Money Matters Unmasked

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Money Matters Unmasked

Unmasking financial challenges and ingenious workarounds in diverse industries. Join us as we explore payment workflows, financing, and the future of fintech with industry leaders and entrepreneurs across diverse industries. Tune in to Money Matters Unmasked for invaluable insights and inspiration to support and transform your business.

20/10/2023

Automation in accounting, by Tarun Jakkaraju

Tarun Jakkaraju Director of Corporate Strategy & Development at AcctZen in this episode talks about accounting and automation. Tarun's LinkedIn: https://www.linkedin.com/in/tarun-jakkaraju/ AcctZen's website: https://acctzen.com/

18 min
29/09/2023

16 years of automations at BlueHost, by Jeff Brown

Jeff Brown - Engineering Manager, Product Owner at Bluehost, in this episode talks about the evolution of automations that he saw at Bluehost over almost 2 decades. Jeff's LinkedIn: https://www.linkedin.com/in/jeffmademe/ Bluehost' website: https://www.bluehost.com/ Checkbook - an all-in-one payment processing platform that allows you to send payments and invoices to anyone knowing just their name and email.

25 min
21/09/2023

Automations in Credit Unions: by Laura Eacho

Laura Eacho, Chief Operating Officer at Educational Systems Federal Credit Union in this episode talks about the automations introduced to credit unions both customer-facing and those that are acting on the backend of the operations. Laura's LinkedIn: https://www.linkedin.com/in/laura-eacho-32031b8/Educational Systems Federal Credit Union's website: https://www.esfcu.org/ Checkbook - an all-in-one payment processing platform that allows you to send payments and invoices to anyone knowing just their name and email.

25 min
08/09/2023

Automation has one of the best ROI, by Ashok Mittal.

Ashok Mittal, CEO, Founder at Fintech Global Center with 30 years in the industry in this episode shares his vast experience in the field. We've discussed the key issues that he ran into throughout his career and how he worked around those issues. Ashok's LinkedIn: https://www.linkedin.com/in/ahmittal/ Fintech Global Center's website: https://fintechglobal.center/ Checkbook - an all-in-one payment processing platform that allows you to send payments and invoices to anyone knowing just their name and email.

25 min
01/09/2023

Be efficient with resources you have: by John Gallagher

John Gallagher, Founder and CEO at Element SaaS Finance in this episode talks about early stage startups turning into streamlined organizations and what are the most important aspects of that transition. We've also touched onto the fundraising aspect of businesses and a handful of other things. Element SaaS Finance' website: https://www.elementsaasfinance.com/Useful Revenue and Tools: https://www.elementsaasfinance.com/saas-toolsJohn's LinkedIn: https://www.linkedin.com/in/john-gallagher-7a164113a/ Checkbook - an all-in-one payment processing platform that allows you to send payments and invoices to anyone knowing just their name and email.

24 min
24/08/2023

There CAN be too much automation: by Allison Dampier Pt 1.

Allison Dampier, President and Founder at Advantages Digital Learning Solutions in this episode talks about automation in the field of education. We also discussed financing in this industry and the key hardships that founders have to face in it. Second part of this story is coming in ~6 months after Allison makes a decision on the financial backend of their SIS so stay tuned! Allison's LinkedIn: https://www.linkedin.com/in/allisondampier/ Advantages Digital Learning Solutions' website: https://advantages-dls.com/ Checkbook - an all-in-one payment solution allowing you to send payments to anyone knowing just their name and email.

24 min
17/08/2023

Loyalty On Steroids: Avishek Basu Mallick

Avishek Basu Mallick, Senior Product Manager of User Journey Engagement at CheapoAir in this episode talks about introduction of loyalty credit card. How that process works, what factors should a company consider when deciding on the introduction of such an instrument and what are the key benefits that one can expect from its introduction. Avishek's LinkedIn: https://www.linkedin.com/in/avishekbasumallick/ CheapOair's website: https://www.cheapoair.com/ Learn about analytics of your user behavior using google's resource: https://analytics.google.com/analytics/academy/ Checkbook - an all-in-one payment solution allowing you to send payments to anyone knowing just their name and email.

