The 10 Most Influential Finance Leaders of 2023

Wayne Lin

EDITOR’S LETTER

Reliable Asset Management Leaders!

DearReaders,

WelcometothelatesteditionofMirrorReview,wherewebringyoutheexceptionalstories ofthetenmostinfluentialfinanceleadersof2023.Inthisedition,wediveintotheworldof finance,uncoveringthedynamicandvisionaryindividualswhohavetransformedthe industryandshapeditsfuture.

GracingourcoverisWayneLin,theesteemedCEOofFinfare,afinancialtechnologygiant. Lin’svisionaryprowessandabilitytoharnessemergingtechnologieshavepropelled Finfaretotheforefrontofthefintechrevolution.Underhisguidance,thecompanyhas chartednewterritoriesindigitalpayments,blockchain,andAI-drivenfinancialsolutions, settinganewbenchmarkfortheindustry.

InadditiontoLin,wepresentthestoriesofotherfinanceleaderswhoseinnovative contributionshaveleftaprofoundimpact.AnneSophieTourrette,atrailblazinginvestment banker,hascarvedanicheforherselfintheworldofsustainablefinance.EricBaird,a seasonedfinancialadvisor,hasredefinedwealthmanagementbyplacingastrongemphasis onfinancialeducationandempowerment.JimmyLee,aventurecapitalist,hasplayeda pivotalroleinshapingthestartupecosystem.SamanthaTran-Jiao,adynamichedgefund manager,hasearnedacclaimforherastuteinvestmentstrategiesandriskmanagement expertise.

Thiseditionunderscorestheimportanceofvisionaryleadershipandforward-thinkinginthe financeindustry Aswetraverseanever-changingglobaleconomiclandscape,thesefinance leadersexemplifytheresilienceandadaptabilityrequiredtothriveinarapidlyevolving world.Throughtheirdiversebackgroundsandexpertise,theseindividualshave demonstratedthatthefinancialsectorisnotjustaboutnumbersandtransactions;itisabout shapingabetterfutureforindividuals,businesses,andcommunitiesalike.

Wehopethatthestoriesofthesefinanceleadersinspireyoutoembraceinnovation,explore newhorizons,andcontributetopositivechangeinyourprofessionalendeavors.

HappyReading!

Parag Ahire Project Editor

MANAGING

PROJECT

10 WAYNE LIN

C O N T E N T S

Cover Story

Wayne Lin

Thought Leader and Champion of Financial Empowerment

WWayneLinisavisionaryentrepreneur andtheesteemedChiefExecutive OfficerofFinfare.Withanunyielding beliefinthepowerofambition, dedication,andgrit,Waynehasforged hispathtosuccessthroughunwavering determinationandanunorthodox journey.Departingfromthetraditional formaleducationroute,hefearlessly droppedoutofhighschool,immersing himselfinbusinessatatenderage.

Wayne’sdrivingforceliesinhisinnate abilitytoconstructinnovativesolutions thataddresslatentproblems,often unbeknownsttotheirprospective beneficiaries.Fuelinghisrelentless pursuit,heendeavorstocreatean impactbydevelopinggroundbreaking remediesforeverydaypredicaments. Strivingtoalleviatethechallenges facedbysmallbusinesses,particularly inthedomainoffinancial management,Waynedrawsuponhis personalexperiencesasabusiness owner.Itisthisintimateknowledge thathassparkedhispassionforfintech, evenintheabsenceofaconventional backgroundinfinance.

Withadistinctfocuson revolutionizingthelandscapeof financialtechnology,Wayneenvisions afuturewherestreamlinedanduserfriendlyalternativesreplaceoutdated methodologiesforexpensetracking andfinancialmanagement.Throughhis leadershipatFinfare,heendeavorsto introducecomprehensiveand accessiblesolutionsthatempower entrepreneursandindividualsalike, easingtheirfinancialburdensand enablingthemtoachievetheirgoals.

EfficiencyandControlwithFinfare

FoundedinDecember2021,Finfareis aninnovativecompanydedicatedto transformingfinancialmanagementfor smallandmedium-sizedbusinesses (SMBs).Recognizingthearduous challengesentrepreneursand companiesfaceinfinancialoperations, Finfarehasdevelopedaunique expensemanagementplatformthat catalyzestheseorganizations’financial health.

AtthecoreofFinfare’sofferingslies anintuitiveandcomprehensive solutiondesignedtostreamlineexpense managementprocesses.Toempower SMBstoachievegreaterefficiencyand productivity,Finfareallowsemployers toissuebothphysicalandvirtual chargecards.Thisfeatureenables seamlessandsecuretransactionswhile offeringincreasedflexibilityfor businessesandtheiremployees.

OnestandoutfeatureofFinfare’s platformistheabilitytosetcustom spendinglimits.Thisfunctionality ensuresthatbusinessesmaintain controlovertheirexpensesand mitigatetherisksassociatedwith overspending.Bytailoringspending parameterstospecificrequirements, companiescanestablishadisciplined approachtofinancialmanagement, fosteringamoresustainableand profitablebottomline.

AnothersignificantadvantageFinfare providesistheautomaticmatchingof purchasestoreceipts.Finfare’s platformsimplifiestheexpense trackingprocessbyeliminatingthe needforlabor-intensiveexpense reports,freeingupvaluabletimeand resourcesforbusinesses.This automatedfunctionalityenhances efficiency,minimizeserrors,and promotesaccuratefinancialrecordkeeping.

EmpoweringBusiness TransformationthroughLeadership

AstheCEOofFinfare,WayneLin assumesthepivotalroleofguidingthe organizationintheoverallvisionand directionofitsproductswhileensuring thatthecompanyremainssteadfastin itsmissionofempoweringbusinesses toenhancetheirfinancialhealth. Wayne’sprimaryresponsibilityistoset aclearandcompellingvisionfor Finfare,outliningthepaththecompany willtaketorevolutionizefinancial managementforsmallbusinesses.

Wayne’smotivationtofulfillthese responsibilitiesstemsfromthe profoundimpactthatFinfarecanhave onfinancialmanagement,particularly forsmallbusinesses.Heconstantly remindshimselfofthetransformative powerempoweringindividualsand companiescanhaveontheirfinancial andbusinessaspirations.Thisservesas adrivingforceforWayne,propelling himtonavigatethechallengesand complexitiesoftheindustrywhile remainingfocusedonthemissionat hand.

Toeffectivelyfulfillhis responsibilities,Waynerecognizesthe importanceofbuildingandnurturinga talentedanddedicatedteam.He surroundshimselfwithindividuals withthenecessaryskillsandexpertise andsharethesamevisionandpassion forempoweringbusinesses.By fosteringanenvironmentof inspiration,support,andcollaboration, Wayneandhisteamupliftand motivateeachother,fuelingtheir collectiveeffortstoachievethe company’sgoals.

Inadditiontosettingthevisionand cultivatingastrongteam,Wayneisa strategicleader.Heidentifiesand evaluatesmarkettrends,customer needs,andindustrydynamicstosteer

Finfareintherightdirection.Waynestaysabreastof technologicaladvancementsandindustrybestpractices, leveragingthisknowledgetodriveinnovationinFinfare’s productofferings.Bystayingaheadofthecurve,Wayne ensuresthatFinfareremainsattheforefrontoffinancial technologysolutions,continuouslyevolvingtomeetthe changingneedsofsmallbusinesses.

AstheCEO,Wayneisalsoresponsibleforfostering strategicpartnershipsandalliancesthatcanbolster Finfare’sreachandofferings.Heactivelyseeksout potentialpartners,engagesinnegotiations,andbuilds robustrelationshipsthatcanmutuallybenefitallparties

involved.Throughthesepartnerships, WayneaimstoexpandFinfare’scapabilities anddelivergreatervaluetoitscustomers.

