Congratulations, Trish Wethman, on being named a finalist in the @FinTech Futures Women in Technology #BankingTech Awards! As #BestEgg Chief Customer Officer, Trish is critical in providing our customers with award-winning customer experiences and support on their path to becoming money confident. Learn more about this year’s finalists here: https://lnkd.in/eyid-rBP
Founder | I help IT & Rev leaders deliver better customer and employee experiences by selecting the right tech for THEIR unique needs, filling the gap in tech advisory & cloud distribution | Helicopter Mom | Go Birds 🦅
Principal /Senior Director@ Best Egg, Cofounder @ vCoachPro, CEO of Varieum | Fintech, Ecommerce, SaaS, App Development | Noted for driving clarity in ambiguity
I had an incredible time attending the NYC Fintech Women panel discussion this week at Brex on Mastering Customer Journey with Angélique Wynants, Mary Joseph (She/Her), Elina Greenstein and Vandana Bhairi.
Some key insights:
𝟭. 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵: In today’s competitive landscape, it’s not just about what your company can offer, but how partnerships can amplify your strengths. Strategic collaborations unlock innovation and create win-win scenarios.
𝟮. 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗬𝗼𝘂𝗿 𝗖𝗹𝗶𝗲𝗻𝘁 𝗕𝗮𝘀𝗲 𝗕𝗲𝘆𝗼𝗻𝗱 𝗬𝗼𝘂𝗿 𝗕𝗲𝘀𝘁 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿: While it’s essential to nurture your top customers, real growth comes from targeting underserved segments. Personalizing customer journeys across demographics builds trust and loyalty in new markets.
𝟯. 𝗛𝗮𝗿𝗻𝗲𝘀𝘀 𝗗𝗮𝘁𝗮 𝗳𝗼𝗿 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗢𝗳𝗳𝗲𝗿𝘀: The future is about using data insights, like top-of-wallet behaviors, to deliver hyper-personalized rewards. This approach increases customer satisfaction while driving spending and building long-term loyalty.
One of the most inspiring parts of the event was hearing about Comun and their mission to empower immigrant families with digital banking and financial education. It’s a powerful reminder that fintech isn’t just about technology — it’s about solving real-world problems for diverse communities. 🌍
#Fintech#WomenInTech#NYCMeetup#Networking#CustomerJourneys
Welcome 2025 with progress, connection, and innovation. Every payment, every transaction takes us one step closer to a digitally empowered universe. Let’s make this year a journey of growth and inclusion #AlwaysForward.
#HappyNewYear#NPCIAlwaysForward#DigitalPayments
Women are making significant strides in the tech industry, especially within the #finance space.
While historically underrepresented in these fields, women are increasingly breaking barriers and becoming leaders in fintech and fraud prevention. Their unique perspectives and problem-solving skills are invaluable in addressing complex financial challenges.
From developing innovative fraud detection algorithms to advocating for financial inclusion, women are shaping the future of finance and contributing to a more equitable and secure financial landscape.
#WomenInTech#MastercardEmployee
🌟 Join me alongside Annika Melchert and Nora Hocke for a riveting discussion with Jacqueline O'Flanagan, the mastermind behind Microsoft's financial services strategy in Canada.
In our latest #FintechFilesPodcast episode, Jacqueline sheds light on enhancing women's roles in finance and the revolutionary changes AI is bringing to the sector. 🚀💼
We'll explore:
🚺 Trailblazing Women in FinTech: Progress and challenges.
🌍 Empowering Women at Microsoft: Steps toward greater inclusivity.
🤖 AI’s Transformative Impact: Boosting customer experiences and sustainable practices.
🌈 Diversity in AI Development: Why diverse perspectives matter.
🌿 Technology for Environmental Good: AI's role in a net-zero economy.
📈 Career Advice for Women in FinTech: Tips from Jacqueline to excel in the industry.
Don't miss out on these insightful discussions that look into the future of financial services, aiming for a sustainable and inclusive culture.
🎧 Tune in and get inspired!
