What events will look like in 2023 with OpenExchange

What events will look like in 2023 with OpenExchange

Six months after an informative interview on the state of fintech events, OpenExchange CEO Mark Loehr sat down once more with The Financial Revolutionist to decipher event trends in 2022, outline the limits of "revenge travel," and explain what the next year has in store for event schedules and budgets.

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The state of private markets in 2023 with InvestX

The state of private markets in 2023 with InvestX

According to Marcus New, InvestX’s Founder and CEO, InvestX was founded because of a burgeoning private market, which compelled venture-backed private companies to stay private longer than they did previously.

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Selling alternative telematics with Driver Technologies

Selling alternative telematics with Driver Technologies

According to Rashid Galadanci, Driver’s CEO and Co-Founder, the company fills a needed niche between competing forces. On the one hand are insurance companies, which have invested heavily in telematics as a way to mitigate risks, reduce costs, and gather data on consumers.

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The future of fintech: 2023 and beyond

The future of fintech: 2023 and beyond

Chris Fraenza is the Senior Vice President of Sales and Partnerships at SavvyMoney, and is responsible for leading the company’s growth while maximizing success across all customers and strategic partners.

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What 2022 meant for fintech operations

What 2022 meant for fintech operations

Major changes over the past year have inexorably shaped the fintech landscape—but few departments have been as affected as operations teams, which have had to react to developments and refract those new realities through hiring and strategy decisions. 

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Building compliance into strategic assets with Visual Lease

Building compliance into strategic assets with Visual Lease

According to Robert Michlewicz, CEO of Visual Lease, proprietary survey data suggests 99% of senior finance and accounting professionals at sampled private companies fear misreporting company lease information.

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Embedded finance as resilient revenue with Galileo

Embedded finance as resilient revenue with Galileo

According to Seth McGuire, Galileo’s CRO, the push into embedded finance is the result of growing digitization as well as a recognized need for more revenue streams. Perhaps counterintuitively, McGuire said, many businesses have looked to launch embedded finance platforms in the face of headwinds. 

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Three patterns affecting fintech investment in 2022 with Drake Star

Three patterns affecting fintech investment in 2022 with Drake Star

In an interview with The Financial Revolutionist, Drake Star Partner Sam Levy outlined three major themes that defined fintech in 2022, and their effects on investor appetite and sentiment.

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Building long-term financial trust with Propel

Building long-term financial trust with Propel

In an interview with The Financial Revolutionist, Propel CEO and Founder Jimmy Chen explains Propel’s original mission, delineates its expanded scope, and highlights the role of trust in its growing success.

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Engagement through life insurance with YuLife

Engagement through life insurance with YuLife

In an interview with The Financial Revolutionist, YuLife CEO and Founder Sammy Rubin explains YuLife’s founding mission, elaborates on the company’s gamification strategy, and dives into YuLife’s launch in the US.

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A pitch for alternative investments with Alto

A pitch for alternative investments with Alto

Alto’s mission is to unlock access to alternatives for all. The purpose is to improve the lives of millions—hopefully tens of millions—of people by providing a path to financial self-sustainability and independence.

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Insurance sales and the debate over agents

Insurance sales and the debate over agents

At the dawn of the insurtech age, up-and-coming players saw direct-to-consumer (DTC) channels as not just the way of the future, but the only way of the future.

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Solving for advisor needs with Modern Life

Solving for advisor needs with Modern Life

To Michael Konialian, Modern Life’s Co-Founder and CEO, the company’s mission doubles down on the need to empower the advisors who distribute life insurance every year, not cut them out.

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Incubating inclusion with FinTech Sandbox

Incubating inclusion with FinTech Sandbox

In an interview with The Financial Revolutionist, Kelly Fryer, Executive Director of FinTech Sandbox, describes the nonprofit’s goals, proposes a definition for financial inclusion, and outlines three trends in sustainable and inclusive finance.

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Closing financial gaps through content with MoneyLion

Closing financial gaps through content with MoneyLion

In an interview with The Financial Revolutionist, Cynthia Kleinbaum, MoneyLion’s Chief Customer Officer, describes the launch of MoneyLion University, an inclusion-focused education program teaching financial literacy to MoneyLion’s users.

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