Boston Fintech Week, taking place September 9th through September 12th of this year, is a weeklong celebration of FinTech highlights of efforts from startups, institutions, data providers, venture capitalists, universities, and more. It’s sure to be an exciting deep dive on the critical evolution underway in financial services and what it means to entrepreneurs, investors, institutions, and importantly, the consumer. The week’s events cover all major sectors within financial services, and are always free and open to to all professionals to join.
We’re excited to share that our own Sarah Morgenstern will participate in a panel hosted by Ron Shevlin alongside Guy Assad, CEO of Clerkie (a Flourish portfolio company), Financial Health Network (Flourish partner) CMO Laura Barger, and HoneyFi CEO Ramy Serageldin.
Check out details about their panel below, and register to attend the session here. We hope to see you at the week’s events!
The New Financial Health: How AI and Platforms Are Revolutionizing How We Manage and Measure Financial Health with Ron Shevlin
The old financial health was rooted in “literacy,” and dominated by educational approaches designed to teach people how to better manage their financial life. The new financial health is behavioral, designed to use technology to help people change their financial behaviors and influence the financial decisions they make. Hear from the leaders in the finhealth space how AI is changing the way we measure and manage financial health for all consumers, and how platforms are emerging to integrate and coordinate the growing finhealth landscape.
Host: Ron Shevlin, Director Of Research, Cornerstone Advisors