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Content provided by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Onboarding and Offboarding at Money 20/20

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Manage episode 448636964 series 98310
Content provided by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Glen’s annual Money20/20 highlights include a detailed update from Paze’s Head of Operations Catherine Murchie, a conversation with Allen Osgood, the founder of featured startup Eisen, and first-person reflections on CFPB Director Rohit Chopra’s unscripted comments regarding the agency’s personal data rights rule. Links related to this episode: Paze: https://www.paze.com/ Eisen: https://www.witheisen.com/ Eisen’s FinovateFall demo: https://finovate.com/videos/finovatefall-2024-eisen/ Money 20/20’s own highlights reel: https://us.money2020.com/experience/highlights Glen’s blog on the CFPB’s Section 1033 final rule: https://www.big-fintech.com/Media?p=the-cfpbs-personal-data-rights-rule-exhale-but-dont-get-comfortable Our CU Town Halls are taking a brief break during this busy season, but will be back to brighten your Wednesday afternoons soon! In the meantime, check out our Fraud-a-Palooza session: https://www.big-fintech.com/Media?p=cu-town-hall-episode-124-fraud-a-palooza

Find us on X at @bigfintech, @jbfintech and @154Advisors

You can also follow us on LinkedIn: https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

  continue reading

148 episodes

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Onboarding and Offboarding at Money 20/20

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Manage episode 448636964 series 98310
Content provided by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Glen’s annual Money20/20 highlights include a detailed update from Paze’s Head of Operations Catherine Murchie, a conversation with Allen Osgood, the founder of featured startup Eisen, and first-person reflections on CFPB Director Rohit Chopra’s unscripted comments regarding the agency’s personal data rights rule. Links related to this episode: Paze: https://www.paze.com/ Eisen: https://www.witheisen.com/ Eisen’s FinovateFall demo: https://finovate.com/videos/finovatefall-2024-eisen/ Money 20/20’s own highlights reel: https://us.money2020.com/experience/highlights Glen’s blog on the CFPB’s Section 1033 final rule: https://www.big-fintech.com/Media?p=the-cfpbs-personal-data-rights-rule-exhale-but-dont-get-comfortable Our CU Town Halls are taking a brief break during this busy season, but will be back to brighten your Wednesday afternoons soon! In the meantime, check out our Fraud-a-Palooza session: https://www.big-fintech.com/Media?p=cu-town-hall-episode-124-fraud-a-palooza

Find us on X at @bigfintech, @jbfintech and @154Advisors

You can also follow us on LinkedIn: https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

  continue reading

148 episodes

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