Momentum: Where FinTech Meets AI with Stan Altshuller

About Momentum: Where FinTech Meets AI with Stan Altshuller

Momentum with Stan Altshuller is the show where the latest technology meets finance. Each week, we explore practical AI strategies that help hedge funds, asset managers, and FinTech founders cut through data overload, unlock insights, and drive measurable growth. Hosted by Stan Altshuller - investor, founder, and advisor to some of the world’s top financial firms, this podcast delivers actionable frameworks, real-world case studies, and conversations with industry innovators who are using AI, data, and automation to transform finance. Whether you’re building smarter portfolios, scaling your FinTech, or searching for your next growth edge, this is where you’ll discover how to turn data into growth and ideas into results.

Publisher

Stan Altshller

Category

business · technology

Language

en

Explicit

No

First episode

19 Nov 2025

Latest episode

25 Sept 2026

Latest episodes

17 episodes in the feed.

1. 

   25 Sept 2026

   Can Investors Trust AI? Omega Point’s Founders on How AI Helps the Modern Investor

   An impressive AI answer is a good start. Can you trust it the second time? Stan Altshuller sits down with Omega Point co-founders Omer Cedar and Eran Cedar to discuss what it takes to make AI useful in an investment process: reliable calculations, traceable sources, and the context that makes one firm’s approach different from another’s. Omer shares the experience at Two Sigma that helped shape Omega Point’s founding thesis. Eran explains why access to a capable model is only part of the problem—and why investment teams need to capture their own knowledge and workflows. Together, they explore the opportunity for smaller managers, the risks that fundamental analysis can miss, and what “computed, not generated” means for investment analytics. Watch the video: https://youtu.be/arYOUOfS8NM CHAPTERS 00:00 Why the second AI answer can disappoint 00:21 Welcome to Momentum 01:04 Meet Omer and Eran Cedar 01:28 Omer’s Two Sigma background and Omega Point’s thesis 03:30 Eran’s journey from social data to investment signals 05:17 The decision to build Omega Point 10:45 What fundamental investors need from quantitative tools 14:47 Company fundamentals, themes, and crowding 17:34 AI analysis and the value of investment context 21:38 Can smaller managers compete? 25:06 Adoption bottlenecks and the opening for nimble teams 27:34 A practical framework for using AI 31:45 Context, accumulated knowledge, and model training 34:48 Why investment analytics must be verifiable 37:31 What comes next 38:58 Where to find Omega Point 39:43 Closing MEET THE GUESTS Omer Cedar — CEO & Co-founder, Omega Point https://www.linkedin.com/in/crowdsourcequant/ Eran Cedar — CTO & Co-founder, Omega Point https://www.linkedin.com/in/erancedar/ Omega Point: https://www.omegapoint.ai/ MOMENTUM: WHERE FINTECH MEETS AI Hosted by Stan Altshuller. Subscribe: https://www.youtube.com/@momentumb2b Listen: https://momo.castos.com/ Explore practical AI for your firm: https://acadia.im/

2. 

   29 Jul 2026

   Why Great FinTech Products Fail and How to Build Ones Customers Actually Use

   In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Natasha, founder of Strategic Innovation Advisors, to explore why the best products aren't built around features - they're built around customer workflows. Drawing on her experience leading product teams in capital markets and fintech, Natasha explains how understanding customer behavior, measuring true product adoption, and prioritizing the right problems can dramatically improve product success. They discuss why many fintech products fail despite strong engineering, how frameworks like Jobs to Be Done help teams build solutions customers actually value, and what founders need to know before adding the next feature. If you're building AI or fintech products, this episode offers practical strategies to increase adoption, strengthen your roadmap, and create products that become part of your customers' daily workflow. Key Moments: 05:37 Understanding the customer's workflow 07:49 Understanding Customer Insights 11:22 Features aren't being used 17:18 Prioritizing Business Objectives 21:00 Understanding Customer Problems 24:34 Benefits of external consulting About the guest : Natasha Shamis began her career building fintech products, but quickly discovered her passion for understanding customer needs and motivations. Spending over a decade at LiquidNet, she led the global product organization and collaborated closely with institutional investors, learning that true product success depends on aligning with the customer’s story. After LiquidNet’s acquisition, Natasha launched Strategic Innovation Advisors (SIA) to help a range of fintech and capital markets companies shape their product strategies. Today, she guides clients in answering vital questions about what to build, why to build it, and who it will serve, drawing on her deep experience to ensure products live in the world of their users. How to connect Natasha : https://www.linkedin.com/in/natasha-shamis-5721571/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

