FICO® Score Industry Insights covers the intricacies, evolution, and developments across credit scoring, lending, economic inclusion, financial literacy and, as matters emerge in this fast-paced environment, a host of other relevant topics.
…
continue reading
The Digital Banking Podcast is powered by Tyfone. Tyfone is a dramastically better digital banking provider. Our appeal is unique, we collaborate closely with our customers and the banking ecosystem in an open approach coupled with a powerful user experience that helps “get things done”! On our podcast you will hear how digital banking plays a leading role for community minded financial institutions from the unique perspectives of our industry expert guests.
…
continue reading
IEA is bringing the conversation to you to demystify the Stock Market and other Investments so you can Profit. ALWAYS DO YOUR Research . No Matter what you hear or read on within the IEA ecosystem, you should ALWAYS do your research. NOTHING is GUARANTEED. Especially when it relates to Investing. We conduct our own research before making suggestions and you should ALWAYS conduct your own research before investing.
…
continue reading
In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
…
continue reading
Nonprofit, independent think and do tank for the consumer finance industry. Examining the future of credit unions, retail banking and cooperative finance.
…
continue reading
The Cash Flow Academy Show is your source for investing made simple. Host Andy Tanner is a renowned paper assets expert and successful business owner and investor known for his ability to teach key techniques for stock options investing. He is a coach to Rich Dad’s Stock Success System trainers and the Rich Dad Advisor for Paper Assets. As a highly sought-after educator, Andy has taught tens of thousands of investors and entrepreneurs worldwide. Students love Andy’s ability to make investing ...
…
continue reading
Embedded finance refers to the integration of financial services into non-financial business processes. The concept has been around for some time in digital consumer products. Many apps offer the ability to pay by credit card, on the spot lending, buy-now/pay-later (BNPL), and a variety of other features. Embedded finance, however, is making its way into the corporate ecosystem and is set to reshape the financial landscape completely. Join us on the front lines of this new direction in busin ...
…
continue reading
Join Innovate Finance where we chat to the brightest and best from across the FinTech Ecosystem.
…
continue reading
One Vision podcast, hosted by Theodora Lau, brings purposeful innovation to spotlight. It is where impact meets innovation. One Vision is a convergence of minds that dream of a more equitable, inclusive, and sustainable world for future generations galvanized by innovation. The latest season, FinTech Fuse, brought to you by the powerhouse trio, Theodora Lau, Barb MacLean, and Stephanie Foster, continues the tradition of telling stories that matter. We speak to startup founders, investors, in ...
…
continue reading
SANDHU VALUE INVESTING is a platform to learn about value investing, financial markets i.e. share or stock market. Also learn about stocks or companies fundamental and technical analysis. Our aim is to improve your financial knowledge and understanding domestic and global markets. www.Sandhuvalueinvesting.com Our Investing Books on Amazon https://www.amazon.com/s?i=stripbooks&rh=p_27%3AJitendra++Singh+Sandhu&s=relevancerank&text=Jitendra++Singh+Sandhu&ref=dp_byline_sr_book_1 Learn Save Inves ...
…
continue reading
Supporting a diverse journalism ecosystem through stories and trainings
…
continue reading
Welcome to "Mighty Finsights," the podcast where finance meets formidable insights and spirited storytelling. Hosted by fintech and financial services agency CSTMR, this show delves into the stories that shape the world of finance and fintech, brought to you straight from the minds of those who know it best—the innovators, the disruptors, and the trailblazers. Each episode of "Mighty Finsights" is a journey into the heart of financial innovation and personal achievement. We sit down with fin ...
…
continue reading
Every founder's journey is unique. At Propel, we strive to inspire current and budding entrepreneurs by unpacking important moments that our guests, founders just like you, have experienced in their entrepreneurial journey. In Founder Journeys with Propel, host Kathryn Lockhart, CEO of Propel, will talk with aspiring entrepreneurs about what led them to become founders and what kept them going when giving up seemed like the only choice. You’ll learn about their greatest failures so far, and ...
…
continue reading
Inspiring change through informed and inclusive innovation. On Access & Opportunity, host Carla Harris, Senior Client Advisor at Morgan Stanley, explores the lived experiences of the people who face systemic inequities and sits down with founders, investors, developers, activists, and educators who are building a more equitable future today.
