エピソード

  • #19 - Carlos Vega, Co-Founder & CEO at Tesorio
    2024/12/31

    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-edge AI tools and user-friendly financial solutions.
    • Lessons from Scaling a Startup: The importance of adaptability, customer insights, and overcoming early business challenges.
    • Future of Financial Management: Embracing real-world integrations, fluid workflows, and staying competitive with data-driven strategies.
    • Advice for Founders: Always stay humble and open to pivoting when faced with unforeseen challenges.



    To learn more about Tesorio:
    Website: https://www.tesorio.com/
    LinkedIn: https://www.linkedin.com/company/tesorio/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/carlos-r-vega/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    13 分
  • #18 - Ximena Aleman, Co-Founder & Co-CEO at Prometeo
    2024/12/24

    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-time payments and open banking adoption.
    • Cross-Border Challenges: Addressing the gaps in real-time international payments and data flow.
    • The Future of Embedded Finance: Envisioning banking embedded into daily digital experiences within five years.
    • Prometeo’s Role in FinTech Innovation: Driving seamless financial transactions with API infrastructure.


    To learn more about Prometeo:
    Website: https://prometeoapi.com/
    LinkedIn: https://www.linkedin.com/company/prometeoapi/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/ximena-aleman-7913439a/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    21 分
  • #17 - Yinglian Xie, CEO & Co-Founder at DataVisor
    2024/12/19

    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.
    • Trends shaping the fraud detection landscape for 2025 and beyond.
    • Advice for aspiring professionals in cybersecurity and fintech.



    To learn more about DataVisor:
    Website: https://www.datavisor.com/
    LinkedIn: https://www.linkedin.com/company/datavisor/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/yinglian-xie-7249812/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    20 分
  • #16 - Mike Conover, Founder & CEO at Brightwave
    2024/12/17

    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 prescriptive AI workflows.
    • Series A success: $15M raised to scale Brightwave’s impact.
    • Pragmatic AI approach: Balancing innovation with real-world application.



    To learn more about Brightwave:
    Website: https://www.brightwave.io/
    LinkedIn: https://www.linkedin.com/company/brightwaveio/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/michaelconover/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    16 分
  • #15 - Andrew Jamison, CEO & Co-Founder at Extend
    2024/12/12

    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, addressing SMB needs overlooked by traditional banks.
    • Virtual Card Benefits: Simplified, frictionless integration into existing bank cards, empowering SMBs without additional accounts or lengthy processes.
    • Industry Trends: Embedded payments in B2B ecosystems and the push for seamless finance technology integration.
    • What’s Next for Extend: Partnerships with major banks, covering 65% of commercial credit cards, and advancing the embedded finance revolution.


    To learn more about Extend:
    Website: https://www.paywithextend.com/
    LinkedIn: https://www.linkedin.com/company/paywithextend/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/andrew-jamison/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    18 分
  • #14 - Kevin McColly, CEO at Coinstar
    2024/12/10

    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, including partnerships with fintech companies.
    • Launch of CINQ by Coinstar: Introduction of a digital wallet aimed at serving cash-preferred customers with modern financial tools.
    • Focus on Financial Empowerment: Offering accessible financial services to underserved populations, bridging the gap between physical and digital economies.
    • Insights from Money2020: Leveraging Coinstar's trusted brand and physical presence to collaborate with fintech innovators.


    To learn more about Coinstar:
    Website: https://www.coinstar.com/
    LinkedIn: https://www.linkedin.com/company/coinstar/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/kevinmccolly/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    16 分
  • #13 - Waseem Daher, Founder & Executive Chair at Pilot.com
    2024/12/05

    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 overcoming investor skepticism and operational hurdles.
    • Pilot’s diverse clientele: From startups to large-scale companies leveraging tech-driven accounting solutions.
    • The future of AI in accounting: Why AI is a tool, not a full solution, and how Pilot leverages it for efficiency.
    • 20-year vision: Building the "AWS of business infrastructure" to run all back-office operations for companies.

    To learn more about Pilot.com:
    Website: https://pilot.com/
    LinkedIn: https://www.linkedin.com/company/pilothq/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/wdaher/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    19 分
  • #12 - Stephanie Song, Co-Founder & CEO at Invictus
    2024/11/27

    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.
    • The platform offers tools that save deal teams hours daily, reducing inefficiencies and manual tasks.
    • Inspired by her M&A experience at Coinbase, Stephanie envisions AI becoming as transformative as Excel was in the 1980s.

    To learn more about Invictus:
    Website: https://www.tryinvictus.co/
    LinkedIn: https://www.linkedin.com/company/try-invictus/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/stephanie-song-768965129/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    17 分