CEO.com Podcast | Dispatch from the frontier of leadership12 Jun

Savvi Financial Co-Founder & CEO Gina Mourtzinou - How AI Is Transforming Financial Wellness

Gina Mourtzinou, Co-Founder & CEO of Savvi Financial, joins Clint Betts for a conversation on financial wellness, employee benefits, AI, retirement planning, and helping people make smarter financial decisions.

Savvi Financial helps employees navigate some of the most important financial decisions of their lives—from selecting healthcare benefits and retirement plans to building long-term financial security. Through analytics and personalized guidance, the company helps individuals optimize their financial journeys while helping employers improve benefits utilization and employee well-being.

In this episode, Gina shares why financial planning matters more than investment performance alone, how AI is changing financial services, and why privacy and trust remain essential in an increasingly data-driven world.
The conversation also explores behavioral finance, personal financial planning, startup leadership, workplace benefits, and lessons learned from decades in asset management.

In this episode:
00:00:00 - Introduction and Overview of Savvi Financial
00:01:52 - Impact of AI on Workflow and Industry
00:04:30 - Drawbacks and Cautions of AI in Financial Services
00:05:21 - Gina's Background and Inspiration for Founding Savvi Financial
00:08:06 - Financial Planning Advice for CEOs and Leaders
00:09:47 - A Day in the Life of Gina, CEO of Savvi Financial
00:10:22 - Reading Recommendations and Interests
00:11:32 - Data Privacy and Security in Fintech
00:13:06 - Hybrid Work Model and Company Culture
00:14:50 - Macroeconomic Environment and Future Outlook
00:15:59 - Reflecting on Opportunities and Mentorship
00:17:19 - Closing Remarks and Gratitude

If you're interested in fintech, personal finance, retirement planning, AI, leadership, or employee benefits, this conversation offers practical insights into building financial confidence in an increasingly complex world.

Subscribe for more conversations with founders, CEOs, and leaders shaping the future of business and technology.

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