The Source by DailyPay

What if your payroll department could save your company millions, prevent fraud, and optimize scheduling across 15,000 locations? This isn't a hypothetical. Join us as Monica Miller, Senior Vice President of Payroll Workforce Strategy for Compass, shares how she's revolutionized payroll from a transactional function into a strategic powerhouse, powered by cutting-edge data and AI.

2:22 - The strategic shift from basic payroll to leveraging data for significant cost savings.

3:51 - How "smart labor" is powered by RPA and a team of data scientists to achieve millions in annual savings.

8:15 - Exploring AI applications in payroll, including detecting ghost employees and optimizing scheduling.

Join us as Myrna Lane Hippolite, founder of Empowerment Financial Wellness, shares her inspiring journey from her roots in Haiti to becoming a finance expert. She reveals why financial education matters for everyone and how employers can support their team's financial wellbeing. You'll hear practical wealth-building tips and advice for young professionals just starting out. Tune in for simple strategies to achieve financial security.

2:55: The discussion shifts to the democratization of financial advice and how it's becoming more accessible to everyone.

6:26: Myrna discusses how the younger generation approaches finances and the tools that can help them.

12:27: Advice for young professionals on getting started with saving and investing.

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.