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R. Harrison

CEO Barkbook

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CEO Barkbook

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Rainy Day to Riches: Moving Beyond Short-Term Financial Security

Wednesday, September 11th 

10:00 - 11:30 AM

Federal Reserve Bank of Boston | Morris Auditorium

600 Atlantic Ave, Boston

Conventional wisdom often tells Americans that building savings is the key to building wealth. However, due to factors such as income volatility, increasing debt and unexpected expenses, Americans are cutting back on short-term savings and even dipping into their retirement accounts to address their financial challenges. Before building wealth, people need to achieve a baseline level of short-term savings. A panel of innovators tackling the emergency savings challenge through a variety of engagement models and non-traditional channels will discuss what it will take from the fintech ecosystem for everyday Americans to move beyond short-term financial security to long-term wealth.

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www.ey.com

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Agenda

Fireside Chat | Callum King of Brightside

10:00 - 10:30 AM

Callum is the CEO and co-founder of Brightside, a comprehensive financial health platform delivering unbiased financial assistance. Offered by employers as a benefit, Brightisde brings together the power of people, technology and effective financial products to create lasting financial impact for families across the country. Prior to Brightside, Callum was a venture capitalist making investments in early stage fintech and enterprise companies. Callum holds an AB in Economics from Harvard University and an MBA from the Stanford Graduate School of Business.

Breakout Discussion | Jordan Wimmer, Roshni Chowdhry, Pedro Moura, moderated by Nick Maynard

10:30 - 11:30 AM


Agenda

Registration & Networking

Welcome Remarks

NextGenFintech: Cushion, Jobble &Long Game

AI Disruption: How AI & Tech is Changing the Financial Services Business

Wealth Management for a Digital Age

Agenda

Registration & Networking

Welcome Remarks

NextGenFintech: Cushion, Jobble & Long Game

AI Disruption: How AI & Tech is Changing the Financial Services Business

Wealth Management for a Digital Age

Advances in financial technology that remove humans from the equation have left many consumers uncertain about who to trust which is why building and maintaining customer trust is a key challenge for financial services companies of all sizes. In this session, hear from industry executives and FinTech companies that are using innovative methods to develop and grow user trust from day one. We will explore the opportunity for new technologies (such as blockchain, A.I, machine learning) to improve inclusion and consumer engagement through more transparent processes, as well as opportunities for financial institutions to leverage these new tools to increase efficiency, reduce costs, minimize risk and even return trust to consumers. From branding strategy and research techniques to open communications and human-centric product design, we will explore the tactical efforts and overarching strategies of various players across the financial services ecosystem.

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Starting your own business and picking the right niche in no time

Conventional wisdom often tells Americans that building savings is the key to building wealth. However, due to factors such as income volatility, increasing debt and unexpected expenses, Americans are cutting back on short-term savings and even dipping into their retirement accounts to address their financial challenges. Before building wealth, people need to achieve a baseline level of short-term savings. A panel of innovators tackling the emergency savings challenge through a variety of engagement models and non-traditional channels will discuss what it will take from the fintech ecosystem for everyday Americans to move beyond short-term financial security to long-term wealth.

Panelists:

details coming soon!

2 sentence bio that the company has sent to us

who attends?

Boston FinTech Week events cover all major sectors within financial services, and are always free and open to everyone! This weeklong celebration of FinTech highlights of efforts of startups, institutions, data providers, venture capitalists, universities, and more.

why participate?

There really isn’t a reason not to. But if you want to gain awarness into new industry initiatives and leadership, or get unprecedented exposure to Boston’s largest FinTech network, get direct access to startups, institutions, investors, and service providers, this is the event for you.

where do I go?

