One Vision Podcast — Fintech, Banking, and AI with Theodora Lau

We are kicking off 2024 with a big BANG! In this episode of One Vision — Fintech Fuse! Theo and Barb welcome our first futurist on the show: Katie Schultz, aka Miss Metaverse, a well-known professional futurist and content creator. While fear and uncertainty dominate much of our newscycle, Katie reminds us that we do have a chance and the power to turn things around — that we can still find hope through challenging times and go after our dreams. Our ability to empathize and connect with each other is our superpower and what makes us uniquely humans. As we embark on another new year, let’s acknowledge and celebrate how far we have come.  Here’s to new beginnings, fresh starts, and the courage to live our lives with purpose — and passion.

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

If you could preserve memories and artifacts in a bottle, what would you keep? From the hype of the year (cue: generative AI) and renewed focus on small business and business fundamentals, to PFM tools and the symbiotic relationship between big techs and banks, there is never a dull moment in fintech. In this special year-end episode of One Vision: Fintech Fuse! Barb, Mary, Stephanie, and myself reflect upon a wild year that was 2023. What caught our attention and what do we most look forward to in the new year? Tune in to our final episode of the year to find out!

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

According to the World Health Organization, globally one in six people experience infertility in their lifetime and the rate continues to climb. Despite available treatment for a variety of cases, being able to start a family remains a distant dream for far too many due to financial constraints. In this episode of One Vision — FinTech Fuse! Theo and Stephanie chat with Dr. DeShawn Stevenson, Chief Executive Officer and Co-Founder of BabyFever on bankable moments and getting to health equity, where financial inclusion meets dreams of parenthood. 

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

Small businesses account for 99.9% of all U.S. firms. They employ almost half of America's private sector workforce and represent 43.5% of gross domestic product. By almost any measure, small businesses are a crucial part of our economy and workforce. Yet, they are hugely underserved by the financial services industry. In this episode of One Vision, Theo, Stephanie, and Amelia chat with Lori Shao, CEO of Finli, a certified B Corp digital back office platform for small businesses, on her journey to entrepreneurship, the challenges that SMBs face, and the role that community banks can play. “I know in my heart whom to build it for,” she told us. Tune in and get ready to be inspired. 

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

Faced with persistent economic uncertainties and stagnant wage growth, will fintechs give us hope by bringing us the right product at the right time and empowering customers with more focus on financial well-being and education? In this episode of One Vision — FinTech Fuse! Theo and Stephanie chat with Sebastian Builes, Co-Founder and CEO of Arcum, about his journey from payments novice to fintech founder, and his bullishness on Atlanta as a fintech hotbed. A year in the startup world is like a decade in the real world, and being a founder can be a lonely endeavor. Sebastian offers the following advice: Relationships and communities matter. Give back and pay forward.

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

Data gives us superpower. From how much we spend and where we spend it, to the impact of our dollars on the planet, data tells a story. In an era where consumers are becoming more environmentally conscious, the role that financial institutions can and should play in helping us transition to net zero is more crucial than ever. In this episode of One Vision — FinTech Fuse! Theo chats with Emma Kisby, CEO, Cogo EMEA, on the power of data and collective impact. Banks play an important role in educating customers about the environmental impact of their spending, offering insights and incentives to trigger behavioral change. With intention — and action, a fairer and more sustainable world is possible. 

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

Are fintechs still eating bankers’ lunch? What roles will big techs play in consumer financial lives? For fintech founders pitching to community banks, what should they be mindful of? In this episode of One Vision — Fintech Fuse! Theo chats with Pam Kaur, Head of Bank Technology at BankTech Ventures, about her role in fostering connections and innovation in the banking and fintech sectors, and how she gets their portfolio companies ready to work with banks and take the partnership to the next level. The banking community is small and tight-knit. Relationships are an art. Being intentional in lifting others can go a long way in taking partnerships to the next level. A rising tide does lift all boats.

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

As banking services grow increasingly digital, how can we best serve the needs of a diverse community and truly make a difference? In a world where everything seems to move at a breakneck pace, leaving behind those who don’t keep up, it is refreshing to witness empathy in action by a true leader who walks the talk and instills hope in others. In this episode of One Vision, Theo chats with Brian Lee, President/CEO at Landings Credit Union, on his journey to running the 70-year old credit union and earning a “Dementia Friendly Business” designation. Serve, and not be served. Much to learn from Brian, we all have. 

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

From fintech being perceived as a competitor to a bank, to acting as a collaborator, much has evolved in the past two decades. As we look forward, how do we anticipate the relationship evolving, especially with the likes of Apple making a formidable entrance into the ecosystem? And how should banks respond and adapt to the changing world? In this episode of One Vision, Theo chats with an old friend, Jim Marous, on the ups and downs of our beloved industry, and what we might expect next.

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.

At a time when financial institutions and fintechs are evolving from being competitors to partners, our relationship with financial services providers is changing as well — especially with larger (tech) brands playing a more prominent role in our day-to-day lives. How will this web of relationships redefine the future of financial services? What role will data and emerging technologies play? In this episode of One Vision, Theo chats with Kate Drew, Director of Research at CCG Catalyst, on the changing delivery landscape and the fusion of fintechs and banks. 

One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.

Hosted on Acast. See acast.com/privacy for more information.