Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

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.