What’d I miss? News and Insights that got noticed - Week 4

What’d I miss? News and Insights that got noticed - Week 4

Key themes this week (January 17 - 23)

  • FiX25 Panel: Open Banking: What It Is, Why It Matters?
  • Agentic AI: Citi GPS explores future of finance in the ‘do it for me’ economy
  • [Weekly POLL ?? ?? ] 43% say they are ready to use an autonomous AI Agent that can book travel for you on your behalf
  • Perplexity AI bids to merge with TikTok US, source says


Open Banking Panel at FiX25

FiX25 Panel: Open Banking: What It Is, Why It Matters

We just concluded a very interesting and insightful panel discussion here at hashtag#FiX25 powered by Fintech Islands.

With a wealth of experience and regional representation on the panel we covered all the important topics around Open Banking, including how different markets developed, the impact on GDP and lessons learned that can be applied to the Caribbean.?

Michelle Beyo did an excellent job moderating the discussion and drawing insights from Héctor Deambrosi de León, Viktoria Soltesz, Eyal Sivan and Rutger van Faassen.?

If you’re at the event and want to discuss Open Banking in more detail come find any of the panelists.

Key takeaways:

  • Valuable discussion at FiX25 powered by Fintech Islands about OpenBanking
  • Covered important topics around Open Banking, including how different markets developed, the impact on GDP and lessons learned that can be applied to the Caribbean
  • Panelists: Héctor Deambrosi de León, Viktoria Soltesz, Eyal Sivan and Rutger van Faassen with moderation by Michelle Beyo

LinkedIn Post


Image generated by AI

Agentic AI: Citi GPS explores future of finance in the ‘do it for me’ economy

Some key insights from this new report on agentic AI in finance by Citi GPS:

1?? Agentic AI is set to revolutionize financial services in 2025, with applications ranging from compliance and fraud prevention to personalized wealth management and automated credit workflows. This technology could turbocharge the "Do It For Me" economy.

2?? While BigTech firms are leading the charge, financial institutions are rapidly adopting AI. The financial services sector is now the second largest consumer of generative AI after telecom and media.

3?? Agentic AI presents both opportunities and challenges. It has the potential to dramatically improve efficiency and customer experiences, but also raises important questions around governance, cybersecurity, and the changing nature of work.

The report offers a compelling look at how AI agents may reshape finance and the broader economy in the coming years.?

What are your thoughts on the potential impacts of agentic AI?

Key takeaways:

  • Agentic AI will revolutionize financial services in 2025 through automation and personalization
  • Financial sector is rapidly adopting AI, becoming the second-largest user after telecom/media
  • While offering major efficiency benefits, implementation raises governance and security concerns

LinkedIn Post


Results at time of newsletter publishing

[Weekly POLL ?? ?? ] 43% say they are ready to use an autonomous AI Agent that can book travel for you on your behalf

With the news that OpenAI will soon release an Agentic AI assistant that can autonomously arrange travel for you on your behalf, I wondered if you are ready for that?

We asked the LinkedIn audience to help answer this week’s POLL question…

“Are you ready to use an autonomous AI Agent that can book travel for you on your behalf?”

Key takeaways:

  • 43% say they are ready to use an autonomous AI Agent that can book travel for you on your behalf
  • 30% want to wait and see before committing to it
  • 26% indicate they are not ready for this
  • These were the results at the time of publishing of the newsletter. For most up-to-date results click the link below

?LinkedIn Post


Image generated by AI (not perplexity...)

Perplexity AI bids to merge with TikTok US, source says

“…Perplexity would merge with TikTok U.S. and create a new entity by combining the merged company with New Capital Partners, the person said.

The new structure proposed by Perplexity would allow for most of ByteDance’s existing investors to retain their equity stakes and would bring more video to Perplexity, the source said, requesting anonymity because the matter is confidential…”

Key takeaways:

  • Perplexity AI, a U.S. search startup, has bid to merge with TikTok's U.S. operations.
  • The proposal comes as TikTok faces a potential U.S. ban, with a possible 90-day extension from President-elect Trump.
  • The merger would combine Perplexity AI, TikTok U.S., and New Capital Partners, allowing ByteDance investors to retain stakes.

LinkedIn Post


Image generated by AI

Barclays shuts down Rise fintech accelerator programme

"...The academy has over 120 alumni, including wealthech WealthOS and AI-based data security platform Velotix both of which have also received investments from Barclays.

However, the bank now says that in the decade since Rise's launch, fintechs have gone from niche startups to the mainstream with numerous opportunities to work with the FS sector..."

Key takeaways:

  • Barclays is shutting down its Rise fintech accelerator programme by mid-2025.
  • Rise operated in London, New York, and virtually in India, with over 120 alumni.
  • The closure is due to fintechs becoming mainstream in financial services.

LinkedIn Post


Image generated by AI

Monzo CEO and Board Reportedly at Odds on IPO Location

"...That’s according to a report Tuesday (Jan. 21) by the Financial Times (FT), citing sources who say that while CEO TS Anil is backing an initial public offering (IPO) in the U.S., the neobank’s board wants to list in Monzo’s home city of London.

Sources say the FinTech, valued at $5 billion last year, is in preliminary talks with bankers as it works to become “IPO ready” before the end of the year..."

Key takeaways:

  • Monzo's CEO and board disagree on IPO location: U.S. vs. London.
  • The neobank aims to be "IPO ready" by late 2025, with potential listing in 2026.
  • This decision impacts London Stock Exchange, which faces low public listings.

