The Future of Finance: Insights from Fintech Meetup and HumanX 2025 - Tearsheet
Briefly

Tearsheet attended Fintech Meetup and HumanX, engaging with innovators in financial services. The central theme was the integration of AI and automation, with companies like Better.com utilizing AI for faster mortgage processing through their AI loan officer, Betsy, and the Tinman platform for underwriting. Persado also showcased AI's role in bridging marketing and compliance, saving millions of hours in regulatory content creation. The focus was on improving customer experience while ensuring compliance and efficiency in financial operations, highlighting a significant shift in the industry's approach to technology and strategic marketing.
"In addition to Betsy, we've built an AI underwriting platform called Tinman, which integrates all of the functions of the mortgage process into one seamless workflow."
"It's not just about the cost savings, it's about user delight... consumers can get the answer at 9 pm on a Friday, because they need to talk to their realtor Saturday morning."
"In the world today, in the US at least, there are about 22 million hours that are spent to get content to be compliant and go out the door."
"AI agents that talk between themselves to understand what is compliant and likely to perform, enabling marketers to create content that drives conversion."
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