FinTechs

Why AI Starts With Better Data, with Parijat Banerjee.

2026-04-24T16:17:08-07:00

“Data tells the truth even when opinions don't.” Episode Summary EPISODE: 147 with guest: Parijat Banerjee Financial Services Global Business Head LatentView Analytics Episode Summary In [...]

Why AI Starts With Better Data, with Parijat Banerjee.2026-04-24T16:17:08-07:00

Why AI Can’t Replace Strategy, with Jamie Sumner.

2026-04-02T08:50:54-07:00

“AI can give us the numbers, but it can't give us the strategy to think through it.” Episode Summary EPISODE: 143 with guest: Jamie Sumner Partner VB Sentry LLC [...]

Why AI Can’t Replace Strategy, with Jamie Sumner.2026-04-02T08:50:54-07:00

AI, Credit Scores and Consumer Trust, with JB Orecchia.

2026-03-20T12:05:58-07:00

“It's not gaming the system, it's understanding it.” Episode Summary EPISODE: 142 with guest: JB Orecchia President & CEO Savvymoney Episode Summary In the latest episode [...]

AI, Credit Scores and Consumer Trust, with JB Orecchia.2026-03-20T12:05:58-07:00

Why real-time payments still leave gaps for consumers, with Keith Smith.

2026-03-06T09:51:32-08:00

“Maximizing and taking advantage of the opportunities that are given to you in life is really the key to success.” Episode Summary EPISODE: 141 with guest: Keith Smith CEO & Founder Payouts [...]

Why real-time payments still leave gaps for consumers, with Keith Smith.2026-03-06T09:51:32-08:00

Solving Payments for the Marginalized, with Kosta Scholiadis.

2026-02-23T10:25:53-08:00

“There’s no entrepreneur out there, no one who’s building a business, that doesn’t have a hard day and get up and question whether they should be doing this or not.” Episode Summary EPISODE: [...]

Solving Payments for the Marginalized, with Kosta Scholiadis.2026-02-23T10:25:53-08:00

Technology Meets Trust: The Real Role of Digital Banking, with Frank Hopkins.

2026-01-16T08:20:01-08:00

“Bank of America hasn't made any investments in a Goodwill Bank account for you, whereas your local community bank makes regular investments.” Episode Summary EPISODE: 138 with guest: Frank Hopkins Founder & CEO [...]

Technology Meets Trust: The Real Role of Digital Banking, with Frank Hopkins.2026-01-16T08:20:01-08:00

Navigating AI Hype and Reality in Banking, with Barath Narayanan.

2026-02-05T15:16:25-08:00

“Are we over-pivoting on AI for problems that may not really need artificial intelligence or Gen AI? It could be simple automation, simple digitization.” Episode Summary EPISODE: 137 with guest: Barath Narayanan Global [...]

Navigating AI Hype and Reality in Banking, with Barath Narayanan.2026-02-05T15:16:25-08:00

Pushing Past Comfort Zones to Drive Real Innovation, with Emiliano Giacchetti.

2025-12-26T15:29:11-08:00

“A business that doesn’t evolve every day is a business that’s cursing itself to death. It’s priming itself for a tough future, ’cause if everything else around you moves very fast and you’re not moving, it’s hard. The [...]

Pushing Past Comfort Zones to Drive Real Innovation, with Emiliano Giacchetti.2025-12-26T15:29:11-08:00

Cybersecurity and Payments: A Love-Hate Relationship with Thomas Müller

2025-07-28T14:41:53-07:00

"Cybersecurity is this incredibly broad domain. You can't just nail or achieve great security in technology or on the human side alone. It always takes both. You can build an incredibly secure system from a pure technology point of [...]

Cybersecurity and Payments: A Love-Hate Relationship with Thomas Müller2025-07-28T14:41:53-07:00

Balancing AI and the Human Touch, with Jenn Addabbo

2025-07-21T11:28:49-07:00

"There are folks creating lifestyle businesses in consulting, but what we're trying to do is massively impact our clients. Our success is directly driven by our client's success. That's it. There's no other way to look at it." [...]

Balancing AI and the Human Touch, with Jenn Addabbo2025-07-21T11:28:49-07:00

What Financial Institutions Get Wrong About Their Own Policies with Law Helie

2025-06-25T10:52:43-07:00

“If I'm already a customer, why do I have to fill out information if I'm already a customer? So behind the scenes—as you and I know—there's the whole SSO component in moving the data over and making it secure. [...]

