Our Guest: Grace Keith Rodriguez, CEO at Caliber Corporate Advisers.

What you’ll get out of this episode:

• Strategic Communications for Fintech: Grace explains how Caliber guides clients through pivotal moments like funding and M&A with a deep advisory approach—not just PR.
• Fintech Trends to Watch: Private markets, alternative assets, and lending innovation are heating up, along with new uses of AI.
• The Power of Authentic Narrative: Caliber emphasizes storytelling that is “told by” clients, not “for” them—anchoring real expertise, not hype.
• From Excel to Innovation: Many fintechs are still competing against Excel spreadsheets; Caliber’s clients are building tools to make data more accessible and actionable.
• Events, Ecosystems & “Fin and Juice”: With fintech gatherings back in full swing, Grace shares how curated events like “Fin and Juice” build deeper community ties.

To learn more about Caliber Corporate Advisers :
Website:  https://calibercorporate.com
LinkedIn:  https://www.linkedin.com/company/caliber-corporate-advisers/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/grace-keith-rodriguez/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: George Kailas, CEO at Prospero.ai.

What you’ll get out of this episode:

• George Kailas shares how early frustrations in finance led to the creation of Prospero.ai.
• Prospero simplifies complex institutional data into 10 easy-to-understand signals.
• Their most powerful tool, net option sentiment, alerts users to market moves before they happen.
• The app and newsletter are free, with alerts launching as their first paid product.
• Prospero is community-driven, offering ownership via crowdfunding on Republic.

To learn more about Prospero.ai:
Website: https://prospero.ai/
LinkedIn: https://www.linkedin.com/company/prospero-ai/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/georgekailas/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Jon Fry, CEO & Founder at Lendflow.

What you’ll get out of this episode:

• Jon Fry's journey from gaming and global entrepreneurship to launching Lendflow.
• Clear breakdown of embedded lending and its role in transforming customer experiences.
• How AI is eliminating inefficiencies and democratizing SMB access to credit.
• Why Lendflow chose marketplace tech over direct lending for long-term alignment.
• Use case of BHG Financial showcasing Lendflow’s automation power.

To learn more about Lendflow:
Website: https://www.lendflow.com/
LinkedIn: https://www.linkedin.com/company/lendflow/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/jonfrytx/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Scott Weller, CTO & Founder at EnFi.

What you’ll get out of this episode:

• EnFi leverages AI to streamline commercial credit processing and portfolio management.
• Institutions see deal processing times drop from weeks to days after onboarding.
• EnFi’s approach unlocks valuable data trapped in documents, enabling continuous risk assessment.
• The team blends rapid AI innovation with strict standards for security and reliability.
• Upcoming features allow lenders to automate workflows using natural language, reducing reliance on engineering.

To learn more about EnFi:
Website: http://www.enfi.ai
LinkedIn: https://www.linkedin.com/company/enfi-ai/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/sweller/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Danny Shader, Founder & CEO at PayNearMe.

What you’ll get out of this episode:

• Redefining Cost in Payments: Shader explains that the true cost of payment isn't just processing fees—it's missed payments and customer service inefficiencies.
• Payment Experience as Brand Identity: For many consumers, paying a bill is their main interaction with a service provider, making it a critical brand moment.
• Combatting Phishing and Friction: PayNearMe’s SmartLink and QR code solutions reduce fraud risks and customer confusion by eliminating the need for data entry.
• Universal Access and Modality Flexibility: By supporting diverse payment methods—Venmo, Apple Pay, ACH, even cash—PayNearMe ensures bills can be paid conveniently.
• Long-Term Savings Through Simplicity: A streamlined payment experience decreases call center traffic, reduces exceptions, and leads to perpetual cost savings.

To learn more about PayNearMe:
Website: https://home.paynearme.com
LinkedIn: https://www.linkedin.com/company/paynearme/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/dannyshader/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guests: Sarah Biller, Co-Founder at Mass Fintech Hub and Catherine Lynch, Head of Digital Experience and Human Centered Design at Citizens.

What you’ll get out of this episode:

• Banks and fintechs must embrace digital transformation to meet evolving customer needs.
• Successful partnerships require openness, collaboration, and respect for regulations.
• Generative AI and data-driven personalization offer powerful new tools.
• Accessibility and simplicity in digital banking are essential for all customer demographics.

To learn more about:
Mass Fintech Hub Website: https://massfintechhub.com/
Mass Fintech Hub LinkedIn: https://www.linkedin.com/company/mass-fintech-hub/
Citizens Website: https://www.citizensbank.com/homepage.aspx
Citizens LinkedIn: https://www.linkedin.com/company/citizens-bank/

Guests LinkedIn:
Sarah Biller: https://www.linkedin.com/in/sarahbiller/
Catherine Lynch https://www.linkedin.com/in/catherine-lynch-42678510/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Brandon Spear, CEO at TreviPay.

