Épisodes

  • #25 - Felix Rodriguez, Founder & CEO at Finally
    Feb 5 2025

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Felix Rodriguez, Founder & CEO at Finally.

    What you’ll get out of this episode:

    • Felix Rodriguez's Journey: From starting his first business at 13 to founding Finally, a platform solving core small business challenges.
    • Finally's All-in-One Solution: Integrated tools for payroll, corporate cards, bookkeeping, and more, streamlining operations for businesses.
    • AI-Powered Bookkeeping: Finally's proprietary AI, Prometheus, automates bookkeeping tasks, providing real-time insights.
    • Future Innovations: Upcoming launch of a global employer-of-record solution for hiring talent worldwide seamlessly.



    To learn more about Finally:
    Website: http://www.finally.com
    LinkedIn: https://www.linkedin.com/company/finallycom/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/rodriguezfelix/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    14 min
  • #24 - Katie Quilligan, Investor at BankTech Ventures
    Jan 29 2025

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Katie Quilligan, Investor at BankTech Ventures.

    What you’ll get out of this episode:

    • Katie Quilligan’s career journey from operations to investing at BankTech Ventures.
    • BankTech Ventures’ mission to drive innovation in community banking through strategic investments.
    • How automation and AI improve efficiency in banking operations.
    • Insights into trends shaping banking and FinTech in 2025, including agentic AI and fraud prevention.
    • The role of founders in adapting solutions for regulatory environments.



    To learn more about BankTech Ventures:
    Website: https://www.banktechventures.com/
    LinkedIn: https://www.linkedin.com/company/banktech-ventures/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/katie-quilligan-207/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    16 min
  • #23 - Nirit Rubenstein, CEO & Co-Founder at Dovly
    Jan 22 2025

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Nirit Rubenstein, CEO & Co-Founder at Dovly.

    What you’ll get out of this episode:

    • Nirit Rubenstein’s journey from the Israeli army to founding Dovly.
    • The inspiration behind Dovly’s AI-driven approach to credit management.
    • Insights into credit pitfalls and how Dovly supports users across diverse financial situations.
    • Future plans for Dovly to integrate holistic financial tools using AI.


    To learn more about Dovly:
    Website: https://www.dovly.com/
    LinkedIn: https://www.linkedin.com/company/dovly/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/nirit-rubenstein/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    17 min
  • #22 - Ben Borodach, Co-Founder & CEO at april
    Jan 15 2025

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Ben Borodach, Co-Founder & CEO at april.

    What you’ll get out of this episode:

    • april's Unique Approach: Ben Borodach explains how april integrates tax tools into financial platforms, transforming outdated systems into seamless experiences.
    • AI's Role in Tax Filing: Learn how collaborative AI and advanced tech enable april to process tax legislation into actionable tools at unprecedented speed.
    • B2B2C Model Success: april partners with financial institutions to offer embedded tax solutions tailored to diverse client needs.
    • The Future of Tax Tech: Ben discusses long-term financial empowerment through april’s vision and its adaptability to market and regulatory shifts.



    To learn more about april:
    Website: https://www.getapril.com/
    LinkedIn: https://www.linkedin.com/company/apriltax/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/benborodach/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    18 min
  • #21 - Siqi Chen, CEO & CFO at Runway
    Jan 9 2025

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Siqi Chen, CEO & CFO at Runway.

    What you’ll get out of this episode:

    • Genesis of Runway: Siqi Chen shares how COVID-19 inspired the creation of Runway, a finance platform aimed at improving business planning and decision-making.
    • Unique Approach: Runway focuses on solving real business problems with tools that integrate finance modeling, forecasting, and decision-making in a user-friendly interface.
    • Core Philosophy: Fun and creativity in financial planning tools can foster better business decisions and drive efficiency across teams.
    • Key Metrics and Features: Efficiency metrics and leverage drivers are central to Runway’s focus, offering comprehensive insights into financial impacts.
    • Future Vision: Runway aims to expand its presence and redefine the finance management landscape for 2025 and beyond.

    To learn more about Runway:
    Website: https://runway.com/
    LinkedIn: https://www.linkedin.com/company/runway/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/siqic/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    17 min
  • #20 - Justo Benetti, SVP Head of Americas at dLocal
    Jan 7 2025

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Justo Benetti, SVP Head of Americas at dLocal.

    What you’ll get out of this episode:

    • dLocal's Role: Simplifying payment processes for global companies to access emerging markets seamlessly.
    • Emerging Market Drivers: Growth fueled by rising internet penetration and increasing purchasing power.
    • Alternative Payment Methods: Dominance of mobile money, digital wallets, and instant payment systems like PIX and UPI.
    • Challenges & Solutions: Addressing infrastructure gaps, cultural diversity, and operational complexities.
    • Future Trends: Accelerating adoption of alternative payments and adapting to evolving consumer preferences.



    To learn more about dLocal:
    Website: https://www.dlocal.com/
    LinkedIn: https://www.linkedin.com/company/dlocal/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/justo-benetti-8a820b49/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    17 min
  • #19 - Carlos Vega, Co-Founder & CEO at Tesorio
    Dec 31 2024

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Carlos Vega, Co-Founder & CEO at Tesorio.

    What you’ll get out of this episode:

    • Tesorio's Role in Business: Automating cash flow processes from invoicing to payment reconciliation to ensure businesses get paid faster and more efficiently.
    • AI and Simplicity: Striking a balance between cutting-edge AI tools and user-friendly financial solutions.
    • Lessons from Scaling a Startup: The importance of adaptability, customer insights, and overcoming early business challenges.
    • Future of Financial Management: Embracing real-world integrations, fluid workflows, and staying competitive with data-driven strategies.
    • Advice for Founders: Always stay humble and open to pivoting when faced with unforeseen challenges.



    To learn more about Tesorio:
    Website: https://www.tesorio.com/
    LinkedIn: https://www.linkedin.com/company/tesorio/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/carlos-r-vega/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

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    13 min
  • #18 - Ximena Aleman, Co-Founder & Co-CEO at Prometeo
    Dec 24 2024

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

    Our Guest: Ximena Aleman, Co-Founder & Co-CEO at Prometeo.

    What you’ll get out of this episode:

    • Prometeo’s Vision: Building the first unified banking API infrastructure across the Americas to simplify financial integration.
    • Brazil’s Open Banking Leadership: Insights on how PIX revolutionized real-time payments and open banking adoption.
    • Cross-Border Challenges: Addressing the gaps in real-time international payments and data flow.
    • The Future of Embedded Finance: Envisioning banking embedded into daily digital experiences within five years.
    • Prometeo’s Role in FinTech Innovation: Driving seamless financial transactions with API infrastructure.


    To learn more about Prometeo:
    Website: https://prometeoapi.com/
    LinkedIn: https://www.linkedin.com/company/prometeoapi/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/ximena-aleman-7913439a/

    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/

    Slice of Finance is produced by Slice of Media, Inc.

    Voir plus Voir moins
    21 min