ABOUT THIS EPISODE
- 2:00 - The surge in fintech and wealthtech funding in 2020
- 4:00 - Why there's room for more investment in the fintech sector
- 6:00 - Key problems to solve - customer experience
- 8:30 - A source of solutions - Artificial Intelligence
- 11:00 - How AI is making a difference for fintech solutions
- 13:30 - What this AI assistance means for advisors
- 16:45 - A couple startup ideas Mark has
- 19:30 - How blockchain fits in (or doesn't)
- 22:30 - Takeaways from the conversation
Guest Bio: Mark Casady co-founded Vestigo Ventures with a focus on financing start-ups in FinTech. He is general partner and chairman of the advisory board.
He is a member of the board of Citizens Financial Group and JobCase and serves as an advisor to Everquote. He is a former member of the Financial Industry Regulatory Authority (FINRA) Board of Governors and the EZE Software Group board of directors.
Casady retired as LPL Financial CEO in early January 2017 and as non-executive chairman of the board in early March 2017. He guided LPL to become a leading financial services organization that serves independent financial advisors, banks, and credit unions, and provides clearing services to broker/dealers at financial services companies.
Mr. Casady received a BS from Indiana University and an MBA from DePaul University.