EnablingFinancialInnovationthrough ContinuousLearning

Wayneunderstandstheimportanceof stayingupdatedwiththelatest advancementsandtrendsinthefinance industry.Heactivelyengagesinvarious industryforums,attendsconferencesand seminars,andnetworkswiththoughtleaders

toachievethis.Byparticipatingintheseevents,Wayne gainsvaluableinsightsintoemergingtechnologies, regulatorychanges,andindustrybestpractices.

AttendingconferencesandseminarsallowsWayneto immersehimselfinanenvironmentwhereexpertsand industryleaderssharetheirknowledgeandexperiences. Theseeventsprovidehimwithaplatformtolearnaboutthe latestdevelopmentsinfinancialtechnology,innovative approachestofinancialmanagement,andevolving customerexpectations.Bykeepingafingeronthepulseof theindustry,Waynecanidentifyemergingtrendsandassess theirpotentialimpactonFinfare’sproductsandservices.

Additionally,Wayneencourageshisteamtoengagein similarlearningopportunitiesactively.Byfosteringa cultureofcontinuouslearningandknowledgesharing withintheorganization,Wayneensuresthattheentireteam remainsupdatedwiththelatestadvancementsinthefinance industry.ThiscollectiveknowledgehelpsFinfarestayagile andresponsivetochangingmarketdynamics.

Inadditiontoexternalengagements,Waynerecognizesthe importanceofinvestinginresearchanddevelopmentefforts withinFinfare.ByallocatingresourcestoR&D,hecreates anenvironmentthatfostersinnovationand experimentation.Thisallowsthecompanytoproactively exploreemergingtrendsandtechnologiesandassesstheir applicabilitytoFinfare’ssolutions.

Wayneleveragestheknowledgegainedfromindustry engagementsandresearchtodrivestrategicdecisionmakingwithinFinfare.Heevaluateshowemergingtrends alignwiththecompany’svisionandmission,assessing theirpotentialtoenhanceFinfare’sproductsandservices. Wayneidentifiesopportunitiestoleveragethesetrendsto createinnovativesolutionsthataddresstheevolvingneeds ofsmallbusinesses.

Innovation,CustomerFocus,MarketAgility

WaynebelievesthatFinfare’sabilitytostayaheadofits competitorsstemsfromthreekeyfactors:arelentlessfocus oninnovation,acustomer-centricapproach,andagilityin adaptingtomarketchanges.

OneprimaryfactorthatsetsFinfareapartisitsunwavering commitmenttoinnovation.Wayneunderstandsthatthe financeindustryiscontinuouslyevolving,drivenby technologicaladvancementsandchangingcustomer expectations.Finfareactivelyembracesthesechangesto

“

I envision the future of finance as a landscape that will become increasingly democratized, inclusive, and powered by automated technology.

When picking your next job, choose opportunities to deepen your knowledge and expand your skill set over pay or fancy titles. “

stayaheadandconstantlyseeks innovativesolutions.Byinvestingin researchanddevelopmentefforts,the companyensuresthatitsproductsand servicesremaincutting-edgeand alignedwiththeevolvingneedsof smallbusinesses.Thiscommitmentto innovationallowsFinfareto differentiateitselfandprovideunique valuetoitscustomers.

Itscustomer-centricapproachisanother criticalfactorthatkeepsFinfareahead ofitscompetitors.Waynerecognizes theimportanceofprofoundly understandingsmallbusinesses’pain pointsandneedsregardingfinancial management.Finfareactivelyengages withitscustomers,gatheringfeedback andinsightstodrivecontinuous improvement.Finfarecantailorits solutionstoaddressitsspecific challengesanddeliverexceptional experiencesbystayingclosetoits customers.Thiscustomer-centric approachbuildstrustandloyalty, settingFinfareapartfromcompetitors whomayhavedifferentcustomer understanding.

Additionally,Wayneemphasizesthe importanceofagilityinadaptingto marketchanges.Thefinanceindustryis dynamic,withnewtechnologies, regulations,andmarkettrendsemerging regularly WayneensuresthatFinfare remainsagileandresponsivetothese changes.Thecompanyactively monitorsthemarketlandscape, anticipatesshifts,andadaptsits strategiesandofferingsaccordingly. ThisagilityenablesFinfaretoquickly seizeopportunitiesandnavigate challenges,stayingonestepaheadofits competitors.

ChampioningWork-LifeBalance

Wayneunderstandstheimportanceof maintainingahealthywork-lifebalance, andhebelievesthatitisessentialfor

everyindividual,includinghimself,toprioritizetheir familyandpersonallife.Wayneconsidershisfamily, includinghiswifeandchildren,thefundamental “why”behindeverythinghedoes.Theyareaconstant reminderoftheimportanceofmaintainingabalanced lifeandnotallowingworktoovershadowpersonal relationshipsandwell-being.

Toensurethatwork-lifebalanceisingrainedinthe cultureofFinfare,Waynemakesitapointtoprioritize andpromotethisaspectamonghisemployees.He believesthatahealthywork-lifebalanceleadstobetter decision-makingandincreasedproductivity,ultimately benefitingboththeindividualsandthecompany. Wayneunderstandsthatemployeeswithtimefortheir families,hobbies,andpersonalwell-beingaremore likelytobringasenseoffulfillmentandpositivityto theirwork.

Waynesetsanexamplebymanaginghiswork-life balanceeffectively.Heunderstandsthatmaintaining thisbalancebeginswithhimandensuresthathe devotestimeandattentiontohisfamilyandpersonal interestsoutsideofwork.Bydemonstratinghis commitmenttowork-lifebalance,Wayneencourages andinspireshisemployeestodothesame. Moreover,Wayneactivelyfostersaworkcultureat Finfarethatvalueswork-lifebalanceandsupportsthe well-beingofallemployees.Heencouragesopen communicationandmutualsupportwithintheteam, creatinganenvironmentwhereindividualsfeel comfortablediscussingtheirpersonalneedsand challengesrelatedtowork-lifebalance.Wayne promotesflexibleworkingarrangements,suchas remoteworkoptionsorflexibleschedules,to accommodatethediverseneedsofemployees.

ChartingaPathtoFinancialExcellence

Waynewouldadviseaspiringfinanceprofessionalsto cultivateamindsetofcuriosityandcontinuous learning.Hewouldemphasizethatthefinanceindustry constantlyevolves,andstayingabreastofemerging trends,technologicaladvancements,andregulatory changesiscrucial.Aspiringprofessionalscanposition themselvesasinformedandadaptableleadersby stayingcuriousandactivelyseekingknowledge.

Furthermore,Waynewouldencouragethemtoembrace challengesasopportunitiesforgrowth.Ratherthan fearingfailure,hewouldadvisethemtoviewitasa

steppingstonetosuccess.Bylearningfrom mistakesandsetbacks,aspiringprofessionalscan developresilienceandavaluableskillsetto navigatecomplexsituationsinthefinanceindustry

Waynebelievesinthepowerofinnovationand problem-solving.Hewouldadviseaspiring professionalsalwaystoseekinnovativesolutionsto problems.Thismindsetoffindingcreativeand efficientwaystoaddresschallengeswillsetthem apartandenablethemtobecomeinfluentialleaders intheindustry

VisionforaNewErainFinance

Waynehasavisionforthefutureoffinancethat includesdemocratization,inclusivity,and automation.Heseesfinancialservicesbecoming moreaccessible,breakingdownbarriershistorically limitingparticipation.Waynebelievestechnology willbepivotalinshapingthisfuture,automating processes,andenhancingfinancialliteracy.

