The FS Podcast

Today we're joined by Paul Harvey, founder and CEO of Adiona. Adiona is a revolutionary new motor insurance brand that’s fair, transparent and customer-centric. A proud British startup, Adiona aims to take the global lead by delivering simplicity, savings and great customer experience through AI and real-time data. They’re taking traditional liability models and adding mobile data on top of driving data to deliver a truly personal policy to every driver.

SAVVYY is a Toronto based business changing the face of lending with its end-to-end, digital lending platform. SAVVYY helps lenders underwrite and service loans intelligently and efficiently. They use data, data-intelligence, and user experience design to reduce loan processing costs, improve the customer journey and increase employee & customer satisfaction.

In this episode, Salim discusses the exciting growth they've encountered in the last two years, his predictions for 2022 and how he's been able to combat the war for talent. 

Jamie Ramirez, CEO and Founder of Preventor shares his views on digital onboarding. 

Martin Nymark, CEO of Exact Invest and Terry Boyland, CEO at CPQi, the leading provider of digital transformation for financial institutions in the Americas, discuss the rise of micro-investing, its value and how financial institutions can bring their users closer to their futures

Today, we’re joined by Paul, the Chief Sales Officer at CPQi, Sasha, senior North America recruiter at CPQi and Nancy Phillips, Vice President of Trade, Investment and International Partnerships of the Halifax Partnership. CPQi are the leading provider of digital transformation for the financial markets and the Halifax Partnership is Halifax’s economic development organization. In this podcast, we'll hear a bit about the history of Halifax and why it's a great place to operate from as a financial institution or FinTech. 

Hear from CPQi CEO and Global Financial Controller how you can start, build and manage finances as a FinTech or Financial Institution in today's climate. From personal budgeting to finding investors, Terry and Cristina have provided some great advice for both new business owners and global CFOs. 

It has been truly heart warming to see how companies have cared for  their staff, how medical teams have expended themselves to the limit and  how so many have given their time and resources to mitigate whatever  they can in this crisis.

Further protection is needed and alongside the medical work we now  need to re-enable the economy. Financial Markets are an essential  service in times of distress and provide the backbone of economic  stability.

We must ensure that operational risk and product availability are  managed effectively in what is now a permanently changed world. The 4 pillars to achieving this are outlined in this podcast.