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Breaking Banks Fintech

Breaking Banks Fintech

Thursday at 12 Noon Pacific

March 10th 2016:FinTeching Financial Wellness

Beyond financial inclusion, a major concern for many customers is whether they can weather financial emergencies. Until recently, banks haven’t focused on assisting their customers with financial wellness, but many banks are changing their tune. Today’s host, Ron Shevlin is talking with Ryan Falvey and Rachel Schneider of CFSI about their research into what defines financial wellness. They also discuss their work at Finlab, a joint effort with JP Morgan that fosters startups focused on financial wellness issues. Ron also speaks with James Gardiner, CTO of Spigit, about the “nimbility” and

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Thursday at 12 Noon Pacific Time on VoiceAmerica Business Channel
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Featured Guests

Ron Shevlin

Ron Shevlin is a senior analyst at Aite Group. He specializes in retail banking issues including sales and marketing technologies, customer and marketing analytics, loyalty management, P2P lending, personal financial management, social computing, online banking, customer experience and consumer behavior. He is a recognized thought leader for his pioneering research on right-channeling consumer interactions, the impact of customer advocacy on future purchase intention, and developing sense-and-respond marketing capabilities to improve sales and marketing efforts. He has been widely quoted in press, in publications such as U.S. Banker and Credit Union Management, and has been a keynote spea
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Rachel Schneider

Rachel Schneider is Senior Vice President of Insights & Analytics for the Center for Financial Services Innovation. In this position, Rachel serves as an industry expert on the underbanked, identifying new innovations and documenting trends. She coordinates relationships with academic and industry research partners to ensure that CFSI’s research is timely, action-oriented and impactful. In addition, Rachel collaborates with financial services companies and others regarding strategy development and product design related to the underbanked market and oversees CFSI’s policy activities. Rachel began her career as an investment banker at Merrill Lynch & Co., though she hails her interest in the
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Ryan Falvey

Managing Director, Center for Financial Services Innovation
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James Gardner

Chief Technology Officer, Spigit
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https://www.voiceamerica.com/show/2193/breaking-banks-fintech 20/10/2017 12:00 20/10/2017 01:00 Breaking Banks Fintech https://www.voiceamerica.com/show/2193/breaking-banks-fintech Beyond financial inclusion, a major concern for many customers is whether they can weather financial emergencies. Until recently, banks haven’t focused on assisting their customers with financial wellness, but many banks are changing their tune. Today’s host, Ron Shevlin is talking with Ryan Falvey and Rachel Schneider of CFSI about their research into what defines financial wellness. They also discuss their work at Finlab, a joint effort with JP Morgan that fosters startups focused on financial wellness issues. Ron also speaks with James Gardiner, CTO of Spigit, about the “nimbility” and the keys to innovating inside a bank. And he chats with Ian Kar from Quartz about the reasons why Dwolla was fined over their data security. VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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