Slice of Finance

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Bentzi Aviv , Global Head of Fintech Solutions at Amdocs . What you’ll get out of this episode: AI-Powered Personalization : How AI enables a "segmentation of one" banking experience. Breaking Down Banking Silos : Overcoming traditional banking challenges with data-driven solutions. Balancing Priv...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Hadar Siterman Norris, Partner at Team8 . What you’ll get out of this episode: Cross-Border Payments Innovation – How FinTech startups are making transactions faster, cheaper, and more secure. CFO Tech Stack Evolution – The shift towards strategic decision-making through automation and data-driven...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Jannick Malling , Co-Founder & Co-CEO at Public . What you’ll get out of this episode: Why Public was Created : Jannick Malling discusses the mission to democratize access to public markets and help individuals capture economic upside. Alpha by Public : Insights into Public’s AI-powered app, A...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Felix Rodriguez , Founder & CEO at Finally . What you’ll get out of this episode: Felix Rodriguez's Journey : From starting his first business at 13 to founding Finally, a platform solving core small business challenges. Finally's All-in-One Solution : Integrated tools for payroll, corporate c...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Katie Quilligan , Investor at BankTech Ventures . What you’ll get out of this episode: Katie Quilligan’s career journey from operations to investing at BankTech Ventures. BankTech Ventures’ mission to drive innovation in community banking through strategic investments. How automation and AI improv...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Nirit Rubenstein , CEO & Co-Founder at Dovly . What you’ll get out of this episode: Nirit Rubenstein’s journey from the Israeli army to founding Dovly. The inspiration behind Dovly’s AI-driven approach to credit management. Insights into credit pitfalls and how Dovly supports users across dive...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Ben Borodach , Co-Founder & CEO at april . What you’ll get out of this episode: april's Unique Approach: Ben Borodach explains how april integrates tax tools into financial platforms, transforming outdated systems into seamless experiences. AI's Role in Tax Filing: Learn how collaborative AI a...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Siqi Chen , CEO & CFO at Runway . What you’ll get out of this episode: Genesis of Runway : Siqi Chen shares how COVID-19 inspired the creation of Runway, a finance platform aimed at improving business planning and decision-making. Unique Approach : Runway focuses on solving real business probl...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Justo Benetti , SVP Head of Americas at dLocal . What you’ll get out of this episode: dLocal's Role: Simplifying payment processes for global companies to access emerging markets seamlessly. Emerging Market Drivers: Growth fueled by rising internet penetration and increasing purchasing power. Alte...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Carlos Vega , Co-Founder & CEO at Tesorio . What you’ll get out of this episode: Tesorio's Role in Business: Automating cash flow processes from invoicing to payment reconciliation to ensure businesses get paid faster and more efficiently. AI and Simplicity: Striking a balance between cutting-...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Ximena Aleman , Co-Founder & Co-CEO at Prometeo . What you’ll get out of this episode: Prometeo’s Vision : Building the first unified banking API infrastructure across the Americas to simplify financial integration. Brazil’s Open Banking Leadership : Insights on how PIX revolutionized real-tim...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Yinglian Xie , CEO & Co-Founder at DataVisor . What you’ll get out of this episode: Yinglian Xie's journey from Carnegie Mellon PhD to CEO of DataVisor. Insights on leveraging unsupervised machine learning for fraud detection. How generative AI boosts efficiency in fraud prevention strategies....

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mike Conover , Founder & CEO at Brightwave . What you’ll get out of this episode: Mike Conover’s journey : From LinkedIn and Databricks to founding Brightwave. Revolutionizing workflows : How AI enhances financial research efficiency. Breaking down complexity : Tackling challenges with prescri...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Andrew Jamison , CEO & Co-Founder at Extend . What you’ll get out of this episode: Extend’s Mission : Enhancing SMB finance with powerful tools like instant virtual card issuance and expense management. Journey to Extend : Andrew Jamison’s transition from American Express to founding Extend, a...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Kevin McColly , CEO at Coinstar . What you’ll get out of this episode: Kevin McColly's Career Path: From joining Coinstar in 2002 to becoming CEO in 2022, driving the company’s growth and diversification. Coinstar’s Evolution: Transition from coin counting to a broader range of financial services,...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Waseem Daher , Founder & Executive Chair at Pilot.com . What you’ll get out of this episode: Waseem Daher’s innovative approach to accounting: Merging technology with hands-on services to simplify back-office operations. The challenge of scaling tech-enabled service businesses: Insights into o...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!  Our Guest: Stephanie Song, Co-Founder & CEO at Invictus. What you’ll get out of this episode: Stephanie Song, CEO of Invictus, aims to streamline deal execution with AI, targeting investment teams. Invictus integrates with email systems to create a collaborative, real-time view of transaction progress....

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Michael Spelfogel, President & Co-Founder at Cardless. What you’ll get out of this episode: Inception of Cardless: Michael Spelfogel explains the inspiration behind Cardless and its vision for a digital-forward credit card landscape. Cardless for Businesses: Details on how Cardless enables bra...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Monica Eaton, CEO at Chargebacks911. What you’ll get out of this episode: Industry Pioneer : Monica Eaton shares how Chargebacks911 has transformed the chargeback management landscape over 15 years. Role of AI : Insights on AI and machine learning’s impact on chargeback mitigation and how technolo...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mo Al Adham, Founder & CEO at Frec. What you’ll get out of this episode: What is Frec? : Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing. The Evolution of Index Investing : Frec offers a modern twist on traditional ETFs, providing both ret...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Zuben Mathews, Co-Founder & CEO at Brigit. What you’ll get out of this episode: Brigit is the most downloaded financial health app in the U.S., offering tools like paycheck advances, credit building, and personalized advice. Zuben Mathews explains how Brigit has helped users save over $1 billi...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Bobby Pinero, Co-Founder & CEO at Equals. What you’ll get out of this episode: Bobby Pinero’s journey from Intercom analyst to CEO of Equals. How Equals aims to simplify financial modeling for spreadsheet lovers. The challenges of creating user-friendly live data connections in Equals. Lessons...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Renato Villanueva, Co-Founder & CEO at Parallel. What you’ll get out of this episode: Renato Villanueva shares the inspiration behind founding Parallel and the excitement of solving tough problems. The critical role of financial forecasting in the success of early-stage startups. Common financ...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Adam Tzagournis, Founder & CEO at FlowCog Canvas. What you’ll get out of this episode: Introduction to FlowCog Canvas, a tool for managing business finances and avoiding cash flow problems. Insights from Adam Tzagournis, a CPA and full-stack developer, on integrating finance and technology. Th...

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Sasha Orloff, Co-Founder & CEO at Puzzle. What you’ll get out of this episode: Sasha Orloff's Vision for Puzzle: Describes Puzzle as a transformative combination of QuickBooks, OpenAI, and Stripe, aiming to automate and enhance financial processes with a focus on accuracy and customization. Ch...