Podcasts

Wave’s Grace Marquez: Behind the scenes of the company’s re-brand

  • After 8 years and 3.5 million customers, Wave decided on a re-brand.
  • It was time for the company to be intentional about who it is.
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Wave’s Grace Marquez: Behind the scenes of the company’s re-brand

 


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Podcasts

The new economics of wealth management: Stirlingshire’s advisor-first approach

  • Steve Wood explains Stirlingshire's 100% payout model and "advice on demand" service that only charges clients when recommendations generate profits.
  • Explore how tech-enabled compliance and AI tools are driving efficiency as Stirlingshire aims to recruit 5,000 advisors to transform the industry
Zack Miller | March 12, 2025
4dFI, Podcasts

Beyond Borders: How 4DFI is connecting financial experts with emerging market innovations — to learn and to invest

  • This episode examines the overlooked fintech boom across emerging markets, where innovations like WhatsApp banking are transforming financial access for millions.
  • Viewers will gain insider perspectives on how these global solutions are outpacing Western models, creating investment opportunities that combine strong returns with social impact.
Zack Miller | March 07, 2025
Podcasts

Smart Tech, Smarter Loans: Michelle Tran on fintech’s impact on student debt

  • Michelle Tran, head of commercial at Summer and founder of NYC FinTech Women, shares insights on tackling the student debt crisis through workplace benefit programs.
  • Tran discusses streamlining loan forgiveness, the evolution of employer benefits, and her journey building a community of 15,000 fintech professionals dedicated to amplifying women's voices in the industry.
Zack Miller | March 05, 2025
Podcasts

Ramp’s AI-powered push to automate expense management ft. Geoff Charles

  • Geoff Charles, Chief Product Officer at Ramp, discusses how AI is making expense reporting obsolete and reshaping corporate finance workflows for businesses of all sizes.
  • Learn how Ramp is evolving from a corporate card provider into an intelligent financial partner that saves companies time and money through automation and AI-powered insights.
Zachary Miller | February 28, 2025
Banking, Business of Fintech, Creating win-win partnerships, Partner, Podcasts

“We want this to be a long term relationship, minimum 5-10 years”: Citi’s Chafic Haddad on how the bank chooses fintech clients and builds evolving partnerships

  • Citi's Global Head of Fintech Sales Chafic Haddad, shares insights on the bank's fintech strategy, revealing how the bank prioritizes partnering for the long term.
  • He shares how Citi enables fintechs to expand beyond home markets, plays the role of both provider and co-creator, and leverages its network across 90+ countries.
Zack Miller | February 26, 2025
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