What you’ll get out of this episode:

• Brandon Spear shares TreviPay’s mission to simplify B2B trade credit and purchasing.
• The platform empowers merchants to offer payment terms without the burden of in-house credit management.
• TreviPay ensures global compliance with complex invoicing regulations across multiple jurisdictions.
• Purchase controls enhance buyer experience, improve compliance, and build stronger vendor relationships.
• The rise of e-commerce is driving businesses to internationalize, and TreviPay helps them scale seamlessly.

To learn more about TreviPay:
Website: http://www.trevipay.com
LinkedIn: https://www.linkedin.com/company/trevipay/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/brandon-spear-171a112/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Mike Butler, President & CEO at Grasshopper Bank.

What you’ll get out of this episode:

• Digital Innovation in Banking: Mike Butler discusses his transition from traditional banking to leading digital-first initiatives at Grasshopper Bank.
• Psychographics Over Demographics: Grasshopper targets “technophiles”—clients preferring digital experiences—rather than traditional market segments.
• Strategic Tech Partnerships: Cultural alignment, not just technology, is key in choosing partners for long-term impact.
• AI’s Transformative Role: Butler reflects on underestimating AI’s impact and how it will reshape credit, sales, and operations in banking.
• Future-Proofing with Data and People: Success hinges on smart talent, a forward-thinking mindset, and robust data strategy.

To learn more about Grasshopper Bank:
Website: https://www.grasshopper.bank
LinkedIn: https://www.linkedin.com/company/grasshopperbank/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/mike-butler-70027013/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Walter Ward III, CEO and Co-Founder at TiiCKER.

What you’ll get out of this episode:

• TiiCKER rewards shareholders: Public company investors get perks like discounts and products just for holding shares.
• Walter Ward III’s unique journey: From JPMorgan to BlackRock to TiiCKER CEO, Walter blends corporate experience with startup innovation.
• AI for effortless investing: TiiCKER’s new tool lets users verify stock ownership via a simple photo of a brokerage statement.
• Future of finance is social: Investing behavior is evolving with community, identity, and consumer-brand alignment at the center.
• Startup culture insights: Walter critiques traditional fundraising narratives, advocating for human-centered design and thoughtful prioritization.

To learn more about TiiCKER:
Website: https://www.tiicker.com/
LinkedIn: https://www.linkedin.com/company/tiicker/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/walterwardiii/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Ariel Tiger, CEO at EverC.

What you’ll get out of this episode:

• Ariel Tiger's transition from investor to CEO at EverC
• EverC's technology-first approach to fraud and compliance
• The global rise in scams and EverC's strategy to combat them
• How EverC plans to leverage AI for market expansion and innovation

To learn more about EverC:
Website: http://www.everc.com
LinkedIn: https://www.linkedin.com/company/everc/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/arieltiger/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Herman Man, Chief Product Officer at Bluevine.

What you’ll get out of this episode:

• All-in-One Banking Solution: Bluevine offers a digital-first platform tailored for small businesses with tools from checking to lending.
• Product Strategy Framework: Uses a percentage-based roadmap and a customized RICE framework for prioritizing features.
• Effortless Onboarding: Customers can open an account in minutes, with tools like QuickBooks integration and virtual cards.
• Tailored Growth Tools: Features like AP automation, fraud controls, and lending options support scalable operations.
• Forward-Looking Innovation: Bluevine is piloting a new product to enhance its role as the financial OS for small businesses.

To learn more about Bluevine:
Website: http://www.bluevine.com
LinkedIn: https://www.linkedin.com/company/bluevine/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/hermanjman/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Aron Alexander, CEO & Founder at Runa.

What you’ll get out of this episode:

• Legacy payment systems are outdated and not built for modern payout needs.
• Runa introduces programmable, real-time, and interoperable infrastructure for businesses.
• Loyalty is shifting from points to instant, relevant value.
• Flexible payout options build trust and deepen customer relationships.
• Cross-border payments face friction due to complexity and lack of contextual value.

To learn more about Runa:
Website: http://www.runa.io
LinkedIn: https://www.linkedin.com/company/runapayouts/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/aronalexander/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Elena Casal, Chief Client Officer at The Clearing House.

What you’ll get out of this episode:

• Elena Casal discusses the evolution and role of The Clearing House in U.S. payments.
• Real-time payments enable money transfers in 15 seconds or less with no settlement risk.
• Challenges include legacy banking systems and technology integration.
• RTP use cases span small business funding, gig worker pay, and digital wallet transfers.
• Fintech collaborations and security innovations are shaping the future of payments.

To learn more about The Clearing House:
Website: http://www.theclearinghouse.org
LinkedIn: https://www.linkedin.com/company/the-clearing-house/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/elena-casal-1276554/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Jonathan Silver, CEO & Co-Founder at Engage People.