What Financial Institutions Get Wrong About Their Own Policies with Law Helie2025-06-25T10:52:43-07:00

Why Community FIs Must Rethink Customer Retention with Har Rai Khalsa

2025-01-27T06:18:32-08:00

"We have to overcome the perception that smaller financial institutions have inferior digital solutions. By enabling local banks and credit unions to compete, we can change that narrative and build trust." Episode Summary EPISODE: [...]

Why Community FIs Must Rethink Customer Retention with Har Rai Khalsa2025-01-27T06:18:32-08:00

Strategies of a Disruptor Bank: Building Trust, Tech, & Niche Banking with Andrew Sagliocca

2024-12-26T13:06:21-08:00

"Good managers are going to work very closely with those managers. It takes time to develop that level of confidence, which turns into trust, and God willing, friendship, and then you can let go of the reins." Episode [...]

Strategies of a Disruptor Bank: Building Trust, Tech, & Niche Banking with Andrew Sagliocca2024-12-26T13:06:21-08:00

Exploring Open Banking: Global Insights with Sebastien Taveau

2024-12-11T21:43:22-08:00

"The banks in the U.S. today, and actually the banks globally, are in this massive transition period. And that transition means that a lot of changes, small or big, need to be made. And it’s going to be like, [...]

Exploring Open Banking: Global Insights with Sebastien Taveau2024-12-11T21:43:22-08:00

CCG Catalyst’s Vision for the Future with Tyler Brown

2024-12-05T10:10:00-08:00

"Customers are demanding more from their banks. They want the same level of convenience and personalization that they experience in other industries. This means banks need to be investing in technology that allows them to provide a seamless, digital-first [...]

CCG Catalyst’s Vision for the Future with Tyler Brown2024-12-05T10:10:00-08:00

The Fusion of Physical and Digital Banking: Insights with Donovan Forrai

2024-12-05T10:10:31-08:00

"How do we achieve that through digital platforms, and how do we achieve that through brick and mortar platforms? How do we achieve that by marrying the two?" Episode Summary EPISODE: 102 with [...]

The Fusion of Physical and Digital Banking: Insights with Donovan Forrai2024-12-05T10:10:31-08:00

Stephen Baker on Evolving the Branch: Digital Meets Physical Banking

2024-12-05T10:10:44-08:00

"The dream is all the way to the right but the more of these tools and things you put in place, the more I think you're going to get that type of interaction [...] You've got to change things [...]

Stephen Baker on Evolving the Branch: Digital Meets Physical Banking2024-12-05T10:10:44-08:00

James Burke-Frazier: The Genuine Drive Behind Credit Union Innovation

2024-12-05T10:10:57-08:00

“I’m a huge fan of respective arguing and just presenting different positions. I want to hear other people’s perspectives and maybe somebody will change mine.” Episode Summary EPISODE: 84 with guest: James Burke-Frazier [...]

James Burke-Frazier: The Genuine Drive Behind Credit Union Innovation2024-12-05T10:10:57-08:00

Understanding the Evolving Landscape of Financial Fraud, with Uku Tomikas

2024-12-05T10:11:11-08:00

LISTEN NOW "We're trying to find ways to fight that. Fraud will get worse, it'll become very painful, and then we'll get to a position where it becomes so painful that [...] we will find a solution to overcome [...]

Understanding the Evolving Landscape of Financial Fraud, with Uku Tomikas2024-12-05T10:11:11-08:00

Financial Freedom and Breaking Cycles: David Dindi’s Vision

2024-12-05T10:11:25-08:00

LISTEN NOW "There's a fear of loss and that prevents a lot of people from investing in the first place. But then when you couple that with feeling like you don't know enough about investing, it essentially paralyzes [...]

Financial Freedom and Breaking Cycles: David Dindi’s Vision2024-12-05T10:11:25-08:00

You Have to Get the Human Part Right First, With Ryan Canin

2024-12-05T10:11:38-08:00

LISTEN NOW "For me, the biggest question is how do I be a better buyer? Right. Especially in the tech space because it's a more sophisticated interaction." Episode Summary EPISODE: 79 with guest: [...]

You Have to Get the Human Part Right First, With Ryan Canin2024-12-05T10:11:38-08:00

Think Big, Start Small, Move Quickly, With Ashish Garg of Eltropy

2024-12-05T10:12:36-08:00

LISTEN NOW I think the most powerful thing in the world, when it comes to marketing, is word of mouth, right? So in a niche, if you service people very well, word of mouth happens, and then you [...]