Boston FinTech week hosts events all over Boston Massachusetts! Check out the map below for more details

Daniel New

Managing Director at EY

Cathy Cobey

EY Global Trusted AI Advisory Leader

Cynthia Doe

Americas Advisory Risk Leader at  EY

Panelists

Starting your own business and picking the right niche in no time

Conventional wisdom often tells Americans that building savings is the key to building wealth. However, due to factors such as income volatility, increasing debt and unexpected expenses, Americans are cutting back on short-term savings and even dipping into their retirement accounts to address their financial challenges. Before building wealth, people need to achieve a baseline level of short-term savings. A panel of innovators tackling the emergency savings challenge through a variety of engagement models and non-traditional channels will discuss what it will take from the fintech ecosystem for everyday Americans to move beyond short-term financial security to long-term wealth.

Roshni Chowdhry

Head of Customer Experience

SafetyNet

Jordan Wimmer

CEO and Co-Founder

Thrive Savings

Pedro Moura

Co-Founder and CEO

Flourish

Callum King

Co-Founder and President

Brightside

Nick Maynard

Senior Vice President

Commonwealth

Brian Clarke

 Senior Strategy Manager

Federal Reserve Bank of Boston

Joe Casali, AAP, NCP

Executive Vice President, Payments Innovation

NEACH

Check back for the Boston FinTech Week 2019 schedule of events

2019 Content Tracks:

Monday 9/9

Capital Markets & Investing

Tuesday 9/10

Insurance

Wednesday 9/11

Banking & Wealth Management

Thursday 9/12

Payments & Lending

Financial Health & Financial Security

Monday 9/9

Capital Markets & Investing

Tuesday 9/10

Insurance

Wednesday 9/11

Banking & Wealth Management

Thursday 9/12

Payments & Lending


Financial Health & Financial Security

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the events

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Conventional wisdom often tells Americans that building savings is the key to building wealth. However, due to factors such as income volatility, increasing debt and unexpected expenses, Americans are cutting back on short-term savings and even dipping into their retirement accounts to address their financial challenges. Before building wealth, people need to achieve a baseline level of short-term savings. A panel of innovators tackling the emergency savings challenge through a variety of engagement models and non-traditional channels will discuss what it will take from the fintech ecosystem for everyday Americans to move beyond short-term financial security to long-term wealth.

2018 Sponsors 

Starting your own business and picking the right niche in no time

Conventional wisdom often tells Americans that building savings is the key to building wealth. However, due to factors such as income volatility, increasing debt and unexpected expenses, Americans are cutting back on short-term savings and even dipping into their retirement accounts to address their financial challenges. Before building wealth, people need to achieve a baseline level of short-term savings. A panel of innovators tackling the emergency savings challenge through a variety of engagement models and non-traditional channels will discuss what it will take from the fintech ecosystem for everyday Americans to move beyond short-term financial security to long-term wealth.

FinTech Sandbox Platinum Sponsors

Starting your own business and picking the right niche in no time

Conventional wisdom often tells Americans that building savings is the key to building wealth. However, due to factors such as income volatility, increasing debt and unexpected expenses, Americans are cutting back on short-term savings and even dipping into their retirement accounts to address their financial challenges. Before building wealth, people need to achieve a baseline level of short-term savings. A panel of innovators tackling the emergency savings challenge through a variety of engagement models and non-traditional channels will discuss what it will take from the fintech ecosystem for everyday Americans to move beyond short-term financial security to long-term wealth.

2018 Partners

Starting your own business and picking the right niche in no time

Conventional wisdom often tells Americans that building savings is the key to building wealth. However, due to factors such as income volatility, increasing debt and unexpected expenses, Americans are cutting back on short-term savings and even dipping into their retirement accounts to address their financial challenges. Before building wealth, people need to achieve a baseline level of short-term savings. A panel of innovators tackling the emergency savings challenge through a variety of engagement models and non-traditional channels will discuss what it will take from the fintech ecosystem for everyday Americans to move beyond short-term financial security to long-term wealth.



http://bostonfintechweek2019.splashthat.com

For questions and inquiries, contact: 

BostonFinTechWeek@FinTechSandbox.org

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