Charlie’s Post

Seven years ago today, I made some predictions and observations regarding the future of humanity - life and work - as we opened up the Big Show. 2024 will only accelerate the trends. As the retail-consumer industry descends upon the Javits Center this weekend, I would only repeat what I said: financial capital alone cannot earn loyalty and create sustainable value in the long run. As the money spigot begins to shut off, what social capital does your brand and organization own? And how about you, personally? And how are you measuring it? The answers are at the intersection of the sciences (hard and social) and math - it ain’t in your GAAP reports. 🚁 the red helicopter #nrf2024 #goodwill

🌟 Market Q&A Virtual Event 🌟 Thank you to everyone who joined us on Tuesday for the Market Q&A Virtual Event with Scott and Crystal! We had an insightful discussion on the economy and market trends for the months ahead, thanks to the thoughtful questions that you submitted. We appreciate your participation and look forward to connecting again at our next Market Update in January! #TirasWealthManagement #Ameriprise #TirasWealth #MarketQ&A #TirasWealth #Ameriprise

The world of providing financial advice is so complex. Understanding technology as well is unrealistic and not how you should be using your time as an adviser. It's our job to simplify your world and support you in getting the outcomes you need. Take our tech health survey and see what changes you can make today 👉🏻 https://bit.ly/3K0KqRk #finuragroup #techhealthsurvey #wealthtech

What's on the financial health frontier? We and a group of #finhealth champions have started taking a stab at what's to come. Do any of the findings align with your thinking/what you're seeing? Like many others, I'm following technology and AI!

It was a priviledge to moderate a panel yesterday with such inspiring and knowledgeable speakers - Annie Wang, Morseda Chowdhury and Olga Biosca. All are deeply engaged in the intersection of financial inclusion with health and well-being. Thanks to #FinclusionWeek for including this important conversation in their 10th anniversary year. It's clear that there is so much we can do as a sector to address the risk faced by nearly 1 billion around the world - the risk that catastrophic out-of-pocket health spending can plunge them back into poverty. We talked about: ◼ Effective partnerships models that can leverage the strong social capital and trust that exists between FSPs and the local communities they serve ◼ The importance of looking at the intersectionality of outcomes ◼ Why we need to innovate health finance products beyond income generating loans - and some successful examples ◼ Empowering women to access essential health services ◼ The power of public / private sector partnerships (and the need for data sharing!) ◼ The role of financial institutions in promoting locally-led solutions #FIW24 #HealthisWealth

Today, I am proud to share our 2023 Annual Impact report. While impact is a term that can easily be tossed around, I am here to share that what we do at SpringFour is truly creating impact. At SpringFour, we remind ourselves daily that behind every referral number is a person or a family that is seeking help with their finances. Because of our team and the companies that work with us, more than 5.5 M referrals were made to help those in need. In our report, you will find that we grew our impact through increased resources, new categories of assistance, and more financial content. We launched an all-in-one financial wellness solution that offers more data analytics to help our customers demonstrate impact and ROI. And we gained more clients and won top industry awards, showing the industry at large that financial health is here to stay and that doing so is a winning business strategy. Thank you to all who continue to believe in us and trust us to help your customers see better financial health. 2023 was a big year for us and 2024 is already off to an even more impactful beginning. #fintech #financialhealth #financialwellness #financialservices #impact #innovation #strategy Learn more about the difference we made with our partners in 2023 in the full Annual Impact Report.

Curious about how stablecoins and yieldcoins are shaking up traditional finance? Check out my latest Medium article where I dive into the benefits these digital assets offer, from boosting financial stability for the underserved to unlocking new investment avenues. See how Coreum is paving the way for a more innovative financial future. #BuildOnCoreum #Stablecoins #Yieldcoins

The launch of #SOTIR2024 - The State of the Industry Report on #MobileMoney is just around the corner, launching on 19 March. Mobile money innovation has transformed the financial sector in LMICs helping to build economies, empower individuals and businesses and even bridge the #gendergap. This flagship report provides unique insights into the latest trends and #data on the industry using exclusive supply-side industry data. Sign up to our newsletter now to be the first to receive it and stay ahead of the curve: https://ow.ly/9FyZ50QNi41 #Finclusion #SOTIR2024 #MobileMoney #Mobile

There are just 7 days until we release the latest edition of The Financial Technologist. 🚀 On 18th March, we will be sharing our definitive list of who we believe will be the most influential financial technology firms of 2024. Our advisory board have selected firms from across the breadth of the industry that are catalysing change, welcoming evolution, embracing disruption, and implementing innovative strategies; approaches that allow them to positively influence the next era of financial technology. 🔮 Stay tuned for the full listing to be revealed on Monday in the next edition of The Financial Technologist. 👀 #TheFinancialTechnologist #FinancialTechnologyMagazine #MostInfluential #MostInfluential2024 #FinanceMagazine

We are thrilled to be nominated in the #WealthTech100 list for 2024. Being recognised among the leading innovators who are transforming the wealth industry is an honour. Financial institutions are recognising the need to adopt faster, more streamlined experiences that deliver a customer-first approach: using technology to engage, educate, advise and improve the financial wellbeing of their customers. We believe everyone deserves access to quality financial advice and we are proud to see our technology play a part in closing the global advice gap. This nomination would not be possible without the dedication of our incredible team and the trust placed in us by our valued clients and partners. We look forward to continuing to innovate and to enabling financial institutions to deliver exceptional advice experiences for their customers. WealthTech100: https://lnkd.in/g9xvsqr Terry Donohoe Sally Loane Eric Welsby Andrew Baker Will Drew Enda J Mahoney #DigitalAdvice #FinancialAdvice #WealthTech