Ageless FinTech with Lisa Moyle

Episode 87: Ageless FinTech with Lisa Moyle

 

Lisa Moyle is co-founder of VC Innovations where she’s committed to connecting established financial institutions with financial technology (FinTech) startups and technology providers. All the while keeping an eye towards making sure women are part of the equation. Her annual event, FinTech Talents, beings together this ecosystem of nearly 3,000 attendees to facilitate networking, establishing business relationships, and giving university students a look inside the industry.

 

Aside from creating memorable, unique and interactive experiences at these events, her goal is to make sure women are not only a part of this ecosystem, but they’re also part of the voices that help create the products to be consumed by and meet the needs of women, specifically, women baby boomers.

  

A few highlights: 

14:04: The importance of increasing diversity across not just gender, but age in FinTech.

19:65: How big chunks of the market, particularly women, are being left under-served by financial advisors.

21:50: Why it’s critical to capture people at key moments of their lives, when big financial decisions are being made.

27:43: As a mother of four, how the biggest barrier to reentering the workforce was confidence.

 

Lisa Moyle

Julie Baeder

More:

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

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