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เนื้อหาจัดทำโดย The Fintech Blueprint and Lex Sokolin เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก The Fintech Blueprint and Lex Sokolin หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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The AI-led digital wealth revolution, with Origin CEO Matt Watson

41:55
 
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Manage episode 419229467 series 3271919
เนื้อหาจัดทำโดย The Fintech Blueprint and Lex Sokolin เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก The Fintech Blueprint and Lex Sokolin หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

Lex chats with Matt Watson, the founder and CEO of Origin, a comprehensive money management platform for the modern workforce. Watson discusses his background as an entrepreneur and his first fintech experience working on Wall Street. He also talks about his previous business in the commercial insurance space and the challenges of building out the go-to-market function for that company. Watson then explains the concept behind Origin and its focus on providing a mass-market private banking experience for the underserved segment of the population with investable assets below $500,000. He discusses the company's go-to-market strategy, its target market, and its monetization strategy. Watson also touches on the collapse of Mint and the opportunity it created for Origin, as well as the role of generative AI in financial planning and guidance. He concludes by discussing the ownership of data and the challenges of accessing and utilizing consumer financial data in the industry.

MENTIONED IN THE CONVERSATION

Origin's Website: https://bit.ly/4bJcMvc

Matthew's LinkedIn: https://bit.ly/3ym8mMa

Topics: fintech, AI, artificial intelligence, PFM, personal financial management, embedded finance

Companies: Origin, Origin Finance, Mint, Mint.com, Plaid, LearnVest, Column Tax, Intuit, Yodlee, ChatGPT

ABOUT THE FINTECH BLUEPRINT

🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

👉 Twitter: https://twitter.com/LexSokolin

TIMESTAMPS

1’07: The Entrepreneurial Journey: From Family Influence to Fintech Ventures

3’55: Building the Go-to-Market Function: Penetrating and Innovating in the Insurance Agency Software Market

7’55: Challenges in Financial Vertical Software: Entrenched Systems and High Switching Costs

10’08: Exploring Origin: Addressing the Financial Services Gap for the Mass Affluent

18’16: Evolving Data Aggregation in Fintech: Addressing Costs and Open Banking Trends

22’30: Origin’s Business Model and Market Dynamics in Mass Affluent Financial Services: Lessons from Lead Generation Giants

26’01: Building Financial Solutions In-House: Origin's Approach to Planning, Investing, and Tax

29’24: The Collapse of Mint: Catalyzing Opportunities for Origin in B2B and B2C Markets

31’26: Leveraging Generative AI in Financial Planning: Enhancing Guidance and Managing Challenges

35’47: Understanding the Demand for AI Financial Planning: Challenges and Consumer Behavior

40’22: The Future of Financial Data Control: Consumer-Driven Analysis and Insights in a Tokenized World

41’07: The channels used to connect with Matthew & learn more about Origin

Disclaimer here — this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

Want to discuss? Stop by our Discord and reach out here with questions.

  continue reading

168 ตอน

Artwork
iconแบ่งปัน
 
Manage episode 419229467 series 3271919
เนื้อหาจัดทำโดย The Fintech Blueprint and Lex Sokolin เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก The Fintech Blueprint and Lex Sokolin หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

Lex chats with Matt Watson, the founder and CEO of Origin, a comprehensive money management platform for the modern workforce. Watson discusses his background as an entrepreneur and his first fintech experience working on Wall Street. He also talks about his previous business in the commercial insurance space and the challenges of building out the go-to-market function for that company. Watson then explains the concept behind Origin and its focus on providing a mass-market private banking experience for the underserved segment of the population with investable assets below $500,000. He discusses the company's go-to-market strategy, its target market, and its monetization strategy. Watson also touches on the collapse of Mint and the opportunity it created for Origin, as well as the role of generative AI in financial planning and guidance. He concludes by discussing the ownership of data and the challenges of accessing and utilizing consumer financial data in the industry.

MENTIONED IN THE CONVERSATION

Origin's Website: https://bit.ly/4bJcMvc

Matthew's LinkedIn: https://bit.ly/3ym8mMa

Topics: fintech, AI, artificial intelligence, PFM, personal financial management, embedded finance

Companies: Origin, Origin Finance, Mint, Mint.com, Plaid, LearnVest, Column Tax, Intuit, Yodlee, ChatGPT

ABOUT THE FINTECH BLUEPRINT

🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

👉 Twitter: https://twitter.com/LexSokolin

TIMESTAMPS

1’07: The Entrepreneurial Journey: From Family Influence to Fintech Ventures

3’55: Building the Go-to-Market Function: Penetrating and Innovating in the Insurance Agency Software Market

7’55: Challenges in Financial Vertical Software: Entrenched Systems and High Switching Costs

10’08: Exploring Origin: Addressing the Financial Services Gap for the Mass Affluent

18’16: Evolving Data Aggregation in Fintech: Addressing Costs and Open Banking Trends

22’30: Origin’s Business Model and Market Dynamics in Mass Affluent Financial Services: Lessons from Lead Generation Giants

26’01: Building Financial Solutions In-House: Origin's Approach to Planning, Investing, and Tax

29’24: The Collapse of Mint: Catalyzing Opportunities for Origin in B2B and B2C Markets

31’26: Leveraging Generative AI in Financial Planning: Enhancing Guidance and Managing Challenges

35’47: Understanding the Demand for AI Financial Planning: Challenges and Consumer Behavior

40’22: The Future of Financial Data Control: Consumer-Driven Analysis and Insights in a Tokenized World

41’07: The channels used to connect with Matthew & learn more about Origin

Disclaimer here — this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

Want to discuss? Stop by our Discord and reach out here with questions.

  continue reading

168 ตอน

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