<![CDATA[At the Forefront: Fintech Conversations]]>5c93ecbf-dcf2-5fe0-967c-6fc111657aa0Thu, 16 Apr 2026 12:00:24 +0000Captivate.fmForefront Communicationshttps://artwork.captivate.fm/f201a157-d647-4f4b-8cbd-f37d0f7898f7/1LF9l0fG8mfENuQyPOdZh_dH.jpgAt the Forefront: Fintech ConversationsForefront CommunicationsForefront CommunicationsAt Forefront Communications, the capital markets and institutional fintech are at the heart of our work. Our hope is that this podcast will help our followers stay informed, highlight key industry developments and delve into the people, companies and thought processes that keep the capital markets and fintech humming.https://forefrontcomms.com/falseepisodicnopodcastEpisode 89: From Raw Data to Actionable Insights – Data Differentiation in ECM ft. CMGEpisode 89: From Raw Data to Actionable Insights – Data Differentiation in ECM ft. CMGIn this episode, Forefront Head of Content Sam Belden sits down with William Wilson, Senior Securities Analyst at CMG, to explore what truly differentiated data looks like in equity capital markets and how firms can move from raw information to decision-ready intelligence.

]]>In this episode, Forefront Head of Content Sam Belden sits down with William Wilson, Senior Securities Analyst at CMG, to explore what truly differentiated data looks like in equity capital markets and how firms can move from raw information to decision-ready intelligence.

]]>386f1409-e98a-4ad9-a25c-7df0e968ad75Thu, 16 Apr 2026 08:00:00 -040018:07falsefull189891Episode 88: Preparing For the Next Era of Oversight: Unifying Trade Surveillance and Best Execution Analytics ft. Trillium Surveyor & Tickrs ClearingEpisode 88: Preparing For the Next Era of Oversight: Unifying Trade Surveillance and Best Execution Analytics ft. Trillium Surveyor & Tickrs ClearingIn this episode, Forefront Head of Content Sam Belden sits down with Melissa Watras, Director of Product at Trillium Surveyor, and Ann Cendejas, Chief Compliance Officer at Tickrs Clearing, to discuss how firms are preparing for the next stage of market oversight as surveillance and best execution analytics come under increasing regulatory and operational scrutiny. The conversation explores what is driving this shift, how expectations have evolved, and why many firms are rethinking long-standing assumptions about their oversight workflows.

]]>In this episode, Forefront Head of Content Sam Belden sits down with Melissa Watras, Director of Product at Trillium Surveyor, and Ann Cendejas, Chief Compliance Officer at Tickrs Clearing, to discuss how firms are preparing for the next stage of market oversight as surveillance and best execution analytics come under increasing regulatory and operational scrutiny. The conversation explores what is driving this shift, how expectations have evolved, and why many firms are rethinking long-standing assumptions about their oversight workflows.

]]>7e635ec2-0ae2-432b-86a1-ddfc65966f1fWed, 10 Dec 2025 14:00:00 -040018:50falsefull188881Episode 87: The Front Ends That Power Finance featuring Sebastian Good, ExperoEpisode 87: The Front Ends That Power Finance featuring Sebastian Good, ExperoIn this episode, Forefront Head of Content Sam Belden sits down with Sebastian Good, CEO and Co-Founder of Expero, to discuss how the firm is helping financial institutions transform complex workflows into intuitive, decision-driven experiences. The conversation covers Expero’s recent pivot to focus exclusively on finance, its collaborative, multidisciplinary approach to product design and the growing role of predictive UX and generative AI in shaping the next generation of financial interfaces.

]]>In this episode, Forefront Head of Content Sam Belden sits down with Sebastian Good, CEO and Co-Founder of Expero, to discuss how the firm is helping financial institutions transform complex workflows into intuitive, decision-driven experiences. The conversation covers Expero’s recent pivot to focus exclusively on finance, its collaborative, multidisciplinary approach to product design and the growing role of predictive UX and generative AI in shaping the next generation of financial interfaces.

]]>640042bc-d828-4003-8ceb-95987c669162Thu, 13 Nov 2025 08:00:00 -040037:03falsefull187871Episode 86: Turning Access into Impact with Andrew Kaufmann, Time to GiveEpisode 86: Turning Access into Impact with Andrew Kaufmann, Time to GiveIn this episode, Forefront Head of Content Sam Belden sits down with Andrew Kaufman, Founder and CEO of Time to Give Network, to explore how his not-for-profit platform is reshaping professional access by connecting financial services leaders and innovators in ways that generate real social good.

]]>In this episode, Forefront Head of Content Sam Belden sits down with Andrew Kaufman, Founder and CEO of Time to Give Network, to explore how his not-for-profit platform is reshaping professional access by connecting financial services leaders and innovators in ways that generate real social good.

]]>a47387be-9c87-4ab1-baa1-929342b5ffadFri, 07 Nov 2025 08:00:00 -040024:25falsefull186861Episode 85: Smarter Finance Through Agentic AIEpisode 85: Smarter Finance Through Agentic AIIn this episode, Forefront Managing Partner Eric Soderberg sits down with Bin Ren, Founder and CEO of SigTech, to discuss how artificial intelligence and human expertise are coming together to transform capital markets. SigTech’s mission is to help financial institutions harness AI responsibly – using specialized, goal-driven agents to accelerate complex workflows while keeping people at the center of the process.

]]>In this episode, Forefront Managing Partner Eric Soderberg sits down with Bin Ren, Founder and CEO of SigTech, to discuss how artificial intelligence and human expertise are coming together to transform capital markets. SigTech’s mission is to help financial institutions harness AI responsibly – using specialized, goal-driven agents to accelerate complex workflows while keeping people at the center of the process.

]]>1084250f-9668-4866-9887-995854b3f895Thu, 16 Oct 2025 08:00:00 -040027:46falsefull185851Episode 84: Redefining the Market - STA's 92nd Annual ConferenceEpisode 84: Redefining the Market - STA's 92nd Annual ConferenceSTA President & CEO Jim Toes previews the 92nd Annual Market Structure Conference, covering tokenization, regulation, Women in Finance, and more.

]]>STA President & CEO Jim Toes previews the 92nd Annual Market Structure Conference, covering tokenization, regulation, Women in Finance, and more.

]]>d48d701c-94ef-486b-bba9-c3ba90d9b3cdThu, 18 Sep 2025 08:00:00 -040012:39falsefull184841Episode 83: CAPIS Acquires TD Securities' Plan Sponsor ServicesEpisode 83: CAPIS Acquires TD Securities' Plan Sponsor ServicesIn this episode, Forefront VP and Head of Content Sam Belden is joined by David Choate, Chief Operating Officer at CAPIS, and Tim Conway, Director of Plan Sponsor Services at CAPIS, for a conversation about CAPIS’ recent acquisition of TD Securities’ plan sponsor services business. The discussion explores why the move made strategic sense, how the integration has unfolded and what it means for CAPIS’ clients and long-term growth.

]]>In this episode, Forefront VP and Head of Content Sam Belden is joined by David Choate, Chief Operating Officer at CAPIS, and Tim Conway, Director of Plan Sponsor Services at CAPIS, for a conversation about CAPIS’ recent acquisition of TD Securities’ plan sponsor services business. The discussion explores why the move made strategic sense, how the integration has unfolded and what it means for CAPIS’ clients and long-term growth.

]]>f28e57c7-203d-4e09-a729-cdf248eca98cThu, 10 Jul 2025 09:00:00 -040010:52falsefull183831Episode 82: The Trade Surveillance RevolutionEpisode 82: The Trade Surveillance RevolutionIn this episode, Forefront VP and Head of Content Sam Belden is joined by Martina Rejsjö, Head of Product Strategy at Eventus, and Vinod Jain, Strategic Advisor at Datos Insights, for a deep dive into the current and future state of trade surveillance. The conversation centers on insights from their newly released research report, The Trade Surveillance Revolution, based on in-depth interviews with 20 global sell-side institutions. The group discusses the factors driving firms to modernize their surveillance programs and how AI is changing the game, with explainability and governance as key pillars.

]]>In this episode, Forefront VP and Head of Content Sam Belden is joined by Martina Rejsjö, Head of Product Strategy at Eventus, and Vinod Jain, Strategic Advisor at Datos Insights, for a deep dive into the current and future state of trade surveillance. The conversation centers on insights from their newly released research report, The Trade Surveillance Revolution, based on in-depth interviews with 20 global sell-side institutions. The group discusses the factors driving firms to modernize their surveillance programs and how AI is changing the game, with explainability and governance as key pillars.

]]>0dfc6384-f17f-4e66-8f09-6fbdbfcfa6c3Thu, 26 Jun 2025 08:00:00 -040040:10falsefull182821Episode 81: The Evolution of AI for Financial ResearchEpisode 81: The Evolution of AI for Financial ResearchIn this episode, Forefront VP and Head of Content Sam Belden is joined by Mike Conover, Founder and CEO of Brightwave — the AI-powered research platform helping institutional investors uncover insights faster and with more confidence. The conversation covers the evolving role of AI in finance, why usability has become a turning point for adoption , and how Brightwave is enabling teams to go deeper with less manual effort.

]]>In this episode, Forefront VP and Head of Content Sam Belden is joined by Mike Conover, Founder and CEO of Brightwave — the AI-powered research platform helping institutional investors uncover insights faster and with more confidence. The conversation covers the evolving role of AI in finance, why usability has become a turning point for adoption , and how Brightwave is enabling teams to go deeper with less manual effort.

]]>0dd1979e-cc98-45bf-ac96-3e2bda329fb6Thu, 12 Jun 2025 08:00:00 -040020:18falsefull181811Episode 80: 24/5 TradingEpisode 80: 24/5 TradingForefront's Head of Content Sam Belden is joined by Rob Cope, Head of Business Development at Trillium Surveyor and John Willock, Head of Strategy at Blue Ocean Technologies to discuss their new partnership and what it means for trading.

]]>Forefront's Head of Content Sam Belden is joined by Rob Cope, Head of Business Development at Trillium Surveyor and John Willock, Head of Strategy at Blue Ocean Technologies to discuss their new partnership and what it means for trading.

]]>110ab769-a78b-4333-8565-3d461a72eb5dThu, 05 Jun 2025 08:00:00 -040031:05falsefull180801Episode 79: Building Brands, Harnessing Data, Navigating M&AEpisode 79: Building Brands, Harnessing Data, Navigating M&AIn this special CMO Edition of the podcast, Forefront co-Managing Partner Eric Soderberg sits down with Mireille Adebiyi, Chief Marketing Officer at Regnology, to discuss how to effectively manage brand building during acquisitions and leverage data for optimized decision-making in a digital-first world.

]]>In this special CMO Edition of the podcast, Forefront co-Managing Partner Eric Soderberg sits down with Mireille Adebiyi, Chief Marketing Officer at Regnology, to discuss how to effectively manage brand building during acquisitions and leverage data for optimized decision-making in a digital-first world.

]]>5efdde42-2548-49e9-a323-e7eac0462ba4Thu, 22 May 2025 08:00:00 -040024:08falsefull179791Episode 78: Partnering for Crypto Trading EfficiencyEpisode 78: Partnering for Crypto Trading EfficiencyIn this episode of At the Forefront, we're joined by John Fennell of EDX Markets and Gordon Wallace of BlockFills to discuss how their firms ongoing collaboration drives liquidity, reduces counterparty risk and streamlines settlement services for institutions trading digital assets. 

]]>In this episode of At the Forefront, we're joined by John Fennell of EDX Markets and Gordon Wallace of BlockFills to discuss how their firms ongoing collaboration drives liquidity, reduces counterparty risk and streamlines settlement services for institutions trading digital assets. 

]]>147e5305-8c2b-476c-ae5a-b4e00e40787aThu, 15 May 2025 08:00:00 -040017:57falsefull178781Episode 77: Mastering the LinkedIn Algorithm in 2025Episode 77: Mastering the LinkedIn Algorithm in 2025In this special CMO Edition, Forefront VP and Head of Content Sam Belden sits down with Amanda Perrucci, Forefront’s Head of Digital, to discuss the latest updates to the LinkedIn algorithm and how B2B companies, particularly those in the fintech space, can leverage these changes to drive engagement and visibility.

]]>In this special CMO Edition, Forefront VP and Head of Content Sam Belden sits down with Amanda Perrucci, Forefront’s Head of Digital, to discuss the latest updates to the LinkedIn algorithm and how B2B companies, particularly those in the fintech space, can leverage these changes to drive engagement and visibility.

]]>6a789dc3-ca78-4643-9a15-0451d93cbf60Thu, 24 Apr 2025 09:00:00 -040021:10falsefull177771Episode 76: Jim Toes, STAEpisode 76: Jim Toes, STAIn the latest edition of our At the Forefront: Fintech Conversations podcast, we sat down with President and CEO of STA Jim Toes to discuss key market structure topics, regulatory developments and how STA positioned to play a key role in guiding industry conversations.

]]>In the latest edition of our At the Forefront: Fintech Conversations podcast, we sat down with President and CEO of STA Jim Toes to discuss key market structure topics, regulatory developments and how STA positioned to play a key role in guiding industry conversations.

]]>2a98d212-2f66-4e0e-ae57-3fadc6822c9eThu, 17 Apr 2025 08:00:00 -040012:06falsefull176761Episode 75: Jake Claver, Digital Ascension GroupEpisode 75: Jake Claver, Digital Ascension GroupManaging Director of Digital Ascension Group Jake Claver sits down with VP and Head of Content Sam Belden to discuss about navigating digital asset portfolio management and key strategies family offices can leverage to maximize the potential of their digital portfolios.

]]>Managing Director of Digital Ascension Group Jake Claver sits down with VP and Head of Content Sam Belden to discuss about navigating digital asset portfolio management and key strategies family offices can leverage to maximize the potential of their digital portfolios.

]]>cfc58b00-fa65-4dd6-93e7-02de9afedad6Thu, 27 Mar 2025 08:30:00 -040014:53falsefull175751Episode 74: Bryan Gibbs, CAPISEpisode 74: Bryan Gibbs, CAPISIn this episode, Sam Belden, VP and Head of Content at Forefront, sits down with Bryan Gibbs, SVP and Director of Transition Management at CAPIS, to break down the essentials of transition management — what it is, why it matters and how CAPIS crafts transition strategies to set its clients up for success.

]]>In this episode, Sam Belden, VP and Head of Content at Forefront, sits down with Bryan Gibbs, SVP and Director of Transition Management at CAPIS, to break down the essentials of transition management — what it is, why it matters and how CAPIS crafts transition strategies to set its clients up for success.

]]>98d9a64b-e710-4f3b-a80f-8d586ba17c7cFri, 28 Feb 2025 08:00:00 -040027:19falsefull174741Episode 73: Tony Acuña-Rohter, EDX MarketsEpisode 73: Tony Acuña-Rohter, EDX MarketsIn the latest edition of our At the Forefront: Fintech Conversations podcast, industry expert and CEO of EDX Markets Tony Acuña-Rohter discusses EDX Markets's top 2025 priorities, the value the firm delivers to its members and the growing industry momentum around digital assets

]]>In the latest edition of our At the Forefront: Fintech Conversations podcast, industry expert and CEO of EDX Markets Tony Acuña-Rohter discusses EDX Markets's top 2025 priorities, the value the firm delivers to its members and the growing industry momentum around digital assets

]]>667dd9e8-9570-43d4-a2e9-083715ebe2ecThu, 06 Feb 2025 08:00:00 -040011:14falsefull173731Episode 72: Linda Middleditch, RegnologyEpisode 72: Linda Middleditch, RegnologyRegnology's Chief Product Officer Linda Middleditch joins to discuss the company's latest offering, Regnology Granular Data Model (RGD) and how these models are a major priority in Europe.

]]>Regnology's Chief Product Officer Linda Middleditch joins to discuss the company's latest offering, Regnology Granular Data Model (RGD) and how these models are a major priority in Europe.

]]>0d35beaf-0e37-4c98-9d1b-3a3d25e73ca7Tue, 10 Dec 2024 09:45:00 -040008:22falsefull172721Episode 71: Saeid Kian, RibbonEpisode 71: Saeid Kian, RibbonTune in to hear from Ribbon Co-Founder and CEO Saied Kian on the shortcomings of the inheritance process and how his platform is filling those gaps in preparation for the Great Wealth Transfer.

]]>Tune in to hear from Ribbon Co-Founder and CEO Saied Kian on the shortcomings of the inheritance process and how his platform is filling those gaps in preparation for the Great Wealth Transfer.

]]>4f5c9975-0d9a-4f2a-b623-6265ced6ca00Thu, 05 Dec 2024 08:00:00 -040015:17falsefull171711Episode 70: Chris Hurley, CAPISEpisode 70: Chris Hurley, CAPISThe latest episode of "At the Forefront: Fintech Conversations" featuring CAPIS' SVP and Director of Institutional Sales Chris Hurley is now live! Tune in here for a discussion on why internationally domiciled firms make an excellent use case for outsourced trading, the criteria buy-side firms should keep in mind when evaluating a potential outsourced trading partner and more.

]]>The latest episode of "At the Forefront: Fintech Conversations" featuring CAPIS' SVP and Director of Institutional Sales Chris Hurley is now live! Tune in here for a discussion on why internationally domiciled firms make an excellent use case for outsourced trading, the criteria buy-side firms should keep in mind when evaluating a potential outsourced trading partner and more.

]]>39c4d790-d059-4363-a9db-14e3e122890fThu, 21 Nov 2024 08:00:00 -040011:32falsefull170701Episode 69: Innovating the ATS LandscapeEpisode 69: Innovating the ATS LandscapeIn this episode of "At the Forefront: Fintech Conversations", we're joined by Khody Azmoon, Co-Founder and CEO of Blox Markets, a retail-focused US equities trading venue set to launch in 2025.

Delve into how Khody and the Blox Markets team are bridging the gap between retail and institutional investors through their innovative venue. Plus, hear Khody's predictions for the ATS and market structure landscape at large.

]]>In this episode of "At the Forefront: Fintech Conversations", we're joined by Khody Azmoon, Co-Founder and CEO of Blox Markets, a retail-focused US equities trading venue set to launch in 2025.

Delve into how Khody and the Blox Markets team are bridging the gap between retail and institutional investors through their innovative venue. Plus, hear Khody's predictions for the ATS and market structure landscape at large.

]]>9f571f08-5f02-42c5-9c14-3866cc1da2d9Thu, 31 Oct 2024 08:00:00 -040007:58falsefull169691Episode 68: Shelley Magee, ActiveViamEpisode 68: Shelley Magee, ActiveViamIn the latest episode of "At the Forefront", our VP and Head of Content Sam Belden is joined by Shelley Magee of advanced analytics and data solutions provider ActiveViam to discuss her new role as CEO, her vision for the company's future and how its Atoti solution is making a difference for financial firms making data-driven decisions.

]]>In the latest episode of "At the Forefront", our VP and Head of Content Sam Belden is joined by Shelley Magee of advanced analytics and data solutions provider ActiveViam to discuss her new role as CEO, her vision for the company's future and how its Atoti solution is making a difference for financial firms making data-driven decisions.

]]>4cc475d3-4bc8-4c6f-aa4b-b3fc2d47f72dMon, 14 Oct 2024 09:00:00 -040019:13falsefull168681Episode 67: Press Releases: A Secret Weapon in Your Marketing Mix?Episode 67: Press Releases: A Secret Weapon in Your Marketing Mix?In the latest CMO edition of "At the Forefront", Managing Partner Eric Soderberg and EVP Jed Hamilton explore how press releases can make an impact beyond securing media coverage, and how they can be leveraged to engage various audiences including clients, prospects, and employees. Tune in to learn more about the diverse benefits of issuing press releases and how they can positively impact your broader marketing, communications and investor relations strategy

]]>In the latest CMO edition of "At the Forefront", Managing Partner Eric Soderberg and EVP Jed Hamilton explore how press releases can make an impact beyond securing media coverage, and how they can be leveraged to engage various audiences including clients, prospects, and employees. Tune in to learn more about the diverse benefits of issuing press releases and how they can positively impact your broader marketing, communications and investor relations strategy

]]>21577beb-4970-4f90-8316-d75171d782ebThu, 26 Sep 2024 08:00:00 -040020:44falsefull167671Episode 66: The Future of Bond TradingEpisode 66: The Future of Bond TradingIn today's episode of At the Forefront, we welcome Jonathan Birnbaum (Founder and CEO of OpenYield), Marty Mannion (Managing Director and Co-Head, TD Securities) and Barnet Sherman (Boston University professor and Forbes contributor) for a roundtable discussion on innovation in the bond market. Tune in to learn more about how forces like automation and AI are lowering investment barriers and unlocking access, and what's next for the fixed income asset class.

]]>In today's episode of At the Forefront, we welcome Jonathan Birnbaum (Founder and CEO of OpenYield), Marty Mannion (Managing Director and Co-Head, TD Securities) and Barnet Sherman (Boston University professor and Forbes contributor) for a roundtable discussion on innovation in the bond market. Tune in to learn more about how forces like automation and AI are lowering investment barriers and unlocking access, and what's next for the fixed income asset class.

]]>29305d89-6a7b-491e-8fb9-cfcab63c2c5bThu, 19 Sep 2024 08:00:00 -040042:52falsefull166661Episode 65: The Need for a Credit-Sensitive Reference RateEpisode 65: The Need for a Credit-Sensitive Reference RateIn this episode of At the Forefront, we sit down with AFX CEO John Shay and Marco Macchiavelli, Assistant Professor of Finance at UMass Amherst for a discussion on benchmark interest rates in the overnight lending market. We unpack the value of credit-sensitive rates in the post-LIBOR era and why they're so important for commercial and regional banks today, and explore how AMERIBOR, AFX's benchmark interest rate is calculated. Tune in here for more insights on how credit-sensitive rates can help banks navigate credit events and market stress.

]]>In this episode of At the Forefront, we sit down with AFX CEO John Shay and Marco Macchiavelli, Assistant Professor of Finance at UMass Amherst for a discussion on benchmark interest rates in the overnight lending market. We unpack the value of credit-sensitive rates in the post-LIBOR era and why they're so important for commercial and regional banks today, and explore how AMERIBOR, AFX's benchmark interest rate is calculated. Tune in here for more insights on how credit-sensitive rates can help banks navigate credit events and market stress.

]]>42258c93-e487-44c1-8909-373324321388Thu, 12 Sep 2024 08:00:00 -040049:00falsefull165651Episode 64: Optimizing LinkedIn Ads for B2BEpisode 64: Optimizing LinkedIn Ads for B2BIn this episode of At the Forefront, Account Manager Lindsey Patterson is joined by AJ Wilcox, Founder of B2Linked, to discuss all things LinkedIn Ads for B2B firms. Lindsey and AJ discuss key tactics for targeting a niche audience, the best metrics for measuring success and some emerging trends in LinkedIn Ads.

]]>In this episode of At the Forefront, Account Manager Lindsey Patterson is joined by AJ Wilcox, Founder of B2Linked, to discuss all things LinkedIn Ads for B2B firms. Lindsey and AJ discuss key tactics for targeting a niche audience, the best metrics for measuring success and some emerging trends in LinkedIn Ads.

]]>93ac4668-19d5-4e2f-aa9b-0de73d4da370Thu, 29 Aug 2024 08:30:00 -040016:42falsefull164641Episode 63: Corporate Social Responsibility and Wall Street Rides FAREpisode 63: Corporate Social Responsibility and Wall Street Rides FARIn this episode of At the Forefront, our VP and Head of Content Sam Belden sits down with Account Manager Lindsey Patterson to discuss Forefront’s corporate social responsibility (CSR) program and our ongoing involvement with Rides FAR as we gear up for this year's ride

]]>In this episode of At the Forefront, our VP and Head of Content Sam Belden sits down with Account Manager Lindsey Patterson to discuss Forefront’s corporate social responsibility (CSR) program and our ongoing involvement with Rides FAR as we gear up for this year's ride

]]>e68a11b6-a7dc-4827-858f-048c4e37b964Thu, 08 Aug 2024 12:30:00 -040010:53falsefull163631Episode 62: Be NextEpisode 62: Be NextIn this special CMO Edition of our At the Forefront podcast, Co-Managing Partners Eric Soderberg and Mark Dowd discuss Forefront's recently launched "Be Next" campaign, which highlights our firm's transformational work for clients, displays the substantial value we've created and challenges other B2B fintech leaders to "be next."  Tune in to hear more about four companies we’ve propelled to market leadership and successful exits – plus, hear Mark and Eric's predictions for what institutional fintechs could be the next to make major industry waves.

]]>In this special CMO Edition of our At the Forefront podcast, Co-Managing Partners Eric Soderberg and Mark Dowd discuss Forefront's recently launched "Be Next" campaign, which highlights our firm's transformational work for clients, displays the substantial value we've created and challenges other B2B fintech leaders to "be next."  Tune in to hear more about four companies we’ve propelled to market leadership and successful exits – plus, hear Mark and Eric's predictions for what institutional fintechs could be the next to make major industry waves.

]]>63106b82-f6e2-46a6-96a9-f45e15e27eceThu, 01 Aug 2024 08:00:00 -040017:49falsefull162621Episode 61: Kirill Bensonoff, New SilverEpisode 61: Kirill Bensonoff, New SilverKirill Bensonoff, CEO and Co-Founder of New Silver, a fintech providing fast, convenient and flexible capital to real estate investors, joins to discuss the real estate investment landscape and how technological innovations like blockchain and AI can bring efficiency to the space.

]]>Kirill Bensonoff, CEO and Co-Founder of New Silver, a fintech providing fast, convenient and flexible capital to real estate investors, joins to discuss the real estate investment landscape and how technological innovations like blockchain and AI can bring efficiency to the space.

]]>2d923afb-0783-4a85-a92c-95d464bab91fThu, 25 Jul 2024 08:00:00 -040020:01falsefull161611Episode 60: Cross-Border Payments, FX & The Impact on Global CommerceEpisode 60: Cross-Border Payments, FX & The Impact on Global CommerceIn the latest episode of At the Forefront, our VP & Head of Content Sam Belden is joined by Steve Dooley of Convera to discuss Convera’s Fintech 2025+ report, which examines key trends in the cross-border payments industry and the major trends and technologies impacting global commerce today.   

]]>In the latest episode of At the Forefront, our VP & Head of Content Sam Belden is joined by Steve Dooley of Convera to discuss Convera’s Fintech 2025+ report, which examines key trends in the cross-border payments industry and the major trends and technologies impacting global commerce today.   

]]>3eba1bcf-a904-44a6-8508-57a19c94fc6dThu, 18 Jul 2024 15:00:00 -040023:09falsefull160601Episode 59: Shifting the Landscape – Gearing Up for STA's 91st Annual Market Structure ConferenceEpisode 59: Shifting the Landscape – Gearing Up for STA's 91st Annual Market Structure ConferenceIn this episode of At the Forefront, our VP & Head of Content Sam Belden is joined by Jim Toes of Security Traders Association and Jim Hyde of NYSE to discuss STA's 91st Annual Market Structure Conference, taking place September 18-20 in Orlando. Tune in to learn more about the conference’s new location, what attendees and sponsors can expect onsite and some of the exciting topics on this year’s agenda.

]]>In this episode of At the Forefront, our VP & Head of Content Sam Belden is joined by Jim Toes of Security Traders Association and Jim Hyde of NYSE to discuss STA's 91st Annual Market Structure Conference, taking place September 18-20 in Orlando. Tune in to learn more about the conference’s new location, what attendees and sponsors can expect onsite and some of the exciting topics on this year’s agenda.

]]>22f7b9ad-06f8-4952-ba6d-ce66cf23b662Thu, 11 Jul 2024 14:45:00 -040020:06falsefull159591Episode 58: Exploring Insurance's AI Future with Ronan Donohue, Q4 Capital AdvisorsEpisode 58: Exploring Insurance's AI Future with Ronan Donohue, Q4 Capital AdvisorsIn this episode of "At the Forefront", Q4 Capital Advisors' Ronan Donohue returns to the podcast to discuss the benefits of AI for insurance firms. Ronan and our VP and Head of Content Sam Belden dive into some examples of successful adoption and the practical considerations for firms as they look to map out their AI strategy.

]]>In this episode of "At the Forefront", Q4 Capital Advisors' Ronan Donohue returns to the podcast to discuss the benefits of AI for insurance firms. Ronan and our VP and Head of Content Sam Belden dive into some examples of successful adoption and the practical considerations for firms as they look to map out their AI strategy.

]]>f91f8835-4245-428a-834a-490def8069caWed, 26 Jun 2024 09:00:00 -040020:29falsefull158581Episode 57: David Emero, n-TierEpisode 57: David Emero, n-TierIn this episode, n-Tier's Dave Emero and Forefront's Sam Belden sit down to discuss the impact of the forthcoming SEC Rule 13f-2 and how n-Tier can help firms adapt to the shifting regulatory landscape.

]]>In this episode, n-Tier's Dave Emero and Forefront's Sam Belden sit down to discuss the impact of the forthcoming SEC Rule 13f-2 and how n-Tier can help firms adapt to the shifting regulatory landscape.

]]>e9e14950-440f-4857-87d0-5541f919de9dFri, 21 Jun 2024 10:00:00 -040039:05falsefull157571Episode 56: The Ins and Outs of Internal CommunicationsEpisode 56: The Ins and Outs of Internal CommunicationsIn this episode of At the Forefront, Managing Partner Eric Soderberg sits down with Account Executive Alexandra Benavides to discuss how and why B2B fintechs should maintain a robust internal communications program. Tune in to learn how effective internal comms can create a well-informed workplace, boost employee morale and strengthen your brand.

]]>In this episode of At the Forefront, Managing Partner Eric Soderberg sits down with Account Executive Alexandra Benavides to discuss how and why B2B fintechs should maintain a robust internal communications program. Tune in to learn how effective internal comms can create a well-informed workplace, boost employee morale and strengthen your brand.

]]>d23d4a39-7355-4165-bfb1-2890c838fe7dThu, 13 Jun 2024 13:00:00 -040013:59falsefull156561Episode 55: LinkedIn Ad Trends for B2B Fintech MarketersEpisode 55: LinkedIn Ad Trends for B2B Fintech MarketersIn this episode of our At the Forefront podcast, Forefront SAE Lindsey Patterson joins VP and Head of Digital Amanda Perrucci to discuss how B2B fintech marketers can most effectively leverage LinkedIn ads to generate brand awareness, website traffic and sales leads. Plus, discover the top ad format marketers should be thinking more about in 2024.

]]>In this episode of our At the Forefront podcast, Forefront SAE Lindsey Patterson joins VP and Head of Digital Amanda Perrucci to discuss how B2B fintech marketers can most effectively leverage LinkedIn ads to generate brand awareness, website traffic and sales leads. Plus, discover the top ad format marketers should be thinking more about in 2024.

]]>86b638eb-2293-470f-8b65-53408d5a35ebFri, 07 Jun 2024 12:00:00 -040012:07falsefull155551Episode 54: Jeffrey Estella, Estella LLCEpisode 54: Jeffrey Estella, Estella LLCIn the latest episode of At the Forefront, Estella LLC Principal Jeffrey Estella returns to the podcast to discuss LSEG’s decision to sunset its REDI EMS and other examples of technology sunsets and forced migrations. Tune into his full conversation with Forefront VP and Head of Content Sam Belden.

]]>In the latest episode of At the Forefront, Estella LLC Principal Jeffrey Estella returns to the podcast to discuss LSEG’s decision to sunset its REDI EMS and other examples of technology sunsets and forced migrations. Tune into his full conversation with Forefront VP and Head of Content Sam Belden.

]]>82871f74-14d0-460e-80fc-f4520a3eaf7aThu, 30 May 2024 08:00:00 -040020:24falsefull154541Episode 53: Steve Bonanno, BXSEpisode 53: Steve Bonanno, BXSIn this episode of At the Forefront, VP and Head of Content Sam Belden sits down with BXS CEO Steve Bonanno to discuss Rule 605 reform – the mistakes firms are already making regarding the new requirements, how BXS is helping its clients prepare and what this shift will mean for the wider regulatory landscape.

]]>In this episode of At the Forefront, VP and Head of Content Sam Belden sits down with BXS CEO Steve Bonanno to discuss Rule 605 reform – the mistakes firms are already making regarding the new requirements, how BXS is helping its clients prepare and what this shift will mean for the wider regulatory landscape.

]]>1b59bbb4-b113-4651-9d86-6667440f1876Thu, 16 May 2024 08:00:00 -040014:26falsefull153531Episode 52: Media Relations in the Digital AgeEpisode 52: Media Relations in the Digital AgeIn this CMO Edition of our At the Forefront podcast, VP and Head of Content Sam Belden sits down with SAE Sam Raffalli to discuss how PR professionals can most effectively pitch the media and build relationships in an increasingly digital world. Tune in to hear Sam discuss his major takeaways from our "Reporters on the Record" series, media relations best practices and more.

]]>In this CMO Edition of our At the Forefront podcast, VP and Head of Content Sam Belden sits down with SAE Sam Raffalli to discuss how PR professionals can most effectively pitch the media and build relationships in an increasingly digital world. Tune in to hear Sam discuss his major takeaways from our "Reporters on the Record" series, media relations best practices and more.

]]>6c256d5f-2dc5-49fd-9138-01716566cb2cThu, 09 May 2024 04:00:00 -040011:51falsefull152521Episode 51: SEO Basics for B2B FintechsEpisode 51: SEO Basics for B2B FintechsIn this episode of At the Forefront, our VP and Head of Content Sam Belden joins SAE Victoria DaSilva to discuss SEO basics for B2B fintech firms. Tune in for some no-nonsense tips on how to enhance your website's ranking and reach your target audience.

]]>In this episode of At the Forefront, our VP and Head of Content Sam Belden joins SAE Victoria DaSilva to discuss SEO basics for B2B fintech firms. Tune in for some no-nonsense tips on how to enhance your website's ranking and reach your target audience.

]]>c6fc1caf-0965-4134-bb78-1d891f14d436Thu, 02 May 2024 10:30:00 -040020:32falsefull151511Episode 50: Ronan Donohue, Q4 Capital AdvisorsEpisode 50: Ronan Donohue, Q4 Capital AdvisorsIn this episode of At the Forefront, Q4 Capital Advisors Founder & Managing Partner Ronan Donohue joins our Head of Content Sam Belden for a discussion on how the traditional banking world is being transformed by innovative technologies like AI. Tune in for more insights on the risks, benefits and implications for the hiring landscape.

]]>In this episode of At the Forefront, Q4 Capital Advisors Founder & Managing Partner Ronan Donohue joins our Head of Content Sam Belden for a discussion on how the traditional banking world is being transformed by innovative technologies like AI. Tune in for more insights on the risks, benefits and implications for the hiring landscape.

]]>39cd513c-1181-48e9-b2ad-1b703db1d11eThu, 25 Apr 2024 08:00:00 -040021:10falsefull150501Episode 49: Supporting the B2B Fintech Buyer's JourneyEpisode 49: Supporting the B2B Fintech Buyer's JourneyIn this CMO Edition of At the Forefront, Forefront VP and Head of Content Sam Belden sits down with SVP CJ Lengua to discuss our recent Marketing Insights piece on the B2B fintech buyer's journey. Tune in to hear Sam's take on key marketing tactics you can employ to help streamline each phase of the sales process, prime your firm for growth and close more deals.

]]>In this CMO Edition of At the Forefront, Forefront VP and Head of Content Sam Belden sits down with SVP CJ Lengua to discuss our recent Marketing Insights piece on the B2B fintech buyer's journey. Tune in to hear Sam's take on key marketing tactics you can employ to help streamline each phase of the sales process, prime your firm for growth and close more deals.

]]>b01f266b-d07f-4bc5-9ce8-aac8becbe6fbThu, 18 Apr 2024 11:30:00 -040017:25falsefull149491Episode 48: Glendy Kam, TassatEpisode 48: Glendy Kam, TassatIn this episode of At the Forefront, Tassat CPO Glendy Kam joins VP and Head of Content Sam Belden to discuss why the potential of blockchain is so much bigger than crypto alone, and how banks and fintechs are responding to the surge of innovation within this space.

]]>In this episode of At the Forefront, Tassat CPO Glendy Kam joins VP and Head of Content Sam Belden to discuss why the potential of blockchain is so much bigger than crypto alone, and how banks and fintechs are responding to the surge of innovation within this space.

]]>77730f4b-ff61-4a1f-b00d-dd0830155e61Fri, 12 Apr 2024 09:00:00 -040013:05falsefull148481Episode 47: Mastering B2B Fintech Email Marketing with Jay SchwedelsonEpisode 47: Mastering B2B Fintech Email Marketing with Jay SchwedelsonIn this CMO edition of "At the Forefront", marketing expert and Subjectline.com founder Jay Schwedelson joins our VP and Head of Digital Amanda Perrucci for an insightful discussion on email marketing trends and tips on how B2B fintechs can better leverage this powerful channel to engage their audience. 

]]>In this CMO edition of "At the Forefront", marketing expert and Subjectline.com founder Jay Schwedelson joins our VP and Head of Digital Amanda Perrucci for an insightful discussion on email marketing trends and tips on how B2B fintechs can better leverage this powerful channel to engage their audience. 

]]>7f05122d-f2c8-486a-aeac-4b299955e736Thu, 04 Apr 2024 08:00:00 -040022:47falsefull147471Episode 46: James St. Clair, ViewTradeEpisode 46: James St. Clair, ViewTradeIn this episode of At the Forefront: Fintech Conversations, ViewTrade President – Brokerage Services James St. Clair sits down with Forefront SVP CJ Lengua to discuss the upcoming industry transition to T+1 settlement. With the new rule taking effect in two months, James and CJ discuss the importance of adequate preparation, concrete steps affected firms should take and how ViewTrade is helping its clients get ready for this momentous shift.

]]>In this episode of At the Forefront: Fintech Conversations, ViewTrade President – Brokerage Services James St. Clair sits down with Forefront SVP CJ Lengua to discuss the upcoming industry transition to T+1 settlement. With the new rule taking effect in two months, James and CJ discuss the importance of adequate preparation, concrete steps affected firms should take and how ViewTrade is helping its clients get ready for this momentous shift.

]]>84163a21-bfbf-4f18-b945-543ca01f26adThu, 28 Mar 2024 08:00:00 -040011:49falsefull146461Episode 45: Linda Middleditch, RegnologyEpisode 45: Linda Middleditch, RegnologyIn this episode of our At the Forefront: Fintech Conversations podcast, Regnology CPO Linda Middleditch discusses the future of regulatory reporting: how regulators are changing their approach, how cloud migration and AI can help the industry adapt and more.

]]>In this episode of our At the Forefront: Fintech Conversations podcast, Regnology CPO Linda Middleditch discusses the future of regulatory reporting: how regulators are changing their approach, how cloud migration and AI can help the industry adapt and more.

]]>3493b3e6-918b-4ae1-8c7f-145aa2bf89b8Thu, 21 Mar 2024 09:00:00 -040011:00falsefull145451Episode 44: Jeffrey Estella and Michael CashelEpisode 44: Jeffrey Estella and Michael CashelIndustry consultants Jeffrey Estella and Michael Cashel discuss key capital markets initiatives and observations for 2024, including new regulatory priorities, liquidity trends on the buy and sell sides and the state of investment technology and data. 

]]>Industry consultants Jeffrey Estella and Michael Cashel discuss key capital markets initiatives and observations for 2024, including new regulatory priorities, liquidity trends on the buy and sell sides and the state of investment technology and data. 

]]>ec8c35c5-3d13-4619-ad1e-22b96082d725Thu, 14 Mar 2024 08:00:00 -040026:36falsefull144441Episode 43: Celebrating Women's History MonthEpisode 43: Celebrating Women's History MonthIn celebration of Women’s History Month, we’re shining a light on talented woman professionals in the capital markets, financial services and B2B fintech space. Over the past few weeks, we’ve had the privilege of speaking with some of the industry’s top female voices, who shared their perspectives, advice and lessons learned from throughout their careers. By using our platform to highlight these individuals and their accomplishments, we hope to inspire our listeners and help pave the way to a more inclusive industry.

0:49 – Who is a female leader who has mentored or inspired you in your career?

11:11 – What career achievement or milestone are you most proud of?

19:37 – How can the fintech space foster inclusivity and equal opportunities for women?

]]>In celebration of Women’s History Month, we’re shining a light on talented woman professionals in the capital markets, financial services and B2B fintech space. Over the past few weeks, we’ve had the privilege of speaking with some of the industry’s top female voices, who shared their perspectives, advice and lessons learned from throughout their careers. By using our platform to highlight these individuals and their accomplishments, we hope to inspire our listeners and help pave the way to a more inclusive industry.

0:49 – Who is a female leader who has mentored or inspired you in your career?

11:11 – What career achievement or milestone are you most proud of?

19:37 – How can the fintech space foster inclusivity and equal opportunities for women?

]]>2b9f2024-82ed-4ae2-917c-d34e07f468bcFri, 08 Mar 2024 08:15:00 -040034:05falsefull143431Episode 42: A Walk Down Hidden Road with Michael HigginsEpisode 42: A Walk Down Hidden Road with Michael HigginsIn this episode of At the Forefront, Michael Higgins, Global Head of Business Development at Hidden Road Partners, sits down with Forefront SVP CJ Lengua to discuss the global institutional credit network's origin story, the debut of its Synthetic Prime Brokerage offering and more.

]]>In this episode of At the Forefront, Michael Higgins, Global Head of Business Development at Hidden Road Partners, sits down with Forefront SVP CJ Lengua to discuss the global institutional credit network's origin story, the debut of its Synthetic Prime Brokerage offering and more.

]]>146896f2-f76b-4cfb-8fa6-a376156561a1Thu, 29 Feb 2024 08:00:00 -040013:49falsefull142421Episode 41: 4 Essential Email Marketing Tips for Fintech CMOsEpisode 41: 4 Essential Email Marketing Tips for Fintech CMOsIn this episode of At the Forefront, Senior Account Executive Victoria DaSilva discusses 4 essential marketing tips for B2B fintech CMOs looking to inspire a higher level of engagement with their firm's content.

]]>In this episode of At the Forefront, Senior Account Executive Victoria DaSilva discusses 4 essential marketing tips for B2B fintech CMOs looking to inspire a higher level of engagement with their firm's content.

]]>5df9dcd5-b0ad-4574-8ec1-2d01c7fee077Thu, 22 Feb 2024 08:00:00 -040005:30falsefull141411Episode 40: Content Strategy - 3 Crucial Tips for B2B FintechsEpisode 40: Content Strategy - 3 Crucial Tips for B2B FintechsIn this episode, Forefront VP and Head of Content Sam Belden provides some top tips for institutional fintechs looking to get maximum mileage out of the content efforts.

]]>In this episode, Forefront VP and Head of Content Sam Belden provides some top tips for institutional fintechs looking to get maximum mileage out of the content efforts.

]]>32c6ef2f-e9d0-413a-a775-debe382a2a20Thu, 08 Feb 2024 08:00:00 -040014:31falsefull140401Episode 39: Does My B2B Fintech Need Marketing Automation?Episode 39: Does My B2B Fintech Need Marketing Automation?In this episode, Forefront VP and Head of Digital Amanda Perrucci discusses how B2B fintechs can get the most value out of their marketing automation tools to improve their inbound marketing and lead generation capabilities.

]]>In this episode, Forefront VP and Head of Digital Amanda Perrucci discusses how B2B fintechs can get the most value out of their marketing automation tools to improve their inbound marketing and lead generation capabilities.

]]>1818c415-8092-4990-bfea-fe41f518e19fThu, 01 Feb 2024 08:00:00 -040004:53falsefull139391Episode 38: Putting the Future Into Words - Eric Jensen, Causality LinkEpisode 38: Putting the Future Into Words - Eric Jensen, Causality LinkIn this episode, Eric Jensen, co-founder and CTO of Causality Link, discusses their AI-powered research platform's new alerts system, which detects and summarizes emerging trends, and offers his perspective on the current state of AI. 

]]>In this episode, Eric Jensen, co-founder and CTO of Causality Link, discusses their AI-powered research platform's new alerts system, which detects and summarizes emerging trends, and offers his perspective on the current state of AI. 

]]>11cec134-6c6c-4984-ba44-32c4aa6cb545Thu, 25 Jan 2024 08:15:00 -040025:31falsefull138381Episode 37: Jonathan Birnbaum, OpenYieldEpisode 37: Jonathan Birnbaum, OpenYieldIn this episode, Jonathan Birnbaum, founder and CEO of OpenYield, a new fixed income marketplace making it easy for brokers, advisors and fintechs to offer attractive bond investing solutions to their clients discusses the state of today’s bond market, the vision behind OpenYield and the firm’s plans for an official launch in Q1 2024.

]]>In this episode, Jonathan Birnbaum, founder and CEO of OpenYield, a new fixed income marketplace making it easy for brokers, advisors and fintechs to offer attractive bond investing solutions to their clients discusses the state of today’s bond market, the vision behind OpenYield and the firm’s plans for an official launch in Q1 2024.

]]>c1212ba3-3cc1-460e-b17e-1f8dab1e4e2fThu, 18 Jan 2024 08:00:00 -040012:15falsefull137371Episode 36: Sameer Shalaby & Martin Garcia, VersiFiEpisode 36: Sameer Shalaby & Martin Garcia, VersiFiIn this episode of At the Forefront, Sameer Shalaby and Martin Garcia, co-CEOs of digital asset trading and lending firm VersiFi, join us on the heels of their Series A funding round to discuss what VersiFi brings to the table, how their experience working in both TradFi and digital assets has influenced their approach and their perspectives on the evolving crypto regulatory landscape.

]]>In this episode of At the Forefront, Sameer Shalaby and Martin Garcia, co-CEOs of digital asset trading and lending firm VersiFi, join us on the heels of their Series A funding round to discuss what VersiFi brings to the table, how their experience working in both TradFi and digital assets has influenced their approach and their perspectives on the evolving crypto regulatory landscape.

]]>47fc2130-345d-407d-bb67-99e4cb1ba3deTue, 09 Jan 2024 08:00:00 -040017:11falsefull136361Episode 35: Ankit Mehta and Ishaan Narain, RDCEpisode 35: Ankit Mehta and Ishaan Narain, RDCIn this episode of At the Forefront, Ankit Mehta and Ishaan Narain of RDC discuss their launch of the first Bitcoin Depositary Receipt (BTC DR) and their vision for the future of DRs within digital and alternative assets.

]]>In this episode of At the Forefront, Ankit Mehta and Ishaan Narain of RDC discuss their launch of the first Bitcoin Depositary Receipt (BTC DR) and their vision for the future of DRs within digital and alternative assets.

]]>95a5f598-54c5-4232-87aa-c47ceb32159bThu, 04 Jan 2024 08:30:00 -040014:37falsefull135351Episode 34: Brandon Mulvihill, Crossover Markets and Brendan Callan, TraduEpisode 34: Brandon Mulvihill, Crossover Markets and Brendan Callan, TraduIn this episode of At the Forefront, Crossover Markets Co-Founder and CEO Brandon Mulvihill and Tradu CEO Brendan Callan discuss their new partnership announcement and their efforts to bring institutional-grade crypto pricing to the retail community for a superior trading experience.

]]>In this episode of At the Forefront, Crossover Markets Co-Founder and CEO Brandon Mulvihill and Tradu CEO Brendan Callan discuss their new partnership announcement and their efforts to bring institutional-grade crypto pricing to the retail community for a superior trading experience.

]]>e43df7c4-516b-4f45-9a62-5fbbb8805e26Thu, 14 Dec 2023 08:00:00 -040032:29falsefull134341Episode 33: Michael Baradas & Brian Saldeen, Sterling Trading TechEpisode 33: Michael Baradas & Brian Saldeen, Sterling Trading TechIn this episode, Forefront AVP and Head of Content Sam Belden sits down with two key members of the product team at leading trading technology provider Sterling Trading Tech. OMS Product Manager Michael Baradas and Senior Risk & Margin Product Manager Brian Saldeen discuss some of STT’s new product features, how trading technology can contribute to firms’ alpha and competitive advantage, and potential use cases for AI in risk management.

]]>In this episode, Forefront AVP and Head of Content Sam Belden sits down with two key members of the product team at leading trading technology provider Sterling Trading Tech. OMS Product Manager Michael Baradas and Senior Risk & Margin Product Manager Brian Saldeen discuss some of STT’s new product features, how trading technology can contribute to firms’ alpha and competitive advantage, and potential use cases for AI in risk management.

]]>03a51578-75c4-41f3-9e0b-f8f8804a3c91Tue, 12 Dec 2023 08:00:00 -040013:42falsefull133331Episode 32: David Choate & Chris Hurley, CAPISEpisode 32: David Choate & Chris Hurley, CAPISIn this episode, Forefront Senior Consultant Michael Kingsley sits down with David Choate and Chris Hurley of CAPIS, a compliance-driven institutional broker that has built its business exclusively on trade execution and commission management services.

]]>In this episode, Forefront Senior Consultant Michael Kingsley sits down with David Choate and Chris Hurley of CAPIS, a compliance-driven institutional broker that has built its business exclusively on trade execution and commission management services.

]]>b8194217-7b83-4f11-b73a-324e1deb1864Wed, 29 Nov 2023 08:00:00 -040018:37falsefull132321Episode 31: Managing Marketing During an Economic DownturnEpisode 31: Managing Marketing During an Economic DownturnIn this episode, Forefront VP of Account Management CJ Lengua sits down with Managing Partner Eric Soderberg to discuss our recent article providing tips and tricks for B2B firms looking to cut costs and properly allocate their marketing budget during an economic downturn.

]]>In this episode, Forefront VP of Account Management CJ Lengua sits down with Managing Partner Eric Soderberg to discuss our recent article providing tips and tricks for B2B firms looking to cut costs and properly allocate their marketing budget during an economic downturn.

]]>1b58cdec-63da-4b03-ae06-abf59e80ecc4Mon, 20 Nov 2023 08:30:00 -040014:54falsefull131311Episode 30: Making Organic Social a Two-Way ConversationEpisode 30: Making Organic Social a Two-Way ConversationIn this episode of At the Forefront, AVP and Head of Digital Amanda Perrucci sits down with Senior Account Executive Lindsey Patterson to discuss how B2B fintechs can leverage the full power of organic social media to increase brand awareness, nurture client relationships and warm prospects for their sales teams. Listeners will learn the difference between social monitoring and social listening and how firms can leverage both to maximize social ROI.

]]>In this episode of At the Forefront, AVP and Head of Digital Amanda Perrucci sits down with Senior Account Executive Lindsey Patterson to discuss how B2B fintechs can leverage the full power of organic social media to increase brand awareness, nurture client relationships and warm prospects for their sales teams. Listeners will learn the difference between social monitoring and social listening and how firms can leverage both to maximize social ROI.

]]>7da8e1a4-eb51-4723-ac7d-51ab1f183d38Thu, 09 Nov 2023 08:00:00 -040005:56falsefull130301Episode 29: Jonathan Cross & Shawn Samuel, LiquidityBookEpisode 29: Jonathan Cross & Shawn Samuel, LiquidityBookIn this episode, Jonathan Cross (JC) and Shawn Samuel of LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, sit down with Michael Kingsley, Forefront SVP and Head of Media Relations to discuss their recent acquisition of Messer Financial Software, the important difference between platform configuration and customization, and where LiquidityBook  is expanding next.

]]>In this episode, Jonathan Cross (JC) and Shawn Samuel of LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, sit down with Michael Kingsley, Forefront SVP and Head of Media Relations to discuss their recent acquisition of Messer Financial Software, the important difference between platform configuration and customization, and where LiquidityBook  is expanding next.

]]>a0c5e806-2ba2-442b-aa8b-b322aaf4097cWed, 18 Oct 2023 09:00:00 -040021:40falsefull129291Episode 28: Rob Mackay, RegnologyEpisode 28: Rob Mackay, RegnologyRob Mackay, CEO of Regnology, sits down with Forefront Head of Media Relations Michael Kingsley to discuss trends in the RegTech space and Regnology's recent acquisition spree.

]]>Rob Mackay, CEO of Regnology, sits down with Forefront Head of Media Relations Michael Kingsley to discuss trends in the RegTech space and Regnology's recent acquisition spree.

]]>f93766e6-dd7f-4dda-9b66-ac060b16fb65Tue, 03 Oct 2023 13:00:00 -040014:48falsefull128281Episode 27: The Silent Business KillerEpisode 27: The Silent Business KillerForefront Managing Partner Eric Soderberg sits down with Head of Digital Amanda Perrucci to discuss how your weak brand is hurting your business.

]]>Forefront Managing Partner Eric Soderberg sits down with Head of Digital Amanda Perrucci to discuss how your weak brand is hurting your business.

]]>9d92e66f-5802-4c91-9aba-ef8408767dcaMon, 02 Oct 2023 11:00:00 -040011:18falsefull127271Episode 26: HubSpot INBOUND Insights with Amanda PerrucciEpisode 26: HubSpot INBOUND Insights with Amanda PerrucciForefront's Head of Digital Amanda Perrucci sits down with Managing Partner Eric Soderberg to discuss key findings from Hubspot's 2023 INBOUND Conference earlier this month, including valuable insights on LinkedIn ads, event marketing emails and delivering customer experience via social media.

]]>Forefront's Head of Digital Amanda Perrucci sits down with Managing Partner Eric Soderberg to discuss key findings from Hubspot's 2023 INBOUND Conference earlier this month, including valuable insights on LinkedIn ads, event marketing emails and delivering customer experience via social media.

]]>f0ab8f9f-afdc-48de-abfa-7d7643645357Thu, 28 Sep 2023 09:00:00 -040009:09falsefull126261Episode 25: Michael Milani, Mondeum CapitalEpisode 25: Michael Milani, Mondeum CapitalIn this episode of At the Forefront, SVP & Head of Media Relations Michael Kingsley sits down with Michael Milani, CEO of Mondeum Capital, to discuss the broker-dealer’s mission to provide next-gen trading solutions uniquely catered to the active trading community.

]]>In this episode of At the Forefront, SVP & Head of Media Relations Michael Kingsley sits down with Michael Milani, CEO of Mondeum Capital, to discuss the broker-dealer’s mission to provide next-gen trading solutions uniquely catered to the active trading community.

]]>3baf796f-5a38-49e9-86eb-fc5d63389e73Thu, 10 Aug 2023 09:00:00 -040021:11falsefull125251Episode 24: Media Training for EveryoneEpisode 24: Media Training for EveryoneIn this episode, Managing Partner Eric Soderberg is joined by SVP & Head of Media Relations Michael Kingsley to discuss Forefront's Media Training program, which helps everyone from executives to salespeople deliver clear and compelling corporate messages when speaking on behalf of their fintech company.

]]>In this episode, Managing Partner Eric Soderberg is joined by SVP & Head of Media Relations Michael Kingsley to discuss Forefront's Media Training program, which helps everyone from executives to salespeople deliver clear and compelling corporate messages when speaking on behalf of their fintech company.

]]>307d88df-4715-44eb-b43f-12054c19376dMon, 07 Aug 2023 10:00:00 -040005:34falsefull124241Episode 23: Sameer Shalaby, VersiFiEpisode 23: Sameer Shalaby, VersiFiIn this episode, Sameer Shalaby, Founder, President & CEO of VersiFi, sits down the Forefront's Michael Kingsley to discuss how VersiFi brings together an ecosystem of partners to minimize counterparty risk and drive asset manager adoption of digital assets.

]]>In this episode, Sameer Shalaby, Founder, President & CEO of VersiFi, sits down the Forefront's Michael Kingsley to discuss how VersiFi brings together an ecosystem of partners to minimize counterparty risk and drive asset manager adoption of digital assets.

]]>b3357f0d-e761-4848-845d-007e6d0a050dThu, 22 Jun 2023 09:00:00 -040015:38falsefull123231Episode 22: Brandon Mulvihill and Anthony Mazzarese, Crossover MarketsEpisode 22: Brandon Mulvihill and Anthony Mazzarese, Crossover MarketsIn this episode, Forefront Head of Media Relations Michael Kingsley sits down with Brandon Mulvihill and Anthony Mazzarese, co-founders of Crossover Markets, to discuss how they have decoupled trade execution from custody and brokerage to build the world’s foremost institution-only cryptocurrency ECN.

]]>In this episode, Forefront Head of Media Relations Michael Kingsley sits down with Brandon Mulvihill and Anthony Mazzarese, co-founders of Crossover Markets, to discuss how they have decoupled trade execution from custody and brokerage to build the world’s foremost institution-only cryptocurrency ECN.

]]>4d337618-c3dd-4892-8ed7-3c5d3cd80b8fThu, 18 May 2023 09:00:00 -040027:37falsefull122221Episode 21: Brian Modesitt, Insurance QuantifiedEpisode 21: Brian Modesitt, Insurance QuantifiedIn this installment, Forefront SVP & Head of Media Relations Michael Kingsley sits down with Brian Modesitt, Chief Executive Officer of Insurance Quantified, a leading underwriting technology provider for the commercial property and casualty insurance industry.

]]>In this installment, Forefront SVP & Head of Media Relations Michael Kingsley sits down with Brian Modesitt, Chief Executive Officer of Insurance Quantified, a leading underwriting technology provider for the commercial property and casualty insurance industry.

]]>60a37101-698c-419a-8ed0-1bf4e08e5a11Wed, 05 Apr 2023 09:00:00 -040011:12falsefull121211Episode 20: Forefront LinkedIn Live AMA Branding EditionEpisode 20: Forefront LinkedIn Live AMA Branding EditionIn this special installment of At the Forefront: Fintech Conversations, Managing Partners Mark Dowd and Eric Soderberg sit down for Forefront’s very first LinkedIn Live Ask Me Anything (AMA) to discuss all things branding for B2B fintechs.

]]>In this special installment of At the Forefront: Fintech Conversations, Managing Partners Mark Dowd and Eric Soderberg sit down for Forefront’s very first LinkedIn Live Ask Me Anything (AMA) to discuss all things branding for B2B fintechs.

]]>793fb793-ce71-4b1d-960d-e1a315ed0d4dThu, 16 Mar 2023 11:00:00 -040013:32falsefull120201Episode 19: Corporate Social Media Best Practices for B2B FintechsEpisode 19: Corporate Social Media Best Practices for B2B FintechsIn this installment, Forefront Managing Partner Eric Soderberg sits down with Account Executive Victoria Sanseverino for an insightful discussion on social media best practices for B2B fintechs.

]]>In this installment, Forefront Managing Partner Eric Soderberg sits down with Account Executive Victoria Sanseverino for an insightful discussion on social media best practices for B2B fintechs.

]]>9212d596-13a0-4906-aa32-146b4e8d1bf9Tue, 21 Feb 2023 08:00:00 -040011:09falsefull119191Episode 18: Tony Petrilli, ViewTradeEpisode 18: Tony Petrilli, ViewTradeIn this episode, Tony Petrilli, Chief Executive Officer of ViewTrade, discusses ViewTrade's recent addition of carrying broker services and the advantages of working with a single provider for both technology and broker-dealer services amid mounting market pressures.

]]>In this episode, Tony Petrilli, Chief Executive Officer of ViewTrade, discusses ViewTrade's recent addition of carrying broker services and the advantages of working with a single provider for both technology and broker-dealer services amid mounting market pressures.

]]>8b4f0bdc-9b75-4b32-ae21-e1428a1b8a76Tue, 31 Jan 2023 09:00:00 -040016:47falsefull118181Episode 17: Media, Presentation & Messaging TrainingEpisode 17: Media, Presentation & Messaging TrainingIn this episode, Managing Director Eric Soderberg sits down with SVP and Head of Media Relations Michael Kingsley to discuss how Forefront's Media, Presentation & Messaging Training prepares our clients to make the most of sales, media and event speaking opportunities by conveying their key messages in a meaningful and memorable way.

]]>In this episode, Managing Director Eric Soderberg sits down with SVP and Head of Media Relations Michael Kingsley to discuss how Forefront's Media, Presentation & Messaging Training prepares our clients to make the most of sales, media and event speaking opportunities by conveying their key messages in a meaningful and memorable way.

]]>b92193ee-2f7a-4d13-84ab-3d26bd3a02a2Wed, 18 Jan 2023 09:00:00 -040008:55falsefull117171Episode 16: Alex Scarsini, Edgewater MarketsEpisode 16: Alex Scarsini, Edgewater MarketsIn this episode, Alex Scarsini, Co-Founder and President of Edgewater Markets, discusses recent FX trends in LatAm and Asia-Pacific and how banks are addressing high NDF volatility.

]]>In this episode, Alex Scarsini, Co-Founder and President of Edgewater Markets, discusses recent FX trends in LatAm and Asia-Pacific and how banks are addressing high NDF volatility.

]]>1564c8cc-c4cd-40e5-bda4-fcd3b0ba588bTue, 10 Jan 2023 08:00:00 -040015:41falsefull116161Episode 15: Cynthia Sachs and David Kamp, VersanaEpisode 15: Cynthia Sachs and David Kamp, VersanaIn this episode, Versana CEO Cynthia Sachs and CTO David Kamp discuss the launch of their platform and what it means for the syndicated loan industry.

]]>In this episode, Versana CEO Cynthia Sachs and CTO David Kamp discuss the launch of their platform and what it means for the syndicated loan industry.

]]>b2c5990d-dc0c-436f-a3c1-ae7107d59316Wed, 14 Dec 2022 07:00:00 -040014:26falsefull115151Episode 14: James Baxter and Shawn Samuel, LiquidityBookEpisode 14: James Baxter and Shawn Samuel, LiquidityBookIn this installment of At the Forefront: Fintech Conversations, host Michael Kingsley sits down with James Baxter and Shawn Samuel of client LiquidityBook for an insightful discussion on the firm's history, offerings and recently announced partnership model

]]>In this installment of At the Forefront: Fintech Conversations, host Michael Kingsley sits down with James Baxter and Shawn Samuel of client LiquidityBook for an insightful discussion on the firm's history, offerings and recently announced partnership model

]]>23f8c8a6-677a-45e8-9f3e-ec354794663fWed, 30 Nov 2022 09:00:00 -040014:28falsefull114141Episode 13: Supporting Autism Research with Rides FAREpisode 13: Supporting Autism Research with Rides FARIn the latest installment of "At the Forefront: Fintech Conversations," Forefront Account Executive Lindsey Patterson sat down with Managing Partner Mark Dowd and Head of Content Sam Belden to discuss Forefront's long-term involvement with Rides FAR, an annual cycling and walking event series that benefits the Autism Science Foundation.

]]>In the latest installment of "At the Forefront: Fintech Conversations," Forefront Account Executive Lindsey Patterson sat down with Managing Partner Mark Dowd and Head of Content Sam Belden to discuss Forefront's long-term involvement with Rides FAR, an annual cycling and walking event series that benefits the Autism Science Foundation.

]]>b80566e5-b8e7-40e0-b20d-1fd36314aa69Mon, 14 Nov 2022 12:00:00 -040009:32falsefull113131Episode 12: Why Well-Crafted Messaging is Critical to B2B FintechsEpisode 12: Why Well-Crafted Messaging is Critical to B2B FintechsJoin Forefront's Managing Partner Eric Soderberg and Head of Content Sam Belden as they discuss our recent blog post "Why Well-Crafted Messaging is Critical for B2B Fintechs."