…
continue reading
A podcast devoted to covering major trends that drive the Indonesian tech scene.
…
continue reading
Brief creates podcasts in World News, US News, Crypto, AI, Science and Tech. More topics COMING SOON. To subscribe visit www.briefs.news/podcasts. For more updates in your inbox each morning visit www.briefs.news.
…
continue reading
This is Startup Island TAIWAN Podcast, everything about Taiwan in cutting-edge technology, startup unicorns, and connections to the world. SUBSCRIBE NOW! 👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg Produced by Meet Global, Business Next Media *Special Thanks: Powered by Startup Island TAIWAN Directed by National Development Council Powered by Firstory Hosting
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Credit Card Ecosystem
45:28
45:28
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
45:28
Andy sits down with Dr. Sean Vanatta, author of "Plastic Capitalism: Banks, Credit Cards, and the End of Financial Control." They dive into the fascinating history of credit cards, exploring how they emerged from department store charge accounts in the 1920s and evolved into a ubiquitous part of the modern economy. Vanatta shares insights on Bank o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Government Spending, Taxation, and Education
1:01:48
1:01:48
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:01:48
Andy, Noah, and Corey discuss the potential implications of proposed tax policies targeting high net worth individuals, such as a tax on unrealized capital gains. The team analyzes how this could lead to forced liquidations and market volatility, as well as the broader impacts on the 401(k) retirement system and the economy. They emphasize the impo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Andy Goldberg, President & CEO, PCH Media – A Winning Strategy: Leveraging data-driven insights to evolve and thrive in a shifting landscape
26:27
26:27
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
26:27
Longevity in any business is something to celebrate, but when a media company can successfully evolve through several decades of seismic shifts, it's also a huge lesson in the art of pivoting. Today's guest has navigated through 41 years of change and his company has come through stronger than ever. We're sitting down with Andy Goldberg, CEO of PCH…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Interview with Clayton Mitchell: Navigating Fintech Regulatory Compliance
25:32
25:32
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
25:32
Interview with Clayton Mitchell: Navigating Fintech Regulatory Compliance Host - Rory Holland Interviewed - Clayton Mitchell This Episode Clayton Mitchell, from Crowe, a public accounting, consulting, and technology firm, chats with Rory about the role of accounting and consulting in the fintech industry. He explains how he got into the world of fi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Balancing human and AI in delivering meaningful solutions for credit union members
33:49
33:49
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:49
Traditional views on financial milestones and pathways to financial security are changing, and we need different solutions to address our changing needs at various stages of life. In this episode of One Vision — FinTech Fuse! Theo chat with April Clobes, President/CEO of MSU Federal Credit Union, on the impact of technology in the credit union indu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Which is better? Mutual Fund or ETF.
22:45
22:45
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:45
In this episode we are going to discuss about mutual funds and ETFs. Also know which is better? mutual fund or ETF. Also know about so many ETFs with their expense ratio, exit load, PE ratio, 1 Year return, 3-year return and 5 Year returns. We will discuss about ETFs to invest in large cap, midcap, small cap and theme basis sectors. We also discuss…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Fusion of Physical and Digital Banking: Insights with Donovan Forrai
1:09:24
1:09:24
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:09:24
In a recent episode of the Digital Banking Podcast, hosted by Josh DeTar, Donovan Forrai, Director of Sales at DBSI, shared insights on the evolving landscape of banking. Forrai emphasized the importance of small-town values and community engagement in financial services. Growing up in the Midwest, he learned early on the significance of losing as …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Larry Connor, Managing Partner, The Connor Group (Part 2 of 2) – Leaping Into the Unknown: The power of taking unconventional risks in business and beyond
21:07
21:07
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:07
Breaking away from the norm will always attract skepticism, especially from industry veterans. But these risks often lead to the most significant rewards. Our guest today has not only challenged the status quo in business but did so with fearless commitment and a willingness to be the newcomer in any field. In this episode, we're diving into part t…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Reminiscing about the future of fintech
33:43
33:43
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:43
Fall is kicking off with a big BANG, with a series of fintech conferences for us to connect with founders and funders. It is also the recruiting season for our friends at the ICBA ThinkTECH Accelerator and the Center for Accelerating Financial Equity (CAFE). In this new episode of One Vision — FinTech Fuse! Theo, Barb, and Stephanie reunite to remi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Understand How Interest Rate Cuts Will Effect Your Credit
