EP 1 Introduction to the Consumer Lending Perspectives with Host Jeff Bogan

Consumer Lending Perspectives

In this introductory episode of Consumer Lending Perspectives, host Jeff Bogan, CFO of Upgrade, shares his background in finance and the motivation behind launching the podcast. Jeff discusses his journey from advising financial institutions to leading fintech initiatives, with the goal of modernizing consumer finance.

"The finance industry is changing rapidly, and we wanted a platform where our audience could find in depth, up to date information to make strategic decisions for their businesses." - Jeff Bogan

This podcast promises insights from top industry leaders on current trends in consumer lending, liquidity, modern finance, risk management, underwriting, customer service, and more.

IN THIS EPISODE:

• [00:28] Introduction to the Consumer Lending Perspectives podcast and its goals
• [00:45] Jeff’s career in financial advising and insights on industry challenges
• [01:13] The transition to fintech to enhance customer service and compliance
• [02:17] Discussion on major consumer lending trends expected for next year
• [02:46] Overview of future podcast topics like risk management and fraud prevention

KEY TAKEAWAYS:

• The Consumer Lending Perspectives podcast was created to deliver in-depth insights into evolving consumer finance trends.
• Host Jeff Bogan emphasizes the need for improved customer experience and efficient, compliant financial services.
• Upcoming episodes will feature discussions with financial experts on critical topics such as underwriting, liquidity, and customer acquisition.

About the Host:

Jeff Bogan- As Upgrade’s CFO, Jeff is focused on building the finance, HR, and real estate functions to support the company’s growth. Prior to co-founding Upgrade, Jeff built and ran the Investor Group at Lending Club, sourcing more than $15 billion in capital from retail, institutional, and financial institutions. The role also entailed managing platform funding balance matching investors with borrowers to fund loan products.

Before moving to the Bay Area, Jeff was an investment banker for 8 years at Morgan Stanley, Greenhill, and SunTrust, providing M&A advice and raising capital primarily for financial institutions.

Jeff holds an MBA from Harvard Business School and a BBA from The University of Georgia. He enjoys skiing with his family and watching college football.

RESOURCE LINKS

Website: https://www.upgrade.com/

LinkedIn: https://www.linkedin.com/in/jbogan5/

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