What you’ll get out of this episode:

• Engage People’s Loyalty Tech Vision: Jonathan Silver shares how Engage People enables consumers to pay with loyalty points directly at checkout.
• Triple Win for Retailers, Programs, and Members: Increased engagement, larger basket sizes, and lower transaction costs benefit all parties.
• Frictionless User Experience: A seamless POS integration drives high adoption and member satisfaction.
• The Future of Loyalty: AI-driven offers based on consumer behavior aim to optimize value and response rates.
• Retailer and FI Value Proposition: One integration opens access to Engage People’s expanding network of partners and active users.

To learn more about Engage People:
Website: http://www.engagepeople.com
LinkedIn: https://www.linkedin.com/company/engageppl/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/jonathan-silver-b42aaa2/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Romi Savova, CEO at PensionBee.

What you’ll get out of this episode:

• Origin of PensionBee: Romi Savova founded PensionBee after struggling to move her own retirement account—revealing deep flaws in the legacy system.
• Retirement Challenges in the U.S.: A lack of automatic enrollment and financial literacy leads Americans to miss out on crucial retirement savings.
• “Your Home Is Not Your Pension”: Savova explains why relying solely on property for retirement income is risky and unsustainable.
• Financial Education as Empowerment: PensionBee's "Retirement 101" aims to educate and inspire individuals to take control of their financial future.
• U.S. Expansion & Market Gaps: With 30% of 401(k)s dormant, PensionBee is tackling an overlooked need: consolidating old accounts into accessible online IRAs.

To learn more about PensionBee:
Website: https://www.pensionbee.com/uk
LinkedIn: https://www.linkedin.com/company/pensionbee/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/romi-savova-49477a25/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Laura Kornhauser, Co-Founder & CEO at Stratyfy.

What you’ll get out of this episode:

• Stratyfy’s Mission: Empowering financial institutions with AI-driven tools for better, fairer credit, fraud, and compliance decisions.
• Inclusion Challenge: Financial systems still carry biases from exclusionary historical practices, which AI can either reinforce or help dismantle.
• The Role of Machine Learning: Traditional AI (ML) is gaining traction, fueled by GenAI buzz but with proven impact in lending and risk management.
• Empowering Smaller Banks: Clear leadership direction and AI literacy are key for smaller institutions to adopt and benefit from AI technologies.
• Exciting Initiatives: Stratyfy is advancing equity through partnerships like Underwriting for Racial Justice and integrations with major platforms.

To learn more about Stratyfy:
Website: http://www.stratyfy.com
LinkedIn: https://www.linkedin.com/company/stratyfy/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/laura-kornhauser/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Kalyani Ramadurgam, Co-Founder & CEO at Kobalt Labs.

What you’ll get out of this episode:

• Startup Origin Story: Kalyani Ramadurgam and her college friend-turned-cofounder founded Kobalt Labs after joining Y Combinator, diving into fintech compliance challenges.
• AI for Compliance: Kobalt Labs automates manual compliance tasks for banks and fintechs, reducing error rates and headcount needs.
• Enterprise-Ready & Scaling: After a stealthy start, the company is now focused on enterprise distribution and expanding its team.
• Trusted Adoption: Initial hesitancy from banks has given way to growing trust and adoption, with regulators and institutions now vouching for the platform.
• Customer-Driven Roadmap: Kalyani meets biweekly with every client, using feedback to shape development priorities and build high-impact features.

To learn more about Kobalt Labs:
Website: https://www.kobaltlabs.com/
LinkedIn: https://www.linkedin.com/company/kobalt-labs/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/kalyani-ramadurgam-4a76331b5/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Edward Maslaveckas, Co-Founder & CEO at Bud.

What you’ll get out of this episode:

• Why Banks Struggle with Data – Despite having vast amounts of transaction data, most banks lack the ability to effectively process and leverage it for personalization.
• Improving Customer Experience – Bud Financial helps banks reduce customer confusion over unidentified transactions, saving them millions in customer service costs.
• What Real Personalization Looks Like – Ed explains how AI-driven insights can help banks better serve their customers, offering timely nudges and financial advice.
• Lessons from Scaling a Fintech Business – From early missteps to finding product-market fit, Ed reflects on Bud’s journey to profitability.
• The Future of AI in Banking – Bud Financial is integrating more advanced AI models to enhance financial management for both institutions and consumers.

To learn more about Bud:
Website: http://www.thisisbud.com
LinkedIn: https://www.linkedin.com/company/bud-financial/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/edmas/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Wayne Slavin, CEO at Sure.

What you’ll get out of this episode:

• Revolutionizing Insurance: Sure started as a direct-to-consumer platform but evolved into an infrastructure provider enabling embedded insurance.
• Embedded Insurance Growth: Major consumer brands like Apple and Uber are integrating insurance into their ecosystems.
• Industry Challenges & Innovations: Traditional insurers face pressure to adapt, while technology is bridging the gap between consumers and providers.
• Regulation & Compliance: Sure navigates insurance regulations by enhancing digital experiences within legal frameworks.
• The Future of Insurance: A shift toward real-time, frictionless transactions is transforming consumer expectations.

