The Navvai Shift

What if private equity deals that normally take 7–10 years could be done in just 2? In this episode of The Navvai Shift, we sit down with Jeff Cree, CEO of Atlantic Gulfstream Partners, Head of Business Development at CacheCade, and author of The $100 Million Playbook to uncover how AI, automation, and innovative deal structures are transforming private equity and M&A. From building a compress...

What if finance could move at the speed of technology...secure, borderless, and accessible to everyone? In this episode of The Navvai Shift, we sit down with Amira Soliman, Founder & CEO of Time Guardian, to explore how tokenisation, digital assets, and payment innovation are converging to transform global finance. From solving payment delays to making cross-border transactions faster and more...

What happens when the new CEO of a leading Lloyd’s broker faces the challenge of modernising one of the world’s oldest industries? In this episode of The Navvai Shift, we sit down with David Withnell, incoming CEO of Independent Services Group, to discuss how AI, automation, and innovation are reshaping the insurance industry and the London market. From digitising Lloyd’s through Blueprint 2 to ta...

How do you take a trading platform from startup to over 500,000 users worldwide? In this episode of The Navvai Shift, we sit down with Gennaro Lanzaron, Co-Founder of DB Investing, to break down the mindset, execution, and AI-driven strategies behind the company’s explosive growth. From building trust in a competitive trading market to leveraging AI for smarter customer experiences, Gennaro shares...

In this episode of The Navvai Shift, we sit down with Kevin Brown, PR and Communications Manager at Scottish Friendly, to unpack how one of the UK’s most trusted mutuals is navigating economic pressure, leading with purpose, and pushing for long-overdue reforms in savings and financial literacy. From record-breaking ISA sales to bold campaigns for Junior ISA reform, Kevin shares how Scottish Frien...

What happens when a marketing leader with a passion for sustainability and AI redefines how we think about data centers? In this episode of The Navvai Shift, we sit down with Mariska Van Beukering, VP of Marketing at Enlighten, to explore the explosive growth of edge data centers and the evolving role of AI in infrastructure and marketing. From launching heat reuse projects to doubling LinkedIn fo...

What happens when one of the original go-to-market leaders behind Toast POS sets his sights on fixing one of the restaurant industry's biggest blind spots... finance? In this episode of The Navvai Shift we sit down with Royce Luque, VP of Sales at KitchenSync to explore how AI, automation, and human expertise are transforming financial operations for restaurants in 2025. From weekly P\&Ls to A...

How do leading outsourcing firms stay competitive in a market flooded with low-cost players? In this episode, we sit down with Chris Mackintosh, CEO of Logix BPO, to explore how his team competes on quality, not just cost - and why AI won’t replace human customer service any time soon. You’ll hear: ✅ How global outsourcing firms are evolving in 2025 ✅ Where AI and automation really make a differ...

In this episode of The Navvai Shift, we’re joined by Matt Cooper — Executive Chairman and Co-Founder of Exceptional Ventures, a London-based VC fund investing in early-stage startups transforming the way we live, heal, and thrive. Matt shares his fascinating journey from launching Capital One internationally to backing breakthrough startups in health and wellness. We explore the powerful role of A...

In this episode of The Navvai Shift, we sit down with Paul Budgen, co-founder of My Time Pensions and Retire Well Technology, to explore the transformative role of AI and digital innovation in the pension and retirement industry. Paul shares his journey from an apprentice in the pensions sector to a visionary entrepreneur, offering deep insights into how technology is reshaping financial services....

In this episode of The Navvai Shift, we sit down with Juan Pablo Orjuela, CEO and founder of CFX Risk Management, a trailblazing firm revolutionising how businesses tackle financial volatility with AI-driven solutions. We dive into how CFX empowers companies to navigate currency swings, commodity price shifts, and interest rate changes, transforming risk management from a compliance burden into a...

In this episode of The Navvai Shift, we sit down with Elliott Silk, Head of Financial Planning at Superbia Group and co-founder of My Time Pension and Retire Well Technology, to discuss the critical trends impacting profitability in financial services today. Elliott shares his extensive experience in financial planning and retirement solutions, offering insights into how firms can navigate a rapid...

In this episode of The Navvai Shift, we sit down with Joel Blake OBE, founder and chief executive of GFA Exchange — a pioneering fintech platform leveraging artificial intelligence to empower financial providers and support underserved markets. We explore how GFA Exchange is helping financial companies remain competitive in a digital-first world, delving deeply into the role of artificial intellig...

In this episode of The Navvai Shift, we’re joined by Lawrence Gilioli, founder of Lender Wise — a fintech platform revolutionising telecom finance. We dive into how AI is streamlining payment processes, automating credit risk assessment, and helping fintech and paytech finally converge. Lawrence breaks down the complexities of telecom receivables, why legacy systems are holding firms back, and wha...

For this episode, we're joined by Richard Branson, CEO & Founder of Mortgage Pro Sussex, to explore how AI and digital tools are reshaping the mortgage industry. With over 16 years of experience in financial services, Richard shares his insights on competing in a digital-first world while maintaining the human touch in mortgage advice. 🔍 Topics Covered: ✅ The Future of Mortgage Brokering – H...

For this episode, we’re joined by Madeleine Debney, Co-Founder of Otto Finance, a company at the forefront of AI-driven automation in wealth management. With deep expertise in financial advisory and technology, Madeleine shares how automation is transforming client servicing, streamlining workflows, and shaping the future of wealth management. Topics covered: ✅ How automation is enhancing client...

For this episode, we’re joined by David Adderson, Co-Founder of Youtopia, a forward-thinking accountancy firm leveraging AI and automation to transform financial decision-making. With a deep focus on technology, efficiency, and client relationships, David shares his insights on the future of accounting and finance. Topics covered: ✅ The biggest obstacles preventing financial firms from making bet...

In this episode, we sit down with Rhys Schofield, Co-founder of Peak Mortgages & Protection, to explore how technology is transforming the mortgage industry. From balancing automation with personal service to solving major bottlenecks, Rhys shares insights into the digital shifts reshaping financial services. Topics Covered: ✅ How automation is streamlining mortgage operations ✅ The impact o...

Welcome to The Navvai Shift, the official podcast of Navvai X Gross Klein, where we explore the impact of AI, business growth, and industry transformation. As an AI growth consultancy, we engage with industry leaders to discuss the future of artificial intelligence, financial services, and digital adoption. For our first-ever episode, we’re joined by Howard Gross, Co-Founder of Gross Klein, a lead...