Monica Millares Masterclass: What is purpose in FinTech? Financial Wellbeing? And how do we have more impact? | Monica Millares

In today’s episode I step back to have deep thinking time. I went through key Purpose Driven FinTech episodes and found common threads and insights that allow us to answer the research question — How can FinTechs have better impact?

This is not an interview pod, but a Masterclass split in four sections:

1. Let’s define Purpose
2. How can we build more Purpose Driven FinTechs
3. What is Financial Wellbeing
4. Summary of findings: How can we deliver most impact

If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow and leave a 5 star rating on Spotify and a review on Apple podcasts. Remember to connect in LinkedIn to keep the conversation going.

Let’s dive into it!

👉 You can find Monica here:

1. LinkedIn: https://www.linkedin.com/in/monicamillares/
2. YouTube: https://www.youtube.com/@moni_millares
3. TikTok: https://www.tiktok.com/@moni_millares
4. Website: https://moni-millares.mystrikingly.com/

If you enjoy this pod, please follow and leave a 5 star rating on Spotify and a review on Apple podcasts

Questions:

1. What is purpose in FinTech definition?
2. How to build purpose-driven FinTechs?
3. What is financial wellbeing framework?
4. How to define company purpose versus personal purpose?
5. What is value creation in FinTech?
6. How to elevate customer voices in research?
7. What is working culture for empowered teams?
8. How to solve community-based financial problems?
9. What is financial health versus financial wellness?
10. How to measure financial wellbeing?
11. What is the relationship between credit score and wellbeing?
12. How to build better financial habits?
13. What is financial literacy versus financial education?
14. How to reduce financial anxiety and stress?
15. What are pain points in financial wellbeing?
16. How to build purpose from best version of ourselves?
17. What is the role of education in financial services?
18. How to align personal and company purpose?
19. What is financial inclusion approach?
20. How can FinTechs deliver most impact?

Referenced:

Simon Clarckson, Founder of Purposecraft

1. https://www.linkedin.com/in/simonclarkson/
2. https://www.podpage.com/purpose-driven-fintech/purposecraft-the-role-of-purpose-in-fintech-and-how-to-craft-a-strategic-purpose-to-create-differen/

Dannielle Haig, Principal Business Psychologist

1. https://www.linkedin.com/in/dannielle-haig/?originalSubdomain=uk
2. https://open.spotify.com/episode/5fJ05KwEohvQ1GapaWnK8V

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Production and marketing by Monica Millares. For inquiries about being in the show, coaching, consulting, creative collabs, sponsoring the podcast or creating or editing your podcast email Monica at fintechwithmoni@gmail.com

Disclaimer: This episode does not constitute professional nor financial advice and does not represent the opinion nor views of my current, past or future employers. The guest has agreed to record and release our conversation for the use of this podcast and promotion in social media.