3. 

   25 Jun 2026

   How Alternative Data and AI Are Predicting Market Moves Before Everyone Else

   In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Pouya Taaghol, founder and CEO of Big Data Federation, to explore how AI and alternative data are changing the way investment firms forecast company performance. From satellite imagery and geolocation data to AI-powered financial models, Pouya explains how investors can identify market signals long before traditional financial reports are released. They also discuss why scientific, data-driven investing outperforms intuition, how to reduce bias in investment decisions, and the challenge of maintaining alpha in increasingly competitive markets. If you're looking to understand how AI is reshaping quantitative investing and the future of alternative data, this episode is packed with practical insights. Key Moments: 04:53 Profiles of fintech company founders 08:06 Staying focused amidst market noise 12:23 Analyzing historical company sales data 15:18 Understanding alternative data use 17:58 Starting an investment fund 21:04 Challenges of alternative data in investing 25:17 Discussing data sources for analysis 27:18 Using alternative data strategies About the guest : Pouya Taaghol is the founder and CEO of Big Data Federation. With a background in wireless technology and multiple networking patents, he now helps investment firms use alternative data and AI to predict company fundamentals, uncover market opportunities, and build data-driven investment strategies. How to connect Pouya : LinkedIn: https://www.linkedin.com/in/pouyataaghol/ Big Data Website: https://www.bigdatafed.com/ Financial AI: https://thefinancial.ai/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

4. 

   27 May 2026

   How Hedge Funds Use AI to Turn Data Overload into Investment Edge

   In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Ashutosh Agarwal, CEO of Matterfact, to explore how AI is transforming hedge fund research, workflows, and the pursuit of alpha. Drawing from his experience at Millennium and Google, Ashutosh explains why the real power of AI is not just automation - it’s uncovering insights that investment teams would otherwise miss. They discuss AI prompting, workflow design, the rise of podcasts as an investment research source, and how smaller funds can now access capabilities once reserved for the largest institutions. If you’re looking to build smarter research workflows, improve decision-making, and stay competitive in an AI-driven investment landscape, this episode delivers practical strategies you can apply immediately. Key Moments: 04:47 Origin of the SaaS idea 08:15 Common mistakes in AI prompting 10:19 AI's current limitations and needs 12:46 Using AI for car inventory analysis 18:05 Industry discussions and market trends 20:53 Understanding current AI capabilities 25:16 Final thoughts on empowering ideas 25:53 Ken Griffin impressed by AI system About the guest : Ashutosh Agarwal is the CEO of Matterfact and a former quant at Millennium and tech lead at Google. He focuses on building AI-powered tools that help investment professionals uncover deeper insights, improve research workflows, and generate alpha more efficiently. How to connect Ashutosh :  https://www.linkedin.com/in/ashutoshagwl/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

5. 

   14 May 2026

   How AI Is Transforming Investment Due Diligence for Asset Managers | Stan Altshuller & Monel Amin