21 min
15/08/2023

Go virtual: save time and money. By Matt Larson

Matt Larson, CEO at Easy Street Property Investments with over 18 years in real estate, in this episode of Money Matters Unmasked talks about going virtual and saving everyone's time AND cutting costs. We've discussed some of the tools that Matt uses and how he utilizes them. Matt's website: https://www.realestatematt.com/ Matt's Youtube - https://www.youtube.com/channel/UCMfxj_DM0hRCZD6qk9ZI_Rg Matt's Instagram - https://www.instagram.com/realmattlarson/ Melio's website: https://meliopayments.com/ Checkbook - an all-in-one payment solution allowing you to send payments to anyone knowing just their name and email.

20 min
11/08/2023

Picking a Niche: Real Estate and Cannabis, by Bryan McLaren

Bryan McLaren, CEO at Zoned Properties in this pilot episode talks about sticking to a niche and the main issues in this specific niche (cannabis) along with some work-arounds that help businesses move forward despite heavy regulations. We've also discussed the main subject of the entire podcast - issues with payment processing within a heavily regulated industry like cannabis. Zoned Properties' website: www.zonedproperties.comLinkedIn: https://www.linkedin.com/company/zonedproperties/Twitter: @ZonedProperties Instagram: @ZonedProperties Email: Bryan@zonedproperties.com or Clients@zonedproperties.com Newsletter Subscribe: https://zonedproperties.us2.list-manage.com/subscribe?u=25e97f92f2f672f7da42cd82f&id=255ee53dda Checkbook - an all-in-one payment solution allowing you to send payments to anyone knowing just their name and email.

27 min
05/08/2023

Power of integrations, by Scott Silari

Scott Silari, CEO at Real Synch in this episode talks about the power of integrations for all businesses but specifically for real-estate-centered ventures. He explains what steps founders can take to make simple integrations themselves and better understand what type of integrations would have the most positive effect on their business. Scott's LinkedIn: https://www.linkedin.com/in/scottsillari/ Real Synch's website: https://www.realsynch.com/ Get free consultation on integrations/automations and more: https://www.freetechconsult.com/home59723626 Checkbook: an all-in one solution to send payments at scale with maximum simplicity.

19 min
01/08/2023

MLS explained: connecting parties by ensuring trust. Bill Gaul about Builders Update

In this episode of Money Matters Unmasked, Bill Gaul explains the work behind an Builders Update - a first ever complete national online database of new construction in the US. In this episode we've discussed the invisible processes that make this MLS so unique and what Bill focused on to ensure rapid growth along with a consistent product satisfaction which led Builders Update to onboard more than 670,000 agents across the US. Resources/links: Bill's LinkedIn: https://www.linkedin.com/in/bill-gaul-699259/ Builders Update website: https://www.buildersupdate.com/default.aspx? Checkbook: an all-in one solution to send payments at scale with maximum simplicity. Learn more here: https://bit.ly/checkbook-pricing

22 min
23/07/2023

Growth through the Team: Sam Allen about Grounded City.

This pilot episode of Money Matters Unmasked covers the story of Grounded and how it achieved it's growth through nurturing the culture within the team. We also spoke about being scrappy while maintaining a caring culture and what kind of results you can expect if you become too scrappy. Sam's LinkedIn: https://www.linkedin.com/in/samallen916/ Grounded City's website: ⁠https://grounded.city Link to one of Ground's projects that won "Most innovative Project of the Year" for the Sacramento Business Journal: https://www.bizjournals.com/sacramento/news/2021/09/16/best-real-estate-projects-union-park-the-triangle.htmlFind Grounded City on Instagram: @GroundedCity Try Checkbook.io - an all-in-one payments platform that allows businesses send payments seamlessly knowing just the Name and email of the recipient.

22 min

12 Episodes

Unmasking financial challenges and ingenious workarounds in diverse industries. Join us as we explore payment workflows, financing, and the future of fintech with industry leaders and entrepreneurs across diverse industries. Tune in to Money Matters Unmasked for invaluable insights and inspiration to support and transform your business.

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Checkbook.io
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2K
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12
Rating

Clean
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Money Matters Unmasked