To learn more about Sure:
Website: http://www.sureapp.com/
LinkedIn: https://www.linkedin.com/company/sure-insurance/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/wayneslavin/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Steve McLaughlin, Founder & CEO at Financial Technology Partners.

What you’ll get out of this episode:

• The Evolution of Financial Technology Partners: Steve McLaughlin’s journey from Goldman Sachs to founding a global FinTech investment powerhouse.
• IPO vs. Staying Private: Why major FinTech firms like Stripe and Revolut delay going public.
• Stablecoins & B2B Payments: How digital assets are shaping global transactions.
• Identity & Security in FinTech: The challenges of fraud, security, and digital identity verification.
• The Future of FinTech: Key trends shaping 2025 beyond AI.

To learn more about Financial Technology Partners:
Website: http://www.ftpartners.com
LinkedIn: https://www.linkedin.com/company/financial-technology-partners/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/stevemclaughlinftpartners/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Kamran Ansari, Venture Investor at Kapital Ventures.

What you’ll get out of this episode:

• Early FinTech Investments: Kamran Ansari's journey includes investments in Venmo, Braintree, and Coast.
• Emerging Trends: The rise of B2B banking, compliance, and AI-driven wealth management.
• FinTech Consolidation: How mergers are reshaping the industry to drive efficiency and scale.
• AI & Fraud Prevention: The growing challenge of AI-powered financial fraud and how banks are responding.

To learn more:
Guest's Socials:
LinkedIn: https://www.linkedin.com/in/kamranansari1/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Julian Rowlands, Founder & CEO at Cashboard.

What you’ll get out of this episode:

• Cashboard’s Mission: A next-gen BI and analytics platform for finance teams, automating FP&A workflows with AI.
• The Solo CFO Concept: How AI is reducing the need for large finance teams by automating complex financial processes.
• The Future of FP&A: AI will handle execution, while human CFOs focus on strategy and decision-making.
• The Skills CFOs Need: Data fluency, SQL knowledge, and understanding data systems will be key for future finance leaders.
• Scaling with AI: How Cashboard is helping mid-market companies streamline finance operations.

To learn more about Cashboard:
Website: https://www.cashboard.co
LinkedIn: https://www.linkedin.com/company/cashboardhq/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/jrowl/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: John Mitchell, CEO & Co-Founder at Episode Six.

What you’ll get out of this episode:

• Speed to Market & Fintech Growth – How smaller fintechs gain a competitive edge over traditional banks.
• Embedded Card Issuance – The rise of API-driven payment solutions in non-financial industries.
• Modernization in Banking – Why financial institutions are shifting toward progressive modernization.
• X & the Future of Payments – How digital giants like X (formerly Twitter) could reshape financial services.
• Entrepreneurial Advice – John’s key insights for fintech founders navigating funding and growth challenges.

To learn more about Episode Six:
Website: https://episodesix.com/
LinkedIn: https://www.linkedin.com/company/episode-six/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/john-mitchell-atx/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Alyona Mysko, Founder & CEO at Fuelfinance.

What you’ll get out of this episode:

• Alyona Mysko’s journey from PwC auditor to Fuelfinance founder.
• How Fuelfinance simplifies financial management for startups and SMBs.
• The unique combination of automation and human financial expertise.
• Common financial mistakes founders make and how to avoid them.
• The future of financial planning: AI-powered financial agents.

To learn more about Fuelfinance:
Website: https://fuelfinance.me
LinkedIn: https://www.linkedin.com/company/fuelfinance/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/alyona-mysko/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Scott Smith, Co-Founder & COO at Fizz.

What you’ll get out of this episode:

• The Birth of Fizz – How Scott Smith and his co-founder launched a company focused on financial tools for students.
• Why Gen Z Struggles with Financial Literacy – The systemic reasons behind young adults' lack of financial knowledge.
• Common Money Mistakes – The top financial pitfalls young people face, from credit scores to student loans.
• The Importance of Asking – Why taking initiative is the key to financial and career success.
• How Fizz is Making a Difference – The innovative ways Fizz is helping students take control of their finances.

To learn more about Fizz:
Website: https://www.joinfizz.com
LinkedIn: https://www.linkedin.com/company/joinfizz/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/justscottsmith/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Bentzi Aviv, Global Head of Fintech Solutions at Amdocs.

What you’ll get out of this episode:

• AI-Powered Personalization: How AI enables a "segmentation of one" banking experience.
• Breaking Down Banking Silos: Overcoming traditional banking challenges with data-driven solutions.
• Balancing Privacy & Personalization: Ensuring customer trust while leveraging AI.
• Fintech as a Banking Accelerator: The role of fintech in modernizing financial services.
• Amdocs' Vision for the Future: AI-driven solutions for enhanced banking experiences.

