FinTech CTO Club

Working in a large organization differs from being a part of a small startup. The contrast is even sharper in the financial sector with all of its potential compliance, legal, risk, and fraud issues. In this episode, we’re having a talk with Diego Blanco, Former Open Platform CTO and currently Digital Channels Director at BBVA in USA. If you’re interested to know what the challenges Diego faced when he tried to integrate cloud technology into existing BBVA software. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

When any company faces steep growth, it also has to confront new challenges that need to be properly addressed. In this episode, we’re having a talk with Radomir Mastalerz, CTO at WealthArc, a FinTech company developing cloud-based solutions for independent asset managers in Switzerland, Liechtenstein and Luxembourg. If you want to know more about the biggest challenges a CTO faces in his day-to-day work, how to hire people for startups and what is their key to personal growth and motivation, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

When you are small, agile, and keep the focus of your company, you can test the market and implement the findings quicker. In this episode, we’re having a talk with Greg Yee, founder, and CTO at Capitect Inc, an innovative advisor technology platform. If you want to know more about the benefits of being a small company and what practices are special for a CTO in Fintech, this podcast is for you. *Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! *Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Keeping product healthy is a skill, the same as going to the gym or brushing one’s teeth. In this episode, we’re having a talk with Arjun Kannan, CTO at Climb Credit, a student lending platform intended to expand student access to quality education. If you want to know how processes in huge and small FinTech companies differ, what are their main challenges and how to combat them, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Managing a company’s security and people should go hand in hand. In this episode, we’re having a talk with Brad Burgess, CTO at Orion Advisor Services, a portfolio accounting service provider for advisors. If you want to know more about how things are organized in Orion and what CTO practices helped them to reach success, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Negative experience is the most valuable. In this episode, we’re having a talk with Tony Leal, CTO at Envestnet MoneyGuide, which offers financial planning software for college, retirement, real estate, asset allocation, and insurance needs analysis. His inspiring insights on learning from failures, enforcing corporate culture with creativity, finding a work-life balance are a must to listen to! Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Having a strong connection with a team helps companies to combat real challenges. In this episode, we’re having a talk with Rich Romano, CTO at Fiduciary Exchange, LLC (or simply FIDx), a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems. If you want to know how to integrate two huge and complicated areas in one product seamlessly, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Adding value to the lives of many different people can be a powerful instrument of motivation. In this episode, we're going to talk with David Wallace, CTO at Greenphire, a startup that automates and streamlines payments for the clinical trial industry. If you want to know how to keep teams motivated and the product healthy, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Machine Learning and AI are the two biggest trends in the industry. In this episode, we will talk with Alan Bekker, co-founder, and CTO at voca.ai, which specializes in natural language processing to build voice assistants for financial services software. If you want to know the real case of building AI products for FinTech with real challenges and ways to overcome them, this is the podcast for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Sticking together and working shoulder-to-shoulder is the best strategy a FinTech company can have. We're going to talk with Nicolas Joseph, VP of Engineering at Datalogue Inc. that uses machine learning to improve data preparation. If you believe in the power of community, sharing knowledge and keeping up studying, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

There’s no need to ‘think big’ and be super scalable if you’re a small startup. In this episode, we will talk with Andreas Palsson, CTO at BetterWealth FTS that provides automated investment advisory service with a focus on algorithm-based portfolio management. If you disagree that overengineering can do harm or just interested to learn why, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Running development teams spread across the globe is quite a challenge. In this episode, we're going to talk with Anthony DiSanti, CTO at Shift Forex LLC, which builds high-performance trading systems with a focus on cryptocurrency exchange technology. If you want to know the best practices of working with remote teams, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Every startup has to have a great idea, a great team, and a talented leader to disrupt the industry it operates in. In this episode, we're going to talk with Erik Bernhardsson, CTO at Better Mortgage Inc., a company that's replacing old mortgage infrastructure with thoughtful technology. If you’re interested to know why should a startup be treated like pizza and why should one leave Google and Spotify to join Fintech, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

In software development, communication may replace many issues, for example performance metrics or knowledge transfer. In this episode, Shane Higginbotham, Product Manager at Blaze Portfolio, shares his ideas why communication is so important and when it can be excessive, why providing metrics is inefficient, and what makes self education better than official trainings. Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Subscribe to the FinTech CTO newsfeed (fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! ____________ Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: salesforce-integration.insart.com/

No system can exist in isolation today. In this episode, we're going to talk with Malcolm Ross, VP of Product at Appian, a low-code platform that enables financial institutions to turn great ideas into high-impact business applications. This podcast will be particularly topical for those who aim to build strong integrations, implement innovative techs like AI and Blockchain, and keep the focus on the bigger goal. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

In this episode, we talk with Hesom Parhizkar, CTO at Wela, a provider of a digital assistant for RIAs, about team management techniques, the ideal team structure, and working with a remote team. If you want to learn a new view on how to choose technologies for a new project, tackle technical debt, and educate yourself and your team, this podcast is for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! ____________ Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

Startups requiring intensive research work often struggle to get accurate estimates and keep productive. In this episode, we are going to talk with Alessandro Preziosi, CTO at SumUp Analytics, an ML startup that was born out of a university research project. If you need a piece of advice on how to choose stack, team structure, and people for a young company, this is the podcast for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! ____________ Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/ ---- Navigation 1:24 Alessandro’s background. About SumUp Analytics 4:16 Why is finance a top priority for the startup? 6:38 How do APIs help to sell to businesses? 9:56 SumUp Analytics use cases 13:09 CTO role in a small startup as it grows older 16:32 The role of team structure, chats, and communication 18:40 Keep researching or you will lose 22:30 Why it’s worth sticking to open-source tech stack? 26:14 Where to hire people for startups? 31:08 The company as a group of friends 34:47 Why is it important to speak one (financial) language? 37:51 CTO is to keep estimates for investors realistic 40:36 Cloud provider agnostic approach 46:08 Watching YouTube vs reading documentation: what’s more efficient?

Being productive yourself isn’t enough to keep engineering teams productive. In this episode, we’re going to talk with Shadi Saifan, CTO at Trizic, an enterprise-class digital asset management platform, about team management techniques he uses in daily practice. If you want to get exclusive insights on building corporate culture and enhancing teams productivity, this is the podcast for you. Subscribe to the FinTech CTO newsfeed (https://fintechcto.club) or become a member to get the newest guides and white papers delivered to your inbox! ____________ Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/