Coffee with Innovate Finance, Series 4, Ep. 10 - In Conversation with Velexa

Innovate Finance

🎙️☕ Join us on the latest episode of Coffee with Innovate Finance as Roberto Napolitano, Director of Marketing and Communications at Innovate Finance, sits down with Tamara Kostova, CEO at Velexa.

🤔 On Velexa: Explore the journey of Velexa and Tamara's unique path as CEO. Discover why achieving financial health is crucial for Velexa and how they address the challenge of excluding over 65% of banking consumers from the investing market.

🎯 Mission and Unique Proposition: Tamara elaborates on Velexa's mission, its unique proposition, and the collaboration with neobanks, brokers, and other innovative companies.

🌍 Retail vs Institutional Investors: Uncover the shift in the investment landscape with retail investors holding over 50% of global wealth. Tamara discusses the challenges and opportunities this presents, especially with the growing Gen Z market.

💡 Leveraging Embedded Trust: Tamara sheds light on the relationship between traditional banks and challenger banks, emphasising the importance of "embedded trust" in making investing less intimidating for nascent investors.

🔮 What's Next for Velexa? Tamara gives us a sneak peek into Velexa's future plans and any exciting news on the horizon. Stay tuned till the end to hear some exciting IF and Velexa coming on the 15th Nov at the House of Lords...

👋 Thank you all for tuning in. See you next Friday! 🎧