{"podcast":{"title":"Purpose Driven FinTech","slug":"purpose-driven-fintech-6329886","podcast_index_feed_id":6329886,"rss_url":"https://feeds.captivate.fm/purpose-driven-fintech/","website_url":"https://www.podpage.com/purpose-driven-fintech/","image_url":"https://artwork.captivate.fm/7e370edc-0f0d-4b85-bbb4-c0a2f068e1d2/Podcast-Art-Monica-Millares-Chief-Product-Officer-AI-FinTech-Bu.jpg","author":"Monica Millares","episode_count":88,"summary":"Welcome to Purpose Driven FinTech! I'm your host, Monica Millares - Product Leader and fellow FinTecher. These days, with the rising cost of living, financial stress among customers, loss of trust in banks, speculation of crypto, and uncertainty, we're facing unprecedented challenges. But there is hope. We as FinTechers have the power to make a positive impact. Our products, the how we do product, and our people can make a difference on customers’ financial lives - and as a result, in the quality of their lives. However, more than ever Founders, CEOs, Leadership teams and all FinTechers have a ton of pressure to build solutions that actually solve customer problems, that people want, that are differentiated And profitable Yes that's you and me too! That's why I've created this podcast! I speak with FinTech CEOs, Founders, and Csuites to uncover their stories, challenges, and lessons learnt in building products with impact. You'll get to hear real-life conversations, and you’ll walk away with practical questions, frameworks and insights that you can apply to your own FinTech products. So, are you ready to make a bigger difference in FinTech? Let's come together and discover how Pur…","last_synced_at":"2026-06-10T04:19:45.459919+00:00","page_url":"https://stenobird.com/podcast/purpose-driven-fintech-6329886"},"episode":{"title":"Inside Velexa's Mission to Transform Wealth Management | Tamara Kostova, Founder & CEO Velexa","slug":"inside-velexa-s-mission-to-transform-wealth-management-tamara-kostova-founder-ceo-velexa","published_at":"2024-12-25T23:00:00+00:00","page_url":"https://stenobird.com/podcast/purpose-driven-fintech-6329886/inside-velexa-s-mission-to-transform-wealth-management-tamara-kostova-founder-ceo-velexa","show_page_url":"https://stenobird.com/podcast/purpose-driven-fintech-6329886","url":"https://purpose-driven-fintech.captivate.fm/episode/inside-valexas-mission-to-transform-wealth-management","audio_url":"https://podcasts.captivate.fm/media/0d07b52b-1a1d-46a7-bf70-9a8c7cbb0364/tamara-monica-Audio.mp3","summary":"Join us for an insightful conversation with Tamara, CEO of Velexa, as we explore how FinTech is revolutionizing wealth management and financial education. From democratizing investment access to building community-driven platforms, discover how Velexa is making financial services more inclusive and less intimidating for everyone. Why education and community are key to next-generation FinTech solutions How Brazil became a leader in neobank adoption with 43% population penetration The importance of hybrid approaches in empowering women investors Why Southeast Asia leads in digital wealth management innovation The role of AI and ChatGPT in shaping the future of investment advice Building scalable B2B solutions while keeping focus on end-user needs We cover: (00:00) The Essence of FinTech: Revolutionizing Money Management (02:08) Brazil's FinTech Success Story: From Unbanked to Digital Leaders (03:29) Velexa's Mission: Democratizing Investment Access (05:07) The B2B Approach to Achieving Global Impact (06:10) The Future of WealthTech and Investment Adoption (08:31) Financial Stress and Education: Building Better Solutions (11:03) Gen Z's Approach to Financial Health (14:13) Building Community-Driven Financial Products (15:27) Women in Investment: Challenging Industry Misconceptions (18:38) Velexa's Customer Base and Global Market Differences (22:29) Overcoming Legacy Infrastructure Challenges (24:09) Velexa's Award-Winning Vision and Success Factors (29:18) The Role of AI in Investment Decision-Making (34:56) Responsible Innovation in Financial Education (36:34) Leadership Insights: Creating a Winning Strategy (39:00) CEO Mindset: The Importance of Team and Vision (41:34) The Future of FinTech: Prioritizing Financial Education If you're interested in the intersection of Fi…","meta_description":"Join us for an insightful conversation with Tamara, CEO of Velexa, as we explore how FinTech is revolutionizing wealth management and financial education.…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2543,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/purpose-driven-fintech-6329886/episodes/inside-velexa-s-mission-to-transform-wealth-management-tamara-kostova-founder-ceo-velexa/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/purpose-driven-fintech-6329886/inside-velexa-s-mission-to-transform-wealth-management-tamara-kostova-founder-ceo-velexa.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}