Expert Financial Automation Consultants

Product enthusiast with over 8 years of experience leading agile product development, integrating AI-driven financial tools, and managing cross-functional teams. Expertise in embedded finance, data enrichment, automation, and business intelligence for banking and finance industries.

As a software engineer at Featured, I focus on utilizing LLMs and other techniques to ensure Featured runs as smoothly as possible. I use novel applications of LLMs and other generative AIs to automate routine business operations.

Hi ,I'm Dave - Featured's lead Backend, AI, and Automation Engineer. Projects I have worked on leverage cutting-edge technologies like LLMs to create new products and reduce workflows, resulting in significant time and cost savings. I have expertise in AWS cloud infrastructure, Python programming, and database management. Adept at collaborating with cross-functional teams, managing interns and contractors, and communicating effectively with stakeholders. Outside of work you can find me at one of Charlotte's many run clubs, at the gym, or spending time with friends! Hope to be in touch.

Diverse experience including international senior financial leadership roles at private and public companies, leading strategic financial planning and forecasting, operational accounting, annual budgeting, mergers and acquisitions and building and developing top talent.Joined AvidXchange in 2017 as the Chief Financial Officer. Previously CFO at Quantros, a software-as-a-service (SaaS) company in Greenville, S.C., that offers an enterprise-wide suite of applications that helps hospitals better manage the quality and safety of patient care. Prior to Quantros, was the Senior Vice President of Finance for BenefitFocus, a leading SaaS provider of benefits administration software and solutions, and the CFO for the International division of Blackbaud. Began career as an auditor at KPMG. Received bachelor’s degree in Accounting with honors from the University of South Carolina.

Influencer | Featured on Times of India | 4x World Record Holder | 10x Microsoft & Azure Certified Expert | ITIL® 4 Specialist Certified | 44x IBM & Design Thinking Certified | SNOW | NOC/IMS/CIS Specialist | Digital & Social Media Marketer | Brand Promoter & Lead Generator

Hi, I'm Brendan, the founder of Nimbflow, an AI Automation agency that builds hands-off, no-code automation for B2B service businesses. I'm also a Writer, Marketer and Digital Entrepreneur from Singapore featured and referenced in popular publications like Buffer, Semrush, Hackernoon, and Entrepreneur. I've spent almost a decade in managerial marketing positions across various 7 to 8-figure high-growth SMEs in E-commerce, Web3, Agencies, Finance, Brick-and-mortar and E-sports. I hold a B.Com from the University of New South Wales, majoring in Accounting and Finance, and a certificate in Data Science from Le Wagon.

Results-oriented technology leader with over 9 years of experience in Infrastructure Security, Automation, Generative AI, and Software-Defined Operations. Demonstrated ability to lead high-performing teams, streamline enterprise support, and execute strategic initiatives that enhance organizational resilience and operational efficiency. A seasoned cybersecurity professional, experienced in vulnerability and patch management at scale, with a strong track record of driving measurable, data-driven impact through intelligent automation. Skilled in designing and implementing secure, scalable, and compliant infrastructure solutions that align with business and regulatory goals. Proven expertise in project and program management, particularly within Agile and Scrum frameworks, with a focus on cross-functional collaboration, risk mitigation, and continuous improvement. Recognized for combining technical depth with strategic vision to deliver transformative outcomes in complex enterprise environments.

I'm a freelance writer who explains how businesses work. Business models can be difficult to describe, especially for technology startups in emerging industries. My writing explains how founders develop their business concepts and how their products help their customers. I also write articles that help investors decide whether to spend their hard-earned money on the shares of these businesses.I learn about companies by reading their annual reports, as well as examining third-party data collected by government agencies and independent research firms. I also use this information to conduct additional analysis, creating forecasts that predict what a company will do next.I've written about early-stage startups and blue-chip companies. I've covered U.S. firms as well as companies located abroad.I help companies promote their offerings through content marketing. After researching business topics, I write informative articles that attract traffic from search engine visitors.

I'm Casey Spaulding, founder of DocJacket, based out of Orlando, Florida. I'm the founder of DocJacket, the first AI platform built specifically for real estate transaction coordinators. We've built an AI engine that reduces transaction coordination time from 15 hours to 30 seconds - a 1,800x improvement that's revolutionizing how real estate deals get managed. Happy to provide quotes, data points, or case studies on AI in proptech. DocJacket has processed 1,000+ real estate transactions, and our users report 99.7% error reduction rates. I regularly publish industry research on transaction coordination trends and can provide data-driven insights on how AI is transforming real estate operations, the growing independent TC market, and proptech adoption rates.

