Automation and the future of money in 2023

Automation and the future of money in 2023

The introduction of innovative technologies brings exciting new opportunities—as well as the potential for unforeseen consequences.

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Pitching secure insurance payments with One Inc

Pitching secure insurance payments with One Inc

According to Ian Drysdale, One Inc’s CEO, insurance carriers sense that digital processes are both more efficient as well as inevitable.

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The state of private markets in 2023 with InvestX

The state of private markets in 2023 with InvestX

According to Marcus New, InvestX’s Founder and CEO, InvestX was founded because of a burgeoning private market, which compelled venture-backed private companies to stay private longer than they did previously.

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Selling alternative telematics with Driver Technologies

Selling alternative telematics with Driver Technologies

According to Rashid Galadanci, Driver’s CEO and Co-Founder, the company fills a needed niche between competing forces. On the one hand are insurance companies, which have invested heavily in telematics as a way to mitigate risks, reduce costs, and gather data on consumers.

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The future of fintech: 2023 and beyond

The future of fintech: 2023 and beyond

Chris Fraenza is the Senior Vice President of Sales and Partnerships at SavvyMoney, and is responsible for leading the company’s growth while maximizing success across all customers and strategic partners.

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Building compliance into strategic assets with Visual Lease

Building compliance into strategic assets with Visual Lease

According to Robert Michlewicz, CEO of Visual Lease, proprietary survey data suggests 99% of senior finance and accounting professionals at sampled private companies fear misreporting company lease information.

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Insurance sales and the debate over agents

Insurance sales and the debate over agents

At the dawn of the insurtech age, up-and-coming players saw direct-to-consumer (DTC) channels as not just the way of the future, but the only way of the future.

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Solving for advisor needs with Modern Life

Solving for advisor needs with Modern Life

To Michael Konialian, Modern Life’s Co-Founder and CEO, the company’s mission doubles down on the need to empower the advisors who distribute life insurance every year, not cut them out.

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Incubating inclusion with FinTech Sandbox

Incubating inclusion with FinTech Sandbox

In an interview with The Financial Revolutionist, Kelly Fryer, Executive Director of FinTech Sandbox, describes the nonprofit’s goals, proposes a definition for financial inclusion, and outlines three trends in sustainable and inclusive finance.

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Closing financial gaps through content with MoneyLion

Closing financial gaps through content with MoneyLion

In an interview with The Financial Revolutionist, Cynthia Kleinbaum, MoneyLion’s Chief Customer Officer, describes the launch of MoneyLion University, an inclusion-focused education program teaching financial literacy to MoneyLion’s users.

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Pitching digital retail with Swiftly

Pitching digital retail with Swiftly

According to Sean Turner, Swiftly’s Chief Technology Officer, Swiftly effectively markets itself by demonstrating how e-commerce giants have become engineering-forward companies.

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Using data to build markets with Kueski

Using data to build markets with Kueski

According to Krishna Venkatraman, Kueski’s Chief Data Officer, approximately 60% of Mexican consumers work in an informal economy without a bank account, and about 80% of them don't have a credit card.

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Building sales and product ecosystems with Apiture

Building sales and product ecosystems with Apiture

Apiture’s Chief Revenue Officer, Matt Ellis, outlines how the digital banking platform blends disciplined sales, product development and partnership strategies to maximize client retention and relevance.

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Compliance as a branding strategy with Hometap

Compliance as a branding strategy with Hometap

Since its product is a nascent investment form whose alternative—in the form of debt and loans—has a considerable advantage in its size, age, and recognition, Hometap sees an especial need to be transparent and compliant, often going above federal requirements to establish homeowner trust.

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Blockchain-driven real estate with Tykes

Blockchain-driven real estate with Tykes

According to Amr Samaha, Tykes’s Co-Founder and COO, the founding team approaches Tykes as a way to fill a real estate knowledge gap in the market. Individuals and institutions alike—namely proptech giants like Zillow—have a hard time breaking into property investment and management, in part because of strategic information-based shortcomings.

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