Fintech Confidential

Why do most peer-to-peer lending models fail while others thrive? 💡💸 In this episode of Leaders One on One by Fintech Confidential, Tedd Huff and Rodney Williams, Co-founder & President of SoLo Funds, delve into what makes SoLo Funds stand out in the world of peer-to-peer lending. "Every peer-to-peer model did it and failed eventually," Rodney shares, highlighting the pitfalls of traditional models. But with SoLo Funds, things are different. The secret? Transparency and control. SoLo Funds empowers borrowers, offering a completely new experience that engages them emotionally from the start. 🔑🚀 📧 Want to know how SoLo Funds cracks the code for peer-to-peer lending? Subscribe for more insights! 1️⃣ SoLo Funds’ borrower-first model offers control and transparency. 2️⃣ The process makes borrowers feel in control, unlike traditional loans. 3️⃣ SoLo Funds boasts a default rate five times better than its competitors. Rodney reveals that the psychological impact of giving borrowers control has transformed the lending experience. "We’ve already won the customer before they even got funded," he explains. SoLo Funds is proof that when borrowers feel empowered, they engage with the process on a deeper level—and this has led to remarkable results, including a low default rate and high customer satisfaction. 💡💸 Leaders One on One by Fintech Confidential #Fintech #SoLoFunds #PeerToPeerLending #BorrowerEmpowerment #TransparencyInLending #RodneyWilliams #FinancialInclusion #FintechSuccess #LoanCustomization #EmpoweringBorrowers #FinancialTechnology #TeddHuff #FintechPodcast #FintechInnovation #CustomerEngagement #SoLoFundsModel #BorrowerFirst #FinancialEmpowerment #FinancialSolutions #FintechConfidential #PeerToPeerFinance #RodneyWilliamsInterview #LoanExperience #UnderservedCommunities #LeadersOneOnOne Tedd Huff DD3 Media Fintech Confidential

In this episode of Accrued, Tedd Huff and Colton Pond talk with Ben Boyer of World Finance about evolving lending strategies. They discuss how fintechs can build lasting customer relationships by focusing on customer needs, expanding product offerings, and leveraging alternative data. Ben highlights the importance of realistic credit-building products, empathetic customer service, and accessible financial tools. The conversation emphasizes trust, transparency, and tailoring services to meet client needs while adapting to economic changes. A must-listen for businesses aiming to stay competitive and customer-focused in the lending sector. Key Highlights  - The Key to Retaining Customers You Might Be Overlooking  - Why One-Size-Fits-All Credit Scores Could Be Holding You Back  - The Secret to Offering Financial Products Customers Actually Want  - How Expanding Your Offerings Can Keep Customers Coming Back  - What Makes a Great First Financial Product   - Why Data-Driven Decisions Beat Gut Instinct Every Time  - Breaking Down Barriers to Financial Success  - How to Balance Profitability and Customer Care  - What Most Financial Companies Get Wrong About Credit Building  - Why Lifelong Customers Start with Exceptional Service Takeaways  1️⃣ Set Clear Expectations to Earn Trust 2️⃣ Simplify Financial Tools for Better Engagement 3️⃣ Prioritize Trust Over Immediate Profits 4️⃣ Stay Ahead by Analyzing Market Trends 5️⃣ Be Proactive in Reaching Customers   Accrued, a Fintech Confidential series presented by LoanPro #personalizedfinancialsolutions #consumerfinancialproducts #multiproductmodels #financialservicesinnovation #creditevaluationtechniques #fintechstrategies #underservedmarkets #financialaccessibility #datadriven #customertrust #alternativelendingstrategies #financialjourneys #financialinclusion #customercentric #regulatorychallenges #financialpersonalization #creditworthiness #financialeducation #thinfilecredit #Credit #fintech Tedd Huff DD3 Media Fintech Confidential