27:40
27:40
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
27:40
In this episode, Brent and Leon discuss about Understanding How Interest Rate Cuts Will Effect Your CreditBrent Simpson & Leon Noble által
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Preparing for the Unexpected: The Armor Class
56:45
56:45
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
56:45
Andy, Noah, and Corey discuss market volatility, risk management strategies, and the importance of financial education and preparation for potential market downturns. The team introduces their "Armor Class" - a course on advanced risk management and opportunity readiness. They analyze the shift in consumer discretionary sectors, economic indicators…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Larry Connor, Managing Partner, The Connor Group (Part 1 of 2) – Daring to Be Different: Disrupting industries through radical strategies
23:00
23:00
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
23:00
Hiring top talent is a proven game plan for any business, but there’s untapped power in taking risks—especially on professionals with unconventional, strategic backgrounds that keep your company fresh and forward-thinking. Today’s guest is no stranger to risks of any kind. He took that leap with his company, and it's been thriving for over 30 years…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Interview with Matt Michaelis: Embedded Finance - The Power to Redefine Daily Life
18:59
18:59
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
18:59
Interview with Matt Michaelis: Embedded Finance - The Power to Redefine Daily Life Host - Rory Holland Interviewed - Matt Michaelis This Episode Matt Michaelis, Chairman and CEO at Emprise Bank, sits down with Rory to discuss the company's journey in the financial industry and their focus on embedded finance. In the family since 1965, Emprise conti…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The convergence between traditional finance and decentralized finance
24:31
24:31
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
24:31
Are you curious about the future of decentralized finance? Here’s a little secret: The future is already here, but the change is not equally distributed. In our back-to-back episode featuring women in web3, we chat with Rita Martins, author of the brand new book titled “Web3 in Financial Services”, on the past, present, and future of blockchain tec…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mac Thompson: The Human Side of Banking & Understanding Customer Needs
1:09:50
1:09:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:09:50
In a recent episode of the Digital Banking Podcast, host Josh DeTar interviewed Mac Thompson, the Founder and CEO of White Clay. Thompson shared his unique journey from a punk rock surfer kid to a leader in the banking industry, illustrating how his unconventional background shaped his innovative approach to financial services. He discussed the sig…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Unlocking the Secrets of Renaissance Technologies
22:45
22:45
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:45
In this episode, Gregory Zuckerman joins us to discuss his book, The Man Who Solved the Market, which chronicles the remarkable journey of Jim Simons. Simons, a mathematician turned investor, co-founded Renaissance Technologies and achieved an astonishing 66% annual return before fees with his Medallion Fund. Zuckerman sheds light on Simons' system…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Lyndon Park, Managing Partner, Global ESG Advisory & Shareholder Activism, ICR – Boardroom Balancing Act: Governance, ESG, and Shareholder Power
32:57
32:57
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
32:57
Navigating the intricate landscape of ESG and shareholder activism requires a deep understanding of both market dynamics and investor expectations. That's why expert guidance is indispensable for companies looking to build lasting value and trust with their stakeholders. Today we're sitting down with Lyndon Park, Head of ICR Governance Solutions. L…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The path to a more financially inclusive future
26:32
26:32
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
26:32
With five generations of customers using the banking system, whose needs are we truly serving and how can we best fill the gaps? In our first episode back from a short summer break, we welcome Cleve Mesidor, Executive Director of the Blockchain Foundation, a 501c3 nonprofit leading an industry-wide crypto education campaign. Credit unions and commu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Navigating Uncertain Markets: Insights from Seasoned Investors
45:03
45:03
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
45:03
In this episode of the Cash Flow Academy Podcast, host Andy Tanner is joined by experienced investors Noah Davidson and Corey Halliday to discuss the current state of the markets and the challenges facing investors. The group delves into the Federal Reserve's monetary policy decisions, the impact of consumer spending trends, and the importance of r…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Keri Findley, Founder, CEO of Tacora Capital – Structured Credit Secrets: How Tacora Capital carved out a unique approach to business growth (re-broadcast)
34:02
34:02
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
34:02