   In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Monel Amin, founder of DiligenceVault, to explore how AI is reshaping operational due diligence for institutional investors. From managing overwhelming amounts of data to streamlining workflows between allocators and asset managers, Monel explains how technology is transforming one of the most time-intensive areas of investment management. They discuss the evolution of diligence processes, the challenges of fragmented information, and how AI-powered collaboration is helping firms make faster, smarter investment decisions. If you’re looking to modernize due diligence, reduce operational inefficiencies, and improve decision-making across investment teams, this episode delivers practical insights into the future of institutional investing. Key Moments: 05:05 Discussing varying risk tolerances 08:30 Discussing data room limitations 10:02 Digitizing manager communication process 13:15 Streamlining document collaboration 17:02 Verifying facts with AI 22:16 AI and investment due diligence About the guest : Monel Amin’s journey to founding DiligenceVault began over a decade ago while working at Citi. During her tenure, she held a pivotal role overseeing risk both as an asset manager and as an allocator. This unique vantage point allowed her to observe firsthand the complex dynamics between allocators and asset managers, particularly the due diligence process they undertake when evaluating one another. Witnessing the challenges and inefficiencies in this critical process inspired her to launch Diligence Vault, with the vision of transforming how diligence is conducted across the asset and wealth management industry. How to connect Monel: LinkedIn: https://www.linkedin.com/in/monel-amin/ Website : https://diligencevault.com/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

6. 

   29 Apr 2026

   The New Alpha: How AI Is Democratizing Access to Data

   In this episode of Momentum: Where FinTech Meets AI, host Stan Altshuller sits down with Kirk McKeown, CEO and Founder of CarbonArc, to explore how AI is reshaping the economics of data access—and redefining where alpha comes from. For years, alternative data was expensive, fragmented, and largely reserved for hedge funds and institutional investors with deep pockets. Kirk built CarbonArc to challenge that model by making high-value data more accessible through modern, consumption-based pricing and AI-driven analytics. Stan and Kirk break down how traditional financial research evolved into today’s alternative data ecosystem—and why the next wave will be powered by AI agents that can analyze information faster than ever before. They also discuss the friction that has historically slowed adoption, why accessibility matters, and how industries beyond finance are beginning to leverage these tools for smarter decisions. From Wall Street to enterprise strategy, this conversation explores what happens when access to intelligence becomes cheaper, faster, and more scalable. If you’re an investor, operator, data leader, or simply curious about the future of AI-powered decision-making, this episode offers a compelling look at where the market is heading. Key Takeaways : Why traditional alternative data models were broken How CarbonArc is changing data accessibility The shift toward consumption-based pricing models Why AI agents will transform research workflows How alternative data extends beyond hedge funds The future of investment intelligence Why access to data may become the ultimate competitive advantage Key Moments: 04:57 Building a frictionless data market 08:38 Transforming the license structure 13:37 Rev share and flexible solutions 17:25 Exploring data and analytics 19:34 AI economy and data structure 24:51 Understanding alpha in trading strategies 26:55 Understanding data accessibility challenges 30:58 Evaluating company decisions 33:35 Expanding developer community About the guest : Kirk McKeown is the CEO and Founder of CarbonArc, a company focused on democratizing access to alternative data through modern pricing models and AI-driven infrastructure. With over two decades of experience in financial data and investment research, Kirk has helped reshape how institutions source and consume intelligence for better decision-making. Connect Krik : LinkedIn: https://www.linkedin.com/in/kirk-mckeown-400607214/ Website: https://www.carbonarc.ai/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

7. 

