AltFi provides market-leading news, opinion, insights and events for the rapidly-growing alternative finance and fintech community. Our core focus is on disruption to lending, banking and investing, including alternative lending, challenger banks and digital wealth management. In addition, AltFi runs major industry events around the world.

In this special edition of Money Talks, we sit down with AltFi's recently-named CEO Of The Year to explore their successes in 2023 and what made them an AltFi Award winner.

Money Talks: AltFi's CEO Of The Year 2023 Interview

As 2023 draws to a close, in this extended edition of Money Talks we look back across the year to identify the biggest stories and trends of 2023, and what impact they might have in the future.

Money Talks: 2023's Biggest Fintech Trends In Review

It's been a busy June with Team AltFi heading to Amsterdam for Europe's largest fintech expo. But what were the big trends, themes and takeaways? Join our editorial team and some special guests to find out.

Money Talks: Takeaways From Money 20/20

With price crashes and scandals in the rear-view mirror, crypto faces a gargantuan task to rebuild its reputation, rebuild trust and grow. But have the opportunities for crypto and blockchain changed during the  ‘crypto winter’? What challenges still lie ahead? And can anyone predict where the price of Bitcoin will be by the end of 2023?

Money Talks: Where Crypto Goes Next

In this Money Talks special, we welcome some of the biggest names from the upcoming AltFi Festival Of Finance 2023 to find out what trends and topics they're looking out for at the Festival this year.

Money Talks: The Big AltFi Festival Of Finance 2023 Preview

Customer expectations continue to change and customers now wish for the best in class service across industries, wherever and whenever they interact with a retail, Finserv, medical or any other business. 

Customers benchmark their excellent experiences from dealing with giants like Apple or Amazon, are no longer accepting anything less in other industries and are not willing to wait for companies to gradually figure out and implement an exceptional customer experience strategy.

What can Finserv and Retail businesses learn from each other when it comes to delivering exceptional customer experience (CX)? What best CX practices can be exchanged across industries to compete with industry giants?

Learn how Trading 212 and a special retail guest prioritise their CX strategies to compete against industry giants, with key takeaways covering:

• Hear how your peers in Finserv and Retail approach creating a top-tier digital customer service experience
• Understand how to best optimise your CX to avoid costly mistakes while scaling
• Learn how to use emerging technologies to take full advantage of your resources

Speakers:
Georgina Frost, Head of Operational Strategy & Change, Dojo
Bryan Socransky, Director of Product Marketing, Financial Services, Zendesk
Anton Valchev, Head of Client Relations, Trading 212

Finserv And Retail CX Best Practices To Win Against Industry Giants

As fintechs continue to tackle a turbulent economic environment, the focus on being ethical or climate-conscious might be moved to the back burner. But as we get further away from meeting climate goals and many marginalised groups are left underserved, will fintechs rise to the challenge to solve these issues? More urgently, do they have a choice not to?

Speakers:
Louise Hill, Chief Operating Officer and Co-founder, GoHenry
Tom McGillycuddy, Co-founder, CIRCA5000
Nina Mohanty, CEO and Co-founder, Bloom Money

Money Talks: Fintech For Good: A Fantasy Or The Future Of Finance?

As millions of people battle rising costs and falling living standards, this new landscape is opening up new opportunities for fintechs to innovate and support their customers.

Speakers:
Julia McColl, Chief Product Officer
Emma Steeley, CEO, Freedom Finance
Helena Wardle, CEO & Founder, Money Means

Money Talks: How Fintechs Are Adapting To The Cost Of Living Crisis

As we started the year AltFi kicked off its 2023 series of Money Talks webinars with a host of special guests casting their predictions on what 2023's biggest fintech trends will be.

Speakers:
Vinoth Jayakumar, Partner, Molten Ventures
Reggie de Wasseige, Investor, Augmentum VC

Money Talks: Forecasting Fintech's Big Trends For 2023

The complex world of high-net-worth and ultra-high-net-worth wealth management is embracing a new model of supporting its customers.

By augmenting traditional human relationship managers with a more personalised self-serve model pioneered by challengers in the space, wealth managers are embracing a more innovative and efficient proposition. But this change isn’t without resistance, both from existing relationship managers and internally over fears that an omnichannel approach will result in complicated, inefficient, or broken user journeys.

Yet research suggests that firms embracing this technology can effectively serve clients for a fraction of the cost – so why hold back? Find out more from our panel of experts.

Speakers:
Benjamin Labrousse, Pre-Sales Manager EMEA, Wealth Dynamix
William Rouse, Commercial Director - UK, MEA & NA, Wealth Dynamix

Moderator:
Oliver Smith, Managing Editor, AltFi

Is 'Hybrid Servicing' The Next Big Thing In WealthTech?