To learn more about Amdocs:
Website: https://www.amdocs.com/
LinkedIn: https://www.linkedin.com/company/amdocs/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/ben-zion-bentzi-aviv-13b73b1/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Hadar Siterman Norris, Partner at Team8.

What you’ll get out of this episode:

• Cross-Border Payments Innovation – How FinTech startups are making transactions faster, cheaper, and more secure.
• CFO Tech Stack Evolution – The shift towards strategic decision-making through automation and data-driven insights.
• Compliance and Risk in FinTech – The growing need for continuous monitoring and AI-driven compliance solutions.
• Infrastructure Investment Trends – Opportunities in KYB, onboarding, and financial compliance tech.
• Advice for FinTech Founders – Key lessons on corporate development, go-to-market strategies, and operational efficiency.

To learn more about Team8:
Website: http://team8.vc
LinkedIn: https://www.linkedin.com/company/team8group/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/hadar-siterman-norris-4a22572b/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Jannick Malling, Co-Founder & Co-CEO at Public.

What you’ll get out of this episode:

• Why Public was Created: Jannick Malling discusses the mission to democratize access to public markets and help individuals capture economic upside.
• Alpha by Public: Insights into Public’s AI-powered app, Alpha, a tool for understanding stock movements and market trends.
• The Great Wealth Transfer: How millennials and Gen Z will inherit unprecedented wealth and reshape investing habits.
• AI’s Role in Investing: The future of retail investing powered by technology and tools that emphasize unbiased, first-principle analysis.
• Building Long-Term Portfolios: The importance of tools and education for creating sustainable investment strategies.

To learn more about Public:
Website: https://public.com/
LinkedIn: https://www.linkedin.com/company/publichello/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/jmalling/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Felix Rodriguez, Founder & CEO at Finally.

What you’ll get out of this episode:

• Felix Rodriguez's Journey: From starting his first business at 13 to founding Finally, a platform solving core small business challenges.
• Finally's All-in-One Solution: Integrated tools for payroll, corporate cards, bookkeeping, and more, streamlining operations for businesses.
• AI-Powered Bookkeeping: Finally's proprietary AI, Prometheus, automates bookkeeping tasks, providing real-time insights.
• Future Innovations: Upcoming launch of a global employer-of-record solution for hiring talent worldwide seamlessly.

To learn more about Finally:
Website: http://www.finally.com
LinkedIn: https://www.linkedin.com/company/finallycom/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/rodriguezfelix/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Katie Quilligan, Investor at BankTech Ventures.

What you’ll get out of this episode:

• Katie Quilligan’s career journey from operations to investing at BankTech Ventures.
• BankTech Ventures’ mission to drive innovation in community banking through strategic investments.
• How automation and AI improve efficiency in banking operations.
• Insights into trends shaping banking and FinTech in 2025, including agentic AI and fraud prevention.
• The role of founders in adapting solutions for regulatory environments.

To learn more about BankTech Ventures:
Website: https://www.banktechventures.com/
LinkedIn: https://www.linkedin.com/company/banktech-ventures/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/katie-quilligan-207/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Nirit Rubenstein, CEO & Co-Founder at Dovly.

What you’ll get out of this episode:

• Nirit Rubenstein’s journey from the Israeli army to founding Dovly.
• The inspiration behind Dovly’s AI-driven approach to credit management.
• Insights into credit pitfalls and how Dovly supports users across diverse financial situations.
• Future plans for Dovly to integrate holistic financial tools using AI.

To learn more about Dovly:
Website: https://www.dovly.com/
LinkedIn: https://www.linkedin.com/company/dovly/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/nirit-rubenstein/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Ben Borodach, Co-Founder & CEO at april.

What you’ll get out of this episode:

• april's Unique Approach: Ben Borodach explains how april integrates tax tools into financial platforms, transforming outdated systems into seamless experiences.
• AI's Role in Tax Filing: Learn how collaborative AI and advanced tech enable april to process tax legislation into actionable tools at unprecedented speed.
• B2B2C Model Success: april partners with financial institutions to offer embedded tax solutions tailored to diverse client needs.
• The Future of Tax Tech: Ben discusses long-term financial empowerment through april’s vision and its adaptability to market and regulatory shifts.

To learn more about april:
Website: https://www.getapril.com/
LinkedIn: https://www.linkedin.com/company/apriltax/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/benborodach/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Siqi Chen, CEO & CFO at Runway.

What you’ll get out of this episode:

• Genesis of Runway: Siqi Chen shares how COVID-19 inspired the creation of Runway, a finance platform aimed at improving business planning and decision-making.
• Unique Approach: Runway focuses on solving real business problems with tools that integrate finance modeling, forecasting, and decision-making in a user-friendly interface.
• Core Philosophy: Fun and creativity in financial planning tools can foster better business decisions and drive efficiency across teams.
• Key Metrics and Features: Efficiency metrics and leverage drivers are central to Runway’s focus, offering comprehensive insights into financial impacts.
• Future Vision: Runway aims to expand its presence and redefine the finance management landscape for 2025 and beyond.

