Explore the future of investing with Harry Temkin, Chief Digital Officer from DriveWealth. Temkin discusses DriveWealth's pioneering role in embedded investing, making stock market access seamless through APIs and cloud-based technology. He delves into the importance of fractional trading, the push for 24-hour equity trading, and how DriveWealth is empowering global investors and digital wallets. Plus, hear his insights on the role of AI in brokerage and the democratization of wealth building.

3:53: DriveWealth's role in embedded investing and its impact on accessibility. 7:29: How DriveWealth is changing the investing experience. 13:17: DriveWealth's vision for the future of brokerage and global market access.

Dive into the evolving world of credit cards with Michael Spelfogel, co-founder and president of Cardless. Spelfogel discusses how Cardless is revolutionizing the co-branded card space by enabling brands to launch and scale credit card programs at unprecedented speeds. He also shares insights on the impact of AI on customer experience and underwriting, the growing trend of buy now, pay later, and the future of credit in an increasingly digital economy. Plus, hear about his unique approach to competitive analysis: owning 300 credit cards.

1:44: Cardless's unique approach to credit card platforms.

3:49: The origin story of Cardless and its data-driven approach.

12:30: The intersection of credit cards and buy now, pay later trends.

 

Explore the intersection of travel and fintech with Kelly Soderlund, Head of Corporate Communications at Navan. Soderlund discusses Navan's evolution from TripActions, its innovative approach to corporate travel and expense management, and how they're streamlining the process for both businesses and travelers. She also delves into the impact of AI on their platform, the resurgence of business travel post-pandemic, and key trends shaping the future of corporate travel, including the rise of blended travel and the importance of employee rewards.

3:48: How Navan turned travel pain points into fintech innovation. 6:11: The resurgence of business travel post-pandemic. 16:23: Navan's use of AI and machine learning.

Join Pete Tiliakos as he sits down with John Mitchell, co-founder and CEO of Episode Six (E6), at Money20/20. Mitchell shares his unique perspective on the evolution of FinTech, having attended every Money20/20 event since its inception. They discuss the persistent challenges in the financial sector, E6's innovative approach to global payment infrastructure, and the impact of emerging technologies like AI. Mitchell also delves into the complexities of finding top FinTech talent and E6’s ambitious plans for global expansion in 2025.

1:15: The evolution of FinTech and persistent industry challenges.

3:26: Episode Six's mission and innovative payment infrastructure.

11:00: Key trends for 2025: compliance and AI.

 

Dive into the world of financial marketing with Ashley Jones, head of Financial Narrative. With compelling insights, Jones reveals how financial marketers balance strict regulations with effective brand storytelling in a competitive landscape. She emphasizes the power of community collaboration among industry leaders, sharing how her organization creates spaces for knowledge exchange and professional growth. Jones also offers forward-thinking perspectives on AI's impact and the authentic integration of social purpose in financial marketing strategies.

3:35: Challenges of marketing in the financial space.

5:00: The difficulties of building a new forum.

12:23: Future trends and the impact of AI.

What if your loyalty rewards weren't just points, but access to unforgettable experiences? This episode, hosted by Pete Tiliakos, explores how loyalty programs are evolving beyond traditional rewards toward premium, experiential offerings like exclusive entertainment and celebrity encounters. Lin Dai, Co-Founder and CEO of Superlogic, reveals how AI technology is personalizing these experiences, creating stronger emotional connections that significantly increase value for both consumers and businesses. Lin also discusses how these same engagement strategies are being adapted for employee programs, potentially opening the next frontier in workplace loyalty. 2:08: Pete and Lin dive into why loyalty programs are moving away from practical rewards toward exciting experiences. 3:52: Lin breaks down how Superlogic makes it easy for companies to offer those hard-to-get experiences in their loyalty programs without all the usual headaches. 11:20: The conversation turns to how AI is creating personalized loyalty experiences, helping members cut through the noise to find rewards they'll love.

In this exciting episode, Pete Tiliakos welcomes Bryan Bergin from TD Cowen for a live conversation from Money20/20 exploring the fascinating intersection of human capital management and financial technology. Bryan shares expert analysis on how AI is transforming finance, helping listeners distinguish between meaningful innovation and clever marketing. They examine how upcoming open banking regulations like Rule 1033 could revolutionize data sharing, potentially creating new opportunities for both consumers and businesses. The discussion offers valuable perspectives on FinTech and HR Tech's evolving landscape, including consolidation trends and what's ahead for the IPO market. 4:50: Pete and Bryan explore how FinTech and HR worlds are colliding, particularly in areas like on-demand pay and seamless payroll solutions that are changing how people access their earnings. 10:10: Bryan cuts through the AI hype, sharing what's actually working in FinTech today and where the real opportunities lie for transformative innovation in the financial sector. 14:06: The conversation turns to the current state of IPOs, with Bryan breaking down the key factors companies weigh when deciding whether—and when—to take the public plunge.

Join Pete Tiliakos and Gabriel Grisham, PayQuicker's Senior VP of Global Sales, as they explore fintech's evolving landscape from cryptocurrency fluctuations to AI's growing impact. Gabriel shares insights from PayQuicker's 15-year history creating innovative global payment solutions, especially for direct sales. Their conversation covers compliance challenges, rising demand for instant wage access, and the future of cross-border transactions in today's rapidly changing financial world.

1:00: Pete and Gabriel dive into fintech's rollercoaster journey, exploring crypto's dramatic ups and downs and what these fluctuations mean for the broader financial ecosystem.

3:25: Gabriel takes listeners behind the scenes of PayQuicker's 15-year evolution, revealing how they've pioneered instant payment solutions that have transformed the direct sales industry.

10:21: The conversation shifts to how American companies are fundamentally rethinking their approach to global payments and currency exchange.

 

Alex Jimenez from Backbase discusses the evolving landscape of digital banking, highlighting the growing demand for personalized and seamless user experiences across all banking sectors. He emphasizes the importance of innovation and flexibility in banking technology, especially in wealth management and commercial banking. Jimenez also delves into the strategic moves by credit unions, their increasing agility, and their focus on digital growth. He touches on the potential of AI in providing contextual financial advice, and the challenges and opportunities banks face in adopting new technologies to meet changing consumer expectations.

3:25: Key trends in banking and the growing demand for digital experiences in various banking sectors.

4:10: The excitement around wealth management and the transfer of wealth between generations.

10:21: The threat of technology to traditional banking systems and the importance of innovation.

 

From Money 20/20 in Las Vegas, we bring you a conversation with Trevor Marshall, CTO of Current. Trevor discusses the evolution of FinTech, highlighting increasing collaboration between FinTechs and established institutions. He shares Current's unique approach to innovation, building their own core and licensing technology to banks. We delve into the potential of open banking and AI, exploring their opportunities and challenges. 

• 3:27 An overview of Current and its innovative approach to financial services.
• 6:45 Trevor shares his perspective on open banking and its potential to democratize access to financial data.
• 8:20 Discussion on the role of AI in financial services, including Current's use of AI for customer service and risk management.