With the world's economic uncertainties today, even the most well-funded fintechs need to get more value from their support teams. And with added pressure to drive revenue growth and combat competitors from taking away customers, companies must urgently find a clear path to acquiring, onboarding and keeping customers.

Implementing an exceptional customer experience (CX) strategy is one of the most effective ways for companies to differentiate their brand to drive higher customer acquisitions, improve retention rates and grow revenue. But how exactly can financial services companies create better customer experiences to compete?

This webinar provided insights on transforming your CX while addressing the top five challenges facing companies, so that teams can survive and even thrive during the current economic downturn. The challenges discussed:

Challenge #1 - Cut Operational Costs
Challenge #2 - Slow Spending Growth
Challenge #3 - Grow Revenue
Challenge #4 - Turn Agents Into Inside Sales Reps
Challenge #5 - Retain Your Customers

Speakers:
Sarah Anderson, Chief Customer Officer, Regnology 
Bryan Socransky, Director of Product Marketing, Financial Services, Zendesk
Natasha Wear, Director Customer Experience, Zopa Bank

Building Resilience With Customer Experience In Financial Services

In this extended edition of Money Talks we looked back across 2022 to identify the biggest stories and trends of the year, and what impact they might have in the future.

Speakers:
Charles Delingpole, Founder and Executive Chairman, ComplyAdvantage
Amy O'Brien, Reporter, Sifted
Ollie Purdue, Partner, Antler 

Moderator:
Oliver Smith, Managing Editor, AltFi

Money Talks: 2022's Biggest Fintech Trends In Review

Becoming publicly listed is a hugely transformative moment for any company. Our special guest Romi Savova, CEO and Founder of PensionBee, discussed what that experience was like for her, and how it impacted both the day-to-day and strategic direction of the company.

Speakers: 
Romi Savova, CEO and Founder, PensionBee
Oliver Smith, Managing Editor, AltFi

Money Talks: Life As A Listed Fintech

It's never been more competitive to raise capital as a startup founder, especially in fintech where huge bets are being placed in sectors like neobanking, buy now pay later and online payments. Our special guests Jamie Campbell, CEO of Fronted, George Robson, Partner at Sequoia Capital, and Tim Levene, CEO of Augmentum Fintech, shared their tips on the funding landscape and how best to stand out from the crowd.

Speakers:
Jamie Campbell, CEO, Fronted
George Robson, Partner, Sequoia Capital
Tim Levene, CEO, Augmentum Fintech
Oliver Smith, Managing Editor, AltFi

Money Talks: Raising Venture Capital As A Fintech

Every lender in the UK right now is worried about the unpredictability in the market. With inflation at its highest levels for 40 years, rumours of further expected spikes in food and fuel prices, increases in mortgage interest rates and consumers nervously looking at dwindling bank balances, we have the kind of perfect storm of uncertainty that makes a roulette table look like a safe bet. So, what changes need to take place to ensure lenders can continue to lend responsibly and profitably?

Watch on demand now to find out how the discussion went. 

Speakers: 
Chris Keane, VP of Business Development, GDS Link
Katrin Herrling, CEO and Co-Founder, Funding Xchange
Arie Wilder, COO, Auxmoney
Daniel Lanyon, Editorial Director, AltFi

The Lending Pivot: Staying Profitable In Times Of High Inflation And Uncertainty

As we reached the 9th anniversary of the UK's Financial Services Act 2012 which unlocked the potential for dozens of new banks to be created, from Monzo to Starling and Monument, we looked back at how this sector has transformed the way millions of people think about money, and what new developments neobanking still holds for the future.

With special guests Sam Everington, CEO of Engine by Starling Bank, Sarah Kocianski, a Fintech and Insurtech Strategy Consultant, and Kunal Galav, Director of Advisory Services at Mambu.

Money Talks: How Nine Years Of Neobanking Changed The World

A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while benefitting from a dramatic increase in efficiency across the lifecycle of a customer.

But how are they doing it? Is there a clear business case? And what does the future hold for these more digital-savvy private banks?

This in-depth discussion provided a holistic viewpoint from clients and vendors.

Speakers: 
Wasim Khouri, Chief Strategy Officer, Monument
Johnny Beloe, Director of Pre-Sales, Wealth Dynamix
William Rouse, Commercial Director, UK, MEA & NA, Wealth Dynamix
Oliver Smith, Managing Editor, AltFi

Building an Effective Business Case for WealthTech CLM

In this special edition of Money Talks, we sat down with AltFi's CEO Of The Year Lisa Jacobs to explore her successes in 2022 and what made her an AltFi Award winner.

Moderator:
Oliver Smith, Managing Editor, AltFi

Money Talks: AltFi's CEO Of The Year 2022 Interview

Presented by

About this talk

More from this channel