Finovate

EP 268: Assaf Baciu, Persado

Your new go-to-market(ing) strategy – balancing compliance and speed with agentic AI Detailed Summary: In this Finovate Podcast episode, Greg interviews Asaf Baciu, President and Co-Founder of Persado, an agentic AI platform that optimizes both marketing performance and regulatory compliance for financial institutions. Assaf explains how banks and fintechs currently face a significant challenge with…

Read More

EP 267: David Tyree, DEA (ret.), Valid8 Financial

Fighting crime through collaboration – lessons from a retired DEA Special Agent. Detailed Summary: In this Finovate podcast episode, host Greg Palmer interviews David Tyree, a retired DEA special agent now serving as a senior advisor with Valid8 Financial. Tyree shares his extensive career journey from joining the DEA in 1998 to working in various…

Read More

EP 266: Tamara Laine, MPWR

Supporting the gig economy and ethical AI – two massive components you can’t afford to ignore. Detailed Summary: In this episode of the Finovate podcast, host interviews Tamara Laine, founder of MPWR, who shares her unique journey from professional ballerina and choreographer to documentary filmmaker, investigative journalist, and finally tech entrepreneur. Laine discusses how her…

Read More

EP 265: Catherine Lynch, Citizens Bank

The importance of human-centered innovation – one banker’s thoughts on building the right kind of innovative community. Detailed Summary: In this Finovate podcast, Greg Palmer interviews Catherine Lynch, who leads digital experience and human-centered design at Citizens, a super-regional bank with approximately 1,000 branches primarily in the Northeast and $220 billion in assets. With over…

Read More

EP 264: Christian Ruppe, Colony Bank

Driving innovation forward – lessons from a fintech founder turned community banker. Detailed Summary: In this episode, Christian Ruppe, Chief Innovation Officer of Colony Bank, joins Greg to discuss his journey from fintech entrepreneur to banker. Colony Bank is a $3.3 billion community bank headquartered in Fitzgerald, Georgia, with a footprint primarily in South Georgia…

Read More

EP 263: Arash Asady, Bits of Stock

Bringing a rewarding investment experience into FI’s with FinovateSpring Best of Show winner Bits of Stock. Detailed Summary: In this episode of the Finovate Podcast, host Greg interviews Arash Asady, CEO and co-founder of Bits of Stock, a Best of Show winner at FinovateSpring 2025. Arash introduces Bits of Stock as an embedded digital wealth…

Read More

EP 262: Brandon Min, Herd Security

I swear, it wasn’t me! – connecting with FinovateSpring Best of Show winner Herd Security on their anti-deepfake fraud prevention solution. Detailed Summary: In this episode of the Finovate podcast, host Greg Palmer interviews Brandon Min, founder and CEO of Herd Security, a Best of Show winner at FinovateSpring 2025. Brandon explains that Herd Security…

Read More

EP 261: Crissi Cole, Penny Finance

Next-gen customer service – connecting with FinovateSpring Best of Show winner Penny Finance on attracting, retaining, and serving members of the digital generation Detailed Summary: In this Finovate podcast episode, host Greg interviews Crissi Cole, founder and CEO of Penny Finance, a Best of Show winner at FinovateSpring in San Diego. Cole, a former Goldman…

Read More

EP 260: Milind Borkar, Illuma Labs

Talk to me – connecting with FinovateSpring Best of Show winner Illuma Labs on their AI CX and authentication agent Detailed Summary: In this episode of the Finovate podcast, host Greg Palmer interviews Milind Borkar, founder and CEO of Illuma, a two-time Best of Show winner at Finovate events. Illuma specializes in voice authentication and…

Read More

EP 259: Andrew Reese, Solda.ai

I’m sold! – connecting with FinovateSpring Best of Show winner Solda.ai on their award-winning solution. Detailed Summary: In this Finovate podcast episode, host Greg interviews Andrew Reese, the U.S. go-to-market lead for Solda.ai, a FinovateSpring Best of Show winner. Solda builds artificial intelligence sales representatives that help financial institutions boost revenue and cut costs by…

Read More

EP 258: Craig McLaughlin and Baron Conway, Finalytics

True personalization is here – connecting with FinovateSpring Best of Show winner Finalytics on their award-winning solution. Detailed Summary: This episode of the Finovate Podcast features Craig McLaughlin (CEO) and Baron Conway (CSO) of Finalytics, a Best of Show winner at FinovateSpring. They join host Greg Palmer to talk about how their platform delivers real-time…

Read More

EP 257: Javier Perez, VASS Financial Services

FinovateSpring keynoter Javier Perez on taking AI out of the experimental and scaling it up for maximum impact. Detailed Summary: In this episode of the Finovate Podcast, Javier Perez, Global Director at VASS Financial Services, shares key insights from his recent keynote at FinovateSpring. He emphasizes that although AI holds immense potential for banks and…

Read More
[shows-menu]