When you're a founder, you need creative ways to grow your business. Today's guest recognized that need, and built her company on it. We're sitting down with Keri Findley, Founder and CEO of Tacora Capital. Keri has two decades of experience in structured credit investing at leading firms, and as a private investor. She founded Tacora in 2022, secu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Interview with Cody Owens: Optimize Collections With a Loan Management System
22:51
22:51
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:51
Interview with Cody Owens: Optimize Collections With a Loan Management System Host - Rory Holland Interviewed - Cody Owens This Episode Rory speaks with Equabli CEO Cody Owens about his company’s end-to-end collections management platform. In a few words, Equabli helps banks and fintech lenders effectively manage collections and recovery of delinqu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Margarete Mucker: Pioneering Change in Digital Banking
1:40:28
1:40:28
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:40:28
In a 100th episode of the "Digital Banking Podcast," host Josh DeTar welcomed Margarete Mucker, a recently retired EVP of Operations from Star One Credit Union. DeTar and Mucker delved into her profound impact on the financial industry and shared personal stories highlighting her career and life decisions. Mucker's narrative began with her early ba…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Navigating Economic Uncertainty: Separating Shocks, Crises, and False Alarms
1:09:42
1:09:42
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:09:42
In this episode, Andy Tanner interviews Paul Schwartz, the author of "Shocks, Crises, and False Alarms: How to Assess True Economic Risk." They discuss the importance of embracing uncertainty in economics and investing, avoiding dogmatic thinking, and using an eclectic approach to understand the complexities of the financial landscape. Schwartz sha…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Chris Tomasso, CEO of First Watch Restaurants – Breaking Fast: A disruptive and innovative recipe for success in hospitality (re-broadcast)
30:01
30:01
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
30:01
As today's guest will tell us, breakfasts have recently overtaken Friday dinners as the number one dining out experience of choice. So in the always-competitive hospitality industry, restaurants that do those meals particularly well are in a fantastic position. Chris Tomasso definitely understands how to excel in this space. Chris is the CEO of Fir…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Market Pullbacks are a GREAT time to Invest
20:44
20:44
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
20:44
In this episode, Brent and Leon discuss Why Market Pullbacks are a GREAT time to InvestBrent Simpson & Leon Noble által
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 08 - Embedded finance partnerships, with Michael Galvin
22:18
22:18
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:18
Embedded in the Market is back with another episode. Host Frank Robledano chats with Michael Galvin, one of Toqio's co-founders. The two delve into the contemporary business ecosystem, review the players, and discuss who's doing what and why. Then they focus on embedded finance and Mike makes it abundantly clear just how critical partnerships are n…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The FHFA Announcement, Trended Data and Ten Reasons for FICO® Score 10 T
21:44
21:44
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:44
Guest Joe Zeibert (FICO Score, Vice President, Mortgage Products and Solutions) and Host Lance Braun (FICO Score, Marketing) discuss the FHFA’s validation and approval of FICO Score 10 T for use by Fannie Mae and Freddie Mac, the two government-sponsored enterprises (GSEs) that guarantee most of the mortgages in the US. In addition, they discuss ho…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Navigating Economic Uncertainty
45:43
45:43
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
45:43
In this episode Andy, Corey, and Noah discuss the potential for an impending market crash and economic downturn. They analyze the current market sentiment, the challenges facing the Federal Reserve, and the warning signs they're seeing in discretionary spending sectors. The conversation also covers strategies for preparing and responding to the nex…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Chris Schultz, CEO, VooDoo Doughnut – The Sweet Spot: Balancing expansion and identity for sustainable business growth
30:03
30:03
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
30:03
On the surface, successful growth in business might seem to be about rapid expansion. But that's not the right strategy for every business. Growth has to align with the business's principles, be at the right pace, and it can't endanger the brand's image and identity along the way. Today's guest has reset his growth strategy to reinforce and preserv…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Interview with Emily Cisek: Digital Legacy - Why SMBs Need a Succession Plan
21:14
21:14
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:14
Interview with Emily Cisek: Digital Legacy - Why SMBs Need a Succession Plan Host - Rory Holland Interviewed - Emily Cisek This Episode Emily Cisek, Co-Founder and CEO of The Postage, discusses her journey from a small town on the East Coast to starting her own fintech business in Texas. The Postage is a digital legacy and small business succession…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Charting a better world at the intersection of business and nonprofits
27:59
27:59
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
