Explore our latest episodes.
Ep. 57: Mortgage’s Future Is Analytical, But Still Human
If you’ve tried to buy a house in the past year (or just browsed a real estate marketplace for fun), you may have noticed that housing prices and the demand for real estate soared at a record-breaking pace. Alex Leduc founded Canadian-based proptech Perch with the goal of empowering people throughout the entire home buying process.
Ep. 56: The Digital-First Community Bank Experience
Michelle Toll, the co-founder and Chief Innovation Officer of Digital First, LLC joins the podcast. Prior to her new venture, Michelle had over 20 years of experience in community banking. Over the past decade, she nurtured an interest in fintech, disruption, and digital innovation. When she connected with a former colleague (turned co-founder), the idea of a community-focused, digital bank emerged and she decided it was the perfect fit for what the market needed.
Ep. 55: Trusting The Future
On the latest episode, Hunter hosts Nancy Giordano, a strategic futurist whose accomplished career began in the advertising and branding space. Throughout this work, Nancy experienced each notable technology revolution - from the Internet to mobile to social media. Nancy brought her forward-looking mindset to the podcast to give us a peek into what’s to come.
Podcast Roundup: The Top Casts of 2021
As we enter the last few months of 2021, we reflect on some of our enlightening conversations hosted on The Financial Experience Podcast. This year, we talked with so many people who are responsible for rethinking and reshaping the financial services industry. Tune in to our top podcasts and hear more from some of finance’s most influential leaders.
Ep. 54: Small Business’ New Data Story Starts With Normalized Accounting Data
Small businesses everywhere have struggled long enough with disjointed data streams that come from multiple different systems. To make the data “talk back” and tell the story of your business, the accounting data needs to be normalized via modern APIs. Sohaib Zahid joins the podcast to talk about how his company plans to unlock this new era of data for small business accounting.
Ep. 53: The Launch, Test, Scale Strategy for Building Digital Banks
There seems to be a “moving target” for how to define a digital bank strategy. This is probably the result of many swings and misses on how to launch effectively, test smartly, and scale wisely. As more banks and fintechs increase the diversity of their offerings and the size of their digital marketing investment, it’s time to step your game up if you’re thinking about launching a digital bank.
Ep. 52: Digital Customer Service Is Now Table Stakes
Customer service, and most importantly digital customer service, continues to battle tension between its legacy tools (e.g. IVR phone systems) and the increasing role of artificial intelligence (AI), modularization, and on-screen voice. But customers of all ages expect their financial services partners to be there when, where, and how they want.
Ep. 51: Solving The “I’ll Pay You Back” Rift
If you’ve felt uncomfortable while asking a friend to split the dinner bill, reminding a roommate to reimburse you for utilities or hearing an unfulfilled promise of, “I’ll pay you back,” you’re not alone. Our recent podcast guests, Haafiz Abdurrahim and Adoba Yua, co-founded their fintech RiftPay to solve this timeless problem.
Ep. 50: Wealth Tech For Main Street
What does it take to bring wealth tech to Main Street? Margaret Hartigan created Marstone, a digital wealth management platform, to humanize and demystify finance. But the road wasn’t typical of today’s VC-back fintech stars. By leveraging the “backbone of the financial industry” - custodians and core processing companies - to fix problem - her team has built a consumer-driven experience deliberately.
Ep. 49: Connecting the Chasm Between Banks and Fintech
Trent Sorbe, founder and president of Central Payments, joins the Financial Experience Podcast to discuss innovation in the fintech space, payment partnerships, and why banks should act like a toaster. Yes, a toaster.
Ep. 48: Frich Makes Money Social and Accountable for Gen Z
Two young entrepreneurs who have traveled across the world and now settled in New York City, noticed a pattern of poor spending habits while building and maintaining a social life in each new place. So they decided to build an app that helped solved their problem.
Ep. 47: Financial Wellness Grows Inside The Workplace
Brian and Hunter discuss how the subject of personal finance can be intimidating and how it’s become one of the leading causes of stress. Listen to the latest podcast on how workplace financial education can be key to overcoming the largest personal finance hurdles.
Ep. 46: The Keys To Staying Independent
Jeff Marsico, recently joined the podcast to talk about “operating discipline” and how banks can stay independent in a time of great change amidst a number of pressures on customer loyalty.
Ep. 45: A De Novo For A New Era of Banking
Locality Bank, a de novo that is expected to go live later this year, has the strategic advantage of launching at "an opportune time,” As de novo activity continues to sputter along nationally and M&A activity over the last decade removed many of south Floridian business owners’ favorite community banks, Locality’s stakeholders saw a clear need.
Ep. 44: A Shift To Niche
“You don’t start with the bank. You start with the customer. And most importantly you start with some really good data.” Liz High, EVP of Strategy and Marketing at Nymbus, are redefining what it means to "build or buy" technology.