To learn more about Runway:
Website: https://runway.com/
LinkedIn: https://www.linkedin.com/company/runway/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/siqic/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Justo Benetti, SVP Head of Americas at dLocal.

What you’ll get out of this episode:

• dLocal's Role: Simplifying payment processes for global companies to access emerging markets seamlessly.
• Emerging Market Drivers: Growth fueled by rising internet penetration and increasing purchasing power.
• Alternative Payment Methods: Dominance of mobile money, digital wallets, and instant payment systems like PIX and UPI.
• Challenges & Solutions: Addressing infrastructure gaps, cultural diversity, and operational complexities.
• Future Trends: Accelerating adoption of alternative payments and adapting to evolving consumer preferences.

To learn more about dLocal:
Website: https://www.dlocal.com/
LinkedIn: https://www.linkedin.com/company/dlocal/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/justo-benetti-8a820b49/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Carlos Vega, Co-Founder & CEO at Tesorio.

What you’ll get out of this episode:

• Tesorio's Role in Business: Automating cash flow processes from invoicing to payment reconciliation to ensure businesses get paid faster and more efficiently.
• AI and Simplicity: Striking a balance between cutting-edge AI tools and user-friendly financial solutions.
• Lessons from Scaling a Startup: The importance of adaptability, customer insights, and overcoming early business challenges.
• Future of Financial Management: Embracing real-world integrations, fluid workflows, and staying competitive with data-driven strategies.
• Advice for Founders: Always stay humble and open to pivoting when faced with unforeseen challenges.

To learn more about Tesorio:
Website: https://www.tesorio.com/
LinkedIn: https://www.linkedin.com/company/tesorio/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/carlos-r-vega/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Ximena Aleman, Co-Founder & Co-CEO at Prometeo.

What you’ll get out of this episode:

• Prometeo’s Vision: Building the first unified banking API infrastructure across the Americas to simplify financial integration.
• Brazil’s Open Banking Leadership: Insights on how PIX revolutionized real-time payments and open banking adoption.
• Cross-Border Challenges: Addressing the gaps in real-time international payments and data flow.
• The Future of Embedded Finance: Envisioning banking embedded into daily digital experiences within five years.
• Prometeo’s Role in FinTech Innovation: Driving seamless financial transactions with API infrastructure.

To learn more about Prometeo:
Website: https://prometeoapi.com/
LinkedIn: https://www.linkedin.com/company/prometeoapi/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/ximena-aleman-7913439a/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Yinglian Xie, CEO & Co-Founder at DataVisor.

What you’ll get out of this episode:

• Yinglian Xie's journey from Carnegie Mellon PhD to CEO of DataVisor.
• Insights on leveraging unsupervised machine learning for fraud detection.
• How generative AI boosts efficiency in fraud prevention strategies.
• Trends shaping the fraud detection landscape for 2025 and beyond.
• Advice for aspiring professionals in cybersecurity and fintech.

To learn more about DataVisor:
Website: https://www.datavisor.com/
LinkedIn: https://www.linkedin.com/company/datavisor/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/yinglian-xie-7249812/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Mike Conover, Founder & CEO at Brightwave.

What you’ll get out of this episode:

• Mike Conover’s journey: From LinkedIn and Databricks to founding Brightwave.
• Revolutionizing workflows: How AI enhances financial research efficiency.
• Breaking down complexity: Tackling challenges with prescriptive AI workflows.
• Series A success: $15M raised to scale Brightwave’s impact.
• Pragmatic AI approach: Balancing innovation with real-world application.

To learn more about Brightwave:
Website: https://www.brightwave.io/
LinkedIn: https://www.linkedin.com/company/brightwaveio/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/michaelconover/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Andrew Jamison, CEO & Co-Founder at Extend.

What you’ll get out of this episode:

• Extend’s Mission: Enhancing SMB finance with powerful tools like instant virtual card issuance and expense management.
• Journey to Extend: Andrew Jamison’s transition from American Express to founding Extend, addressing SMB needs overlooked by traditional banks.
• Virtual Card Benefits: Simplified, frictionless integration into existing bank cards, empowering SMBs without additional accounts or lengthy processes.
• Industry Trends: Embedded payments in B2B ecosystems and the push for seamless finance technology integration.
• What’s Next for Extend: Partnerships with major banks, covering 65% of commercial credit cards, and advancing the embedded finance revolution.

To learn more about Extend:
Website: https://www.paywithextend.com/
LinkedIn: https://www.linkedin.com/company/paywithextend/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/andrew-jamison/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Kevin McColly, CEO at Coinstar.

