https://www.youtube.com/watch?v=VeT11EbSYOQ

Financial Technology and Types | Matthew p Schulman

Throughout 2022, the FinTech sector was told to brace for the chill of a prolonged funding winter. The question that lingers is: Are Indian fintech founders feeling the freeze or are VCs keeping them warm? In this installment of FintechX, Sathvik Vishwanath, CEO & Co-founder, Unocoin, and Shruti Jain, CSO at Arihant Capital, speak to Anurag Jain, co-founder, KredX about factors like investor sentiment, market opportunities, and regulatory advancements that impact funding.

Understanding The Fintech Funding Winter: Fear Mongering Vs Facts

In the rapidly evolving world of fintech, building and maintaining consumer trust is paramount for the industry's continued growth and success. Fintech companies are leveraging cutting-edge technologies to revolutionize financial services, providing convenience and personalized experiences to consumers. Join us in this episode of FintechX as we unravel the Data Privacy Paradox, examining the delicate balance between data collection for personalized services and safeguarding consumer privacy. Hear from the industry experts,  Siddarth Agarwal, Founder &  Managing Director of Mobicule Technologies And Nageen Kommu, Founder & CEO of Digitap.AI as they shed light on the significance of transparent data practices in gaining and retaining consumer trust.

Data Fortified: Building Consumer Trust in the Fintech Frontier

Explore the transformative potential of robo-advisors and virtual assistants in shaping the future of financial decision-making. Join us in this episode of FintechX where we delve into the role of artificial intelligence, automation, and virtual support in the financial industry. Hear from the industry experts, Aniruddha Bose, Chief Business Officer at FinEdge AND Edul Patel, CEO and Co-Founder of Mudrex, as they discuss how these technologies are poised to revolutionize how we manage our finances and make informed investment choices. Join us as we navigate the evolving landscape of finance and consider the impact of these digital innovations on our financial futures.

Navigating The Future Will Robo - Advisors And Virtual Assistants Truly Drive Financial Decisions

Real estate investment has historically not been the most innovative space when it comes to using new technologies. But Cadre is aiming to change that. The firm uses predictive models and workflow tools to change the investment experience. It also aims to provide access to real estate investment opportunities previously unavailable to some investors. 

In this episode, David Bodamer speaks with Ryan Williams, founder and CEO of Cadre, about the company’s goal to transform real estate investment and increase access through the use of technology. Williams also discusses his goal in using real estate investment to create economic opportunities in underserved communities.

Ryan discusses:

- How Cadre’s platform works and what types of investors it works with
- Cadre’s three-pillar strategy for creating economic opportunities in underserved communities
- Why and how Cadre is involved in opportunity zone investments
- Cadre’s plans for growing its investor base
- And more

Connect With Ryan Williams:

LinkedIn: Ryan Williams: https://www.linkedin.com/in/ryanawilliams1/
Cadre: https://cadre.com/ 
Twitter: Ryan Williams: https://twitter.com/RyanAWms  

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/
WMRE: Real Estate News: https://www.wealthmanagement.com/real-estate
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/

About Our Guest:

Ryan Williams is the Founder and CEO of Cadre, a leading real estate technology platform that democratizes access to high-quality commercial real estate opportunities for individual and institutional investors. With ten years of experience in the industry, Ryan has a deep passion for leveraging data, technology, and innovation to transform the way people invest in real estate.

Under Ryan's leadership, Cadre has achieved remarkable growth, scale, and impact. Cadre has closed over $5 billion in real estate transactions, generated a net annualized return of over 25% for its investors, and developed the industry's first secondary marketplace for real estate investments. Cadre has also expanded its investor base to more than 50,000 accounts, and launched several new investment products and initiatives, including a fund focused on driving greater diversity and inclusion of operators in Cadre's ecosystem program. Ryan's mission is to empower more people to build wealth through real estate, and to make the asset class more transparent, efficient, and liquid.

WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams

Reed Switzer is an entrepreneur and rising product leader in the financial technology space. He left the Wharton School of Business to build Hopscotch, a B2B payments platform focused on helping small businesses succeed. Prior to Hopscotch, Reed served as Director of Operations at a music streaming startup led by the former CFO of Combs Enterprises. 
This role helped hone his marketing, product, and operational skills; it also added to his firsthand experience managing vendor relationships and helped him to see critical gaps in the B2B payments market.

The Digital Agency Show

E329:  How to Manage Your Payment System – With Reed Switzer

Unlock the future of banking with AI! Tune in to our latest podcast to explore the top 5 AI impacts, from fraud detection to automated processes. Stay updated with Osiz Technologies for innovative AI solutions!

🔗To know more: https://rb.gy/2hta5j

Top 5 Impact Of AI In Banking

In the FinanceTier Podcast episode hosted by Piotr, the significant impact of Artificial Intelligence (AI) on the accounting and bookkeeping industry was discussed. The show highlighted how AI is automating repetitive tasks such as data entry, invoice matching, and tax preparation, significantly reducing processing times and human errors. It explained the role of AI in providing real-time financial insights, predictive analytics for future trends, and in fraud detection. The episode noted that despite the technological advancements, the human element in the field remains irreplaceable. The advantages of AI were presented in the context of being tools that aid accountants and bookkeepers rather than replacing them.

Episode 4: How AI is Revolutionizing Accounting and Bookkeeping

What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire?

In this episode of the WealthStack Podcast, host Shannon Rosic is joined by Jeff Coyle, founder and CEO of Libretto, a platform built to help advisors deliver holistic, personalized wealth strategies. Drawing on decades of experience serving ultra-high-net-worth clients, Jeff shares how Libretto takes institutional-grade planning concepts, like liability-driven investing, and makes them accessible, intuitive, and actionable for all investors.

Shannon and Jeff discuss:

- Why traditional risk tolerance tools often miss the mark—and what to use instead
- The role of LDI in hedging real-life client needs—not just targeting returns
- How Libretto empowers clients to move from a scarcity mindset to one of abundance
- Why personalization (not simulation) is the future of financial planning

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect With Jeff Coyle:
 
Libretto: https://www.libretto.io/ 
LinkedIn: Libretto: https://bit.ly/3SxpgOH 
LinkedIn: Jeff Coyle: https://www.linkedin.com/in/jeffcoylelibretto/ 

About Our Guest:

Jeff Coyle is the founder and CEO of Libretto, a powerful advice platform unifying planning, total wealth portfolios, and risk management for RIAs and family offices, offering an alternative to the risk tolerance and Monte Carlo ecosystem.
A former advisor, Jeff has 25+ years of experience managing UHNW clients and over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management. Over his career, Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust, and was Chief Strategy Officer at myCFO. In 2017, Jeff founded Libretto to streamline comprehensive advice delivery to private clients. He regularly speaks and shares his thought leadership at influential industry conferences and has been featured in prominent industry publications.

The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle

In this episode of the What the FinTech? podcast, host and FinTech Futures editor Paul Hindle is joined by Paul Noble, CEO of Chetwood Bank, to explore how the Wrexham-based bank has set about its product and tech innovation strategy as it looks to continue its growth trajectory, having reached the milestone of £4 billion in total customer savings deposits this year.

What the FinTech? | S.6 Episode 16 | “No nonsense” digital banking with Chetwood Bank CEO Paul Noble

Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with James Cantwell, founder of WealthTech Select, to unpack why advisors struggle to make confident tech and growth decisions—and what it takes to move past the noise. James has spent nearly three decades across wealth management, asset management and technology, and he’s now building RIA Ascent to help firms find the clarity and direction they’ve been missing.

Shannon and James also discuss:

- Why decision paralysis is so common in advisor tech and strategy
- The Cheesecake Factory effect: too many choices, not enough clarity
- How benchmarking and data can serve as a compass for firm growth
- Why most tech dissatisfaction stems from poor implementation—not the tools
- The industry’s need for better connections between RIAs, vendors and consultants

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with James Cantwell:
 
LinkedIn: James Cantwell - https://www.linkedin.com/in/jamescantwell/ 
Website: WealthTech Select - https://www.wealthtechselect.com/ 
Website: RIA Ascent - http://riaascent.com 

About Our Guest:

Drawing from 25 years across investment management, banking, and WealthTech, James Cantwell brings a unique 360-degree perspective to digital transformation. His journey from GAMCO Asset Management and AST Trust (now Broadridge) to leading SS&C Advent's consulting practice revealed a critical insight: firms need a better way to evaluate and implement technology.

