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Four fintech experts, one cozy roundtable, and a spirited discussion on the state of our global financial landscape.
It's an episode of Everything is Fintech you can't miss! Money20/20 hosts, Zach Anderson Pettet, VP, Fintech Strategy, and Ian Horne, Head of Europe Content, meet up with Emma Napier, Consulting Director at NextWealth, and Mary Agbesanwa, White Label Business Development Director at Embark (part of Lloyds Banking Group) for a discussion on the evolving world of WealthTech.
New to WealthTech? Tune in to understand exactly what it is. Plus, hear how technology is reshaping investing, financial advice, and wealth management, making it more accessible and efficient for consumers.
Key topics include:
-The rise of AI-powered financial tools and their role in automating investing.
-The challenges traditional wealth management firms face in adapting to digital trends.
-How embedded finance and open banking are creating new opportunities in WealthTech.
-The growing influence of Gen Z investors and their demand for seamless, digital-first financial experiences.
-What the future holds for robo-advisors, digital wealth platforms, and financial inclusion.
Hosts:
Zach Anderson Pettet, VP, Fintech Strategy
Ian Horne, Head of Europe Content
https://www.money2020.com/
Guests:
Emma Napier, Consulting Director at NextWealth
https://nextwealth.co.uk/
Mary Agbesanwa, White Label Business Development Director at Embark (part of Lloyds Banking Group)
https://embarkgroup.co.uk/
Follow Money20/20:
YouTube: @Money2020Tv
LinkedIn: https://www.linkedin.com/company/money2020/
Instagram: https://www.instagram.com/money20_20
Facebook: https://www.facebook.com/Money2020
X: https://www.twitter.com/Money2020
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We're putting the fun back into fintech on this latest episode with Nicole Casperson, Founder & CEO of Fintech is Femme, and Zach Anderson Petter, VP, Fintech Strategy at Money20/20.
With over 50,000 subscribers to her newsletter and a thriving membership community, Nicole is championing inclusivity and innovation in fintech. This, along with her work as a journalist, prompted her to write her latest book, Fintech Feminists, which features inspiring stories of founders, operators, CEOs, people that want to leverage the power of advanced technology to make our economy and our financial system more equitable.
Nicole chats with Zach on the good, bad, and the ugly of writing a book, and what she's learned about fintech along the way after years of research and many conversations with women paving the way in the industry.
They riff on how fintech has the power to solve the economy's most pressing issues, from student debt to climate change to healthcare and caregiving.
Plus, Nicole shares more on her personal philosophy of relatability vs. authenticity, and how shifting your mindset to abundance vs. lack is not just woo-woo stuff (it really works!)
Fintech is Femme:
https://www.fintechisfemme.co/
Follow Nicole:
https://www.linkedin.com/in/nicole-casperson-0820a5133/
Buy her book, Fintech Feminists:
https://amzn.to/4aCsfOf
Follow Money20/20:
YouTube: @Money2020Tv
LinkedIn: https://www.linkedin.com/company/money2020/
Instagram: https://www.instagram.com/money20_20
Facebook: https://www.facebook.com/Money2020
X: https://www.twitter.com/Money2020
TikTok: https://www.tiktok.com/@money20_20
Follow Money20/20:
YouTube: @Money2020Tv
LinkedIn: https://www.linkedin.com/company/money2020/
Instagram: https://www.instagram.com/money20_20
Facebook: https://www.facebook.com/Money2020
X: https://www.twitter.com/Money2020
TikTok: https://www.tiktok.com/@money20_20
Three continents, four time zones, and five members of the Money20/20 global content team. It's a jam-packed inaugural episode of Everything is Fintech, filled with lots of unfiltered opinions and predictions on where the industry is headed this year.
Do we have a crystal ball? Well, not exactly. But we gave our best (and in some cases, funniest) educated guesses. And at the same time, we looked back on our 2024 predictions to see what actually came to fruition, and what turned into a figment of our imagination.
Because fintech is like the wild frontier, where everything is in flux and the rules are being rewritten every day. We're at the edge of a massive shift—politically, economically, and socially—and who knows what’s coming next? But one thing’s for sure: it’s going to be unpredictable, exciting, and full of unexpected twists.
Truth is though, can anyone really predict what the future of fintech holds? Well, we can try, but 'Who In The F Knows'!
Hosted by:
Zach Anderson Pettet, VP, Fintech Strategy
https://www.linkedin.com/in/zachpettet/
Guests:
Scarlett Sieber, Chief Strategy and Growth Officer
https://www.linkedin.com/in/scarlettsieber/
Sheryl Chen, Head of Content, Asia
https://www.linkedin.com/in/sherylckx/
Ian Horne, Head of Content, Europe
https://www.linkedin.com/in/ian-horne-86335399/
Micky Tesfaye, Content Lead, Europe
https://www.linkedin.com/in/micky-tesfaye/
Follow Money20/20:
YouTube: @Money2020Tv
LinkedIn: https://www.linkedin.com/company/money2020/
Instagram: https://www.instagram.com/money20_20
Facebook: https://www.facebook.com/Money2020
X: https://www.twitter.com/Money2020
TikTok: https://www.tiktok.com/@money20_20
From the publisher's feed
Join the team at Money20/20 as we explore, debate, and dive deep on how the concept of fintech has and will continue to evolve in the world of financial services and beyond.