Champions & Challengers: Discussions on the Legal Edge of Fintech

To learn more about Hodge Luke, visit them at www.hodgeluke.com. To learn more about Cyberbium, visit them at www.cyberium.info.

To learn more about Hodge Luke, visit them at www.hodgeluke.com. To learn more about Cyberbium, visit them at www.cyberium.info.

In this episode, hosted by Greg Lestini, we are joined by Tim Hamilton, Founder & CEO of Praxent. Praxent is a fintech product agency that develops differentiated fintech products and experiences that produce measurable results. Twenty-some years ago, Tim built Praxent on the belief that technology has the power to unlock human potential. Since then, he has built a service-minded team of designers and technologists who have delivered over 400 digital innovation projects for clients across the financial services industry and beyond, such as Alooola, MyHealthMath, Open Lending, and more. Tim delves into how his team helps institutions, fintechs, and organizations to empower financial freedom and prosperity by delivering more human-centered products. To learn more about Praxent visit them here: https://praxent.com/

Learn more about GBQ Partners here: https://gbq.com/

*Please note that this episode was recorded prior to the Bricker Graydon merger.

In this episode, hosted by Greg Lestini, we are thrilled to be joined by Brian Kaas. Brian speaks about how his organization provides insurance and financial service products to about 95% of all the credit unions in the U.S. as well as over 1500 banks, both to the financial organization and the end consumer in the middle markets. He also touches on their venture fund on how they deploy their capital and his determinants on establishing fintech partnerships.

*Please note this episode was recorded prior to the Bricker Graydon merger and CUNA Mutual Group/CMFG rebrand. Brian Kaas is the President and Managing Director of TruStage Ventures, the venture capital arm of TruStage. He also oversees all M&A activity and strategic transactional initiatives within the organization. Kaas serves as a board member for several fintech companies is a frequent speaker on emerging fintech trends.

Host: Greg Lestini, Bricker Graydon

Guest: Brian Kaas, TruStage Ventures

In this episode, hosted by Greg Lestini, we are pleased to be joined by North Dakota Insurance Commissioner, Jon Godfread. Commissioner Godfread is serving his second term as the ND Insurance Commissioner and his mission is to protect and safeguard the interest of North Dakota’s consumers. The Commissioner believes that we are on the edge of an insurance industry revolution. Here he discusses how his department helps to create a healthy, vibrant, and competitive insurance marketplace to deliver reasonably priced insurance to consumers while also allowing companies to innovate using various forms of technology.

Learn more about the North Dakota Insurance Department and Commissioner Godfread here.

In this episode, hosted by Liz Martini, we are pleased to be joined by a dynamic force in the finance industry, Karina Horton. Karina is the Director of Succession Planning at Yellow Cardinal Advisory Group, a First Financial Company. Karina has an abundance of experience in the banking and financial service industry, having also served as a Vice President at PNC Bank and Fifth Third Bank. In this episode, Liz and Karina discuss the numerous ways that Yellow Cardinal Advisory Group connects with clients to ensure they have a comprehensive understanding of their business and wealth management goals, along with personal exit planning strategies.

Speaker: Liz Martini

Guest: Karina Horton, CFP, CEPA

Organization: Yellow Cardinal Advisory Group

In this episode, hosted by Liz Martini, we are pleased to be joined by a veteran in the insurance industry, Salene Hitchcock-Gear. Salene serves as the President of Individual Life Insurance at Prudential Life Insurance Company. Salene is a visionary leader with a focus on finding opportunities to meet the needs of consumers, creating alternate business models and creating a culture of innovation. She also serves as a director on several boards, including the American College of Financial Services Board of Trustees. In this episode, Liz and Salene discuss ways that Prudential is addressing gaps in savings and investing for underserved groups.

On part two of this series with Brilliantly Done SAAS, Jason Bennett and Marissa Buckley dive a little deeper about ChatGPT and artificial intelligence in the Insurance industry, as well as providing more specifics on a few other companies. Companies discussed are insurance organizations that see the value of content, the importance of a niche vertical and are going for it with very specific innovation and technology.

Learn more about Brilliantly at www.brilliantlysaas.com

On our first two-part episode we are delighted to be joined by Jason Bennett and Marissa Buckley, co-founders of Brilliantly Done SAAS, a software as a service platform that serves as a virtual Chief Growth Officer for their clients a growth firm of Fractional Chief Growth Officers reinventing how InsurTech startups grow and scale.  A key component to their mantra is, "your perfect customers, exceptionally happy." To make that happen they help InsurTech clients uniquely position their value in the market, conduct rapid experimentation to validate market fit, and deploy the most efficient use of people, tech, processes, and systems to optimize the full-cycle customer journey. Enter Brilliantly.

Learn more about Brilliantly at www.brilliantlysaas.com