Financial Services & Fintech Keynotes

"...gave us a clear path to transformative change..."

— BILL EMERSON

CEO, Quicken Loans

Build a culture of innovation and creative problem-solving to fuel growth, navigate change, gain competitive edge, seize emerging opportunities, and lead with agility—with Financial Services & FinTech keynote speaker Josh Linkner.

Key trends and opportunities that Josh helps leaders navigate

Josh brings 30+ years of experience to teams in financial services, having led innovation and transformation efforts for some of the most notable institutions in the world. From growing up in the industry (his dad was a Financial Advisor) to navigating SEC guidelines around private equity, venture capital, and M&A, Josh is intimately familiar with the language, pressures, and opportunities facing leaders in the financial sector. He helps organizations build the creative capacity and entrepreneurial mindset needed to outpace disruption and drive sustainable growth.

Read Josh's latest insights on AI in Financial Services & FinTech.

Leading Through Economic Volatility

Leading Through Economic Volatility

The financial sector is navigating a volatile cocktail of challenges: geopolitical tensions, shifting trade policies, persistent inflation pressures, and uneven growth across regions.

In this kind of environment, the old playbook falls short. The institutions that thrive are cultivating a culture of agility and inventive thinking—adapting quickly and seizing opportunities others miss. Strategic foresight paired with creative problem-solving is the competitive edge that separates leaders from laggards.

Regulatory Complexity and
Compliance Innovation

Regulatory Complexity and Compliance Innovation

The regulatory landscape keeps getting more intricate—spanning cybersecurity mandates, data privacy requirements, ESG reporting, and new AI governance frameworks like the EU AI Act and DORA now moving into active enforcement.

Compliance is a genuine innovation challenge. The leaders who reframe regulatory complexity as a catalyst for creative problem-solving are finding new ways to build trust, differentiate their offerings, and turn mandates into competitive advantages.

Winning the Next Generation of Customers

Winning the Next Generation of Customers

Millennials and Gen Z expect digital-first banking. Their loyalty is earned through seamless, personalized, and tech-forward experiences.

For financial institutions, winning the next generation requires creative thinking across the entire org chart—from product design and UX to compliance and customer service. The institutions that embed inventive problem-solving into their culture will be the ones that attract, engage, and retain the customers of tomorrow.

AI Agents and the New Financial Workforce

AI Agents and the New Financial Workforce

AI in financial services has gone far beyond chatbots. Agentic AI systems are now handling fraud detection, compliance monitoring, personalized financial planning, and autonomous decisioning—with 87% of global institutions already deploying AI-powered fraud prevention that saves the industry an estimated $120 billion annually.

The real differentiator is culture. The institutions gaining the most from AI are the ones where leaders have built environments that encourage human creativity alongside machine intelligence. When your people feel empowered to innovate, AI becomes an amplifier of ingenuity, and ingenuity becomes an amplifier of revenue growth.

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Hi, I'm Josh.

Josh Linkner — a New York Times bestselling author — is a rare blend of business, art, and science.

On the business front, he’s been the founder and CEO of five tech companies, which created over 10,000 jobs and sold for a combined value of over $200 million.

He’s the co-founder and Managing Partner of Muditā Venture Partners - an early-stage venture capital firm investing in groundbreaking technologies.

Over the last 30 years, he’s helped over 100 startups launch and scale, creating over $1 billion in investor returns. He’s twice been named the EY Entrepreneur of The Year and is the recipient of the United States Presidential Champion of Change Award.

Josh has deep experience in the Financial Services & FinTech industry, leading innovation and transformation efforts for some of the most notable institutions in the world. From growing up in the industry (Josh’s dad was a Financial Advisor) to navigating SEC guidelines around private equity, venture capital, and M&A activities, he’s intimately familiar with the language, opportunities, and challenges facing leaders in the financial services sector.

While proud of his business success, his roots are in the dangerous world of jazz music. He’s been playing guitar in smoky jazz clubs for 40 years, studied at the prestigious Berklee College of Music, and has performed over 1000 concerts around the world.

His experiences in both business and music led him to become one of the world’s foremost experts on innovation. Josh is the co-founder and Chairman of Platypus Labs, a global research, training, and consulting firm.

Today, he’s on a mission to help leaders Find A Way™ through creative problem-solving, inventive thinking, and ingenuity.

Keynote Topics
+ Outcomes

Find A WayTM

Every problem can be solved, and every opportunity can be seized. Through a proven innovative framework, you'll discover new paths to explosive growth, competitive advantage, and sustainable results.

Expand organization-wide capability for creative problem-solving and inventive thinking.

Big Little BreakthroughsTM

Instead of high-risk moonshots, the most innovative leaders cultivate a high volume of ‘micro-innovations’ and build a culture of everyday innovation.

Gain the tools to become an everyday innovator.

The Music of Business

What business leaders can learn about agility, collaboration, creativity, and performance under pressure from the mysterious world of jazz.

Inject artistry and agility into your business through an unforgettable, interactive experience.

*Please note this topic requires additional talent + gear.  Accordingly, additional costs apply.

The Innovative Leader

Become an unstoppable force by unlocking your and your team's ingenuity, gaining confidence, and boosting results in times of dramatic uncertainty and disruption.

Elevate your capacity to lead and win in volatile times.

Disciplined DreamingTM

A proven system for driving breakthrough creativity. Learn how to balance raw imagination with business rigor to achieve profound and predictable results.

Boost creativity and rigor simultaneously to achieve better outcomes.

Rethink. Reboot.
Reinvent.

The business you’ll be running in five years will be dramatically different than today. Unlock the definitive playbook on reinvention, relevancy, and sustainable success.

Gain the confidence to venture into the unknown and thrive, no matter what the future brings.

Innovation in the Age of AI

A modern framework to unlock sustained profitable growth at the intersection of technology and human creativity.

Josh shows you how the path forward involves integrating human creativity with artificial intelligence to thrive amidst uncertainty, rapid change, and disruption.

Frequently Asked Questions

About Josh

What experience does Josh have in the Financial Services & Fintech industry?
In addition to keynotes, how can Josh help leaders and teams?
What drives Josh to do this work?
Given his background as a jazz guitarist, does Josh ever incorporate live music into a keynote?

About Josh's Keynotes

Does Josh  customize his keynotes?
Are Josh's keynotes available in live and virtual formats?
What does Josh offer beyond a keynote?

Booking Josh

Does Josh do discovery calls?
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My event is only two weeks out. Is it too late to contact Josh?

5 Ways Josh Turns Your Event Up To "11"

sparks a mindset
1

Sparks a mindset & movement.

His authentic, relatable, research-backed content - with real-world case studies and a high-energy delivery - will inspire your audience to uncover and activate new opportunities every day.

2
2

Moves your team into action.

Your audience will not only be energized, motivated, and inspired, they’ll become better equipped with specific tools, frameworks, and techniques to drive meaningful results in the months and years ahead.

3
3

Handcrafted, not canned.

Josh takes the time to listen deeply before custom-building a keynote experience just for you. This ensures that every minute is on-point, relevant, and targeted to your unique challenges and opportunities.

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4

Real and accessible.

Josh applies Find A Way™ principles in his everyday work as a leader, venture capitalist, musician, and author. Leaders inspired by his keynote often reach out to him for help finding a way in their everyday work.

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5

Impact - 11, Drama - 0.

Coming from a place of humility and service, Josh believes that a great keynote is about the audience, not the speaker. Meeting professionals often call Josh one of the best keynote speakers to work with.