In this special episode recorded live at Money2020 in Las Vegas, we dive deep into what I think is the most transformative development in lending over the past decade: cash flow underwriting. I welcome back to the show Jason Rosen, CEO and co-founder of Prism Data (I last had Jason on the show back in 2019 when he was with Petal), to explore how real-time bank account data is revolutionizing credit assessment in ways that traditional credit scores simply can't match. Jason explains why the fi...
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In this special episode recorded live at Money2020 in Las Vegas, we dive deep into what I think is the most transformative development in lending over the past decade: cash flow underwriting. I welcome back to the show Jason Rosen, CEO and co-founder of Prism Data (I last had Jason on the show back in 2019 when he was with Petal), to explore how real-time bank account data is revolutionizing credit assessment in ways that traditional credit scores simply can't match. Jason explains why the fi...
Kevin Nazemi, CEO of Charlie, on building a trusted fintech serving seniors
Fintech One-On-One
39 minutes
2 months ago
Kevin Nazemi, CEO of Charlie, on building a trusted fintech serving seniors
It is something of a mystery that virtually no fintech entrepreneurs have tackled one of the biggest markets there is: senior citizens collecting social security. Well, until now. In this episode, I sit down with Kevin Nazemi, CEO and co-founder of Charlie, to explore serving this large market. With over 60 million Americans in this demographic, Kevin explains why traditional banks and fintechs have largely ignored this population despite their significant needs. The conversation dives deep i...
Fintech One-On-One
In this special episode recorded live at Money2020 in Las Vegas, we dive deep into what I think is the most transformative development in lending over the past decade: cash flow underwriting. I welcome back to the show Jason Rosen, CEO and co-founder of Prism Data (I last had Jason on the show back in 2019 when he was with Petal), to explore how real-time bank account data is revolutionizing credit assessment in ways that traditional credit scores simply can't match. Jason explains why the fi...
