In this episode of One Vision, Theo is joined by Alex Matjanec, founder and CEO of Wysh, and Jim Perry, an advocate for financial inclusivity. The trio delve into how institutions can offer real value and build trust with customers by embedding financial protection into everyday banking. Jim and Alex also discuss the broader implications of financial literacy and the efforts of The National Alliance for Financial Literacy and Inclusion (NAFLI) to bridge gaps in financial education. Innovation and inclusion aren't separate paths — tune in and be inspired to go beyond good.
00:00 Founder’s Inspiration
05:48 The Importance of Embedded Insurance
27:59 The Role of Financial Literacy and Inclusion
34:56 Conclusion and Final Thoughts
📍Hot Take: “There's so much more that could be done to improve the financial wellness of consumers around the United States and around the world.”
Find Alex Matjanec on LinkedIn: https://www.linkedin.com/in/alexmatjanec/
Find Jim Perry on on LinkedIn: https://www.linkedin.com/in/jasperry/
🔗About Wysht: https://venturebeat.com/author/louis-columbus
🔗About NAFLI: https://www.nafli.org/
Find Theodora Lau on LinkedIn: https://www.linkedin.com/in/theodoralau/
🔗My latest book: Banking on (Artificial) Intelligence: https://www.bankingonaibook.com/
🔗About Unconventional Ventures and the One Vision Podcast: https://www.unconventionalventures.com/
One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech.
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