   15 Apr 2026

   How to Get Your Brand Mentioned by ChatGPT and AI Search

   Resource Mentioned  - https://www.youtube.com/watch?v=15RN0Aee72Y In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Ben Tannenbaum, founder and CEO of AISO, to break down how brands can win visibility in the age of AI search. They explore why SEO isn’t dead but evolving, how ChatGPT actually selects brands, and what “fan-out search” means for your marketing strategy. Ben shares practical strategies to help you get mentioned inside AI tools -  from identifying the right questions users are asking to optimizing content for AI-driven discovery. If you’re a marketer, founder, or growth leader trying to stay relevant as search shifts from Google to AI assistants, this episode gives you a clear, actionable roadmap. Key Moments:02:00 – Is SEO dead or just evolving?04:30 – Why clicks are decreasing but revenue may not be06:30 – Understanding AI as a research assistant, not a search engine08:30 – What is “fan-out search” and why it matters11:00 – How ChatGPT chooses which brands to mention13:30 – Why you don’t need to rank #1 on Google anymore16:00 – The simplest way to get mentioned by AI tools19:00 – How to find what users are actually asking ChatGPT22:00 – Turning AI conversations into actionable content strategy25:00 – Medium, LinkedIn, and off-site strategies that work27:00 – Why Reddit can damage your brand if done wrong30:00 – How AISO collects real AI conversation data34:00 – From raw data to actionable marketing insights38:00 – The fastest way to increase AI mentions (2x to 10x)41:00 – The future of AI-driven market research and customer insights About the Guest : Ben Tannenbaum is the founder and CEO of AISO, where he helps brands understand how people use AI tools like ChatGPT and how to get discovered within them. With a background in data platforms and alternative data, Ben specializes in turning real AI conversations into actionable insights that help companies improve visibility, content strategy, and growth. Website : https://www.getaiso.com/ Linkedin : https://www.linkedin.com/in/bentann/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

8. 

   1 Apr 2026

   How AI and Alternative Data Are Changing Investment Decisions

   In this episode Stan Altshuller sits down with Sarah McKenna to explore how AI and alternative data are reshaping decision-making across finance and enterprise. From Google Trends to web data extraction, they discuss how modern data sources are helping organizations uncover signals, track market shifts, and gain a competitive edge. They also break down the challenges behind data collection, including compliance, governance, and the difference between probabilistic and deterministic data. If you’re building data-driven strategies in a regulated environment, this episode shows how to combine AI, automation, and human oversight to make smarter, more confident decisions. Key Moments: 06:18 How risk alerts are used 10:10 Hedge funds and data analysis 13:23 Balancing AI creativity and accuracy 14:19 Using AI for data trust 17:56 Growing demand for web data 23:00 Considerations for automating captchas 26:20 Sequentum platform features explained 28:30 Introducing the agent builder tool Connect Sarah McKenna : https://www.linkedin.com/in/sarahransommckenna/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

9. 

   19 Mar 2026

   How AI Is Transforming Portfolio Intelligence for Asset Managers

   In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller is joined by Danny Dias and Dean Schaffer from Lightkeeper to explore how AI is reshaping portfolio intelligence for modern investment firms. They discuss the growing complexity of investment data, rising LP expectations, and why traditional tools like spreadsheets are no longer enough. The conversation breaks down how AI-driven analytics and new data frameworks are helping firms improve reporting, decision-making, and responsiveness. If you’re looking to move beyond fragmented data and build a more intelligent, scalable investment process, this episode offers practical insights to help you stay competitive. Key Moments: 01:12 "Fintech Background and Portfolio Intelligence" 04:13 "Investment Challenges in AI Era" 09:35 "AI's Impact on Data Evolution" 13:30 Evolving Hedge Fund Data Demands 17:10 "Probabilistic Answers and Complexity" 18:40 Tech Leveling Fund Competition 22:23 "AI in Asset Management Future?" 24:47 Evolving Impact of AI Models 28:20 Optimizing Data with Lightkeeper Know More about  Lightkeeper: Linkedin : https://www.linkedin.com/company/lightkeeperllc/ Website : https://lightkeeper.com/ Connect Dean : https://www.linkedin.com/in/dean-schaffer-9a16653/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

10. 