💡 What if your accounts receivable could do more than just track payments? “We want to enable accounts receivable automation, turning AR into a sales tool rather than just making things easier for accounting.” - Jordan O., Founder, Harvv In many industries, AR is seen as a back-office task, but what if it could drive your sales? By leveraging automation and integrating financing into AR, businesses can turn this overlooked department into a strategic powerhouse. This isn’t just about managing payments—it’s about unlocking growth. 📈✨ 📧 Want to see how AR can drive sales? Catch this conversation with Tedd Huff and Jordan O.. 1️⃣ Automating AR frees up valuable resources 2️⃣ Financing turns AR into a customer-focused tool 3️⃣ Strategic AR management drives sales and customer loyalty 💼 In today’s competitive markets, innovation comes from rethinking how tools like AR are used. It’s no longer just about making processes easier—it’s about making them strategic. 🌐🚀 Fintech Confidential Leaders One on One #BlueCollarTech #ARAutomation #FamilyBusiness #FinTech #BusinessGrowth #TeddHuff #AutomationTools #SmallBusinessSupport #ModernBusiness #SpecializedTools #SalesStrategy #AccountsReceivable #GenerationalShift #BusinessTransformation #FinanceTools #SustainableGrowth #EconomicTrends #ARIntegration #CompetitiveAdvantage #BusinessInnovation #FinanceAutomation #BusinessStrategy #SalesDrivers #Modernization #BusinessProgress Tedd Huff DD3 Media Fintech Confidential

What will the financial world look like in five years? Ariel Blum, CEO of Receive, shared his perspective on the rapid changes we can expect in fintech. He described a future where everything has a fintech connection because, at its core, everyone has something to pay for and something to get paid for. 💳 Imagine payments becoming ubiquitous, faster, and more seamless than ever. From tap-and-pay to other innovative methods, the gap between sending and receiving money is shrinking. These changes are more than just technological—they’re reshaping how people and businesses interact with their finances. 📧 Want to stay ahead of the trends shaping fintech’s future? 1️⃣ Faster payments across every platform 2️⃣ New ways to send and receive money 3️⃣ A fintech connection in everything Hosted by Tedd Huff, this episode explores how Ariel Blum envisions a world where payment systems are instant, everywhere, and easier to use. The future of fintech is here—it’s time to get on board. Leaders One on One by Fintech Confidential #fintech #instantpayments #smallbusiness #cashflow #financialfreedom #ArielBlum #Receive #TeddHuff #LeadersOneOnOne #financialsolutions #paymenttrends #businessgrowth #seamlessfinance #financialtechnology #fintechpodcast #contactlesspayments #smallbusinessfinance #breakingbarriers #worklifebalance #fasttransactions #financialempowerment #techdrivenfinance #entrepreneurship #businessfinance #realtimepayments Tedd Huff DD3 Media Fintech Confidential

How can Canada be a leader in education and technology but fall behind in banking? 🤔📉 Neo Financial is determined to tackle this paradox. Despite being in the global top 5 for education, smartphone use, and internet access, Canada ranks in the bottom 5 among developed nations for digital banking adoption. That gap is a wake-up call, and Neo Financial is stepping up with a mission to challenge the norms and create better financial opportunities for Canadians. 💼📱 By introducing more competition in the banking sector and leveraging AI, Neo Financial is reshaping what it means to manage your money. Smarter tools and user-first products are bridging the gap between outdated systems and the digital experiences Canadians deserve. 📲💡 Hear Jeff Adamson, Co-Founder and Chief Commercial Officer, discuss how Neo Financial is leading this shift with hosts Tedd Huff and Colton Pond on Accrued, a Fintech Confidential series Presented by LoanPro #fintech #banking #AI #financialservices #NeoFinancial #Canada #digitalbanking #fintechpodcast #personalizedbanking #dataprivacy #bankingapps #financialinclusion #financialtools #cashback #Canadianfinance #bankingcompetition #smartbanking #techandfinance #financialfreedom #businessgrowth #fintechsolutions #consumerfinance #financialliteracy #entrepreneurship #markettrends Tedd Huff DD3 Media Fintech Confidential