After guiding hundreds of RIAs and family offices through implementation challenges, he founded The Cantwell Advisory and WealthTech Select to revolutionize how firms assess and adopt wealth management solutions.

The WealthStack Podcast: Breaking Through Advisor Tech Paralysis with James Cantwell

The future of money is digital, and it’s already here.

In this episode of Techopia Live, we’re at TechTuesday exploring From Cash to Code: Finance at a Crossroads. Hosted by Riaz Sidi, this discussion dives into how digital currencies, stablecoins, and open banking are transforming the way money moves and how Canada’s financial system is adapting to this global fintech revolution.

Moderated by Joshua Seerattan, Senior Investment Analyst at Wesley Clover International, the panel features Alex Vronces (Useful Digressions) and Marie-Chantal Leduc (Tetra Trust Company). Together, they share insights on fintech innovation, digital assets, and the future of banking, from regulation and infrastructure to business adoption and investment opportunities.

The episode also includes additional interviews with attendees and community members, including Laura Walsh (Techstars), Dominic Scaletta (Myticas Consulting), and Thusha Agampodi (Fullscript).

Whether you’re a founder, investor, or policymaker, this conversation reveals what’s at stake as Canada navigates the shift from traditional finance to digital financial ecosystems and how Ottawa is helping drive the next wave of fintech innovation.

For more on Ottawa’s tech and innovation scene, visit https://obj.ca/techopia.

Subscribe to Techopia’s weekly newsletter here: https://obj121.activehosted.com/f/5

Techopia Live @ Tech Tuesday: From Cash to Code – The Future of Digital Finance | Episode 288

Matthew p Schulman-He works as VP of finance for a company called the Vets.
Matthew p Schulman bond trader is a recognized financial expert. He is too talented to build a business. He provides information about finance. He works as VP of finance for the company.

Hi, this is Clara athena a business analyst at Osiz.

At FinanceTier, we believe finding a trusted financial professional should be easy, fast, and reliable. We bring together the top financial experts from your area, ensuring you have access to the skills and expertise you need to manage and grow your business. Whether you need help with taxes, bookkeeping, financial planning, or payroll services, we’ve got you covered.

Helping digital agency owners transform their business mindset so they can increase prices, work less, and grow profits.

A weekly podcast where host Brent Weaver chats with today's most successful entrepreneurs running digital agency businesses in the web design, web development, and digital marketing industry.
  
Brent also chats with high-profile entrepreneurs and other smart people that can help listeners grow their digital agency.

Each interview deep dives into the emotional details of going on the entrepreneur's journey toward success. Each guest shares behind the scene moments of lessons learned and lives changed.

All episodes comes guaranteed with a gold nugget insight, book recommendation, resource link and productivity hack.

The KredX Podcast discusses trends, topics & ideas reshaping financial services in India & Asia. It features founders, investors, experts & students with their own unique thought processes and provides viewers with unique insights

FinTech Futures was founded as Banking Technology Magazine in the 1980s.

Today you can find worldwide fintech news, intelligence & analysis at https://fintechfutures.com.

The Ottawa Business Journal is the leading source of business news and information Canada's national capital region. CEOs and business leaders turn to OBJ for the business news they can't find anywhere else – unique and relevant content tailored to business managers, owners, professionals and executives.

With a number of media platforms available to reach our audience, Ottawa Business Journal has something for every advertiser. OBJ's scope includes its monthly newsmagazine, the largest business news website in Ottawa, OBJToday daily e-newsletter, active social media channels, a YouTube channel with hundreds of videos, multimedia industry projects and some of Ottawa's premier business events.

New tracks tagged #FinancialTechnology