Think Big, Start Small, Move Quickly, With Ashish Garg of Eltropy2024-12-05T10:12:36-08:00

Bridging the Language Gap Between Fintechs and Community FIs, With Lisa Gold Schier

2024-12-05T10:12:49-08:00

LISTEN NOW "It's one thing to have a product idea; it's another to really understand a bank, and how it works, and what all goes into implementing new technology into a bank, and what all is involved with [...]

Bridging the Language Gap Between Fintechs and Community FIs, With Lisa Gold Schier2024-12-05T10:12:49-08:00

Balancing Collaboration and Competition, With Danny Payne of Jack Henry

2024-12-10T07:47:28-08:00

LISTEN NOW ''We can't solve every problem that banks and credit unions have. You can't solve every problem that your customer has. You're not going to make them not download apps on their phone. Sometimes people download apps [...]

Balancing Collaboration and Competition, With Danny Payne of Jack Henry2024-12-10T07:47:28-08:00

Banking on Engagement, With Michael Bank, the Co-Founder of Blip Labs

2024-12-05T10:13:20-08:00

LISTEN NOW "The concept of digital transformation can't just be a copy-paste from an old website to a mobile phone experience. It needs to be something that is thought through from the ground up and designed with digital [...]

Banking on Engagement, With Michael Bank, the Co-Founder of Blip Labs2024-12-05T10:13:20-08:00

The Time for Collaborative Banking Is Now, With Landon Glenn

2024-12-05T10:13:46-08:00

LISTEN NOW ''One of our early investor advisors — the head architect of Zelle — when we first met with him, said, ‘Look, I think over the next five to 10 years’ — and this was three years [...]

The Time for Collaborative Banking Is Now, With Landon Glenn2024-12-05T10:13:46-08:00

Open Banking, Conversational AI and a Whole Lot More, with Dan Black of Boost.ai

2024-12-05T10:14:11-08:00

LISTEN NOW "The core philosophy, which still remains true, is: What app or what user or what devices that user has access to, and how are we going to get them back to engage with the platform and [...]

Open Banking, Conversational AI and a Whole Lot More, with Dan Black of Boost.ai2024-12-05T10:14:11-08:00

Determine Your Strategic Goals Before Selecting a Fintech Partner, with Don Shafer, Co-founder & Chief Evangelist at Quilo

2024-12-05T10:14:24-08:00

LISTEN NOW "Do everything you can locally because if you're doing it with a local institution, those profits are going to be literally poured back into your local economy and your local people." Episode Summary [...]

Determine Your Strategic Goals Before Selecting a Fintech Partner, with Don Shafer, Co-founder & Chief Evangelist at Quilo2024-12-05T10:14:24-08:00

Cryptocurrency and the Community FI, With Lou Grilli of PSCU

2024-12-05T10:14:38-08:00

LISTEN NOW "I hope nobody ever comes away with, 'Lou told me that I should be investing in cryptocurrency because I could get rich.' I'm not a big fan of people who think like that. And you hear [...]

Cryptocurrency and the Community FI, With Lou Grilli of PSCU2024-12-05T10:14:38-08:00

Leveraging Technology to Serve the Underserved, with Kristi Kenworthy of Dora Financial

2024-12-05T10:14:52-08:00

LISTEN NOW "Dora comes from Dora Maxwell, who was a pioneer in the credit union industry in the Northeast and helped form hundreds of credit unions. I think it's more fitting for what we're doing because while Dora [...]

Leveraging Technology to Serve the Underserved, with Kristi Kenworthy of Dora Financial2024-12-05T10:14:52-08:00

Good Decisions Require Good Data and Good Accountholder Understanding, with George Estrada, Principal Strategic Advisor for Credit Unions at AWS

2024-12-05T10:15:06-08:00

LISTEN NOW "Data's just data. What really delivers value is the information we could recreate out of the data." Episode Summary EPISODE: 50 with guest: George Estrada Principal Strategic Advisor for Credit [...]

Good Decisions Require Good Data and Good Accountholder Understanding, with George Estrada, Principal Strategic Advisor for Credit Unions at AWS2024-12-05T10:15:06-08:00

How to Adapt to the Evolution of Payments With Melissa Kopp of Neural Payments

2024-12-05T10:15:19-08:00

LISTEN NOW "We make things way too hard. I've been in the industry for a number of years, and sometimes we make it hard for our clients to do business with us when that doesn't have to be [...]

How to Adapt to the Evolution of Payments With Melissa Kopp of Neural Payments2024-12-05T10:15:19-08:00

Meeting Consumers’ Constantly Changing Expectations, with Jenn Markus of Glia

2024-12-05T10:15:46-08:00

LISTEN NOW "If you don't have a very ironed-out, streamlined, easy, seamless, intuitive process that might have six questions instead of five, then users are more likely to abandon that process and go to somebody else that has a [...]

