Tag Archives: FinTech

Feature 2021

53. The Evolution Of Contactless Payments With Aaron Wollner

Personal Finance, , , , , , ,

The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up. 

In this episode, Malcolm Ethridge speaks with Aaron Wollner, the Chief Marketing Officer of Quontic. They discuss how Quontic is changing the narrative of traditional banking by being digital-first and customer-centric without sacrificing the personal touch of traditional banking. Aaron delves into the benefits of being a digital-first bank, why they created a wearable payment technology and his advice for those who are interested in starting a business in an industry that is slow to embrace new technology.

Aaron discusses: 

  • What it means for a bank to be identified as a CDFI and what type of customers they focus on serving
  • The benefits of being a digital-first bank and the perks of working with people within that community
  • Why Quontic created a contactless payment ring that’s wearable, and how it works
  • How asking basic fundamental questions can help people who are looking to build a business in an industry that is traditionally slow to adopt change and embrace new technology.
  • And more

Connect With Aaron Wollner:

Connect With Malcolm Ethridge:

About Our Guest:

Aaron Wollner is the Chief Marketing Officer of Quontic, an adaptive digital bank that helps people grow their money with purpose by changing the narrative of traditional banking, being digital-first and customer-centric without sacrificing the personal touch. Aaron has delivered results for companies ranging from Fortune 500 and FinTech startups. He spent over 15 years honing his craft both as a consultant for financial institutions like American Express, Bank of America, CAN Capital, City National Bank, and BBVA and as a marketing leader for FinTechs, such as Resolve and TaxSlayer.

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Feature 2021

51. Managing Your Finances as a Woman Working in Tech with Danika Waddell

Personal Finance, , , , , , , ,

Women in tech often face unique financial planning challenges that are not usually taken into account by traditional financial advice firms or FinTech solutions. For women working in tech, it can be hard to find a financial planner who understands the nuances of the gender pay gap and its limits on taking risks, the need to be methodical and do research prior to making a big decision, or the guilt associated with being a working mom logging long hours. But, advice that takes these factors into account when working with women would certainly fell on welcome ears.

In this episode, Malcolm Ethridge speaks with Danika Waddell, the Founder and CEO of Xena Financial Planning, about how she helps women working in the tech industry manage their finances. Danika explains how women within the industry experience financial planning differently, their specific needs that aren’t met by the typical financial advisor, and why women start investing later in their careers than men.

Danika discusses: 

  • Why women need a space to talk about money that caters to their specific needs and preferences
  • Why women are less likely to invest money in their 20s than men
  • The different investor personalities between men and women
  • Her main message to women working in tech: You’re not alone.
  • And more

Resources: 

Connect With Danika Waddell:

Connect With Malcolm Ethridge:

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