AstheCEOofFinfare,Wayneseeshiscompanyas acatalystforpositivechangeinthefinancial industry.Finfaresimplifiesfinancialprocesses, empowerssmallbusinesses,andfostersfinancial independence.WaynewantsFinfaretobeatthe forefrontofdemocratizingfinancialmanagement forSMBs,drivinginnovation,andleadingtheway inmakingfinancialservicesmoreaccessibletoall.

“

Finance is everywhere, and you’d be surprised how far and wide a broad range of skills can take you.

Management-SimoneGrimes,ChiefFinancialOfficer

URL-www.acadiainsurance.com

Description-

Management-AnneSophieTourrette,Founder

URL-www.advisorone.ch

Founded-2008

Description-

Aglaia Capital

Management- AngelaAlvarez,Founderand ExecutiveChairman

URL-www.aglaiacapital.com

Founded-

2019

Description-AglaiaCapitalisanindependentcorporate financeandM&Aadvisingfirmwithafocuson financingtransactions,asset-backedequity,andalternative investmentsacrossseverallocations.Itservesasabridge tomakeitsimplertoinvest,sellassets,orobtainfunds.

Baird Inc.

Management-EricBaird,CEO

URL-www.bairdinc.com

Founded-2013

Description-Bairdprovidesalternativefinancial possibilitiesforsmall,growing,andestablished enterprisesthatmaynotmeetthestandardsof traditionalcapitalmarkets Thebusinessiscommittedto maintainingadiverseinvestmentstrategy,witha particularemphasisonsecuredandasset-basedlending, privateequity,andcommercialrealestate.

DNBC Financial Group

Management-JimmyLee,CEO

URL-www.dnbcf.com

Founded-2017

Description-Thecompanyhasquicklyexpandedto assistbusinessesandindividualsthroughoutEuropein loweringthecostofshippingandspendingmoney abroad,collectingpaymentsfromworldwideclients, movingfundsbetweenforeignoperations,andreducing theriskofcurrencychanges

Lotus Domaine

Management-SamanthaTran-Jiao,ChiefFinancialOfficer

URL-www.lotusdomaine.com

Founded-

2014

Description-ThecompanyfocusesonsmalltomediumsizedcorporatesoftwarefirmssuchasSaaS,Cloud,and Cyber.Itisaimedatbusinessesthatrequirefundingtomake improvementsanddevelop,aswellasdirectionfroman experiencedteamofprofessionalsfrommultipledisciplines suchastechnology,marketing,finance,sales,andoperations

Finfare

Management- WayneLin,CEO

URL-www.finfare.com

Founded-2021

Description-Finfareisaforward-thinkingstartup committedtorevolutionizingfinancialmanagementfor smallandmedium-sizedenterprises(SMBs) Ithas createdaone-of-a-kindspendingmanagementtoolthat helpsenterprisesimprovetheirfinancialhealth

Publicis Sapient

Management-DavidDonovan,ExecutiveVicePresident

URL-www.publicissapient.com

Founded-1990

Description-PublicisSapientisadigitaltransformation partnerhelpingestablishedorganizationsgettotheir future,digitally-enabledstate PublicisSapientisaleading digitaltransformationpartnerwithastrongtrackrecordof success

Fullsteam

Management-CharlesFreund, ChiefFinancialOfficer

URL-www.fullsteam.com

Founded-2018

Description-FullSteamisatopproviderofvertical softwaresolutionsandpaymenttechnologies.Allsizes ofenterprises,includingsmall,mid-market,andlarge businesses,employthecompany'sproducts.

Teneo’s Financial Advisory

Management-ElieFakhoury, SeniorManagingDirector

URL-www.teneo.com

Founded-2021

Description-Businessesthatarestrugglingfinancially mightbenefitgreatlyfromTeneo'sFinancialAdvisory expertise Thefirmofferstheknowledge,experience, andresourcestoassistbusinessesinovercomingthese obstaclesandgrowingstrongerasaresult

Anne Sophie Tourrette

A Veteran Leading with Astute Finance Strategies

Inanexecutiveworldthatis largelycontrolledbymen,women havetostruggletocarveouta placeforthemselves.Itisevidentthat theymustputinmoreefforttoreveal theiractualmanagerialabilities.The founderoftheindependentwealth managementfirmAdvisorOne,Anne SophieTourrette,hasaparticular perspectiveonwomeninleadership roles.Shethinksthataswomen’s levelsofeducationhaveimproved, theyhavebecomemuchmoreselfassuredaboutwhattheycanoffer

AccordingtoAnne-Sophie,bothmen andwomencanpossesstheleadership skillsnecessarytoexplore,invent,and haveapassionforcreatingand advance.However,womenare perceivedasbeingmorepracticaland long-termfocusedthanmen,which makesthemlesstacticalandmore human.Theytendtobemoreselfless (lessself-interested),morecareful,and more“knowinghowtobe”than “knowinghowtodo.”

JourneytoAdvisorOne

Anne-Sophiestartedherbanking careerin1990,wheresheworkedin France,theUS,Luxembourg,and Switzerland.Herclientelehas traditionallycomprisedhigh-net-worth individualsandcorporateleaders,with amajorityofwomen.Shecompeted against100otherapplicantsfromthe Europeanfinancialandwealth managementindustriesforthetitleof “CitywealthPlatinumAdvisor”in 2007. (Just to be precise not only I competed but I was awarded)

AdvisorOnewasfoundedbecauseof Anne-Sophie’schoicetoestablish herselfasanindependentmanager followingaburnoutin2008.AnneSophierealizedshehadtoleavethe bankingindustry,sinceitwentagainst hermorals.Shefrequentlyreferstoher

workas“wealthstyling,”which describeshowsheapproacheseach clientindividually

AssuringFinance

AdvisorOneisaGeneva-basedasset managementbusinessoperatingunder Swisslaw.Thebusinessspecializesin individualizedwealthmanagementand planningandisassociatedwithaSwiss associationofassetmanagers. AdvisorOnedoesn’ clientsintoapredeterminedmoldasit aspirestoestablishagenuine connectionratherthanmerelya businessrelationship.

AdvisorOne’ clientstodefinetheirneedsand identifysolutionsthatwillsatisfy them.Thecompanyhasimplemented ESGstandardstocarryoutthis (investmentsthatconsider environmental,social,andgovernance criteria).Giventhatitisunusualfor womentoworkinwealthmanagement inSwitzerland, tohavebeenabletocommemoratethe company’stenthanniversary(in2018).

Thecompany’smostsignificantand uniqueserviceisgearedtoward women’sempowerment.

Hundredsofpeoplehavebenefited fromAdvisorOne’shelpinfindingthe idealinvestment.Thecompany customizesitsservicestoeachclient's uniquepersonalandprofessional circumstancesandtakesthetimeto discussalloptionswiththembefore recommendingaparticularinvestment.

ImplementingExperience

With32yearsofbankingexpertise, Anne-Sophiesawabigknowledgegap amongherfemaleclientsandthatthe industrylingowascompletelyforeign tothem.ThegoalofAnne-Sophie’s five-step“Choseabundancefortherest

“AdvisorOne is a company that assembles architects; it uses all of its abilities to construct a sturdy building and seeks partners with the same ideals as its clients.”

empowerwomentosuccessfully managetheirassetswitha“money mindset”byhelpingthemunderstand howthefinancialsystemoperatesas wellastheirreluctanceand relationshipwithmoney

Anne-Sophie’sprimaryfunctionand dutiesaretoensurethatthecustomer hasfinancialsecurityandthe motivationtomakeagoodimpact investmentforboththefutureofthe planetandthewelfareoffuture generations.