Meeting Consumers’ Constantly Changing Expectations, with Jenn Markus of Glia2024-12-05T10:15:46-08:00

What Digital Transformation Is and Isn’t, with Craig McLaughlin of Finalytics.ai

2024-12-05T10:15:59-08:00

LISTEN NOW "We always talk about user-centered design, service design, and putting the consumer at the center of everything you do. I think it's hard to say that you lose by doing that. I really do believe that [...]

What Digital Transformation Is and Isn’t, with Craig McLaughlin of Finalytics.ai2024-12-05T10:15:59-08:00

Thoughts on Friction, Fintechs and Focus, With Bryce Deeney of equipifi

2024-12-05T10:16:12-08:00

LISTEN NOW "I think it's still all exploratory right now. 20, 30, 50 years from now, I think 90% of the cryptos available today won't exist, but there are probably 9,000 more that will. I think you have [...]

Thoughts on Friction, Fintechs and Focus, With Bryce Deeney of equipifi2024-12-05T10:16:12-08:00

How to Manage the Due Diligence Process When Choosing a Technology Provider — Shaun Murray, the CEO of Enhanced Software Products, Inc.

2024-12-05T10:16:35-08:00

LISTEN NOW "I don't want the small financial institutions, the middle size, the large ones to go away. I want them to flourish because they have a purpose. And I think everybody should and does work well together [...]

How to Manage the Due Diligence Process When Choosing a Technology Provider — Shaun Murray, the CEO of Enhanced Software Products, Inc.2024-12-05T10:16:35-08:00

Community FIs should lean into local, with Geoff Knapp of Allied Payment Network

2024-12-05T10:16:50-08:00

LISTEN NOW "The providers of fintech for community FIs offer too much that doesn't work well. That's almost like the old school, like the Blackberry model versus the Apple model. The Blackberry had a ton of great capability, [...]

Community FIs should lean into local, with Geoff Knapp of Allied Payment Network2024-12-05T10:16:50-08:00

Keeping Pace With Big Banks by Adopting Their Technology. Insights From Brenda DiMuro, Regional Sales Manager at CO-OP Financial Services

2024-12-05T10:17:19-08:00

LISTEN NOW ''We used to say, 'We want all of your money and all of your transactions and everything to be one financial institution. ' Well, that's not how it works anymore. Most people are digital nomads, and [...]

Keeping Pace With Big Banks by Adopting Their Technology. Insights From Brenda DiMuro, Regional Sales Manager at CO-OP Financial Services2024-12-05T10:17:19-08:00

Managing Your Money Means Managing Your Giving, Too. So Says Gideon Taub, Founder of Pinkaloo

2024-12-05T10:17:34-08:00

LISTEN NOW ''Younger community members, younger members of a credit union or of a community financial institution, want to be aligned with organizations that are giving back that are doing good, and that doesn't just feel like corporate [...]

Managing Your Money Means Managing Your Giving, Too. So Says Gideon Taub, Founder of Pinkaloo2024-12-05T10:17:34-08:00

How Can Data and Applied Analytics Help Credit Unions Deliver a Better Member Experience in the Digital Era – Tim VanTassel from FICO

2024-12-05T10:17:46-08:00

LISTEN NOW “If you've ever been to New Orleans and the mouth of the Mississippi, seeing that river roll by. Think about that as the amount of data that's rolling through, say an average Telco per second. And [...]

How Can Data and Applied Analytics Help Credit Unions Deliver a Better Member Experience in the Digital Era – Tim VanTassel from FICO2024-12-05T10:17:46-08:00

Innovating to Improve Lives of CU Members and Employees

2024-12-05T10:18:12-08:00

"Data is data is data. It doesn't matter if you're taking it from a phone system, from online banking, or from healthcare. It's data. It's ones and zeros. What you do with that, that's really where the magic [...]

Innovating to Improve Lives of CU Members and Employees2024-12-05T10:18:12-08:00

CUProdigy’s Community-Oriented Approach to Digital Banking for Credit Unions

2024-12-05T10:18:36-08:00

LISTEN NOW “If everything we rely on is housed by one or two or three large organizations whose sole purpose is to just make a lot of money, [it] feels scary as a consumer that I would be [...]

CUProdigy’s Community-Oriented Approach to Digital Banking for Credit Unions2024-12-05T10:18:36-08:00
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