Cleo monetized debt payoff and 60% of subscribers engaged week one. Cleo, the AI financial assistant with 1M+ monthly users, launched Debt Reset this summer—a premium feature that builds personalized payoff plans powered by Method’s real-time financial connectivity. Early results: → 60% of eligible users engaged in week one → 80%+ happy-path eligibility for payoff planning → Winner of the Money20/20 Grand Prix Award for AI Innovation With Method, Cleo was able to: → Activate a diverse user base with instant onboarding. Name + phone unlock a dashboard populated with up-to-date liability data. → Engage & retain users through dynamic payoff strategies powered by reliable financial connectivity that keeps coaching and progress tracking accurate. → Monetize with premium experiences users are willing to pay for. That's infrastructure that works: delivering experiences that drive positive financial outcomes. Read the full story to see what Cleo #BuiltWithMethod 👉 https://lnkd.in/gaeRnQxj
Method
Financial Services
New York, NY 5,526 followers
Method provides connectivity to consumer credit and liability accounts.
About us
Method Financial empowers real-time data and payment access for consumer liabilities. Using consumer’s consent, Method can securely connect all of a user’s liabilities, retrieve comprehensive data, and enable payment access. Method’s industry-backed network allows lenders, fintechs, and financial institutions to build personalized lending and financial management experiences supported by comprehensive real-time credit data, evergreen connections, and integrated payment rails. Through a single integration, Method powers access to liabilities held at over 15,000+ FIs in the US, covering 95% of all outstanding consumer liabilities.
- Website
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https://methodfi.com
External link for Method
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Personal Finance, Student Loans, Fintech, API, Embedded Banking, Payments, Data, Lending, Bill Pay, and Open Finance
Locations
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Primary
Get directions
148 Lafayette St
New York, NY 10013, US
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Get directions
Austin, TX 78758, US
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Get directions
7272 Wisconsin Ave
Bethesda, MD 20814, US
Employees at Method
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Jessica Steele-Menard
Leading Growth Marketing for B2Bs
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Carlotta "Lotti" Siniscalco
Partner at Emergence Capital
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Phil Bronner
Managing Partner @ Ardent Venture Partners; OneMain Financial, Method Financial, Crux, GiveButter, Collective
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Christopher Coleman
CoFounder - WithClutch (A16Z funded FinTech company to modernize Credit Unions)
Updates
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Our engineering team is growing! Excited to welcome our newest October hires to Method: Shaohui "Steven" Xu, Alex Reyes and Leon Xu! These talented folks will be helping scale our products to 50M+ end users and beyond. Interested in joining us? Head on over to our careers page! We're hiring across all departments. https://lnkd.in/gnMNR5ST
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What a week at #Money2020! 💥 From data-driven lending to building magical customer experiences, the conversations across the entire conference were electric. Huge thanks to the incredible panelist behind The Right Data Cocktail for Lending: Jose Bethancourt (Method), Tom Frantz (Mercury), Marcela Gelhoren (Brex), Amanda Swoverland (Unit) and Maik Taro Wehmeyer (Taktile) for moderating. We loved hearing from Jose again and Shanthi Shanmugam (Casap) during: How Startups Can Build Magical Customer Experiences moderated by Marc Andrusko (Andreessen Horowitz). Method’s happy hour was the perfect way to keep the energy going poolside. We connected with founders, partners, and innovators driving the future of fintech. It was great to connect with everyone in person! 👉 Book a meeting with the team: https://lnkd.in/gyEARqdz to keep the Money20/20 momentum going!
