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

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

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

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