    5 Mar 2026

    How AI Is Democratizing Alternative Data for Hedge Funds

    In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller speaks with Jack Killea, Head of Data Strategy and Sourcing at Maiden Century, about how AI is changing the way hedge funds discover and use alternative data. They explore how the rapid growth of data sources and AI-powered tools is making sophisticated data strategies accessible not just to large quant funds, but also to smaller fundamental managers. Jack shares insights on the evolution of alternative data, the rise of AI-driven workflows, and how investment teams can cut through overwhelming data noise to extract meaningful signals. If you’re looking to understand how AI agents, context engines, and new data sources are shaping the next generation of investment research, this episode offers practical perspective from the front lines of the industry. Key Moments: 04:12 "Adaptable Data Solutions Platform" 08:09 "Navigating Early Data Journeys" 11:03 "Navigating Data Risks with AI" 15:38 Future of Data and AI Integration 19:00 "AI's Impact on Data Strategy" 22:48 "Reflections on AI Adoption Challenges" 25:14 "From Sales to Aha Moment" 29:55 "Agentic Workflows and Customization" 33:03 AI Workflow and Democratization Insights About the guest : Jack Killea is Head of Data Strategy and Sourcing at Maiden Century, where he helps investment managers discover and use alternative data more effectively. He has spent over a decade working at the intersection of hedge funds, data providers, and AI-driven investment research. How to connect Jack :  https://www.linkedin.com/in/jack-killea-5582531a/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

11. 

    13 Feb 2026

    How Hedge Funds Use AI to Upgrade Research and Risk Management

    In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Sandeep Varma and Benjamin Lieblich from Equity Data Science to explore how AI is transforming hedge fund research, portfolio construction, and risk management. They break down how modern funds are moving beyond spreadsheets to integrated data platforms that combine quantitative models with qualitative research. From managing data overload to meeting institutional investor expectations, the conversation reveals how AI-driven workflows help managers make faster, more confident decisions. If you’re looking to institutionalize your research process, improve factor analysis, or compete with larger funds using smarter technology, this episode delivers practical insights you can apply immediately. Key Moments: 06:09 "Adapting to Diverse Management Styles" 07:41 "Data-Driven Investment Analysis Process" 11:38 Evolution of Hedge Fund Strategies 16:20 "Redefining Quant Roles in Hedge Funds" 17:25 AI's Role in Equity Manager Growth 23:41 "AI vs Humans in Trading" 26:59 "Approaches to Hedge Fund Strategy" 28:22 "Killer Hedge Fund Pitch" Connect Sandeep Varma : https://www.linkedin.com/in/sandeepvarma81/ Connect Benjamin Lieblich  : https://www.linkedin.com/in/benjamin-lieblich/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

12. 

    21 Jan 2026

    How Community Banks Cut Onboarding from Days to Minutes with AI

    In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Stephanie Mazzone, SVP of Marketing at Vikar Technologies, to explore how community banks and credit unions are modernizing onboarding without replacing their core systems. Stephanie shares real-world examples of how Vikar helps smaller institutions eliminate manual processes and move from days-long onboarding to minutes. They also discuss the practical role of AI in a highly regulated banking environment - from workflow automation to risk flagging - and what digital transformation actually looks like for community-focused financial institutions. If you’re looking to level the playing field with larger banks while staying compliant and efficient, this conversation offers clear, actionable insight. Key Moments: 04:46 Manual Processes in Community Banking 07:56 "Success Stories" 10:15 "Technology Revolutionizing Business Growth" 13:12 "ViKar: Modernizing Community Banks" About the guest : Stephanie Mazzone began her career decades ago on the banking side, witnessing firsthand the highly manual, time-consuming processes involved in onboarding accounts and managing loans. Frustrated by the inefficiencies of paperwork and manual data entry, Stephanie transitioned to the technology sector. Drawing on her unique perspective and deep understanding of banking challenges, she now dedicates her work to helping banks and credit unions modernize, streamline operations, and embrace digital solutions that replace the outdated manual methods she saw at the start of her journey. How to connect Stephanie : https://www.linkedin.com/in/stephanie-mazzone/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

13. 