Ever imagined transforming loan origination with real-time insights? 🔍 "Can you access our APIs to start doing things in real time such that we can say yeah we have created a loan account for this individual borrower," explains Brian Fishbein, Head of Investing and Treasury at Column. "And you can start to say, OK, what do I build on top of it now that I have this kind of real-time insight?" Column's real-time API access revolutionizes loan origination and account servicing. Imagine having a seamless data model that integrates with your internal processes, allowing you to allocate funds accurately at the account level without the hassle of a giant servicing pool. 📩 Get these exclusive insights delivered to your inbox. Sign up now at Fintech Confidential Emails: https://lnkd.in/gfCkBDDU 1️⃣ Real-time API access for loan origination. 2️⃣ Seamless integration with internal processes. 3️⃣ Accurate fund allocation at the account level. Join Tedd Huff and Colton Pond on Accrued as they dive into how Column's innovative solutions transform the way we approach loan origination and servicing. Accrued, a Fintech Confidential series Presented by LoanPro #RealTimeInsights #LoanOrigination #FinancialServices #ColumnBank #TeddHuff #ColtonPond #BrianFishbein #LoanPro #FintechPodcast #RealTimeData #APIIntegration #FinancialTechnology #BankingInnovation #CreditPrograms #DataIntegration #LoanPlatforms #Compliance #FinancialOptimization #RealTimeAnalytics #BankingTechnology #FintechSolutions #FinancialInsights #RealTimeProcessing #CreditManagement #FinancialSystems Tedd Huff DD3 Media Fintech Confidential

Are you ready to give your customers what they truly want? Self-service options aren’t just preferred—they’re essential. 🖥️📱💡🚀 "You need a self-service option—something to get that customer what they want. Not because it's required; consumers are reaching for it." – Carl DAgostino, CEO & Founder at solvpath® Today’s customers expect control, and businesses need to deliver it. Offering self-service options for managing subscriptions isn’t just about compliance—it’s about meeting consumer demand and reducing frustration. When businesses make it easy for customers to cancel or adjust their subscriptions, they build trust, satisfaction, and loyalty. The alternative? A mountain of chargebacks, disputes, and full refunds that drain resources and hurt customer relationships. 📧 Ready to provide seamless self-service solutions? Let’s talk. 1️⃣ Customers demand easy, independent subscription management. 2️⃣ Businesses lose more through disputes than cancellations. 3️⃣ Happy customers are loyal customers. Making it difficult to cancel might feel like it preserves revenue, but the numbers tell a different story. Businesses that force complicated processes often face higher costs from managing disputes and chargebacks. By simplifying the process, companies not only meet customer expectations but also save time and money in the long run. Self-service tools are the path to happier, more loyal customers. UNCUT by Fintech Confidential, hosted by Tedd Huff #FTCCompliance #ClickToCancel #SelfServiceOptions #SubscriptionManagement #CustomerRetention #CarlDAgostino #TeddHuff #FinTechConfidential #Solvpath #CustomerTrust #CustomerExperience #ChargebackPrevention #ECommerceCompliance #OnlineCancellations #FrictionlessProcesses #ComplianceStandards #TrustBuilding #EmpowerCustomers #CustomerSatisfaction #ComplianceTools #LoyalCustomers #TransparentSubscriptions #RetentionStrategies #ComplianceSolutions #CustomerSupport Tedd Huff DD3 Media Fintech Confidential Jayare Charron Linda Goldstein