ChallengesandAccomplishments

Anne-Sophieisawomanwhoenjoys beingslightlyhyperactive.Sheenjoys posing,accepting,andfacing

Anne-Sophiehasalotof ,determination,andabove allaveryhighdegreeofindependence thatpusheshertoalwaysfindanswers. Sheisasinglemotherandabusiness ownerwithdisruptiveandoriginal ideas,andsheisalwaysonthego.

Beinginthefinancialindustryfor32 yearsandstillenjoyingit,inAnnesopinion,ishergreatest accomplishment.Shewasnonetheless namedoneofthe10InspiringBusiness omenLeadersof2022after receivingtheCitywealthPlatinum AdvisorawardinEuropein2017. Anne-Sophieispursuingherpassion andispleasedtosupportthese slivesafterassistingthemin decidingtochooseplentyfortherest

Anne-Sophietakesprideinher accomplishments,whichinclude managinghundredsoffinancial portfolios,runningherownbusiness since2008,andleadingworkshopsfor bothyoungpeopleandwomen.To supportthecommunityof56 independentassetmanagers,shealso foundedanotherbusinessin2011 calledAWAP.

AdvisorOneasaSociety

Toapproachrequestsanddeliver solutionsthatbestfulfillcustomer expectations,AdvisorOnetakesthe timetotalkwithandgettoknowits workersandclients.Transparencyisa veryessentialvalue,andthecompany valuesitsrelationshipswithcustomers andpartners.Annethinksof AdvisorOneasacompanythat assemblesarchitects;itusesallofits abilitiestoconstructasturdybuilding andseekspartnerswiththesameideals asitsclients.Whenaclientacceptsa transaction,thecompanydoesn’t merelyhuntforaserviceproviderwho willpayit;instead,itprioritizesthe

humanelementsinceitwantstheclient tobehappy.

KeepingWork-LifeBalance

EventhoughAnne-Sophiehaslong beenaworkaholic,ittookherover52 yearstorecognizethatsheneededto findabetterbalancebetweenher personalandprofessionallives.In Anne-Sophie’sopinion,learningabout kundaliniyogahassavedher.Even afterchangingcareers,shecontinuesto makeonecallperweek.Anne-Sophie enjoysswimmingandskiingandtrains herselfinthegymtwotothreetimesa weekwithapersonaltrainer.

AdviceforYoungWomenLeaders

AccordingtoAnne-Sophie,Awoman leadermustbeabletolisten,think thingsthroughbeforeresponding,trust herself,andpayattentiontoher feelings.Andmostimportantly,always respectandusecommonsense.

Shecontinues, “You have to believe in what you are doing, constantly keep your attitude positive, and create avenues that will bring you to your goals.” Anne-Sophieendsherchat withadviceforaspiringwomen leaders.Shesays, ‘Many individuals have the belief that “we have always done things this way, so I don’t see why we should change,” yet the world is continually changing, so we must too! We must welcome the new technologies and the ideas of young people who have different ways of thinking and have grown up with different tools than us, rather than fighting against this change.’

How the Future of will Revolutionize Our World AI INDUSTRY

ThefutureofAIindustryholdsimmense

promiseandpotential,poisedtorevolutionize varioussectorsandredefinethewaywelive andwork.Withanexpectedrevenueofastaggering US$390.9billionin2023,theindustryisonan upwardtrajectory,witnessingrapidgrowthand innovation.Asartificialintelligencecontinuesto matureandadvance,itsimpactisbecoming increasinglytangible,withbusinessesandindividuals harnessingitscapabilitiestodriveefficiency,enhance decision-making,andunlocknewopportunities.From autonomousvehiclestopersonalizedhealthcare,AIis reshapingourworld,creatingexcitingprospects,and transformingindustriesacrosstheglobe.Inthisblog, wewillseetheimpactandthefutureofAIindustry andhowweneedtobereadyforthat.

Currentimpact/growth

AI’simpactonthefutureofworkandlifeis transformative.Advancementsinmachinelearning, naturallanguageprocessing,androboticsare revolutionizingindustriesandreshapingourdaily routines.AIautomatestasks,boostsproductivity,and reducescostsintheworkplace.Manycompaniesnow emphasizeusingbotsandinstructingthemtocollect, extractandorganizethedata.Itcreatesnew opportunitiesforhumanstofocusoncomplex, creativeendeavors.

Beyondwork,AIimprovesconveniencethrough personalizedvirtualassistantsandenhanceshealthcare throughbetterdiagnosticsandtreatment.Addressing ethicalconcernssuchasdataprivacyandalgorithmic biasisessential.EmbracingAI’spotentialiscrucial foraprosperousfuture.

Industriesthatwillgetaffectedseverelyinthe future

1. AutomotiveIndustry

● CAGR:55%

● Currentmarketsize:US$9.3billion(2023)

● Expectedmarketsize:US$744.39billion (2033)

ThefutureofAIindustryintheautomotivesectoris promising.Self-drivingcarsareatestamenttoAI’s currentimpact,utilizingadvancedalgorithmsand

sensorsforreal-timedecision-making.AI-powered voiceassistantsandinfotainmentsystemsenhancethe drivingexperiencefurther.AIstillhasuntapped potentialtoexplore.Ongoingresearchand developmentwillenableAItorevolutionizevehicle safety,predictivemaintenance,andintelligenttraffic managementsystems.Theautomotiveindustrycan lookforwardtoanexcitingfuturewhereAIcontinues totransformandshapethewaywedrive.

2.

ManufacturingandLabor-Intensive Industries

● CAGR:47.9%

● Currentmarketsize:US$97billion(2023)

● Expectedmarketsize:US$163.6billion (2026)

Manufacturingandlabor-intensiveindustriesarevital toeconomies,employingalargeworkforce.These sectorsinvolvephysicalproductionprocessesand significanthumanlabor.However,withtheriseofAI, theseindustriesareundergoingtransformation.AIis increasinglyintegratedintomanufacturing,enhancing efficiency,loweringcosts,andimprovingproductivity Automation,machinelearning,androbotics revolutionizeproductionlines,enablinghigher precision,fastercycles,andreducederrors.Although AIisstillinitsearlystages,itspotentialtoreshape manufacturingandlabor-intensiveindustriesis enormous.Itpromisesafutureofincreasedautomation andimprovedoverallperformance.

3. TraditionalMediaandBroadcasting

● CAGR:30%

● Currentmarketsize:US$8.4billion(2023)

● Expectedmarketsize:US$104.36billion (2030)

Traditionalmediaandbroadcastingencompass establishedformsofmasscommunicationlikeTV, radio,newspapers,andmagazines.Theseplatforms havelongbeenvitalforsharingnews,information, andentertainment.Althoughdigitalmediahasgained prominence,traditionalmediaremaininfluential. However,AItechnologyisincreasinglyplayingarole intransformingtheindustry AIisusedforcontent personalization,dataanalysis,andtargetedadvertising, enhancingtheefficiencyandeffectivenessof

traditionalmediachannels.Asaresult,traditional mediaandbroadcastingareadaptingtoleverage AI’scapabilitieswhilemaintainingtheirenduring significance.

4. Healthcare

● CAGR:47.6%

● Currentmarketsize:US$14.6billion (2023)

● Expectedmarketsize:US$102.7Billion (2028)

Healthcareiscriticalforsafeguardingwell-being, avoidingdisease,andimprovingqualityoflife. Artificialintelligence(AI)hastransformedthe industry,enablingmoreaccuratediagnoses, effectivetreatments,andbetterpatientcare. MachinelearningandAI-powereddataanalytics areutilizedinmedicalimaging,drugdevelopment, electronichealthrecords,andpersonalized medicine.AIisrevolutionizingtheareaand holdingouthopeforbetterhealthcareresults becauseofitsabilitytoevaluatelargeamountsof medicaldataandassisthealthcarepersonnel.