🔗 Listen Now
https://lnkd.in/dK6bdwfUBCG Platinion#WomenInTech#FinancialInclusion#AIInnovation#SustainableFinance#FintechFilesPodcast#Career#Technology#AI
🌟 𝐄𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐍𝐞𝐰𝐬: 𝐂𝐚𝐬𝐡𝐩𝐥𝐮𝐬 𝐢𝐬 𝐍𝐨𝐰 Zempler Bank! 🌟
Last week, we reached a significant milestone in our journey. Cashplus has evolved into Zempler, marking a new chapter in our commitment to providing exemplary services to UK micro businesses. This rebranding aligns with our vision to empower micro-businesses with innovative financial tools that streamline their operations and enhance their growth potential.
🚀 𝐀 𝐋𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐞 𝐋𝐚𝐬𝐭 𝐒𝐢𝐱 𝐌𝐨𝐧𝐭𝐡𝐬:
These months have been a whirlwind of innovation and learning:
• 𝐑𝐞𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐒𝐜𝐫𝐞𝐞𝐧𝐬 & 𝐋𝐢𝐛𝐫𝐚𝐫𝐢𝐞𝐬: I completely overhauled our product screens and libraries, ensuring alignment with Zempler's fresh brand guidelines. Managing the design elements, I focused on user-centric, intuitive, and practical solutions across all platforms. By adhering to principles of clarity, simplicity, consistency, responsiveness, accessibility, visual hierarchy, and proximity, I aimed to enhance the intuitiveness and cleanliness of our interfaces.
• 𝐓𝐞𝐜𝐡 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧: I worked closely with our tech engineers, ensuring technical feasibility while maintaining design integrity. This partnership was crucial in seamlessly integrating the design elements across different platforms and devices.
• 𝐒𝐞𝐚𝐦𝐥𝐞𝐬𝐬 𝐔𝐬𝐞𝐫 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: A key goal has been to ensure a consistent and seamless experience across all user touchpoints, crucial for both brand identity and customer satisfaction.
👏 𝐓𝐞𝐚𝐦 𝐒𝐩𝐨𝐭𝐥𝐢𝐠𝐡𝐭:
This journey wouldn't have been possible without our incredible team. A huge shout-out to Laura Timmins, Bethany Huff-Guelbert, and Hannah Stofberg for their extraordinary work and unwavering dedication have been pivotal.
🔮 𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐀𝐡𝐞𝐚𝐝:
I'm thrilled about the future and eager to share several exciting designs soon. The feedback from our initial rollout has been overwhelmingly positive. Stay tuned as we continue to innovate and redefine the banking experience for our customers!
#Zempler#Rebranding#Innovation#UserExperience#Fintech#MicroBusinesses#DesignThinking#TechCollaboration#BrandIdentity#DigitalBanking
Ken Hughes, renowned as the King of Customer Experience, deepdives into how banks can attract and target the Gen Z audience in this interview from FinovateFall!
He highlights how the first digital generation prioritizes authenticity and are less loyal to brands, making it crucial for financial institutions to build trust through genuine connections and purpose-driven branding.
Discover more here 👉 http://spr.ly/6049t4Jfz#Finovate#CX#customerservice#customerexperience#fintech
At i-exceed, we believe our work goes beyond technology—it’s about empowering people.
We take pride in contributing to a world where financial services are more accessible, secure, and convenient for everyone. Seeing our digital solutions enable people to open accounts remotely, conduct effortless transactions, and manage their finances with ease reminds us of the profound impact we’re making.
In this video, Rahul Saraswat, one of our senior leaders, shares how meaningful it is to be part of a mission that’s shaping the future of banking—one that’s more inclusive and accessible for all.
It's not just about innovation. It's about making a difference.
#BankingForAll#DigitalBanking#FinancialInclusion#Appzillon#iExceed
Founder | I help IT & Rev leaders deliver better customer and employee experiences by selecting the right tech for THEIR unique needs, filling the gap in tech advisory & cloud distribution | Helicopter Mom | Go Birds 🦅
2moYou are amazing Trish !!!!