What you’ll get out of this episode:

• Kevin McColly's Career Path: From joining Coinstar in 2002 to becoming CEO in 2022, driving the company’s growth and diversification.
• Coinstar’s Evolution: Transition from coin counting to a broader range of financial services, including partnerships with fintech companies.
• Launch of CINQ by Coinstar: Introduction of a digital wallet aimed at serving cash-preferred customers with modern financial tools.
• Focus on Financial Empowerment: Offering accessible financial services to underserved populations, bridging the gap between physical and digital economies.
• Insights from Money2020: Leveraging Coinstar's trusted brand and physical presence to collaborate with fintech innovators.

To learn more about Coinstar:
Website: https://www.coinstar.com/
LinkedIn: https://www.linkedin.com/company/coinstar/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/kevinmccolly/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Waseem Daher, Founder & Executive Chair at Pilot.com.

What you’ll get out of this episode:

• Waseem Daher’s innovative approach to accounting: Merging technology with hands-on services to simplify back-office operations.
• The challenge of scaling tech-enabled service businesses: Insights into overcoming investor skepticism and operational hurdles.
• Pilot’s diverse clientele: From startups to large-scale companies leveraging tech-driven accounting solutions.
• The future of AI in accounting: Why AI is a tool, not a full solution, and how Pilot leverages it for efficiency.
• 20-year vision: Building the "AWS of business infrastructure" to run all back-office operations for companies.

To learn more about Pilot.com:
Website: https://pilot.com/
LinkedIn: https://www.linkedin.com/company/pilothq/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/wdaher/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

Our Guest: Stephanie Song, Co-Founder & CEO at Invictus.

What you’ll get out of this episode:

• Stephanie Song, CEO of Invictus, aims to streamline deal execution with AI, targeting investment teams.
• Invictus integrates with email systems to create a collaborative, real-time view of transaction progress.
• The platform offers tools that save deal teams hours daily, reducing inefficiencies and manual tasks.
• Inspired by her M&A experience at Coinbase, Stephanie envisions AI becoming as transformative as Excel was in the 1980s.

To learn more about Invictus:
Website: https://www.tryinvictus.co/
LinkedIn: https://www.linkedin.com/company/try-invictus/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/stephanie-song-768965129/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Inception of Cardless: Michael Spelfogel explains the inspiration behind Cardless and its vision for a digital-forward credit card landscape.
• Cardless for Businesses: Details on how Cardless enables brands like Alibaba to offer tailored credit solutions to small businesses.
• Innovative Rewards Programs: Cardless’s approach to custom rewards and loyalty programs designed around specific brand and customer needs.
• Future of Co-branded Credit Cards: Spelfogel’s insights into how Cardless is expanding co-branded card offerings beyond traditional bank partnerships.
• Memorable Startup Moments: Spelfogel shares a story of determination that helped Cardless secure its first client, Manchester United.

To learn more about Cardless:
Website: https://www.cardless.com/
LinkedIn: https://www.linkedin.com/company/cardless/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/michael-spelfogel/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Industry Pioneer: Monica Eaton shares how Chargebacks911 has transformed the chargeback management landscape over 15 years.
• Role of AI: Insights on AI and machine learning’s impact on chargeback mitigation and how technology shapes the future of payments.
• Leadership & Innovation: How fostering a startup mentality keeps Chargebacks911 innovative and agile in a rapidly evolving market.
• Parenting & Technology: Monica offers valuable advice on parenting in a digital age, emphasizing discipline and exposing kids to technology.

To learn more about Chargebacks911:
Website: https://chargebacks911.com/
LinkedIn: https://www.linkedin.com/company/chargebacks911/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/monicaeatoncardone/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• What is Frec?: Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing.
• The Evolution of Index Investing: Frec offers a modern twist on traditional ETFs, providing both returns and capital losses for tax efficiency.
• Portfolio Customization: Frec allows investors to tailor portfolios by excluding specific stocks or industries, offering more control.
• Portfolio Lines of Credit: Mo discusses how Frec's portfolio lines of credit empower investors without the need to sell assets.
• The Future of Fintech & AI: Insights on how Frec utilizes AI for compliance and personalization and its potential impact on the fintech industry.

To learn more about Frec:
Website: https://frec.com/
LinkedIn: https://www.linkedin.com/company/frecfinance/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/maladham/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Brigit is the most downloaded financial health app in the U.S., offering tools like paycheck advances, credit building, and personalized advice.
• Zuben Mathews explains how Brigit has helped users save over $1 billion in fees while reducing financial stress for 94% of its users.
• The platform uses advanced cashflow technology to provide financial inclusion for the 75% of Americans living paycheck to paycheck.
• Brigit has scaled rapidly, achieving over $100 million in revenue with a lean team, and aims for further exponential growth.

To learn more about Brigit:
Website: https://www.hellobrigit.com/
LinkedIn: https://www.linkedin.com/company/hellobrigit/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/zuben-mathews-0ba6b95/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Bobby Pinero’s journey from Intercom analyst to CEO of Equals.
• How Equals aims to simplify financial modeling for spreadsheet lovers.
• The challenges of creating user-friendly live data connections in Equals.
• Lessons learned from introducing a freemium model and pivoting back.