5. RetailIndustry

● CAGR:30.3%

● Currentmarketsize:US$6Billion (2023)

● Expectedmarketsize:US$85Billion (2033)

Theretailindustryisavitalanddynamicsector, valuedattrillionsofdollarsglobally.It encompassesthesaleofgoodsandservices throughvariouschannels.Inrecentyears,the industryhaswitnessedsignificantintegrationof artificialintelligence.AIistransformingretail operations,improvinginventorymanagement, personalizingmarketingcampaigns,optimizing customerservicewithchatbots,andenhancing demandforecastingaccuracy TheadoptionofAI intheretailindustrycontinuestogrow, revolutionizingoperations,elevatingcustomer experiences,andenablingdata-drivendecisionmaking.Thistechnologicaladvancementisdriving innovationandshapingthefutureoftheretail landscape.

6. Finance,Banking

● CAGR:32.36%

● Currentmarketsize:$11.59billion(2023)

● Expectedmarketsize:US$64.03billion (2030)

Financeandbankingplayapivotalroleintheglobal economy,providingindividuals,businesses,and governmentswithessentialfinancialservices.The financesectorencompassesactivitiessuchas investing,borrowing,lending,andmanagingmoney, whilebankinginvolvesstoringanddistributingfunds. Technology,includingAI,hassignificantly transformedtheindustry.Financeandbanking extensivelyutilizeAItodetectfraud,assessrisk, executealgorithmictrading,andautomatecustomer service.Ithasexpeditedprocesses,improvedaccuracy, andenhancedcustomerexperiences,makingitan indispensabletoolforfinancialinstitutionsworldwide.

Howweneedtobeready

EventhoughhumansdevelopAI,AIwillbringa massivechangeinthelifeofhumans.Thereisgrowing evidencethatAIwilleventuallyreplacehumansin manyworkenvironments,whichcouldmakeitmuch moredifficultforpeopletosucceedintheirchosen careers.ButAIisalwaysgoingtobeunderprocess andprogress.Humanswillstillhavetheupperhand onlyiftheycanhandleandimprovethequalityofthe AI.

Let’slookatsomeofthepracticeswecanpracticeto stayaheadandincontroloftheAIindustry’sfuture.

1. ContinuedResearchandDevelopment

InvestinginAIresearchanddevelopmentiscriticalfor understandingitscapabilities,limitations,andpossible risks.Governments,academicinstitutions,and corporategroupsshouldinvestinAItechnology advancementandnewideas.

2. EthicalAIDevelopment

EmphasizingthecreationofethicalAIsystemsisvital. It’simportanttopromotetransparency,accountability, impartiality,andconfidentialitytoensurefairnessand safetyinAIalgorithmsanddecision-makingprocesses.

Byestablishingstandardsandregulatory frameworks,wecanensurethatAIisused appropriately.

3. Human-CenteredDesign

DesigningAIsystemswithhuman-centered principlesinmindcanenhancehumanabilities insteadofreplacingthem.WecandesignAIsystems collaboratingwithhumansinmultiplefieldsby emphasizinghumanwell-being,values,andchoices.

4. LifelongLearningandUpskilling

InaworldwhereAIisquicklyadvancing, encouragingongoingdevelopmentandupskillingis critical.Wemayoptimizethepossibleadvantagesof AIwhileavoidingtheriskofjoblossbyproviding humanswiththeskillsandknowledgerequiredto workalongsideAIsystems.

5. MaintainingHumanCreativityand EmotionalIntelligence

Developingandrewardinguniquelyhumancharacteristics likecreativity,emotionalintelligence,analyticalskills, andsensitivitycanassisthumansinmaintainingan advantageagainstAI.Thesecharacteristicsarecomplex forrobotstocopyandarenecessaryformanyindustries, includingart,invention,andnurturing.

Inconclusion,thefutureoftheAIindustryholds immensepromiseandpotential.Astechnologyadvances atanunprecedentedpace,AIispoisedtorevolutionize countlesssectorsandshapehowweliveandwork. However,itiscrucialtostayaheadofitandonlygive partofthepowertothehandsoftheAI.Wehopethis bloghasprovidedyouwithvaluableinsightanda warningaboutthefutureofAIindustry.It’scrucialto prepareforsignificantchangesexpectedinthecoming years.

ERIC

Asmuchasitimplies

portrayingproficient leadership,entrepreneurship alsosignifiesgeneratingresultorientedopportunitiesforaspirants. Today,entrepreneursareidealized fortheabilitytobuildnetworksand establishimpactfulconnectionswith people.Severalaspiringleaderslook upontheseprodigiousleadersnot onlyforseekinginspirationbutalso inpursuitofinnovativeideasand career-boostingopportunities.

Onesuchillustriousexampleof inspirationalleadershipis demonstratedbyEricBaird.Ericis arecognizedfinancialleaderofthe currentgeneration.Infusedwithan entrepreneurialandgenerousspirit, heisdedicatedtothepursuitof sharinghiswealthofknowledgeand experienceforthebenefitofhis localbusinessandcommunity

AnInspiringCareerInception

Aserialentrepreneurandinvestor, Ericendorsesahistoryofagile

A Serial Entrepreneur with Recognized Philanthropic Accolades and Laurels BAIRD

ERIC BAIRD CEO

leadership.HestartedhiscareerattheAmericanStock Exchangeontheoptionstradingdesk.Heco-founded MultinationalConcepts,Ltd(MNC),oneofthemost profitableinternationalfull-servicedirectmaillistsand globalcooperativedatabasefirmsbeforeestablishing MyUS.comandBairdInc.TheSarasota-basedMyUS.com (formerlyknownasAccessUSA)wasfoundedinthelate 90s.Thecompanyinitiallystartedasamail-forwarding enterpriseandquicklybecamealeadingshipperof Americanproductstocustomersacrosstheworld.

Asthecompanydeveloped,Ericrealizeditwastimeto transformitintoaviablebusiness.Withthehelpof financialandotherresources,hebuiltthecompany’s foundationandexpandeditsheadquarters.Overthefew decades,hetransformedMyUS.comintoaglobal enterprise,withmorethanthousandsofcustomersacross theglobe.Hisinsightandinnovationgarneredhimseveral accolades,includingTheReview’sEntrepreneuroftheYear Awardin2009.

In2012,Ericofficiallysoldthecompanyandwiththehelp ofanextensivenetworkofglobalconnectionsandshrewd businessacumen,andlaidthegroundworkforanew endeavor—BairdInc—atop-tierbusinessinvestmentfirm thatprimarilyfocusesonasset-basedandsenior-secured lending.Currently,Ericspearheadsthecompanyasthe CEOandpropelsittogreaterheightswithhisleadership andprofoundintellect.Healsoundertakesseveralvital rolestoensuredelegatinghisresponsibilitiesinanefficient manner.

VenturingintoSeveralVerticals

Foundedin2013,BairdIncisaprivatedebtandequity firm.Itservesasalternativecapitalopportunitiesforsmall, growing,andestablishedbusinessesthatmaynotfit conventionalcapitalmarkets’requirements.Thecompanyis focusedonmanagingadiversifiedinvestmentstrategy specificallyinsecuredandasset-basedlending,private equity,andcommercialrealestate.BairdInctakespridein itsabilitytoexecutequicklywhiledevelopingan understandingofcustomers'needsanddesirestohelp creativelystructureaccesstothecapitalrequiredtoalter theirgrowthtrajectory

BairdIncpartnerswithsmallandmid-sizebusinesses providingthemwithaccesstogrowthcapitalinexchange forequityinafounder'sbusiness.Forupstartsandsmaller companies,alackofcollateralizableassetscreates challengesinacquiringaccesstogrowthcapitalviasecured debtthroughtraditionalfinancing,however,anequity

“My mother made me the success I am today. She was a big proponent of education and had a master's degree herself. I believe that teachers, along with parenting, provide the critical foundation for success in life.”

partnershipalignstheinterestofBairdIncandtheother companiesitworkswithtocreatestrategicpartnerships.