    24 Dec 2025

    How Agentic AI Is Eliminating Finance Workflow Pain Between Contract and Cash

    In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Leonid Flek, Head of Commercial at Stream OS, to unpack how agentic AI is finally solving the most painful part of financial operations - everything that happens after a contract is signed and before revenue is realized. They explore real-world use cases from data-driven companies, why traditional tools fail to handle complex agreements, and where AI truly adds value versus where human oversight still matters. If your finance or data teams are stuck in manual workflows, broken handoffs, and operational bottlenecks, this conversation cuts through the hype and shows how proactive AI agents can drive clarity, speed, and measurable outcomes. Key Moments: 01:12 From Data to Stream OS 04:56 "Streamlining Post-Contract Workflows" 06:48 "Client Praise for Simplifying Contracts" 09:48 "AI's Impact on Workflows" 15:22 "Managing AI Noise Effectively" 18:41 The Future of Agentic AI 19:31 "Full-Service Streaming Management" 24:00 "Key Message to Prospects" 25:47 "Focus on Outcomes, Not AI" Leonid Flek is a finance and data operations leader and the Head of Commercial at streamOS, where he helps companies use agentic AI to automate complex finance workflows. He is best known for his leadership at SEI Novus, where he helped pivot the firm from analytics to a data-first model - unlocking greater value for investment teams and contributing to the company’s successful acquisition. With deep experience across finance, data, and operations, Leonid brings a practical, operator’s perspective on where AI truly delivers impact. How to connect Leonid: https://www.linkedin.com/in/leonid-flek-54b62123 About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

14. 

    11 Dec 2025

    FinTech for the Underserved: How AI Is Transforming Banking and Payments in Canada

    In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Shea Malcolmson, Director of Sales at Apaylo, to unpack how technology is reshaping access to banking and payments across Canada. From newcomers and high-risk businesses to emerging markets, Shea shares how FinTech innovation and AI are breaking long-standing barriers in one of the world’s most conservative financial systems. They dive into the realities of modernizing Canadian payments - tackling compliance, fraud detection, and customer experience through automation and AI-driven workflows. You’ll also hear how Halo’s mission-driven approach is redefining what “financial inclusion” means in a digital-first world.If you’re curious about where FinTech, AI, and social impact intersect, this conversation delivers the insight and inspiration to rethink what’s possible in finance. Key Moments: 01:08 Artist to Payments Innovator 06:08 Canada's Banking Challenges and Solutions 07:43 "Fintech vs. Bank Risk Metrics" 12:56 Empowering Employees with AI Tools 16:26 "Immigrant Success and Growth" 19:03 "Regulation, Blockchain, and Innovation" 20:29 Financial Partnership Insights Shared About the guest : Shea Malcolmson is a driving force behind innovative solutions in Canada's traditionally slow-moving, tightly held banking sector. Recognizing that the country's secure but oligopolistic banks can make financial innovation difficult, Shea became committed to helping those who struggle to access mainstream banking. Through initiatives like Halo, Shea empowers individuals with limited bank relationships by leveraging cutting-edge bank and payment services, striving to make Canada’s financial landscape more inclusive and accessible to everyone. Connect Shea:  https://www.linkedin.com/in/sheamalcolmson/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

15. 

    9 Dec 2025

    Real-Time AI in FinTech: How Conductor Is Redefining Fraud Detection and Data Infrastructure

    In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller talks with Quentin Packard, SVP at Conductor, about how real-time data and AI are transforming the FinTech landscape. From modern fraud prevention to personalized customer experiences, Quentin shares how streaming technologies like Kafka are enabling financial institutions to innovate faster, reduce operational costs, and enhance compliance. They also explore how scalable data infrastructure supports embedded finance, why real-time analytics are becoming mission-critical, and how teams can harness AI without creating new security risks. If you’re building or modernizing a FinTech platform, this episode is your roadmap to combining AI, automation, and real-time intelligence for lasting competitive advantage. Key Moments: 00:00 "Momentum Podcast: Fintech Insights" 06:12 "Secure Real-Time Data Management" 07:51 "Secure, Efficient Access and Innovation" 13:01 "AI Transformation: Early Stages" 15:15 "Building Trusted Data Systems" 20:59 "Identifying and Solving Bottlenecks" 23:11 "Turning Challenges Into Opportunities" About the guest : Quentin Packard is a results-driven technology leader who has played a key role in helping companies streamline operations and reduce costs. Working with Conductor, Quentin empowered centralized teams to scale and leverage Kafka technology more efficiently across a range of services, from banking and payments to web platforms. His innovative approach enabled real-time insights for detecting and preventing fraud, allowing businesses to spot suspicious transactions and authorizations without increasing false positives or compromising service quality. Quentin’s contributions have significantly enhanced operational security and reliability while supporting business growth. How to connect Quentin : https://www.linkedin.com/in/qpackard/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

16. 

