ESG stands for Environmental, Social, and Governance. Investors are increasingly applying these non-financial factors as part of their analysis process to identify material risks and growth opportunities. We sit down with Rohith Thatchan, an Investment A.I. Product Manager at Bambu, who has developed an award-nominated ESG integration called Sustainability Insights that helps financial institutions integrate Environmental, social, and corporate governance (ESG) into their investment decision-making process using explainable AI models.

He gives us the rundown on ESG currently, including what the major dilemmas are, how his platform works, and what are the biggest changes we need to see in the industry. 

Welcome to our 2021 Season of WealthTech Unwrapped! 

This is our last episode.... of 2020! And it only seemed appropriate to have some of the most important people in our company be today's guests. You'll hear from various Bambu team members, or "Bambuions" as we like to call ourselves, sharing what they've learned this year, what are some of the highlights they've experienced, and what they're looking forward to in 2021. 
Finally, Dani and Ned, wrap up the season with a round of rapid-fire questions. 

We'll be back in January 2021 with more guests, fintech questions, and the usual banter. 

When it comes to finance, many women are critically overlooked and underbanked. But if women entrepreneurs received an equal level of support, the global economy could experience up to a $5 trillion boost. This week we're joined by Debbie Watkins, Founder and CEO of Lucy, an app that helps to bridge the financial divide - putting money back into the hands of women. 

She shares how a year of backpacking and volunteering led her to realize that there was so much that could be done to improve access to finance for women and small businesses, so decided to launch Lucy. We learn about the meaning behind the name, the challenges female entrepreneurs face, and what companies should do to be more inclusive. 

Lucy will be launching in 2021! Check out their website for more details: https://welucy.com/

A special audio story adaptation of "Seeds of Infinity" (Part Two of Two). This story is about how Brian discovers the 8th wonder of the world - compound interest, and how he stopped worrying. It is part tribute to the last 4 years at Bambu, part fantasy fiction. The play follows the life story at various milestones of Brian’s life.

Voiced by our very own guests, Ned and Dani, as well as other Bambu employees including Michael Larsen, Aki Ranin, and Lydia Lim. 

Original Publication: https://bambu.co/seeds-of-infinity

A special audio story adaptation of "Seeds of Infinity" (Part One of Two). This story is about how Brian discovers the 8th wonder of the world - compound interest, and how he stopped worrying. It is part tribute to the last 4 years at Bambu, part fantasy fiction. The play follows the life story at various milestones of Brian’s life.

Voiced by our very own guests, Ned and Dani, as well as other Bambu employees including Michael Larsen, Aki Ranin, and Lydia Lim. 

Original Publication: https://bambu.co/seeds-of-infinity

People are not rational. Especially when it comes to money. So, how can behavioral science help banks offer more relevant financial services?

Olivier Berthier, Founder and CEO of Moneythor, joins us this week to discuss the irrationality behind money and how personalization is key for digital wealth services. He tells us about the behavioral science techniques that Moneythor is using to enhance digital banking services, with a prime focus on the generation of data-driven personalized and contextual recommendations for customers. He also shares his experience in the industry, both from a corporate and startup perspective.

At the end, we find out what Olivier misses most from France!

Who is an investor? This can be a hard question to answer in an overly complicated industry.
This week we're joined by Tricia Rothschild, president of Apex Clearing. The conversation starts out with Tricia sharing about her experience in the industry, particularly at Morningstar where she worked for 26 years prior to joining Apex. 

Tricia's goal is to help people gain confidence in their financial lives, so we discuss why it's so important to have diverse participation in the conversation around investing. She argues that the emotions of money are key and that it impacts everybody, so we need to demystify the relationship to money in order for the industry to grow. She also points out that ESG can be a big draw, which naturally delights Dani who is passionate about sustainability. 

Singlife's vision is to unlock the potential of money for everyone. Today we're joined by Walter de Oude, Founder and Group CEO of Singlife a Singaporean insurance company. Walter shares how he got started with insurtech and the journey SingLife has had so far, including the recent merger with Aviva. He also gives some great advice for entrepreneurs looking to innovate in the fintech industry. "Go big or go home" is his motto and it sure seems like he's going big! 

Stay tuned 'till the end where Ned shares some exciting Bambu news! 

Did you know that many fintech startups are tracking staff turnover rates up to 20% p.a.?! That's higher than global banks and major tech firms! We were shocked to find this out so we brought on consulting strategist, Benjamin Quinlan to unwrap this mystery. Not only is Ben the Founder and CEO of Quinlan & Associates, but he's also a stand-up comedian. He brings his unique perspective and expertise to this week's episode where we discuss some possible causes for this high turnover and how to avoid it. 

At the end of the episode, find out which running competition Ned just participated in and what Dani got to drive this past weekend! 

Ever wonder where the name Bambu came from? In this week's bite-sized episode, we tell you the backstory of our company. Ned shares the struggle of picking a name, the hardest decision he's had to make, and the most memorable moments he's experienced as a co-founder. Tune in to get an inside scoop of what running a fintech company is like.

We also give you a sneak peek of our upcoming guests, so stick around!