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.

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

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.

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

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.

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

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.

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

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.

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

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.