Consumers are becoming more and more comfortable with the digital-first onboarding experience, but this familiarity often does not extend to associated agreements, e-signature envelopes, and the data they contain. These agreements are static and disconnected from other systems because they lack the intelligence to take meaningful actions, resulting in costly IT workarounds, compliance gaps, and disappointing consumer experiences.
On July 29, join Plaid’s Head of Partnerships, Lowell Putnam, and the Founder and CEO of Clause, Peter Hunn, for an exploration of how Plaid and Clause’s partnership is finally ushering fintech into digital agreements.
Lowell and Peter will discuss a wide-range of topics including:
    • Industry trends and issues facing financial services, lending, and insurance companies
    • How these companies are rethinking their new account and onboarding processes requiring agreement signatures
    • Demo of Plaid + Clause in action
Lowell Putnam manages partnerships and commercial strategy at Plaid, the technology company powering the fintech ecosystem. Thousands of companies, like Venmo, Robinhood and Acorns, use Plaid's suite of APIs to build applications that enable millions of consumers to lead healthier financial lives. Today, one in four people with a US bank account have used Plaid to connect with a fintech app. In his role, Lowell helps financial institutions, technology companies, and other strategic customers leverage account connectivity to deepen consumer relationships.
Peter Hunn is a UK-trained lawyer, and the founder of both technology startup
Clause and the non-profit Accord Project hosted by the Linux Foundation. The Accord Project operates in collaboration with the leading industry bodies, enterprise blockchain providers, standards organizations, and law firms to develop an open source technology stack for smart legal contracts. The Project is DLT independent and agnostic, meaning the protocol can operate with any existing or future DLT platform, and is devised specifically for enterprise and legal application.
Lowell Putnam manages partnerships and commercial strategy at Plaid, the technology company powering the fintech ecosystem. Thousands of companies, like Venmo, Robinhood and Acorns, use Plaid's suite of APIs to build applications that enable millions of consumers to lead healthier financial lives. Today, one in four people with a US bank account have used Plaid to connect with a fintech app. In his role, Lowell helps financial institutions, technology companies, and other strategic customers leverage account connectivity to deepen consumer relationships.
Lowell co-founded and served as CEO of Quovo, a data platform providing connectivity for millions of financial accounts, until January 2019 when Plaid acquired the company. Prior to co-founding Quovo, he worked in the investment banking division of Lehman Brothers/Barclays Capital, specializing in consumer credit companies and structured finance transactions.
Lowell holds a bachelor’s degree from Harvard College and serves on several advisory boards for technology companies and non-profit organizations. He lives in Manhattan with his wife and son.
Peter Hunn is a UK-trained lawyer, and the founder of both technology startup Clause and the non-profit Accord Project hosted by the Linux Foundation. The
Accord Project operates in collaboration with the leading industry bodies, enterprise blockchain providers, standards organisations, and law firms to
develop an open source technology stack for smart legal contracts. The Project is DLT independent and agnostic, meaning the protocol can operate with any
existing or future DLT platform, and is devised specifically for enterprise and legal application. Clause is a leading provider of enterprise smart legal contract
infrastructure. Peter is also a member of the UK Jurisdiction Taskforce of the UK Lawtech Delivery Panel and contributes as an expert to ISO TC307.