LinkedIn Post


[NEW PODCAST EPISODE] ????????? with Brian Vueaux, COO of FinLocker

In this episode of Banking on Information, Rutger van Faassen interviews Brian Vieaux, President and COO of FinLocker. They discuss the importance of understanding the motivations behind home buying, the role of technology in facilitating the home buying process, and the future of the mortgage industry. Brian emphasizes the need for financial literacy and education for first-time home buyers and envisions a future where consumers have complete control over their financial data, transforming the mortgage application process.

?? Listen now on the Informationbanker’s YouTube channel and stay tuned for more episodes that will provide insight into the why of my guests and their thought about a possible future. You can also subscribe and listen on Apple Podcast and Spotify.

You can also find the episode here: https://lnkd.in/ettDAsTy

Key takeaways:

  • The current generation of home buyers learns and buys differently and Finlocker helps prepare first-time home buyers for ownership.
  • Loan officers should engage consumers earlier in their journey and the mortgage industry needs to shift from point of sale to point of thought.
  • A possible future may involve consumers never applying for a mortgage and data ownership will enhance consumer security and privacy.

LinkedIn Post


Image generated by AI

Santander Reportedly Considering Exit of UK Banking Market

"...Santander is reportedly rethinking its U.K. presence 20 years after entering the British banking market.

The Spanish lender is weighing a number of options, including exiting the U.K. entirely, the Financial Times (FT) reported Sunday (Jan. 19), citing sources familiar with the matter. These sources said no announcement was imminent and that the review was in its early stages.

The FT noted that this is happening as Santander is dealing with lower returns at its U.K. banks compared to other markets..."

Key takeaways:

  • Santander reportedly considering exit from UK banking market after 20 years.
  • Lower returns and potential costs from car loan ruling prompt review.
  • Bank maintains UK is core market while expanding digital presence in US.

LinkedIn Post


[CONFERENCE PLANNING 2025]

It is that time of the year to start planning for 2025 and determine which conferences to attend.?

To help you decide which events to register for I have created a list of conferences at the intersection of Financial Services and Technology.?

I have also included my current attendance status for each of the conferences. Feel free to share other conferences with me you are planning on attending or you think should be on this list.

Please let me know in the comment section which conferences you have selected and feel free to reach out if you want to connect at a conference I am attending.

Key takeaways:

  • Many conferences to choose from in 2025 at the intersection of Financial Services and Technology
  • The summary list will be a permanent section in this newsletter so you know what is up and you don’t miss anything
  • Check out the link below for the full list (and potential updates)

LinkedIn Post


Conference Summary and spotlight ??

This is the summary list of conferences that are on my consideration list for 2025.

For the detailed list with links to the conference websites and agendas go to this link here:

LinkedIn Post



[Conference Spotlight ??] - MIT Sloan Fintech Conference

https://www.mitfintech.com/



Check this out:

?? Exciting News: LendAPI Launches New Podcast Episode Featuring Ema Rouf, Co-Founder of Pave! ???

We’re thrilled to announce the latest episode of the LendAPI Partner Podcast! In this inspiring conversation, Rutger van Faassen sits down with Ema Rouf, Co-Founder and President of Pave, to explore the company’s mission of transforming credit access for underserved borrowers.

?? What You’ll Learn:

The origin story of Pave during the pandemic and its mission to address the lack of fair credit access.

How Pave empowers lenders to make smarter decisions using alternative data, particularly cashflow insights.

The importance of understanding income and spending patterns to assess borrower risk effectively.

Real-world success stories of lenders approving more borrowers while reducing risk.

Why combining cashflow insights with traditional credit data creates better outcomes for borrowers and lenders alike.

Ema also shares the broader vision behind Pave, rooted in financial inclusion and innovation, and reflects on the company’s experience tackling similar challenges globally.

?? With non-prime borrowers representing a significant and growing population, this episode highlights how Pave is paving the way (pun intended!) for a fairer financial future.

?? Tune in now to hear how Pave's model is making waves in the lending space, improving outcomes for everyone involved!

?? Listen to the episode here: https://lnkd.in/gcHUqP3r


As I am always interested in what you think about these posts, send me a message, or just leave a comment on the post on LinkedIn. If you like reading this please engage with the posts since that is the currency of LinkedIn.


Kevin Porter

CEO @ DxO Advisors | Executive Growth Advisor - Transformation and Strategy @ Bridjr | FinTech Advisor | Credit Union Advocate | Digital and Omni Expert | Thought Leader | Built Different

1 个月

Rutger van Faassen - thought I'd share another event for bank and credit union executives to consider attending - as a bonus, you get to hear from ?? Jim Marous and EJ Kritz: It’s not a conference. It’s a meeting of the minds, breaking down traditional event barriers to share real ideas… at no cost https://dbsi.com/visionary-voices-2025

D. Langston

Event Director

1 个月

The FiX25 Panel on Open Banking sounds intriguing. How do you see Agentic AI transforming the future of finance in the 'do it for me' economy?

Lionel Guerraz

Business Development & Sales | Digital Client Acquisition & Client Relationship Management | Connecting People and Opportunities | Investment Conversation Starters | Thematic Investment Funds | Community Activator

1 个月

Agentic AI... the return of the robo-advisor... this time for real? thanks for flagging Citi GPS' report Rutger - very insightful!

Thanks Rutger. Very informative!

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