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One Vision

Impact as a differentiator in the financial services industry

Season 7

How do you build a customer-centric financial institution? Being hyper-focused on your customers’ needs definitely tops the list. Especially in an environment where financial uncertainty is keeping many consumers up at night, banks are in the best position to act as an empathetic and trusted partner for those in need. In this episode of One Vision — Fintech Fuse! Barb and Theo chat with Rochelle Gorey, co-founder and CEO of SpringFour, a social impact financial wellness fintech company. By connecting consumers to vetted financial resources, this B-Crop enables consumers to meet their financial objectives, reduce household expenses, and avoid payment delinquencies. It’s a win-win solution, and one that is much needed.

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  • FinTech in a field of daffodils

    23:28
    As one of the first flowers that bloom in spring, daffodils symbolize new beginnings, resilience, and prosperity. But what do the flowers have in common with fintech and rugby? In this new episode of One Vision, Theo chats with Sarah Kocianki, CEO of Fintech Wales, on her top priorities in growing the world-class collaborative FinTech ecosystem in Wales as she embarks on her new journey as the CEO of FinTech Wales. We explored the secret behind the prominence of female angel investors in Wales, as well as the impact of technology on work, talent, and culture of learning. Bonus question for our audience: What was the one term that we successfully navigated around in our conversation? Tune in to find out!***About One Vision: One Vision podcast, hosted by Theodora Lau, brings purposeful innovation to spotlight. It is where impact meets innovation. One Vision is a convergence of minds that dream of a sustainable world for future generations galvanized by innovation. The new season, Fintech Fuse! features the powerful trio of women in fintech: Barb McLean, Stephanie Foster, and Theodora Lau.***Unconventional Ventures: https://www.unconventionalventures.com/Subscribe on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6598548173482967040       Subscribe on YouTube: https://www.youtube.com/channel/UCaLj99yHUUGFTHLdJeZqaPg?sub_confirmation=1   
  • From law school to boardroom: Millicent Tracey’s mission to change the status quo

    45:14
    VC investment in startups is crucial for the industry. Yet, the funding into underrepresented founders is dismal and seems to be getting worse by the year. Could bringing more women into investment communities and helping them secure board roles be the answer we are looking for? In this episode of One Vision — FinTech Fuse! We chat with Millicent Tracey on her impactful journey from banking and beyond. Millicent is an independent public company Board Director and Audit Committee member, FinTech Board Advisor, and former Fortune 50 senior executive. Tune in to hear her perspectives on what gets her excited in financial services and how we can own our power.
  • Prepare for the unexpected

    17:16
    Against the backdrop of economic uncertainty and geopolitical tensions, how can we make the supply chain more resilient? In this episode of One Vision, Theo chats with Rene Ho — CFO at Taulia, and Thomas Mehlkopf — GM and Head of Working Capital Management CoE at SAP, on realizing the synergies from the power duo of SAP-Taulia, building the future of finance with working capital optimization and liquidity. Change is inevitable, but we can put measures in place and be ready for surprises in this interconnected world. For more insights, download the CFO Perspectives: Unlocking Insights Through Conversation. #OneVision #SupplyChainFinance #FinancialServices #SponsoredAbout One Vision: One Vision podcast, hosted by Theodora Lau, brings purposeful innovation to spotlight. It is where impact meets innovation. One Vision is a convergence of minds that dream of a sustainable world for future generations galvanized by innovation. The new season, Fintech Fuse! features the powerful trio of women in fintech: Barb McLean, Stephanie Foster, and Theodora Lau. Unconventional Ventures: https://www.unconventionalventures.com/ Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6598548173482967040
  • Credit unions and the heart and soul of Atlantic Canada

    27:07
    In many rural communities, credit unions are the financial institutions of choice. But these credit unions facilitate more than just money movement. As financial cooperatives, they are owned by their members and embedded within the communities that they serve. In this episode of One Vision — FinTech Fuse! We chat with Carrie Forbes, CEO of League Data and Technicost on the changing technology landscape, the challenges and opportunities of transforming while preserving the human touch, and the future of consumer-driven banking. Bank with purpose, we can. Tune in and feel the love.
  • Our world is diverse. So should our voices.

    22:32
    In this special episode of One Vision, we collaborate with Sonya Dreizler, Co-Founder of Choir, to introduce four special guests to our community: Valerie Escobar, Mohna Shah, Anthony Williams, and Yohance Harrison. Tune in to find out more about them, what drives them, and what they would put in a time capsule to be opened in 100 years. Did you know that there are over 7,100 spoken and signed languages in the world, and 75 countries under the Asian American and Pacific Islander (AAPI) umbrella? With such rich diversity, it is beyond time to change who we listen to. Join us. 
  • Create your own narrative and embrace the uncharted waters of finance

    42:03
    What is the difference between open banking, open finance, and open data? And how can technology enable a true 360 degree view of a consumer, beyond just finance? In this episode of One Vision Podcast — FinTech Fuse! We chat with Michelle Beyo, founder of Finavator, about her career journey, what inspires her, and how she changes the ecosystem around her. As a fearless advocate, Michelle leads by example by being an active participant, and challenging the status quo to make the world more just. We are all part of something bigger and each of us bear the responsibility to make the world a better place. Fight for love and a more inclusive future. Because every voice matters. 
  • Everything is embedded!

    39:36
    In this episode of One Vision — FinTech Fuse! Theo and Barb chat with Simon Taylor, Head of Strategy & Content at Sardine, and the brain behind the Fintech Brainfood, on being infinitely curious. One of Simon’s passion topics and mission at Sardine is to eradicate scams from the Internet. According to Simon, not only is fraud a massively underrepresented trillion-dollar problem, it is also getting exponentially worse, with so much of it being underreported. It is, as Simon calls it, the biggest issue that impacts human misery. What does the future hold for the financial services industry and its workforce, against the backdrop of credit quality concerns, the rapid development of advanced technology such as artificial intelligence, and with big techs advancing? What are the top things on Simon’s list and what does he think is overhyped? Tune in and find out!
  • The year of personal finance resurgence

    25:40
    Against the backdrop of elevated interest rates and lingering economic uncertainty brought about by layoffs and geopolitical conflicts, it is perhaps not surprising to see consumers seeking alternative ways to consume and pay. At the same time, they are also demanding more. In this episode of One Vision, Theo and Barb chat with Julie Muhn, Senior Research Analyst, and the heart and soul of Finovate, on the state of consumer fintech. What challenges will PFM tools face? And how can financial services providers leverage data and technology to help consumers navigate their financial lives?
  • Fighting the good fight: Getting to a just economy

    40:23
    “If you get the chance to wake up tomorrow, what will you do with your day?” In this episode of One Vision — FinTech Fuse! Theo chats with Natasha Harper-Madison, a city council member for Austin, an entrepreneur, and a champion for the local community and racial equity, on civic engagement and cultivating economic opportunity and mobility. It is often said, talent is everywhere, opportunities are not. If small businesses are the backbone of our society, what more can we do to enable them to thrive? How can we collectively partner across sectors to create a more vibrant startup economy?  More can be done — more needs to be done. And there is a cost of inaction. As Gandalf said to Frodo in Lord of the Rings: “All that we have to decide is what to do with the time that is given us.” We hope Natasha’s story will inspire you to reflect and act. Because each day is a gift. Let’s fight the good fight.