In this episode, host Tedd Huff interviews JB Orecchia, the President and CEO of SavvyMoney. JB shares his extensive experience, from his time at Disney and FreeCreditReport.com to leading SavvyMoney. This conversation highlights the importance of credit management, the challenges in financial services, and how SavvyMoney uses data for personalized advice.
JB Orecchia, with over 35 years in finance and tech, leads SavvyMoney. His experience as VP of Disney.com, focusing on user engagement and data-driven decisions, drives innovation at SavvyMoney, offering personalized credit education, scores, reports, and monitoring tools through banks and credit unions.
We discuss how SavvyMoney helps users understand and improve their credit with tools that break down scores, provide improvement advice, and offer alerts on credit changes. With over 1,300 financial institution partners, SavvyMoney integrates seamlessly into digital banking platforms.
Our talk with JB Orecchia highlights SavvyMoney's potential in credit management and financial wellness. From JB's diverse career to how SavvyMoney tackles complex financial challenges, he offers deep insights into the future of financial services.
Key Highlights
Why Credit Management Matters:
Tools for Better Credit Scores
Personalized Financial Advice
The Impact of Personalized Credit Education
Seamless Integration with Banks
Overcoming Challenges in Credit Education
The Power of AI in Credit Management
SavvyMoney’s Dual Focus: Helping Banks and Consumers
Takeaways
1️⃣ Decode Credit Scores for Consumers
2️⃣ Provide Hyper-Relevant Advice to Each Consumer
3️⃣ Empower Consumers with Transparency Tools
4️⃣ Deliver Curated Financial Wellness Content
5️⃣ Enhance Consumer Financial Advice with AI
Links:
JB Orecchia - LinkedIn Profile: www.linkedin.com/in/jb-orecchia-98437710
SavvyMoney
Website: www.savvymoney.com
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About:
JB Orecchia is the President and CEO of SavvyMoney. Since taking over in 2011, JB has transformed the company into an industry-leading credit and lending tool integrated with 40 digital banking platforms and supporting over 1,100 financial institutions. With over 34 years of experience in consumer finance, fintech, and interactive media, JB began his career in 1988 with Household International. He later joined the senior team at FreeCreditReport.com/Experian Consumer Direct, where he helped pioneer online credit report delivery. Before SavvyMoney, JB was Vice President of Marketing for Disney Online, overseeing marketing, CRM, research, and analytics. His leadership has been instrumental in SavvyMoney’s success, marked by significant growth and strategic partnerships.
SavvyMoney: A leading provider of credit score solutions, SavvyMoney serves over 1,260 banks and credit unions nationwide. SavvyMoney’s solutions integrate seamlessly with over 40 online banking platforms by combining real-time data with digital personalization tools. SavvyMoney’s innovative technology is backed by hands-on service and a commitment to helping financial institutions strengthen and deepen their customer relationships.
Tedd Huff: With over two decades in fintech, he is the President and founder of Diamond D3. He brings his extensive experience to the Fintech Confidential series, ensuring that the content is not only informative but also engaging.
Production by Diamond D3, Media.
Timestamps:
00:12 Meet JB Orecchia: President and CEO of SavvyMoney
00:32 The Importance of Credit Management
00:46 SavvyMoney's Consumer Solutions
00:54 Driving Loans and Insights
02:22 SavvyMoney's Unique Approach
04:58 JB Orecchia's Career Journey
07:07 Challenges and Innovations in Credit Education
22:37 Leveraging AI for Financial Solutions
23:33 SavvyMoney's Dual Customer Approach
24:15 Customizing Solutions for Financial Institutions
26:22 Consumer Financial Health and Goal Setting
30:02 Navigating Market Changes and Interest Rates
32:03 Future of SavvyMoney and AI Integration
34:47 Leadership and AI in Financial Services
38:26 SavvyMoney's Core Values
39:57 Episode Recap and Key Takeaways
10 сен 2024
