To Dario Fusato, CEO and Co-Founder of Savvly, the company’s product functions as a second retirement account. Aging involves many unknowns—how long you’ll live, how much money you’ll spend, and the size of your portfolio.
Read MoreIn a conversation with The Financial Revolutionist, Brent Jackson, Founder & CEO of Torpago, explains the state of the back office, describes how startup and SMB back offices differ, and offers advice to fintechs looking to work with back offices.
Read MoreTo Shelby Austin, Arteria’s Founder & CEO, AI presents a time-sensitive intervention in the back-office and in finance writ large.
Read MoreFrom filing requirements to international sanctions, regulations shape these fintechs’ structure and scope, and can determine what geographies they spread to over time.
Read MoreAccording to research by The Insight Partners, the back-office workforce management market is currently worth $3.6 billion, and is expected to grow to $6.71 billion by 2028. Though fintechs and other tech-oriented sectors are intervening and jumping on this opporutnity, back office-oriented sales present a unique set of challenges.
Read MoreTo Waseem Daher, CEO and Co-Founder of Pilot, what makes the company unique is how it combines its employee-driven services with technology.
Read MoreFew markets in the US present as promising a cash cow as retail. With an estimated value of $4.55 trillion—and growing more than 3% annually—the sector is potentially lucrative, but also volatile.
Read MoreThough it channels innovative potential—reacting quickly to, and even shaping, consumer tastes—the retail sector’s operational culture remains largely unchanged from what it was decades ago.
Read MoreAccording to Dean Jenkins, VP of Product Marketing at Q2, the company has built out a comprehensive suite of commercial banking solutions since it committed to that vertical more than seven years ago—but that expansiveness is a double-edged sword.
Read MoreSix months after an informative interview on the state of fintech events, OpenExchange CEO Mark Loehr sat down once more with The Financial Revolutionist to decipher event trends in 2022, outline the limits of "revenge travel," and explain what the next year has in store for event schedules and budgets.
Read MoreChris Fraenza is the Senior Vice President of Sales and Partnerships at SavvyMoney, and is responsible for leading the company’s growth while maximizing success across all customers and strategic partners.
Read MoreMajor changes over the past year have inexorably shaped the fintech landscape—but few departments have been as affected as operations teams, which have had to react to developments and refract those new realities through hiring and strategy decisions.
Read MoreAlto’s mission is to unlock access to alternatives for all. The purpose is to improve the lives of millions—hopefully tens of millions—of people by providing a path to financial self-sustainability and independence.
Read MoreIn an interview with The Financial Revolutionist, Kelly Fryer, Executive Director of FinTech Sandbox, describes the nonprofit’s goals, proposes a definition for financial inclusion, and outlines three trends in sustainable and inclusive finance.
Read MoreIn an interview with The Financial Revolutionist, Cynthia Kleinbaum, MoneyLion’s Chief Customer Officer, describes the launch of MoneyLion University, an inclusion-focused education program teaching financial literacy to MoneyLion’s users.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