To learn more about Equals:
Website: https://equals.com/
LinkedIn: https://www.linkedin.com/company/equalshq/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/bobbypinero/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Renato Villanueva shares the inspiration behind founding Parallel and the excitement of solving tough problems.
• The critical role of financial forecasting in the success of early-stage startups.
• Common financial mistakes founders make and how to avoid them.
• The importance of making strategic bets rather than just cutting costs.
• Advice for new founders on getting their products to market quickly.

To learn more about Parallel:
Website: https://getparallel.com/
LinkedIn: https://www.linkedin.com/company/getparallel/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/villanuevar/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Introduction to FlowCog Canvas, a tool for managing business finances and avoiding cash flow problems.
• Insights from Adam Tzagournis, a CPA and full-stack developer, on integrating finance and technology.
• The importance of forward-looking projections in financial planning for startups.
• FlowCog's use of AI to simplify financial data and enhance user experience.
• New features and future plans for FlowCog, including the "Explain in Plain English" function.

To learn more about FlowCog Canvas:
Website: https://canvas.flowcog.com/
LinkedIn: https://www.linkedin.com/in/adam-tzagournis-cpa/

Guest's Socials:
LinkedIn: https://www.linkedin.com/company/flowcog/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Sasha Orloff's Vision for Puzzle: Describes Puzzle as a transformative combination of QuickBooks, OpenAI, and Stripe, aiming to automate and enhance financial processes with a focus on accuracy and customization.
• Challenges in Traditional Accounting: Discusses the limitations of existing accounting software, particularly around accrual accounting, visibility of cash, and timeliness of financial data.
• Role of AI in Accounting: Highlights how AI can improve judgmental accuracy and decision-making in finance, moving beyond traditional data visualization to provide actionable business intelligence.
• Integration and User Experience: Details how Puzzle seamlessly integrates with modern financial tools and platforms, offering an intuitive user interface that simplifies complex financial data for users.
• Future of Puzzle and Financial Software: Shares the roadmap for Puzzle, focusing on increasing accuracy, integration capabilities, and real-time financial insights that empower founders and businesses.

To learn more about Puzzle:
Website: https://puzzle.io/
LinkedIn: https://www.linkedin.com/company/puzzlefin/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/sashaorloff/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Chris Lay's Background: Transitioned from neurobiology into finance, co-founding LEONID to leverage government contracts for venture debt.
• LEONID's Investment Strategy: Specializes in sectors with low cancellation rates, utilizing proprietary data to secure financing against government contracts.
• Client Interaction and Process: Describes how LEONID customizes financial solutions from initial consultation to final execution, focusing on client objectives.
• Sector Specialization: LEONID thrives in aerospace, defense, and cybersecurity, avoiding areas like construction where expertise doesn't align.
• Future Growth and Market Recognition: LEONID's increasing brand recognition and its implications for future expansion and client engagement.

To learn more about LEONID:
Website: https://leonidfinance.io/
LinkedIn: https://www.linkedin.com/company/leonidcapital/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/christopherlay/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Career Transition: Brian Pillmore discusses his journey from engineering to finance, emphasizing the problem-solving mindset developed during his early career.
• Innovative Banking System: Since its launch in January 2020, Visbanking introduces an innovative bank intelligence and action system that significantly differs from traditional banking analytics tools.
• Data-Driven Leadership: Under Pillmore’s leadership, Visbanking utilizes over 5 billion records to drive strategic decisions and enhance customer engagement.
• Challenges and Digital Transformation: The banking sector, especially smaller banks, faces challenges like consolidation and the need for digitization.
• AI in Banking: Pillmore highlights AI's crucial role in banking, enhancing customer relationships and decision-making through advanced data analysis.

To learn more about Visbanking:
Website: https://visbanking.com/
LinkedIn: https://www.linkedin.com/company/visbanking/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/brianpillmore/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc. 

What you’ll get out of this episode:

• Meet Rain and Frederic Choquette: At Rain, led by COO Frederic Choquette, the mission is clear: transform how employees access their earnings and promote financial wellness.
• $300 Million Boost: Rain's impressive $300 million in funding is set to turbocharge their mission, making instant wage access a reality for more people.
• Why Employers Love Rain: Beyond just the convenience, Rain's platform is proving to be a game-changer for businesses by boosting retention, increasing productivity, and drawing more job applicants.
• Changing the Rules: Rain isn't just about wage access; it's about rethinking employee benefits. By ditching the old fee-for-service model and introducing free wage access alongside banking services, Rain is setting a new standard.
• From Challenges to Future Goals: Frederic doesn't shy away from the early hurdles Rain faced. Yet, looking ahead, the goal is to broaden Rain's impact, making financial wellness accessible to employees everywhere, regardless of company size.

To learn more about Rain:
Website: https://www.rainapp.com/
LinkedIn: https://www.linkedin.com/company/rain-app/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/fredchoquette/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc.