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TEXAS BANKING NEWS, PEOPLE AND IDEAS

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TEXAS BANKING NEWS, PEOPLE AND IDEAS

News

Winning the Product War: How Community Financial Institutions Can Outcompete Fintechs and Mega Banks

August 19, 2022

Join Unifimoney co-founder and CEO Ben Soppitt and Chief Investment Officer Max Osbon for an upcoming webinar to learn how your financial institution can beat standalone neobanks, investment apps and big banks. Ben and Max will address a number of solutions for community bankers during the free webinar at 1 p.m. (Central) on August 31.

SPONSORED WEBINAR
Winning the Product War:
How Community Financial Institutions Can Outcompete Fintechs and Mega Banks
1 p.m. (Central)
August 31, 2022
Webinar ID: 841 4752 1278
Webinar Passcode: 546144
Link to join webinar

Unifimoney is a turnkey multi-asset digital wealth management platform that serves community banks. It enables your banks to offer compelling investment services to your customers with very little setup or technical headaches.

Ben spent years working for the big brand banks. He recognized that a mass cultural shift in retail investing was underway; however, most community financial institutions were not able to participate and serve changing customer needs, leading them to risk being disintermediated from their customers. Ben sees Unifimoney as the solution to help community banks overcome this problem.

In creating Unifimoney, Ben’s vision is to “not just give community banks parity with big brand banks and fintechs, but offer stronger, more comprehensive and compelling value propositions in combination with bankers’ decades of service culture and existing banking products.”

Find out more about Unifimoney and what it can do for your community bank. In the webinar, Ben and Max will discuss:

  • How digital wealth management can complement traditional wealth management;
  • Putting crypto into perspective;
  • Achieving greater speed to market; and
  • Realizing additional revenue streams.

Originally from London, England, Ben Soppitt has worked internationally for the past 15 years, including eight years based in the Asian financial capitals of Jakarta and Singapore, and is now based in San Francisco. He has been involved in payments and fintech for the past 25 years, including leading the mobile money team for the GSM Association, launching the digital bank BTPN in Indonesia and leading an innovation team for Visa in Singapore. Prior to launching Unifimoney, Ben worked at Fitbit Pay and Samsung Pay.

Max Osbon joined Unifimoney in 2020, supporting its initiatives to offer thematic investments and investor education. He has managed investment and risk strategies for wealthy families for the past nine years. Max focuses on how technology trends impact investing and has a preference for technology-related investments, including cryptocurrencies. He holds degrees in mathematics and finance from Santa Clara University.

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Read More >
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About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to contact the editorial department.

News

Winning the Product War: How Community Financial Institutions Can Outcompete Fintechs and Mega Banks

August 19, 2022

Join Unifimoney co-founder and CEO Ben Soppitt and Chief Investment Officer Max Osbon for an upcoming webinar to learn how your financial institution can beat standalone neobanks, investment apps and big banks. Ben and Max will address a number of solutions for community bankers during the free webinar at 1 p.m. (Central) on August 31.

SPONSORED WEBINAR
Winning the Product War:
How Community Financial Institutions Can Outcompete Fintechs and Mega Banks
1 p.m. (Central)
August 31, 2022
Webinar ID: 841 4752 1278
Webinar Passcode: 546144
Link to join webinar

Unifimoney is a turnkey multi-asset digital wealth management platform that serves community banks. It enables your banks to offer compelling investment services to your customers with very little setup or technical headaches.

Ben spent years working for the big brand banks. He recognized that a mass cultural shift in retail investing was underway; however, most community financial institutions were not able to participate and serve changing customer needs, leading them to risk being disintermediated from their customers. Ben sees Unifimoney as the solution to help community banks overcome this problem.

In creating Unifimoney, Ben’s vision is to “not just give community banks parity with big brand banks and fintechs, but offer stronger, more comprehensive and compelling value propositions in combination with bankers’ decades of service culture and existing banking products.”

Find out more about Unifimoney and what it can do for your community bank. In the webinar, Ben and Max will discuss:

  • How digital wealth management can complement traditional wealth management;
  • Putting crypto into perspective;
  • Achieving greater speed to market; and
  • Realizing additional revenue streams.

Originally from London, England, Ben Soppitt has worked internationally for the past 15 years, including eight years based in the Asian financial capitals of Jakarta and Singapore, and is now based in San Francisco. He has been involved in payments and fintech for the past 25 years, including leading the mobile money team for the GSM Association, launching the digital bank BTPN in Indonesia and leading an innovation team for Visa in Singapore. Prior to launching Unifimoney, Ben worked at Fitbit Pay and Samsung Pay.

Max Osbon joined Unifimoney in 2020, supporting its initiatives to offer thematic investments and investor education. He has managed investment and risk strategies for wealthy families for the past nine years. Max focuses on how technology trends impact investing and has a preference for technology-related investments, including cryptocurrencies. He holds degrees in mathematics and finance from Santa Clara University.

SHARE THIS FEATURE:

Previous Lendistry Expands to the Lone Star State with Funding of $5 Million Provided by Texas Capital Bank Next American State Bank Names Bowen Market President for Amarillo Region

MORE News

Loading...

Louisiana-based Origin Bank Opens New Office in The Woodlands, Hires Staley for Business Development

Mississippi-based Cadence Bank to Acquire Industry Bancshares

The Texas Bankers Foundation Announces 2025 Emerging Leader Honorees

Texas Bankers Foundation Announces 2025 Cornerstone and LiFE Award Winners

1 2 … 5 Next >

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

Search

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

News

Winning the Product War: How Community Financial Institutions Can Outcompete Fintechs and Mega Banks

August 19, 2022

Join Unifimoney co-founder and CEO Ben Soppitt and Chief Investment Officer Max Osbon for an upcoming webinar to learn how your financial institution can beat standalone neobanks, investment apps and big banks. Ben and Max will address a number of solutions for community bankers during the free webinar at 1 p.m. (Central) on August 31.

SPONSORED WEBINAR
Winning the Product War:
How Community Financial Institutions Can Outcompete Fintechs and Mega Banks
1 p.m. (Central)
August 31, 2022
Webinar ID: 841 4752 1278
Webinar Passcode: 546144
Link to join webinar

Unifimoney is a turnkey multi-asset digital wealth management platform that serves community banks. It enables your banks to offer compelling investment services to your customers with very little setup or technical headaches.

Ben spent years working for the big brand banks. He recognized that a mass cultural shift in retail investing was underway; however, most community financial institutions were not able to participate and serve changing customer needs, leading them to risk being disintermediated from their customers. Ben sees Unifimoney as the solution to help community banks overcome this problem.

In creating Unifimoney, Ben’s vision is to “not just give community banks parity with big brand banks and fintechs, but offer stronger, more comprehensive and compelling value propositions in combination with bankers’ decades of service culture and existing banking products.”

Find out more about Unifimoney and what it can do for your community bank. In the webinar, Ben and Max will discuss:

  • How digital wealth management can complement traditional wealth management;
  • Putting crypto into perspective;
  • Achieving greater speed to market; and
  • Realizing additional revenue streams.

Originally from London, England, Ben Soppitt has worked internationally for the past 15 years, including eight years based in the Asian financial capitals of Jakarta and Singapore, and is now based in San Francisco. He has been involved in payments and fintech for the past 25 years, including leading the mobile money team for the GSM Association, launching the digital bank BTPN in Indonesia and leading an innovation team for Visa in Singapore. Prior to launching Unifimoney, Ben worked at Fitbit Pay and Samsung Pay.

Max Osbon joined Unifimoney in 2020, supporting its initiatives to offer thematic investments and investor education. He has managed investment and risk strategies for wealthy families for the past nine years. Max focuses on how technology trends impact investing and has a preference for technology-related investments, including cryptocurrencies. He holds degrees in mathematics and finance from Santa Clara University.

SHARE THIS FEATURE:

Previous | Next

MORE News

Loading...

Louisiana-based Origin Bank Opens New Office in The Woodlands, Hires Staley for Business Development

Mississippi-based Cadence Bank to Acquire Industry Bancshares

The Texas Bankers Foundation Announces 2025 Emerging Leader Honorees

Texas Bankers Foundation Announces 2025 Cornerstone and LiFE Award Winners

1 2 … 5 Next >

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

Search

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

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© 2024 Bankers Digest—Published by IBAT Marketing Inc.
a SUBSIDIARY of the Independent Bankers Association of Texas

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a SUBSIDIARY of the Independent Bankers Association of Texas3

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© 2024 Bankers Digest—
Published by IBAT Marketing Inc.,
a SUBSIDIARY of the Independent Bankers Association of Texas