin discusses DriveWealth's pioneering role in embedded investing, making stock market access seamless through APIs and cloud-based technology. He delves into the importance of fractional trading, the push for 24-hour equity trading, and how DriveWealth is empowering global investors and digital wallets. Plus, hear his insights on the role of AI in brokerage and the democratization of wealth building. 3:53: DriveWealth's role in embedded investing and its impact on accessibility. 7:29: How DriveWealth...
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91: Michael Spelfogel, Co-Founder & President, Cardless | Taped Live at Money 20/20 2024
The Source by DailyPay
Dive into the evolving world of credit cards with Michael Spelfogel, co-founder and president of Cardless. Spelfogel discusses how Cardless is revolutionizing the co-branded card space by enabling brands to launch and scale credit card programs at unprecedented speeds. He also shares insights on the impact of AI on customer experience and underwriting, the growing trend of buy now, pay later, and the future of credit in an increasingly digital economy. Plus, hear about his unique approach to competitive analysis: owning 300 credit cards. 1:44: Cardless's unique approach to credit card...
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90: Kelly Soderlund, Head of Corporate Communications, Navan | Taped Live at Money 20/20 2024
The Source by DailyPay
Explore the intersection of travel and fintech with Kelly Soderlund, Head of Corporate Communications at Navan. Soderlund discusses Navan's evolution from TripActions, its innovative approach to corporate travel and expense management, and how they're streamlining the process for both businesses and travelers. She also delves into the impact of AI on their platform, the resurgence of business travel post-pandemic, and key trends shaping the future of corporate travel, including the rise of blended travel and the importance of employee rewards. 3:48: How Navan turned travel pain points into...
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89: John Mitchell, Co-Founder & CEO, Episode Six (E6) | Taped Live at Money 20/20 2024
The Source by DailyPay
Join Pete Tiliakos as he sits down with John Mitchell, co-founder and CEO of Episode Six (E6), at Money20/20. Mitchell shares his unique perspective on the evolution of FinTech, having attended every Money20/20 event since its inception. They discuss the persistent challenges in the financial sector, E6's innovative approach to global payment infrastructure, and the impact of emerging technologies like AI. Mitchell also delves into the complexities of finding top FinTech talent and E6’s ambitious plans for global expansion in 2025. 1:15: The evolution of FinTech and persistent industry...
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88: Ashley Jones, Head of Financial Narrative | Taped Live at Money 20/20 2024
The Source by DailyPay
Dive into the world of financial marketing with Ashley Jones, head of Financial Narrative. With compelling insights, Jones reveals how financial marketers balance strict regulations with effective brand storytelling in a competitive landscape. She emphasizes the power of community collaboration among industry leaders, sharing how her organization creates spaces for knowledge exchange and professional growth. Jones also offers forward-thinking perspectives on AI's impact and the authentic integration of social purpose in financial marketing strategies. 3:35: Challenges of marketing in the...
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87: Lin Dai, Co-Founder & CEO, Superlogic | Taped Live at Money 20/20 2024
The Source by DailyPay
What if your loyalty rewards weren't just points, but access to unforgettable experiences? This episode, hosted by Pete Tiliakos, explores how loyalty programs are evolving beyond traditional rewards toward premium, experiential offerings like exclusive entertainment and celebrity encounters. Lin Dai, Co-Founder and CEO of Superlogic, reveals how AI technology is personalizing these experiences, creating stronger emotional connections that significantly increase value for both consumers and businesses. Lin also discusses how these same engagement strategies are being adapted for...
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86: Bryan Bergin, Managing Director of Equity Research, TD Cowen | Taped Live at Money 20/20 2024
The Source by DailyPay
In this exciting episode, Pete Tiliakos welcomes Bryan Bergin from TD Cowen for a live conversation from Money20/20 exploring the fascinating intersection of human capital management and financial technology. Bryan shares expert analysis on how AI is transforming finance, helping listeners distinguish between meaningful innovation and clever marketing. They examine how upcoming open banking regulations like Rule 1033 could revolutionize data sharing, potentially creating new opportunities for both consumers and businesses. The discussion offers valuable perspectives on FinTech and...
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85: Gabriel Grisham, SVP, Global Sales, PayQuicker | Taped Live at Money 20/20 2024
The Source by DailyPay
Join Pete Tiliakos and Gabriel Grisham, PayQuicker's Senior VP of Global Sales, as they explore fintech's evolving landscape from cryptocurrency fluctuations to AI's growing impact. Gabriel shares insights from PayQuicker's 15-year history creating innovative global payment solutions, especially for direct sales. Their conversation covers compliance challenges, rising demand for instant wage access, and the future of cross-border transactions in today's rapidly changing financial world. 1:00: Pete and Gabriel dive into fintech's rollercoaster journey, exploring crypto's dramatic ups and downs...
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84: Alex Jimenez, Lead Principal Consultant, Backbase | Taped Live at Money 20/20 2024
The Source by DailyPay
Alex Jimenez from Backbase discusses the evolving landscape of digital banking, highlighting the growing demand for personalized and seamless user experiences across all banking sectors. He emphasizes the importance of innovation and flexibility in banking technology, especially in wealth management and commercial banking. Jimenez also delves into the strategic moves by credit unions, their increasing agility, and their focus on digital growth. He touches on the potential of AI in providing contextual financial advice, and the challenges and opportunities banks face in adopting new...
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83: Trevor Marshall, Chief Technology Officer, Current | Taped Live at Money 20/20 2024
The Source by DailyPay
From Money 20/20 in Las Vegas, we bring you a conversation with Trevor Marshall, CTO of Current. Trevor discusses the evolution of FinTech, highlighting increasing collaboration between FinTechs and established institutions. He shares Current's unique approach to innovation, building their own core and licensing technology to banks. We delve into the potential of open banking and AI, exploring their opportunities and challenges. 3:27 An overview of Current and its innovative approach to financial services. 6:45 Trevor shares his perspective on open banking and its potential to...
info_outline| In this exciting episode, Pete Tiliakos welcomes Bryan Bergin from TD Cowen for a live conversation from Money20/20 exploring the fascinating intersection of human capital management and financial technology. Bryan shares expert analysis on how AI is transforming finance, helping listeners distinguish between meaningful innovation and clever marketing. They examine how upcoming open banking regulations like Rule 1033 could revolutionize data sharing, potentially creating new opportunities for both consumers and businesses. The discussion offers valuable perspectives on FinTech and HR Tech's evolving landscape, including consolidation trends and what's ahead for the IPO market. 4:50: Pete and Bryan explore how FinTech and HR worlds are colliding, particularly in areas like on-demand pay and seamless payroll solutions that are changing how people access their earnings. 10:10: Bryan cuts through the AI hype, sharing what's actually working in FinTech today and where the real opportunities lie for transformative innovation in the financial sector. 14:06: The conversation turns to the current state of IPOs, with Bryan breaking down the key factors companies weigh when deciding whether—and when—to take the public plunge. | ||||||