🗝️ Want to unlock the secret to customer loyalty? 💼 "Listen to your consumers and make a conscious effort to solve the biggest problems. And at SavvyMoney, that client satisfaction and customer ratings from the financial institutions that we work with drive the DNA of our company. When an FI goes on and on about how great we were to work with and follow up and just the success they've had, that drives the company satisfaction. And the same will hold true for the consumer. When we get that consumer feedback that you changed my life, now you're working with a purpose. There's a purpose behind what you're doing." - JB Orecchia, President and CEO of SavvyMoney Think of feedback as a treasure trove of insights waiting to be discovered 💎. At SavvyMoney, we mine this treasure to fuel our growth and enhance our services. Positive feedback from financial institutions and consumers is a testament to our commitment and purpose 🌟. ✉️ Stay ahead with more insights – subscribe now! 1️⃣ Solving critical consumer issues 2️⃣ High levels of client satisfaction 3️⃣ Purpose-driven company ethos Feedback is the key to unlocking unparalleled success 🏅. By listening to and acting on consumer insights, SavvyMoney continues to evolve and improve, ensuring we always meet and exceed expectations. This dedication is what drives our purpose and mission forward 🏆. Leaders One on One by Fintech Confidential #CustomerSatisfaction #BusinessGrowth #ClientFeedback #SavvyMoney #FinancialInstitutions #CustomerLoyalty #TeddHuff #FintechConfidential #CustomerReviews #BusinessStrategy #PurposeDriven #ClientRatings #BusinessSuccess #CustomerInsights #ImprovingService #CustomerCentric #SolvingProblems #BusinessMission #CustomerDriven #HighSatisfaction #ListeningToCustomers #BusinessTransformation #FintechPodcast #CustomerFeedback #BusinessPurpose Tedd Huff DD3 Media Fintech Confidential

In this episode of Accrued by Fintech Confidential presented by LoanPro, hosts Tedd Huff and Colton Pond are joined by Jeff Adamson, co-founder and Chief Commercial Officer of the company Neo Financial. Jeff shares how his team built an in-house technology stack to overcome these limitations, allowing them to offer personalized credit rates and a cashback system tailored to spending habits. AI tools further enhance the platform by simplifying financial management and providing actionable insights. Despite navigating complex regulatory requirements like the Retail Payments Activity Act, the company maintains a focus on creating transparent, user-friendly products. By integrating credit, savings, investments, and more into a cohesive system, the organization delivers added value while setting a high standard for customer-focused financial services. The conversation offers practical takeaways for FinTech professionals and entrepreneurs seeking to thrive in a challenging market. Takeaways: 1️⃣ Stop Waiting for Support—Build It Yourself 2️⃣ Make Fair Lending Your Priority 3️⃣ Turn Regulations into Opportunities 4️⃣ Create Value Beyond Basic Rewards 5️⃣ Focus on Clear and Simple Communication #fintech #financialtechnology #AI #banking #fintechstartups #regulations #cashback #financialservices #entrepreneurship #compliancematters #personalizedbanking #investments #creditmanagement #financialinclusion #financialtools #fintechcommunity #businessgrowth #startuplife #fintechnews #dataprivacy #fairlending #financialliteracy #userexperience #fintechsolutions #markettrends Tedd Huff DD3 Media Fintech Confidential Joystock.org

🌟 What does the new consumer finance policy mean for Canadian lenders? 🌟 "Probably one of the most substantial pieces of policy change in Canada within consumer finance," explains Tal Schwartz, Founder of Canadian Fintech. 🏦📉 Hosts Tedd Huff and Colton Pond explore how the new policy lowering the allowable rate of interest from 47% to 35% APR will affect Canadian lenders. This change means prime lenders may no longer be able to service risky borrowers, impacting the entire lending landscape. 💼🇨🇦 Music by joystock.org Sign up for Fintech Confidential emails at https://lnkd.in/dUBRYH5d 1️⃣ Interest rate changes 2️⃣ Impact on prime lenders 3️⃣ Ripple effects on the economy This episode discusses how risky borrowers might turn to unregulated channels, creating potential economic challenges. 📊💡 Accrued, a Fintech Confidential series presented by LoanPro #CanadianFintech #AIinFintech #FintechPodcast #LoanPro #FintechCanada #AIBanking #CustomerSupportAI #FintechRegulations #FintechInnovations #FinancialServicesAI #CanadianLenders #FintechNews #FintechUpdates #FintechTrends #AIAdjudication #FintechIndustry #FintechInsights #DigitalBanking #FintechChallenges #FintechGrowth #FintechFuture #PodcastEpisodes #ExpertInsights #TeddHuff #ColtonPond #TalSchwartz Tedd Huff DD3 Media Fintech Confidential