Bankadelic: The colorful side of finance

Who's been naughty (aside from Sam Bankman-Fried)? And perhaps you have been nice, yes? No matter your holiday state of being, we're here with four fabulous guests to talk holiday ho-ho-ho, financial services style. What have been the highlights? The buzzkills? And what's the best gift the industry can hope for in the new year, aside from a limitless supply of fruitcakes?

Our Holiday Merry Makers:

Matt Wood, Head of Fintech Services, Tavant

Sarah Martin, CEO, Pulsate

Gary Lewis, Managing Director - Lending & Deposit Solutions, Jack Henry

Danielle Sesko, Director of Product Management and Innovation, TruStage

While the FICO score continues to be a reliable metric for creditworthiness, industry experts agree more must be done to improve the lending prospects of those with thin credit files, or who show financial reliability in other ways. Leslie Gillin, Chief Growth Officer of Pagaya, shares how her company is helping banks to supplement the information they have to make smarter, more informed decisions regarding the customers they want to attract and keep.

It’s that time of year when Bankadelic host Lou Carlozo sets the spread for a great holiday discussion—one that definitely beats waiting in line for Black Friday tchotchkes. Join us as our panel of pilgrims gives thanks for the gifts of 2023, talks about the news and hype side dishes they could do without, and looks ahead to a new year full of reasons to be grateful for as they continue to innovate in financial services. ... and ducks out just in time before Uncle Mortimer shows up with the Worst Holiday Jokes Ever.

Let us give thanks for:

Carrie Goodman, Director of Financial Institution Management, TruStage Compliance Solutions

Denny Howell, COO, Mahalo Banking

Adrian Moise, Founder & CEO, Aequilibrium

Shelly Nischbach, senior Vice President - Verification Services, Workforce Solutions, The Work Number

Robin Smith, Chief Revenue Office, Praxent

If “artificial intelligence” is 2023’s banking buzz term, then what does it take to turn that buzz into the hum of a smooth financial services machine? On this episode, Nina Vellayan of Engageware explains how her company takes an approach to AI that engages customers, empowers employees, and sets the stage for what’s to come in this exciting new era of fintech.

Why do the trick or treating when ChatGPT can do it for you? Well, not so fast. But tech, payments and customer service are just a few of the topics our all-star panel tackles on this special holiday episode. They’re not handing out candy, but if you want to get up to date on the hot discussions of the day in financial services, they’ve got something way better.

Our guests, and their costumes:

* Anil Goyal, CEO, Corserv (The Fabulous Fintech Monster)

* Marcell King, Chief Commercial Officer, tyfone (Super Duper Solutions Man)

* Larry Pruss, Managing Director, Digital Assets Advisory Services, Strategic Resource Management (SRM) (Flash Payments)

* Joel Thomas, Director of Operations, Jack Henry (The Mighty Captain Data)

* Jake Tyler, Glia Virtual Assistant Specialist, Glia (King Satisfied of Customer Service Land)

And of course, Bankdalic host Lou Carlozo (fuzzy bunny rabbit)

The 2023 Live from Money 20/20 series of podcasts concludes with Brian Kass of TruStage Ventures, who gives his eagle-eye perspective on the hot topics that will continue long after Las Vegas. Has venture funding dried up? Is there more to AI at present than ChatGPT mania? What does it take to get fintech leaders and FIs on the same page? With his many years of experience as a fintech investor and M&A strategist, Kass helps us make sense of the most stimulating convention floor conversations.

Credit unions are holding their own, thanks, despite the gloom-and-doom forecasts that have persisted for some years. In this episode from Money 20/20 — the 15th of our 16 live dispatches — Philip Paul of Cotribute discusses how his company is helping credit unions stay profitable, with a suite of cloud-based services that include digital account opening, loan applications, member onboarding, cross-selling, and guarding against fraud.

Moments after the close of Money 20/20, host Lou Carlozo sat down with Ed Maslavekas, CEO and Co-Founder of Bud Financial. In this episode, Ed shares how Bud Financial has overcome the challenges of integrating artificial intelligence into banking, the company’s recent launch in the U.S., and its collaboration with TotallyMoney to produce an open banking-powered tool that helps people build their credit scores.

Live from Money 20/20, Bankadelic brings you the product leader at Tavant, Abhinav Asthana. The Silicon Valley products and solutions company has taken a data-centric approach that, while it may seem entirely numbers-driven, has proven beneficial in finding the best talent and providing the best innovation. Asthana discusses all that and Tavant's dedication to "positioning our clients to win."

In episode 12 of our Money 20/20 series, Bankadelic sat down with Laurence Latimer, the CEO and co-founder of Dinara, to talk about how he's rethought crypto for businesses. The idea is elegant in its simplicity but has taken a long time to crack: turning disconnected points in the enterprise cryptocurrency chain and uniting them into one smooth flow.