Brad Rosenfeld
Chief Marketing Office & Chief Strategy Officer Biz2Credit & Biz2X
Brad Rosenfeld is a seasoned marketing and growth executive with more than two decades of experience leading B2B SaaS and fintech organizations through rapid scale, global expansion, and IPO readiness. As Chief Marketing Officer and Chief Strategy Officer at Biz2Credit and Biz2X, Brad is driving the company’s next stage of growth, advancing its leadership in embedded finance, modern lending, and AI-powered financial technology.
He is responsible for shaping Biz2Credit’s brand and growth strategy, expanding enterprise adoption of the Biz2X AI platform, and positioning the organization for long-term value creation across both its SaaS and financial services businesses.
Renowned for transforming marketing into a strategic growth engine, Brad has built award-winning brands, scalable demand generation frameworks, and go-to-market systems that have propelled companies beyond $400M in revenue. His approach integrates data, creativity, and strategic alignment between marketing, product, and sales to accelerate measurable business impact.
A graduate of Columbia Business School, Brad continues to lecture there on strategic marketing and innovation. He is also a recognized thought leader in AI, embedded finance, and digital transformation, contributing regularly to Forbes, Fast Company, and Entrepreneur, and serving as a member of the Wall Street Journal CMO Council.
2026 Agenda Sessions
Is SMB lending the biggest missed opportunity in fintech?
SMBs make up the majority of businesses globally, yet still struggle to access credit that fits their needs. Traditional lenders cite high servicing costs and lack of data, while many fintechs focus elsewhere. The result? A massive market gap with underserved demand and clunky user journeys.
That’s changing fast. Fintechs and vertical platforms are now embedding credit directly into the tools SMBs already use, like POS, payroll, and invoicing systems. This session explores how contextual underwriting, real-time cash flow models, and flexible repayment terms are helping SMBs access smarter, faster credit, without leaving their workflows.
Takeaways:
• Understand why SMB lending has been historically overlooked—and why it matters now.
• Learn how fintechs and platforms are embedding credit into real business tools.
• Explore how modern data models are reshaping underwriting and risk.
Monday 30 March 16:15 - 16:55 Lending
Alternative Capital & Investment
Data & Personalization
Embedded Finance
That’s changing fast. Fintechs and vertical platforms are now embedding credit directly into the tools SMBs already use, like POS, payroll, and invoicing systems. This session explores how contextual underwriting, real-time cash flow models, and flexible repayment terms are helping SMBs access smarter, faster credit, without leaving their workflows.
Takeaways:
• Understand why SMB lending has been historically overlooked—and why it matters now.
• Learn how fintechs and platforms are embedding credit into real business tools.
• Explore how modern data models are reshaping underwriting and risk. Lending US/Pacific