BairdIncalsohasagrowingrealestateportfoliolocated throughouttheSouthwestFloridaarea.Thecompany specializesinacquisitionandoperationsacrossthegamut ofcommercialrealestateincluding—multifamily,office, retail,andmarinas.

DecoratedPhilanthropicLaurels

Duringhiscareerasaleader,Erichasreceivedvarious prestigiousawardsandrecognition.However,hebelieves thatawardsarenotanimportantachievementforhis organizationascomparedtotherecognitionofhisworkand histeamtobenefitthelocaleconomyandthepeopleit supports.

Eric’sprominentphilanthropiclaurelshavegarneredhim tremendousrecognitionwithinthelocalcommunity

Throughouthisentrepreneurialcareer,hehasprovided usefulresourcesandsupportintheformofmonetaryand financialaspects.Forinstance,hemadeittotheheadlines bydonating$350directlytoeachandeveryteacher workinginSarasotaCounty.Whilephilanthropyinthefield ofeducationisrelativelycommon,thisstyleofdirect donationtothehighly-trainedprofessionalsworkingin

Sarasota’sclassroomswassomewhatunusual.Accordingto Eric,thedonationwasmadeinhonorofhislatemother whoencouragedsuccessinothersbyprovidingthemwith whattheyneededtodotheirbestwork.

TheGailFoundation

EricattributeshisentrepreneurialskillstohismotherGail LindaBaird.TohonorGail’smemory,heestablishedThe GailBairdFoundation,followingherstrugglewithovarian cancer Accordingtohim,hardwork,philanthropy,and entrepreneurshiphavealwaysbeenasourceofthefamily’s tradition.ItisatraditioninwhichtheFoundation continuouslyseekstoexpanduponandforwhichSarasota andthebroaderFloridiancommunityaregrateful.

TheprimarymissionoftheFoundationistoincrease awarenessofovariancancer,aswellastosupportinitiatives committedtoresearchingandfindingacure.TheGailBaird FoundationalsomaintainsGail'scommitmenttocreating opportunitiesforaspiringwomenentrepreneursand enrichingthelivesofveteransandseniorsthroughoutthe community.Currently,EricservesastheactingPresidentof TheGailBairdFoundationandensurescateringtoits organizationalvaluesandmotives.

Top 10 Finance Companies in New York

Thefinancialsectorisattheheartofacountry’seconomy.

Theinsuranceandfinancialservicesindustryaccounts for$1.5trillion,or7.4%oftotalGDPintheUnited States.NewYorkCity,inparticular,isanaturalfinancial centre—thankstotheWallStreet.FromtheNewYorkStock Exchangetobanksandfinancialcounsellorfirms,thecityoffers somethingforpracticallyeveryfinancialrequirement.Ithassome ofthetopfinancecompaniesintheworld,andtheirservicesare usedallaroundtheworld.Inthisblog,wewilllookatthetop10 financecompaniesinNewYork.

Top10FinanceCompanies

1.J.P.Morgan

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1799

Type:Company–Public(JPM)

Industry:Investment&AssetManagement

Revenue:$8.3billion(USD),asofApril2022.

J.P.Morganhasbeendoingfirst-classbusinessforover200years. Throughoutitshistory,ithasbeenakeyparticipantinassisting businessesandmarketstoexpand.Thecompanycollaborateswith othercompaniesaroundtheworldtoprovidethebestsolutionsand guidancetosuitthedemandsofitsclients.Ithasoperationsin150 countriesandisaoneofthegloballeadersinfinanceindustry.

2.Citi

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1812

Type:Company–Public© Industry:Investment&AssetManagement Revenue:$4.3billion(USD),asofApril2022.

Citiismorethanjustaworldwidefinancialservicescompany.It’s adrivingforceforadvancement.Thecompanyhashadareally positiveinfluence,fromAustraliatoZambia,withover200years ofcontinuouslychangingfinancialservices.Citihasfinancial operationsin160countriesand100differentcurrencies,andhasa globalreach.Thecompanyhas200millioncustomers,including someofthemostwell-knownbrandsinvariousindustries,sectors, businesses,andgovernments.

3.BankofAmerica

Headquarters:Charlotte,NC

Size:10000+Employees

Founded:1904

Type:Company–Public(BAC)

Industry:Banking&Lending

Revenue:$10+billion(USD)

BankofAmericaisoneofthe world’smajorfinancialcompanies, offeringacomprehensiverangeof banking,investing,asset management,andotherfinancial andriskmanagementproductsand servicestoindividuals,smalland middle-marketenterprises,andlarge corporations.Thecompanyserves approximately67millionclients andsmallbusinessrelationshipsin theUnitedStates.Itisaglobal leaderincorporateandinvestment bankingandtrading.

4.GoldmanSachs

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1869

Type:Company–Public(GS)

Industry:Investment&Asset Management

Revenue:$12.93billion(USD),as ofMarch2022.

TheGoldmanSachsGroup,Inc.isa globalinvestmentbanking, securities,andinvestment managementcompanythatservesa largeanddiversecustomerbasethat includescorporations,financial institutions,governments,andhighnet-worthindividuals.Established in1869,theNewYork-basedfirm maintainsofficesinalltheworld’s majorfinancialcenters.

5.MorganStanley

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1935

Type:Company–Public(MS)

Industry:Investment&Asset Management

Revenue:$14.8Billion(USD),asof April2022.

MorganStanleyisamultinational investmentmanagementandfinancial servicescompanylocatedinMidtown Manhattan,NewYorkCity,at1585 Broadway.Thefirm’sclientele includesorganizations,governments, institutions,andpeople,withofficesin morethan41countriesandmorethan 75,000workers.Totalrevenueplaced MorganStanleyNo.61ontheFortune 500listofthetopfirmsintheUnited Statesin2021.

6.BNYMellon

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1784

Type:Company–Public(BK)

Industry:Investment&Asset Management

Revenue:$16.158billion(USD),asof March2022.

BNYMellonisaglobalinvestment firmcommittedtoassistingclientswith themanagementandservicingoftheir financialassetsthroughouttheir investmentlifetime.In35countries, BNYMellonprovidesknowledgeable investmentandwealthmanagement services.Forclientswantingtocreate, trade,hold,manage,service,distribute, orrestructureinvestments,BNY Melloncanserveasasinglepointof contact.

7.AmericanExpress

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1850

Type:Company–Public(AXP)

Industry:FinancialTransaction Processing

Revenue: $11.74billion(USD),asof March2022.

TheAmericanExpressCompany (Amex)isaworldwidefirm specializinginpaymentcardservices withheadquartersinNewYorkCityat 200VeseyStreet.Thecompanywas establishedin1850andisoneofthe DowJonesIndustrialAverage’s30 components.Creditcardsissuedbythe AmericanExpressnetworkaccounted for22.9percentofallcreditcard transactionsintheUnitedStatesin 2016.

8.MerrillLynch

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1820

Type:SubsidiaryorBusinessSegment

Industry:Investment&Asset Management

Revenue:$10+billion(USD)

MerrillLynch,Pierce,Fenner&Smith Incorporated(“MerrillLynch”)was foundedin1914andisoneofthe world’sleadingwealthmanagement firms.MerrillLynchfinancialadvisors combinefinancialexpertisewitha thoroughgraspofthecustomers’ requirementstohelpthemlivethelives theydesire.Itsfinancialadvisersuse MerrillLynchinvestinginsights.