27:59
In this episode of One Vision, Theo chat with Alice Korngold, C-Suite and board advisor, speaker, and published author, on the value of collaboration between companies and nonprofits in finding innovative solutions to social challenges. Purpose and profits do and should co-exist; when we work together, we thrive — together. From hiring intentionall…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Caitlin Brama: Leading Credit Unions with Empathy
1:23:31
1:23:31
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:23:31
In the latest episode of the Digital Banking Podcast, host Josh DeTar interviewed Caitlin Brama, the CEO of Farm Credit Employees Federal Credit Union. Brama shared her unconventional journey to becoming a credit union CEO, highlighting her transition from a branch manager role and the challenges she faced along the way. Her story underscored the i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Rise of AI: Navigating the Opportunities and Risks
34:18
34:18
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
34:18
In this episode of the Cashflow Academy Podcast, host Andy Tanner and guests Noah Davidson and Corey Halliday discuss the rise of artificial intelligence (AI) and its potential impact on investing and the broader economy. The conversation covers a range of topics, including: The team's personal experiences with early internet and AI technologies, a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Doug Sanders, Chairman & CEO, Heritage Grocers Group – Market Roots: Embracing diversity and unique consumer needs to expand authentically
25:29
25:29
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
25:29
For industry dominators, success rarely hinges on a 'one-size-fits-all' approach. Instead, they master their market by focusing on specific demographics and creating tailored strategies unique to needs and preferences. Today's guest has used this method to craft customized solutions in his unique market. Today, we're sitting down with Doug Sanders,…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Unlock New Dimensions of Market Analysis
44:14
44:14
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
44:14
Discover how to recognize new dimensions of markets that allow you to make better trades.The Rich Dad Media Network által
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Digital transformation in the banking ecosystem and the next big opportunity
33:24
33:24
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:24
From acting as a silent back office partner to being an enabler of banking services and new business models, technology has transformed not only the partnership between the CIO, CTO, and lines of business, but also the customer experience. What is the next big opportunity when it comes to the future of banking? What role will technology such as art…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
S2EP21 The World's First AI Designer: Redefine Your Space with HOMEE.AI
14:13
14:13
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
14:13
How is AI redefining our living spaces? A Taiwan-based innovator, HOMEE.AI, is revolutionizing the global home furnishing industry with its cutting-edge AI technology. We are honored to have Kenny Du, the founder and CEO of HOMEE.AI, join us to share how this cloud-based solution simplifies the entire process of interior design and furniture select…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rob Skinner, Founding Partner & Co-CEO, IEQ Capital – Trust Funded: Building team culture to cultivate client connection and loyalty
24:21
24:21
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
24:21
In the world of wealth management, working with clients is a deeply personal endeavor that requires more than just financial expertise. By looking inward first, and prioritizing a strong team culture and personal and professional development, companies can cultivate a strong trust and connection with clients. Today's guest has made this approach th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Interview with Justin Fischer: Financial Crimes – Securing Banks and Credit Unions
28:40
28:40
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:40
Interview with Justin Fischer: Financial Crimes – Securing Banks and Credit Unions Host - Rory Holland Interviewed - Justin Fischer This Episode In this conversation, Justin Fischer, Co-Founder and CEO of RiskScout, highlights how his company provides financial crime software solutions for community banks and credit unions. He details how they aim …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The future of payments and expense reporting
15:35
15:35
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
15:35
Just as the pandemic has accelerated the acceptance of digital payments in retail for consumers, it has sped up similar changes in the financial operations of organizations, enabling improved compliance and spending controls while reducing complexities. In this episode of One Vision, Theo chats with Chris Juneau, SVP, Head of SAP Concur Product Mar…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why AI is the Holy Grail for Cloud Providers, Microsoft, Google Amazon and Oracle
13:46
13:46
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
13:46
Check out our digital resources for more IEA information and knowledge! Links below. Join our membership platform https://www.ieamembers.com Listen to our podcast while on the go https://ieapodcast.com/ Join our active Facebook group https://www.facebook.com/groups/InvestingEducationAcademy Follow us on Instagram https://www.instagram.com/investing…
…
continue reading