Auth Tech Talk
May 
26th
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9:00am 
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7:00 PM

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Sebastian Poindexter

Sr. Technology Consultant

Openform

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Resource Title

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

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12:00-1:00 PM

Main Event

Special guest presenters

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Sebastian Poindexter

Sr. Technology Consultant

Openform

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TECH TALK

Onboard more customers with frictionless account validation

Learn how to get more accounts funded by building a user experience that’s optimized for conversion

Transform messy transaction data into clean, personalized insights. Gain a better understanding of your users' financial lives

Tuesday, August 31, 2021

9:00 AM PT

Mollie Curran

Product Marketing,

Plaid

Shreyas Mohan

Product Manager,

Plaid

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What was covered

A Plaid network developer day

Key Topics:

What agile event programs are and why they're essential

Strategies and tools for building agile event marketing

How to scale agile event programs without losing brand integrity or valuable data

Steps you can take right now to introduce agile event marketing into your business

Grab your favorite snack and tune in.

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About

 

Your customers expect their money to be available instantly when they fund their accounts with you. But with 11,000+ financial institutions they could be banking with, that’s a challenge. The better account coverage and more frictionless user experience you can provide, the more you can scale your business.


Join Plaid on Tuesday, August 31, for our latest Tech Talk. We’ll discuss how you can help more customers go from opening an account to completing successful and secure ACH transactions with Plaid.

 

•   Consumer expectations and industry trends

•   How to connect customer financial accounts in as little as 7 seconds

•   How increased institution coverage can lead to better conversion

•   Plaid’s complete solution for enabling successful ACH transfers

•   Four simple steps to get started

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Meet your speakers 

Kristen Stewart

Growth

Plaid 

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Mollie Curran

Product Marketing

Plaid

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Shreyas Mohan

Product Manager

Plaid

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About Plaid

Plaid is a data network that powers the fintech tools millions of people rely on to live a healthier financial life. We work with thousands of fintech companies like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 11,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey

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Run of show

12:00PM

Webinar Begins

Opening remarks from your hosts

12:15PM

5-Tips

5 Tips for Creating Virtual Events

12:45PM

Closing

Final remarks from your hosts

Grab your favorite snack and tune in.

Pro Tip:

First, watch the video to learn how to use this type of theme. Then, replace the iFrame embed code of the video below by clicking into it and clicking on the "Embed Options" tab on the right. Hide this element when you're finished.

 
Need more help? Here are some great Help Center articles regarding embed best-practices:

 
How do I resize an iFrame?


What's the difference between iFrame elements and Video elements?


How do I embed webinars or livestreams using an iFrame element?


What can I embed using an iframe into Splash?

Resource List

01

A Guide to Agile Event Programs that Can Survive Anything

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

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02

Crisis Mode: Ideas for Managing Events in Challenging Situations

Learn strategies, experiences and lessons learned from top event marketing leaders who have walked through the fire more than once and lived to talk about it.

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03

How to Build a Rock Solid Agile Events Program

The old way of doing event marketing—a large, inflexible investment in a small number of tentpole events—doesn't fit into a business world that demands adaptability and speed.

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Kristen Stewart

Growth

Plaid 

Kristen Stewart leads the Implementation team at Plaid, where she helps new customers launch and grow with Plaid. Kristen is passionate about customer advocacy and elevating customers as the single most valuable asset to an organization. She is excited by the continued innovation in fintech and access to products that are now available to the everyday consumer.

Outside of work, Kristen enjoys exploring her neighborhood in Fort Greene, Brooklyn, establishing new connections + relationships with fellow Plaids and fintech professionals and planning for her (fingers-crossed) destination wedding in 2022.

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Nami Baral  

Acorns Harvest

Founder & CEO

Nami Baral is the Founder and CEO of Acorns Harvest, a fast growing fintech company that utilizes artificial intelligence to improve the net worth of average Americans, from reducing consumer debt like bank fees and credit card charges to helping consumers improve their creditworthiness. Acorns Harvest has refunded millions of dollars in bank fees to customers to date and manages hundreds of millions of dollars in debt within its platform. Harvest was recently acquired by Acorns, a leading saving and investing app, where Nami serves as the Head of Acorns Harvest.


Prior to Acorns Harvest, Nami was building cutting-edge Real-Time Bidding products and leading revenue partnerships at Twitter. Before Twitter, Nami built her financial sector expertise as an investment banker in New York. As a founder working in the intersection of finance and technology, Nami is excited about creating solutions that are consumer-friendly and elevate the financial lives of all consumers.

Michelle Gill

EVP Lending & Capital Markets

Plaid 

Michelle is SoFi’s EVP and Group Business Unit Leader for Lending & Capital Markets, and previously served as Chief Financial Officer. She joined SoFi from TPG Sixth Street Partners. Previously, Michelle spent 14 years at Goldman Sachs & Co., where most recently she was a Partner co-heading the Structured Finance business. She received her JD from Cornell Law School and her BA from the University of California at Los Angeles.

Aditi Shekar

Founder & CEO

Zeta

Aditi Shekar is the Founder and CEO at Zeta, a financial institution focused on modern families. She's so excited to work in fintech since shes' been obsessing about personal finance ever since she got her first paycheck. Aditi has spent 15+ years at the ground floor of two venture-backed startups (General Assembly, Guild Education) and served as Executive Director at Ashoka, a leading social entrepreneurship organization. She's also a family finance expert at publications like Refinery29, Business Insider and Real Simple.

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