9.Chase

Headquarters:NewYork,NY

Size:Unknown

Founded:1799

Type:Company–Public

Industry:Banking&Lending Revenue:NA

Chaseprovidespersonalbanking, creditcards,mortgages,autolending, investmentadvice,smallbusiness

loans,andpaymentprocessingtoover halfofallconsumersintheUnited States.Chaseisadiverseand customer-focusedorganization dedicatedtogivingbacktothe communitiesandfosteringahealthy workplacethatprovidesanopportunity forallemployees.

10.BlackRock

Headquarters:NewYork,NY

Size:10000+Employees

Founded:1988

Type:Company–Public(BLK)

Industry:Investment&Asset Management

Revenue:$9.35billion(USD),asof March2022.

BlackRock,Inc.isaNewYork-based Americaninternationalinvestment managementcompany.Itistheworld’s

largestassetmanager,withUS$10 trillioninassetsundermanagementas ofJanuary2022.BlackRockisa worldwideinvestmentfirmwith70 officesin30countriesandclientsin over100countries.Onbehalfof investorsaroundtheworld,the businessmanagedabout$6.47trillion inassetsasofMarch31,2020.

NewYorkisagoldmineinthe financecompaniessinceitisa crossroadsforinternationaltraveland avacationdestinationforfamilies.

Besidesthesecompanies,NewYork hasseveralotherrenownedbanking firms.Workinginoneoftheabove companiescangiveyouexposureat thehighestlevel.Manyindividuals aspiretoliveinNewYork,thecity thatneversleeps,oftencalledas“Big Apple”.

JIMMY LEE

Simplifying Global Financial Payments with Top-Notch Technology

Asathrivingindustry,theFinTechindustryhas

transformedthefaceoffinanceinthemodern scenario.TherapidemergenceoftheFinTech industryhasmadeitpossibleforfinancialinstitutionsand bankstocomprehensivelycatertotheevolvingfinancial requirementsofthecustomers.Inaddition,advanceddigital solutionsthatareflexibleandsecurearechangingtheway transactionsarebeingmade.Withglobalfinancial transactionstakingthefocalstageinthepost-covid scenario,thenecessityoffasterandsecureformsof paymentshasbecometheneedofthehour.

Transformingthewaybusinessesmovemoneyaroundthe world, isanexperienced DNBCFinancialGroup FinancialInstitutionintheglobalfinancialpaymentmarket. Thecompanyprovidesthebestpaymentplatformalong withworldwidemoneyremittanceserviceandassistswith variouspaymentmethods–whetherpersonalorbusiness account.DNBCFinancialGroupisthebrainchildof JimmyLee(whoisalsoaddressedasMr.LeHungAnh).A Vietnamese-bornentrepreneur,heisaself-madebillionaire whoisthefounderandleaderofseveralcompanies.He foundedDNBCFinancialGroupin2017asanalternative todehumanizedonlinebanking.Currently,Leespearheads thecompanyasthe andcontributestoitsimmense CEO growthanddevelopment.

TransformingOnlineBankingModes

HeadquarteredinLithuania,DNBCFinancialGrouphas emergedasthelatestleaderwithinthefintechindustry The companyhasbranchesthroughouttheworld,including Lithuania,HongKong,Singapore,Canada,andtheUS.By focusingonthecustomerexperienceandproviding exceptionalcustomerservice,thecompanystrivesto changetheonlinefunctioningofcardissuance,remittances, merchantaccountpayments,foreignexchange,and internationalbanking.

DNBCFinancialGrouppossessesimmensepassionfor simplifyingglobalfinancialpayments.Ithasgrownfastto supportenterprisesandindividualsaroundEuropedriving downthecostofsendingandspendingoverseas,collecting paymentsfromglobalcustomers,movingcashbetween internationalsubsidiaries,andmanagingtheriskof currencyfluctuations.

PlethoraofFinancialExclusivities

DNBCFinancialGroupoffersawiderangeofonline bankingandfinancialservices.Theseincludepersonal, corporate,andmerchantaccounts.Thecompany'sproducts includepaymentcards,cashmanagement,moneytransfers, andforeignexchangeexpertise.Withrecognizedexpertise andthemostcomprehensiveSEPApaymentandSWIFT transferofferingavailable,itisthetrustedchoiceforSEPA servicesandSWIFTtransferforover500corporate customers.SeveralleadingcompaniesaroundEuropeare reliantonthecompany spaymentsolutionsfordigital ’ payments.

DNBCFinancialGroupprovidesthefollowingfinancial solutions:

• Smart,trusted,andsecuresolutionstoempower commerceacrossallchannels,in-store,online,and mobile.

• Solutionstoboostsales,cutcosts,increaseconversion rates,mitigatefraudandopennewmarketsfor merchantsandpaymentserviceproviders.

• Smartpaymentsgatewaythatallowsyoutogetpaid faster,reducechurn,anddebitcustomersallacrossthe globe.

• Betterpricesthanbanks.

Customer-CentricEthos

DNBCFinacialGroupharborsacustomer-centric approachandconsistsofseveralbuilt-inprotectionsto ensurethatcustomers’requirementsare fulfilled—withoutcompromisingtheirfinancialsecurity Itisdedicatedtoservingitsclientswithvarious internationaltransactions,openingaccounts,and paymentcards.Bycreatingandoperatingsoftwarethat canfunctionaroundtheworldandprovideborderless paymentstoeveryone,thecompany’sprimarygoalisto prioritizeitscustomers.Itsdigitaltechnologyhasbeen designedtocarryouttransactionsinahassle-free manner

Whiletechnologyisahugepartofthecompany’s operations,thestaffofDNBCFinancialGroupnever losessightofthebigpicture.Thecompanyofferslow feesforremainingcompetitiveinthemarketplace. Moreover,DNBCFinancialGroupishighlyrecognized foritsfasterandsecuremethodsoftransactionsand payments.Itoffersaround-the-clockcustomersupport thatallowsuserstoabidebytheirbusinesscommitments irrespectiveoftimezonetheyhailfrom.

LatestTechnologicalIncorporation

Digitaltechnologyhasbecomethefoundational enterpriseforthefunctioningofeveryindustry.Beinga digitalbankinginstitution,DNBCFinancialGroup incorporateslatestandtop-notchtechnology.For ensuringthatfundscanbetransferredfast,borderless, andinamoretransparentmanner,thecompanyis maintainingpacewithnewchangesintechnology, regulations,andtheeconomicenvironment.Throughthe implementationofstate-of-the-arttechnologies,thebest ITpracticepolicies,andcomplianceprocedures,the companyaimstoprovidecustomerswitharobust, reliable,andsecureonlineenvironmentwheretheycan successfullyconductbusiness.

DNBCFinancialGrouphassuccessfullytappedthe potentialsofdigitaltechnologybybuildinganappthatcan managetransactionsinasingletouch.Fromonline purchasestopeer-to-peertransactions,theDNBCnetSuperApppavesaneasywayforpayingandreceivingfunds.By usingtheapp,userscaneasilymanagetheiraccountswith theone-touchinterface.Italsosecurestheaccountsusing two-factorauthentication.Moreover,userscansimplyand quicklytransfermoneyworldwide.

AcceleratingintotheFuture

DNBCFinancialgroupstrivestobeatrusted,original,and easy-goingpaymentspartnerbydeliveringuniqueand reliableresults.Thecompanyisplanningonlaunchingan IPOin2026.Bylayingthebuildingblockscorrectly,the companyisaimingtoleveragetheopportunityforfulfilling theneedsofmillions.DNBCFinancialGroupfurther aspirestoenhancethelivesofseveralpeoplebyprovidinga platformthatfacilitatestheconceptofregular transactions—fromregularpaymentstocomplexborderless transfers.