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Method reposted this
At Money20/20 Vegas, our Co-Founder and CEO, Maik Taro Wehmeyer, joined an incredible lineup - Tom Frantz (Mercury), Marcela Gelhoren (Brex), Jose Bethancourt (Method), and Amanda Swoverland (Unit) - to dive into how credit teams are using data to scale. From blending traditional credit scores with cash flow insights to leveraging AI to boost approvals without increasing risk, the discussion made it clear: the future of credit decisions lies in smarter data use and continuous iteration. A huge thanks to our fellow panelists and everyone who joined the conversation - we loved connecting with so many forward-thinking builders in fintech. 💡 #Money2020
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Method is growing! 🚀 We’re expanding our GTM team and hiring our next Enterprise Account Executive to help shape the future of fintech infrastructure. Meet Jahzel Fristo, Method’s Founding Account Executive. He shares what brought him to the sales team and how he partners with leading fintechs to unlock smarter, faster financial experiences. 📽️ https://lnkd.in/gKtUyRF4 If you’re an AE who thrives on consultative, technical sales and collaborating with product and engineering to deliver tangible impact - apply here: https://mthd.fi/entaeapply 👉 Explore all opportunities, Method has 14 open roles: https://lnkd.in/dEeGumeD
Meet Jahzel, Founding Account Executive
https://www.youtube.com/
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After diving into the future of data-driven lending on Monday, Method Co-Founder & CEO, Jose Bethancourt, will take the stage again at Money20/20 this time to explore "How Startups Can Build Magical Customer Experiences" in fintech. Jose will join Shanthi Shanmugam, CEO & Co-Founder at Casap, for a conversation moderated by Marc Andrusko, Partner at Andreessen Horowitz. Together, they’ll unpack how smart design, product integration, and backend connectivity are helping companies craft financial products that truly delight users. 📅 Tuesday, October 28 | 4:05–4:35 PM 📍 Startup Hub, Money Hall And if you’re in Vegas for #Money2020, don’t forget to join us afterward for Method’s Happy Hour with Emergence Capital and Samsung Next. 👉 Register here: https://mthd.fi/money2020
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We’re excited to share Method Co-Founder and CEO, Jose Bethancourt will be sharing insights on the panel discussion “The Right Data Cocktail for Lending: Mixing Signals, Serving Scale” at Money20/20 — one of his two speaking engagements at the event. He'll be joined by Tom Frantz (Mercury), Marcela Gelhoren (Brex), Amanda Swoverland (Unit), with the conversation moderated by Maik Taro Wehmeyer (Taktile). Together, they'll explore how alternative data, consumer-permissioned data, and AI-driven models are reshaping lending — boosting approvals, reducing defaults, and scaling risk systems with confidence. 📅 Monday, October 27 | 3:00-3:30 PM 📍Emergent Stage, Money Hall For a break from the conference floor, join us for the Method's Happy Hour with Emergence Capital and Samsung Next to connect with fellow fintech leaders. 👉 Register here: https://mthd.fi/money2020
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Some scenes of life at Method in September: - QBR meetup in NYC hosted by Justin Barth - Nathan W., Devan Patel and Stephen Luc demoing Method at the MHacks Hackathon - Esty making herself comfortable in the office - Colin Murphy welcomed a new Future Liability to the team - CEO, Jose Bethancourt, hunting down a lost lunch order Join the fun here: https://lnkd.in/gnMNR5ST
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Join us in welcoming our new hires at Method in September! Alvin Cheung - Solutions Consultant Geoffrey Kwan - Technical Integration Engineer Jacob Meier - Strategic Partnerships Lead Welcome! Want to be in our next month's post? Apply for the right role for you here: https://lnkd.in/ddq3PpDg
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The Super Bowl of fintech is almost here! Money20/20 is just 5 weeks away - and Method, Emergence Capital, and Samsung Next are kicking it off with an exclusive Happy Hour: 📅 Monday, Oct 27, 5–7 PM PDT 📍 CAPRI – The Palazzo Pool Deck Join us poolside with the people shaping the future of payments, lending, and embedded finance. You can expect: • A curated mix of fintech execs, bank leaders, and operators • Networking with founders and innovators building the next wave of financial infrastructure • Drinks, light bites, and a quick welcome from the hosts Space is limited so RSVP to secure your spot now: https://mthd.fi/money2020
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