To read the blog post, visit our website: https://forefrontcomms.com/messaging-for-institutional-fintech-why-the-right-approach-matters/

]]>Join Forefront's Managing Partner Eric Soderberg and Head of Content Sam Belden as they discuss our recent blog post "Why Well-Crafted Messaging is Critical for B2B Fintechs."

To read the blog post, visit our website: https://forefrontcomms.com/messaging-for-institutional-fintech-why-the-right-approach-matters/

]]>b64ff33a-e41d-4126-af5c-7f685306449fWed, 19 Oct 2022 08:30:00 -040013:32falsefull1212Episode 11: Our Guide to Launching a New BrandEpisode 11: Our Guide to Launching a New BrandJoin Forefront's Head of Digital Amanda Perrucci and Managing Partner Eric Soderberg for a discussion on our Guide to Launching a New Fintech Brand.

To obtain your copy of the checklist, visit here: https://info.forefrontcomms.com/the-forefront-guide-to-launching-a-new-fintech-brand?_ga=2.54980963.979070582.1663771206-973072307.1658426506

]]>Join Forefront's Head of Digital Amanda Perrucci and Managing Partner Eric Soderberg for a discussion on our Guide to Launching a New Fintech Brand.

To obtain your copy of the checklist, visit here: https://info.forefrontcomms.com/the-forefront-guide-to-launching-a-new-fintech-brand?_ga=2.54980963.979070582.1663771206-973072307.1658426506

]]>86a7d383-6bb9-4428-b622-e90c5d46349cWed, 28 Sep 2022 09:00:00 -040008:57falsefull111111Episode 10: Jennifer Nayar, Sterling Trading TechEpisode 10: Jennifer Nayar, Sterling Trading TechIn this installment of At the Forefront: Fintech Conversations, Forefront Senior Vice President and Head of Media Relations Michael Kingsley and Sterling Trading Tech's newly appointed president & CEO Jennifer Nayar discuss her previous leadership experience, how it has positioned her to foster growth and success at STT and why this is a pivotal time for the wider OMS landscape

]]>In this installment of At the Forefront: Fintech Conversations, Forefront Senior Vice President and Head of Media Relations Michael Kingsley and Sterling Trading Tech's newly appointed president & CEO Jennifer Nayar discuss her previous leadership experience, how it has positioned her to foster growth and success at STT and why this is a pivotal time for the wider OMS landscape

]]>64875639-218d-4965-82cb-d50f94bbdd7bTue, 20 Sep 2022 08:00:00 -040006:30falsefull110101Episode 9: Aaron Hantman, Tourmaline PartnersEpisode 9: Aaron Hantman, Tourmaline PartnersIn this installment of At the Forefront: Fintech Conversations, Forefront Senior Vice President and Head of Media Relations Michael Kingsley and Tourmaline Partners CEO Aaron Hantman unpack the findings of a recent Coalition Greenwich report on outsourced trading.

]]>In this installment of At the Forefront: Fintech Conversations, Forefront Senior Vice President and Head of Media Relations Michael Kingsley and Tourmaline Partners CEO Aaron Hantman unpack the findings of a recent Coalition Greenwich report on outsourced trading.

]]>fe0be736-f785-4142-8dc0-6fe4eab9878dTue, 13 Sep 2022 09:00:00 -040012:08falsefull1991Episode 8: N-TierEpisode 8: N-TierIn this installment of At The Forefront: Fintech Conversations, Forefront Senior Vice President Michael Kingsley interviews founder & CEO of client n-Tier, an innovative technology company that specializes in helping their clients minimize regulatory risk and cost. They discuss how n-Tier's offering has transformed over the years alongside the evolution of the regulatory industry, how n-Tier responds internally to new regulatory measures and what's next for the company as it continues to build out its US and UK presence.

]]>In this installment of At The Forefront: Fintech Conversations, Forefront Senior Vice President Michael Kingsley interviews founder & CEO of client n-Tier, an innovative technology company that specializes in helping their clients minimize regulatory risk and cost. They discuss how n-Tier's offering has transformed over the years alongside the evolution of the regulatory industry, how n-Tier responds internally to new regulatory measures and what's next for the company as it continues to build out its US and UK presence.

]]>bfe20edf-13bf-4a5e-8d68-c345a3732720Wed, 07 Sep 2022 17:00:00 -040024:14falsefull1881Episode 7: What Fintech CMOs Are Planning in 2022Episode 7: What Fintech CMOs Are Planning in 2022In this installment, Forefront Managing Partner Eric Soderberg sits down with Account Manager and Head of Content Sam Belden for an insightful discussion on Forefront’s 2022 Fintech CMO Survey Report. Conducted at the end of 2021, our survey was designed to uncover how communications professionals across the capital markets are navigating today’s complex marketing landscape.

]]>In this installment, Forefront Managing Partner Eric Soderberg sits down with Account Manager and Head of Content Sam Belden for an insightful discussion on Forefront’s 2022 Fintech CMO Survey Report. Conducted at the end of 2021, our survey was designed to uncover how communications professionals across the capital markets are navigating today’s complex marketing landscape.

]]>a9e3ae05-4c78-4f51-9275-6338918325eaWed, 11 May 2022 09:00:00 -040012:04falsefull1771Episode 6: Causality LinkEpisode 6: Causality LinkIn this installment of At The Forefront: Fintech Conversations, Forefront Senior Vice President Michael Kingsley interviews the co-founders of our client Causality Link, a unique, AI-powered research platform built to extract key decision-making knowledge: CEO Pierre Haren and CTO Eric Jensen. They touch on new product features, Causality Link’s partnership with Amazon Web Services and more.

]]>In this installment of At The Forefront: Fintech Conversations, Forefront Senior Vice President Michael Kingsley interviews the co-founders of our client Causality Link, a unique, AI-powered research platform built to extract key decision-making knowledge: CEO Pierre Haren and CTO Eric Jensen. They touch on new product features, Causality Link’s partnership with Amazon Web Services and more.

]]>48870bbe-96b0-4124-8b80-192402ec7bd2Thu, 03 Mar 2022 00:00:00 -040028:22falsefull1661Episode 5: TMX Group, Part 2Episode 5: TMX Group, Part 2In today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley and Senior Consultant Rafi Reguer welcome Rizwan Awan, President, Equities Trading and Head of TMX Markets, Products & Services for TMX Group, to give his perspective on the state of the Canadian markets.

]]>In today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley and Senior Consultant Rafi Reguer welcome Rizwan Awan, President, Equities Trading and Head of TMX Markets, Products & Services for TMX Group, to give his perspective on the state of the Canadian markets.

]]>3ff09f87-8db7-481e-827b-40cdacf6ed1eWed, 12 Jan 2022 00:00:00 -040023:55falsefull1551Episode 4: TMX GroupEpisode 4: TMX GroupIn today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley and Senior Consultant Rafi Reguer welcome Luc Fortin, President and CEO of the Montreal Exchange and Global Head of Trading for TMX Group, to give a view of the markets from up north.

]]>In today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley and Senior Consultant Rafi Reguer welcome Luc Fortin, President and CEO of the Montreal Exchange and Global Head of Trading for TMX Group, to give a view of the markets from up north.

]]>84d6976e-a94c-4edb-be78-32a9e89863f5Fri, 17 Sep 2021 09:00:00 -040020:55falsefull1441Episode 3: Autism Science FoundationEpisode 3: Autism Science FoundationIn today's episode of At The Forefront: Fintech Conversations, Forefront Senior Consultant Kathy Dowd welcomes Alison Singer of the Autism Science Foundation to discuss the state of autism research and the importance of events like Wall Street Rides FAR.

]]>In today's episode of At The Forefront: Fintech Conversations, Forefront Senior Consultant Kathy Dowd welcomes Alison Singer of the Autism Science Foundation to discuss the state of autism research and the importance of events like Wall Street Rides FAR.

]]>e973f72b-c1bf-4136-8c49-4c0a6b90b7afFri, 16 Apr 2021 08:15:00 -040030:21falsefull1331Episode 2: Tourmaline PartnersEpisode 2: Tourmaline PartnersIn today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley welcomes Aaron Hantman and Tim O'Halloran of Tourmaline Partners to discuss the 10th anniversary of the firm's launch and the growth of the outsourced trading space.

]]>In today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley welcomes Aaron Hantman and Tim O'Halloran of Tourmaline Partners to discuss the 10th anniversary of the firm's launch and the growth of the outsourced trading space.

]]>efeec3b3-46cf-4904-9fce-52e748f34409Tue, 23 Feb 2021 09:00:00 -040030:15falsefull1221Episode 1: Luminex and LeveL ATSEpisode 1: Luminex and LeveL ATSIn today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley welcomes David Hagen of Luminex and Whit Conary of LeveL ATS to discuss the unique new partnership formed by the two competitors.

]]>In today's episode of At The Forefront: Fintech Conversations, Forefront SVP Michael Kingsley welcomes David Hagen of Luminex and Whit Conary of LeveL ATS to discuss the unique new partnership formed by the two competitors.

]]>11b89586-a9ec-4029-8462-a765be14a212Fri, 11 Dec 2020 16:45:00 -040024:24falsefull11