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.

Cybersecurity expert Mary Ann Miller joins host Pete Tiliakos at Money20/20 to discuss the alarming rise of cybercrime and its impact on businesses and individuals. Miller highlights the astronomical levels of data exposure and the increasing sophistication of cyberattacks, including the use of AI. She emphasizes the urgent need for companies to modernize their approach to identity verification and fraud prevention, while also addressing the growing skills gap in the cybersecurity field.  Looking to the future, Miller offers a glimpse into Prove's innovative solutions for enhanced authentication.

 

3:40 - Prove's solutions for combating cyber threats

9:02 - The role of AI in cybercrime and fraud prevention

12:31 - Prove's focus and future plans for 2025

 

Join host Pete Tiliakos as he sits down with Elena Casal, who's leading the charge as Chief Client Officer at The Clearing House. They dive into a fascinating conversation about how we'll be paying for things in the future and what's happening in the world of payments right now. Elena shares her passion for something we can all relate to – making sure people have access to their money exactly when they need it, not a minute later. She opens up about the game-changing potential of real-time payments and why it's crucial for businesses to get on board with this technology that's transforming how money moves in our daily lives.

 

1:30 - Trends in the payments industry, including the importance of real-time payments.

4:30 - The Clearing House's role in the payments ecosystem and the future of real-time payments.

10:30 - The CFPB's ruling on earned wage access and The Clearing House's roadmap for the future.

 

Ever wondered how money moves in our digital world? Join host Pete Tiliakos for a chat with Sarah Billings, head of global payments at PNC Bank as she breaks down "payment rails" - the highways that keep money flowing for businesses big and small. Plus, see how PNC is using smart technology to move money faster and easier than ever before. From getting employees early access to their pay, to speeding up insurance claims, to sending money across borders, Sarah shows us how PNC is building a simpler future for payments.

4:44: Earned wage access and how it addresses the needs of today's workforce. 13:09: The future of payments: instant transactions, digital experiences. 14:32: PNC's innovative services: Intelligent Routing and E-Payments.

Dive deep into the world of embedded payroll and discover how Check is revolutionizing the way small and medium-sized businesses manage their payroll. Learn about the challenges of traditional payroll systems and how Check's innovative platform simplifies the process, allowing businesses to focus on what matters most - growth. Explore the power of all-in-one solutions, the future of embedded finance, and the exciting advancements in AI that are transforming the payroll landscape. Tune in to uncover how Check is making payroll seamless and empowering businesses to thrive.

6:13 - Explanation of embedded payroll and how it works. 11:06 - Check's recent growth and impact on the industry. 13:14 - A glimpse into Check's roadmap for 2025, including innovations in payments and AI.