“At DNBC Financial Group, we work hard to conquer the ins and outs of payments and deliver to the bottom line by bringing a clear vision and lively tempo to our client’s business.” Leadership Memo:

How Positively Handling THEWORKPLACE Changein

Canturnto YOUR

ADVANTAGE?

S a m a n t h a S a m a n t h a

T r a n-J i ao T r a n-J i ao

“Opening our own doors can open a lot of doors for other women to succeed.”

A Powerful Leader uplifting the Finance World

Oneoftheinstrumentalfactorsinlifeisfinanceand alongwithvariouschallenges,womenintoday’s modernworldareovercomingfinance-related issuesalso.Theworldiswatchingsignificantchangeswhile mostwomenaresharingalifelongandconfident relationshipwithmoney.Withbrilliantskillsandtalentto fulfilltherequirementsofhigher-levelpositions,womenare constantlyevolvingandarmingthemselveswiththeir financialfreedom.Whiletheycontinuetoreachnew milestonesandmakefinancialprogress,women’s leadershipinfinanceisalsoontherise.SamanthaTranJiao(LotusDomaine)isoneofthosepersistentwomen leaderswhoalwayscomesupwithcreativesolutionsand drivesadialoguerelatedtofinance.

ClosingtheGenderGap

Beinganinspiringandopen-mindedleader,Samanthais optimisticaboutwomenleadersinfinance.Currently,only 24%ofleadershiproleswithinthefinancesectorare assumedbywomen.Samanthabelievesthatthisgendergap willbeclosedintheupcoming10years.Inadditiontothat, socialmediaandtechnologyhaveprovidedaccessibilityto organizationsforencouragingyoungwomentopursue careersinfinance.Theyhavealsobeencompelledtotrain, develop,mentor,andpromotemorewomenintosenior managementandC-suiteroles.Samanthaproudlyboastsof women’scontributionatthemanagementlevelandsays, “InmypreviousroleatVingroup,over50%ofthesenior managementandC-suiteroleswereoccupiedbywomen.”

NoShortcutforSuccess

Samanthaisaneminentfinanceleaderwhocomesfroma well-educatedbackground.Earlier,inherchildhood,she wantedtobecomealawyer.Growingup,shedevelopedan interestinlawandthuspursuedherBachelorofArtsdegree fromHoustonBaptistUniversityinGovernment(Political Science).Everyonehasadreamcareer,Samanthadreamtof obtainingaDoctorofJurisprudenceandbecominga lawyer.Herlifeturnedouttobedifferent,andshe developedapassionforfinancewhileworkinginan internship.

Samanthacontinuedtoworkformorethan18yearsinthe samefieldandlaterpursuedagraduatedegreein InternationalBusiness.Whilesharinghersecretofsuccess shesays,“Thereisnoshortcuttosuccess.”Samantha’s interestingcareerjourneystartedatbottomofthecorporate ladderwhereshedidaninternshipandservedmanyroles thatleduptobeingChiefFinancialOfficeratLotus

Domaine.Thoughshedidnotoptforlaweducation,her choiceofchoosingfinancedefinitelymadeheroneofthe mostsuccessfulwomenleaders.

Mid-SizedPrivateEquityFirm

Establishedin2014,LotusDomaineisamid-sizedprivate equityfirm.Theorganizationisanopportunisticbuyoutor growthfundfocusedonlower-middletomedium-sized enterprisesoftwarecompanieslikeSaaS,Cloud,and Cyber.BasedinNewportBeach,California,the organizationprovidesaccesstocreateunrivaledcareersin thefinancesector.

LotusDomainetargetscompaniesthatneedcapitalto makecorrectionsandgrow,aswellasguidancefroman experiencedteamofleadersfromvariousdisciplineslike technology,marketing,finance,sales,operations,etc.After twosuccessfulpriorfunds,theorganizationexpandedits partnerteamaswellasfundsizetoaddressmore opportunities.TheLotusDomaineenabledotherportfolio companiestoreachtheirfullpotentialthroughin-depth domainexperience,avastnetworkoftalent,and prospectivecustomersalongwithcollaborativeworking styles.

ExclusiveServices

AsaBuyoutfund,Lotusisanactiveandhands-on manager.Thecompanyfocusesontheimplementationof bestpractices,resultinginanacceleratedtimetovaluefor bothPCsandinvestors.Thecompanyhasanextensive networkwithintheEnterpriseSoftwaremarket.This allowsthecompanytohavebothon/off-market opportunitiesandpositionstopurchaseothercompaniesat attractivevaluations.Ithasadedicatedbusiness developmentteamthatfocusesonopportunitiesfor acquisition,PCsalespipelineexpansion,andPCExit positioningwithStrategic/Financialinvestors.

BuildingEmployee-OrientedOrganization

Beingatthehelm,SamanthaoverseestheFinance, Accounting,Audit,andTaxforLotusDomaine.Itincludes Fundsandportfoliocompanies,familyoffices,and advisorycompanies.Talkingaboutherachievements, Samanthasays,“Ihavediversifiedskillsetsthatcanbe usedinterchangeably.”Shealsosharestheadviceofthe chairmanofHandeDevelopmentGroup,“Inordertobe someone’sboss,youmustbeabletodotheirjob.”

AccordingtoSamantha,“AdefinedstructurewithinFinance &Accountingorganizationsrestrictstheabilityofemployees togrow.”However,atLotusDomaine,Samanthalearnedto takechargeofherresponsibilitieswithoutadoubt.She believesininvestinginemployeeswiththesamehighlevelof careandattentionaslikeinvestments.

WomenEmpowerment

Womenfacethetoughestchallengesinthemale-dominated financesectorsuchasgenderdiscrimination.Thefinance sectorismainlydominatedbymalesandwomencanoften feelunderestimatedwhileworking.Hence,womentendto workharderandareoftenoverworkedbychoicetoensurethat theircontributionsandaccomplishmentsspeakfor themselves.Whiletalkingaboutwomen’sleadershiproles, Samanthasays,“Asmorewomenarebreakingthebarrierand assumingleadershiproles,wearepavingthewayforthe generationsbehindus.”

Samanthasuggestssomemeasuresinordertosupport femininepower,“Womenshouldempowerotherwomenfirst. Weshouldopenourowndoorsforotherwomentosucceed. Weshouldcoach,mentor,encourage,andprovidethe opportunityforotherstopursuetheirgoals.”

FocusingonWomen’sValuesandAttitudes

Samanthaagreeswiththefactthatwomenmustvalueworklifebalance.Shesays,“Work-lifebalanceissomethingthatI mustworkoneveryday Aswegrow,sodoour responsibilitiesandthedemandsthatarerequiredtoupkeep ourjobandlife.Hence,theactofbalancing&rebalancing.” Sheelaboratesthatsometimesitisdifficulttofindthebalance betweenpersonalandprofessionallife.However,bothcanbe balancedcomprehensively.

BeDifferent

Women’sleadershipplaysavitalroleinanyorganization’s success.AdecoratedleaderlikeSamanthawantstosharea fewpiecesofadviceforaspiringwomenleaders.

• Oneshouldneverstoplearningandgrowing.

• Whileclimbingupthecorporateladder,itisimportantto takeeveryopportunityoflearning,develop,andrefine theskillset.

Shesumsuphersuggestionswithoneofthequotesfrom CocoChanel,“Inordertobeirreplaceable,onemustalways bedifferent.”

w w w . m i r r o r r e v i e w . c o m