    3 Dec 2025

    How Canoe Intelligence Uses AI to Eliminate Private Fund Data Chaos

    In this episode, Stan Altshuller sits down with Michael Muniz, Co-founder and Chief Strategy Officer of Canoe Intelligence, to discuss how AI is reshaping private fund data management. Together, they unpack the real-world challenges asset allocators and institutional investors face when dealing with scattered PDFs, manual data entry, and fragmented post-investment workflows - and how Canoe’s automation engine solves these bottlenecks at scale. You’ll hear how one global bank reduced a 500-person operations team to just 25, why many AI initiatives in finance fail, and what true end-to-end automation looks like for alternative investments. If you’re ready to move from document chaos to data clarity, this conversation shows how AI can unlock transparency, productivity, and alpha in the private markets. Key Moments: 01:12 "Fintech Leaders Solving Big Problems" 04:55 "From Fintech to Founding Canoe" 09:29 Streamlining Institutional Asset Servicing 12:35 "Enhanced Efficiency Through Automation" 13:37 "Technology, Leverage, and AI Evolution" 19:13 "Democratizing Private Capital Markets" 21:31 "Future of Data Transparency" About the guest: Michael Muniz is the Chief Strategy Officer and a co-founder of Canoe Intelligence. For the first seven years, Michael served as Chief Revenue Officer, where he built out Canoe’s commercial engine and forged key relationships with clients, prospects, and partners. Under his guidance, Canoe has transformed the post-investment operational workflows for investors in private and alternative funds, making data access and transparency as seamless as checking a Fidelity account. Through his leadership, Michael continues to shape Canoe’s mission to streamline operations for college endowments, family offices, funds of funds, insurance companies, and many other institutional investors. Connect Michael : https://www.linkedin.com/in/michael-muniz-94174214/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

17. 

    19 Nov 2025

    From Data Chaos to Clarity: How AI Empowers Hedge Funds to Act Faster

    In the debut episode of Momentum: Where FinTech Meets AI, host Stan Altshuller sits down with AI engineer Ady Ngom to explore how hedge funds and investment managers can finally turn data chaos into clarity. Together, they reveal how AI-driven workflows are helping small teams cut through noise, extract meaningful signals, and make faster, more confident investment decisions. From automating research and marketing processes to building agentic AI tools that enrich data and improve lead quality, Stan and Ady share actionable strategies for firms that want to scale intelligently - without sacrificing security or control. If you’ve ever felt buried under too much data, this episode will show you exactly how to turn it into your competitive edge. Key Moments: 06:12 Turning Data Into Actionable Insight 10:17 "Data Enrichment Explained Simply" 12:20 AI Enhancing Data and Outreach 17:45 Streamlined Decision-Making Dashboard 21:19 "AI, Productivity, and Compliance" 23:56 AI Solutions for Fintech Innovators About the guest : Ady Ngom’s journey in technology began over two decades ago, spending nearly 24 years honing his craft as a software engineer. When the world pivoted into the AI era, Ady embraced it fully, dedicating the last two years to developing innovative AI solutions. It was this new focus that led him to connect with business-minded collaborators, where his technical expertise matched perfectly with their strategic vision. Ady’s story is one of evolution and adaptation, moving from the foundations of software to the cutting edge of artificial intelligence, always seeking new crossroads for growth and collaboration. How to connect Ady : LinkedIn: https://www.linkedin.com/in/adyngom/ Website: https://adyngom.com/ About the host : Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results. Connect Stan : LinkedIn Profile: https://www.linkedin.com/in/stanalt/ Website www.acadia.im

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