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- Fintech Meetup Day 3 Wrap-Up – Key Insights Heading into the Final Day
Fintech Meetup Day 3 Wrap-Up – Key Insights Heading into the Final Day
Big takeaways from Day 3 – AI, wealth management, and what’s next for fintech!
Sophie Bruxner-Randall
March 13, 2025 • Estimated Reading Time: 9 minutes
Hi there,
Day 3 at Fintech Meetup 2025 brought high-energy discussions and actionable insights as we head into the final day. Here’s a quick recap of the top highlights from today:
🔍 Key Takeaways from Day 3
✅ The Exhibition Hall opened at 9 AM with a packed floor of the best and fastest-growing fintech companies.
✅ Over 20,000 meetings took place – fueling new partnerships, deal-making, and strategic insights.
✅ The Startup Pitch Finale crowned its winners – congratulations to Utsav Shah (Kaaj) and Edwin Handschuh (1Konto) for taking the top spots!
✅ Powerhouse Keynote – Nate Starrett (Stripe) and Tom Bianco (Fifth Third Bank) delivered a masterclass on scaling embedded finance, moderated by Sanjib Kalita.
✅ Shivani Siroya, CEO of Tala closed out the day with a compelling discussion on how emerging tech is unlocking financial access and fueling global growth.
✅ Expo Hall Happy Hour wrapped up the day as attendees toasted to a successful event and locked in new partnerships.
🎙️ Bobsguide Exclusive with Sanjib Kalita, Chairman at Fintech Meetup
Trends Shaping the Future of Fintech
 | In an exclusive Bobsguide interview, Sanjib Kalita, Chairman of Fintech Meetup, shared his insights on the future of fintech and the evolving role of AI in financial services. |
🔎 Cross-Border Challenges and Opportunities
Kalita noted that cross-border payments are becoming more complex due to shifting regulations and geopolitical tensions:
"Formerly easy lanes of monetary travel are becoming more difficult — companies will need to adapt quickly to maintain efficiency."
🔎 The Reality of AI in Financial Services
Kalita, a published AI researcher since 1993, explained that while AI has made major advancements, the same core challenges persist:
"Data quality is still a huge problem. Companies like Nvidia have driven computing power forward, but training models still require good data — and that's not easy to come by."
Kalita also highlighted the dangers of AI "hallucinations" in financial services:
"In entertainment, a hallucination might not matter — but in financial services, a single AI error can cause huge financial loss."
🔎 Biggest Emerging Insight
Kalita shared a key takeaway from the event:
"What's hard today will be easy tomorrow — but what's easy today will become harder as technology and customer expectations shift."
🔎 Advice for Future Attendees
Kalita’s advice for next year’s attendees:
"Register early and come in with a strategy. The more prepared you are, the more meaningful your meetings and connections will be."
🎯 Bobsguide Exclusive with Aditya Raikar, Partnerships @ Checkbook
Revolutionizing Money Movement with a Single API
 | In a fascinating conversation with Bobsguide, Aditya Raikar, Head of Partnerships at Checkbook, shared how their innovative single API platform is simplifying money movement and driving growth across industries. |
"The US payment system is historically fragmented. We've solved that by bringing every single payment rail under one roof."
How Checkbook is Changing the Payments Landscape:
All-in-One Platform – Checkbook consolidates ACH, FedNow, real-time payments, virtual cards, Venmo, PayPal, Zelle, and more under a single API.
Global Expansion – Already live in the US and Canada, Checkbook recently launched in 40 countries and is targeting additional markets in 2025.
Fraud Prevention – Checkbook boasts a fraud rate of under 0.01%, thanks to advanced security protocols and AI-driven monitoring.
Scalability – Embedded payments model allows Checkbook to scale rapidly through partner networks – one integration can serve thousands of businesses.
"Our fraud rate is under 0.01% – a figure unheard of in the industry."
Aditya emphasized how Checkbook’s model allows businesses to rapidly integrate payments into their platforms without the complexity of working with multiple providers.
"We're not just solving payments — we're creating a seamless money movement experience for businesses and customers alike."
💼 Partner Spotlight: Liberis – Empowering Small Business Growth
Liberis is reshaping small business lending by providing fast, flexible funding solutions tailored to the unique needs of small businesses.
✅ Seamless Embedded Finance – Liberis integrates directly into platforms like eBay and Vergara, offering funding options directly within the user interface.
✅ Revenue-Based Repayments – Payments are automatically aligned with business performance — higher revenues mean faster repayment; slower months result in reduced payment amounts.
✅ Rapid Approval – Pre-approved funding available in as little as one minute.
✅ Flexible Financing Models – Liberis offers multiple options, including revenue-based financing, lines of credit, and buy-now-pay-later (BNPL) for business investments.
"We pre-approve 70% to 80% of applicants based on platform data. For business owners, it's a guaranteed yes — not a ‘maybe.’”
Why Businesses Are Choosing Liberis:
Fast funding – Money can hit business accounts in under 2 minutes after approval.
No paperwork or lengthy applications – Approval is based on platform data, eliminating the hassle of traditional credit checks.
Flexible terms – Payments automatically adjust based on business cash flow.
"Small business owners face enough challenges — access to capital shouldn’t be one of them. That’s why Liberis makes funding fast and easy.”
💡 Key Takeaways from 'Everything You’ve Ever Wanted to Know About Enterprise GTM Strategy'
 | This session brought together some of the biggest names in the fintech space to break down the complexities of Enterprise GTM Strategy:
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Listen to Bobsguide's AI-generated podcast where two journalists break down the biggest insights from the session. Note: This conversation is AI-generated based on session transcripts and notes — not a direct recording
🔎 Partnerships vs Sales
Peter Dougherty stressed the importance of defining the difference between partnerships and sales, noting that:
“Partnerships are not just an extension of sales — they require their own strategy and structure.”
Jack Connors added that:
“Sales and partnerships need to be tied together from the start, working backwards from a shared set of goals.”
🔎 Customer Success and Sales Alignment
Stephanie Kirkpatrick highlighted how critical it is to align customer success with sales and marketing:
“Customer success is more than post-sale support — it should be treated as a strategic driver of retention and expansion.”
Kate Walton emphasized the need for continuous feedback loops:
“Sales needs to stay aligned with customer feedback and marketing positioning — otherwise, you risk losing the customer journey.”
🔎 Scaling in a Matrixed Environment
Jack Connors discussed the challenges of scaling in a matrixed organization:
“Matrix organizations require a high degree of internal alignment — without it, even the best GTM strategy can fail.”
@bobsguide Katrina Sanzi, talking all things Speakeasy at 📍 Fintech Meetup #day3 #fintechmeetup #fintechmeetup25 #fintech #fyp #fintechnews
🔎 Looking Ahead – Final Day Preview
Today marks the final day of Fintech Meetup 2025! Here’s what to expect:
CEO Roundtable – Insights from top leaders on what’s next for fintech
AI and Automation Keynote – How AI will redefine the industry over the next decade
Future of Payments – Experts discuss what’s next in global money movement
Closing Panel – Final thoughts from industry leaders on the future of fintech
Stay Tuned for Exclusive Coverage
📩 We’ll be live reporting throughout the event with expert takeaways, key session insights, and exclusive interviews.
📥 Want a deep dive? Read our exclusive report on the trends shaping FI-fintech relationships in 2025 → Full report here
— The Unofficially Fintech Meetup Team
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