Making business go fully digital | AI | Coach | Digital Transformation | Fintech | Credit | Mobility | Logistics | Aviation | Contributor in leading business & tech media | Open to interviews & expert commentary

During my decade in IT industry I went through being a QA engineer, test manager, project manager and account executive. That kind of background gives me a good credibility to act as an advisor to Clients and help them build their products - from the idea on paper until its public rollout. I'm working with various companies, both startup and enterprise and within many industries, including fintech/banking, healthcare/medical, insurance, e-commerce and music/entertainment. I help select a proper technology, process, roadmap and team setup to ensure the most efficient way to deliver their product - that's where my production background kicks in.

Coastal Kapital LLC is a financial services leader in commercial equipment financing and working capital. We maintain thousands of relationships with business owners, vendors, and manufacturers across the US who value partnerships as well as integrity. Our products at Coastal Kapital LLC include commercial equipment financing, working capital, merchant services, and business consulting. Coastal Kapital LLC was founded in 2007 under the original name Farhat Leasing LLC. Coastal Kapital LLC has also opened many doors for other successful account executives looking to further their careers. We are always looking for motivated individuals to help grow our business and expand their careers. Coastal Kapital LLC has relationships with over 20 funding sources to provide consultative relationships with long term solutions for each of our clients/partners.

I save busy entrepreneurs and teams valuable time with automation.

Anant Wairagade is a Technical Lead with over 20 years of experience in Software Engineering enabling IT organizations with digital transformation and helping them become secure organizations. In his more than two decades long career, Anant has worked for financial services companies where he led the design and development of several successful products in the Security, Finance and CRM domain. Beginning of his career, Anant worked as a Technology consultant for major Financial Services companies and Banks. Anant is a thought leader in Enterprise Integrations solutions. He is expert in API based data connector development, Kafka and Messaging Middleware. Anant is also an active member of several Industry Open Standard communities. He is an IEEE Senior member and serves as Program Committee Member for several IEEE and other IT conferences.

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

Dynamic, customer-first product executive deeply passionate about building businesses that empower people at scale. Global leadership experience across consumer, user-centric enterprise, multi-sided marketplaces, online-to-offline, travel, and real estate domains. Functional expertise in product strategy & management, design, operations & fulfillment, and analytics.

CoFounder of DualEntry, a modern ERP/accounting software venture-backed startup. Prior, CoFounder of Benitago, an ecommerce CPG group that grew to $100M in sales.

With two decades of hands-on experience in field service, capital equipment maintenance, and project management, I have successfully overseen hundreds of equipment implementations and installations in the water, pharmaceutical, and printing industries. My background includes comprehensive onsite installations, troubleshooting, end-user training, and post-sale support, ensuring seamless project execution and optimal system performance for customers.Currently, in the software sector, I apply my extensive practical experience to lead and manage 16-20 week complex Dealer Management Software (DMS) implementations. I specialize in transitioning customers from legacy systems to our cutting-edge Karmak Fusion platform, tailored for the heavy-duty truck and trailer industry.I pride myself on my ability to collaborate effectively with cross-functional teams, communicate clearly, and creatively solve problems. Whether guiding internal teams or working closely with customers, my focus is always on delivering exceptional results and ensuring customer satisfaction.

Traditional automation software is slow & expensive, that’s why we built Automat. It lets companies automate their work without a massive team or budget.Automat is an AI enterprise automation solution focused on RPA and document processing.We work with fortune 500's and late stage startups to automate tedious repetitive operational work that inhibits their growth.Learn more at runautomat.com

I help businesses scale revenue through paid media, conversion optimization, data analytics, and automation. With 10+ years in digital marketing, I’ve managed over $50M in ad spend across Google, Bing, and Meta, delivering results like:- 250% revenue growth for a global education brand (cutting AdWords spend by 66%).- 133% sales lift for Turkey’s #2 watch retailer via CRO.- 300% affiliate revenue boost for a fitness platform through SEM optimization.Skills & Tools:- Paid Media & SEM: Google/Bing Ads, Meta Ads, Python automation for bidding.- CRO & A/B Testing: Optimizely (certified), Visual Website Optimizer, Hotjar.- Analytics & Reporting: Google Analytics (IQ certified), Looker Studio. - Landing Pages: Instapage, Unbounce, Leadpages.Sectors I’ve Worked With:B2B & B2C clients in banking, airlines, insurance, e-commerce, and forex.Current Focus:Managing Google Ads account and building systems for custom data integration for better decision making. I am also finishing my MBA in Data Analytics soon.