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Will Beeson

In Pursuit of Comprehensive Financial Wellbeing with Betterment

In Pursuit of Comprehensive Financial Wellbeing with Betterment

Jon Stein is the Founder and CEO of Betterment, one of the world’s leading digital investments companies. We first connected with Jon in January 2018 in a great episode that’s still very relevant today. Since then, Betterment has added $4 billion in assets under management to its platform

Designing Winning Financial Services with Barclays, TSB and Idean

Designing Winning Financial Services with Barclays, TSB and Idean

The subject of today’s conversation is design in financial services. We talk all the time about the new customer experiences shaping the evolution of finance, generally focusing on the implications of those forces and others on the trajectory of the industry. Today, we take a closer look at the

Maintaining the Edge in an Evolving Market with BlackRock and Hargreaves Lansdown

Maintaining the Edge in an Evolving Market with BlackRock and Hargreaves Lansdown

The investments space is changing as fast as any other financial services vertical, with roboadvisors, free stock trading apps, contextual behavioral experiences, software automation, AI, new pricing structures and crypto all shaping the future direction of the industry. Today, we discuss the current state and likely future of the space

Core Banking as a Competitive Advantage with Thought Machine

Core Banking as a Competitive Advantage with Thought Machine

Paul Taylor is the founder and CEO of Thought Machine, a cloud native core banking platform. We first connected with Paul in November 2017, where we walked through his background as a Google AI engineer and the origins of Thought Machine. Today, we zoom out and update, digging deeper into

What's Next in Payments? with Michael Rolph

What's Next in Payments? with Michael Rolph

Michael Rolph is the co-founder and CEO of Yoyo, a payments, loyalty and receipt app enriching commerce for customers and merchants. The payments space has been actively lately, as incumbents consolidate and startups seek new attack vectors leveraging open banking, native device components, tokens and other emerging technologies. Michael brings

The Past, Present and Future of Roboadvisory with Nick Hungerford

The Past, Present and Future of Roboadvisory with Nick Hungerford

Nick Hungerford is the founder of Nutmeg, the UK’s leading roboadvisor. Nick founded Nutmeg in 2011 and ran it for five years. Currently, Nick is a partner at Portag3 Ventures and serves on the boards of Nutmeg, multiply.ai and Hong Kong based digital bank Neat. In addition to

The Golden Age of Fintech with Ron Suber

The Golden Age of Fintech with Ron Suber

Ron Suber is the former head of Prosper, one of the original peer-to-peer lenders. Prior to getting involved in Prosper, Ron built and sold Merlin, a tech-first prime broker for the long-tail of hedge funds, acquired by Wells Fargo in 2012. Ron invests in and advises a number of fintech