Banking as a service, Partner, Podcasts

‘Just because you can build a bank account doesn’t mean you should’: Helix’s Ahon Sarkar

  • Helix’s GM Ahon Sarkar joins us on the Tearsheet Podcast to break down what it takes for companies to win in embedded finance (and whether they should even try doing it at all).
  • What’s common among the winners? Established client relationship with trust, in a unique context, with a focus on differentiation, history of building user-centric products, and the right business model.
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‘Just because you can build a bank account doesn’t mean you should’: Helix’s Ahon Sarkar

 


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Podcasts

From startup to acquisition: Zuben Mathews on Brigit’s social impact journey

  • Upbound Group's acquisition of financial health company Brigit signals a major shift in how the industry values companies serving everyday Americans.
  • We speak with Brigit co-founder Zuben Mathews about achieving a meaningful exit while maintaining social impact.
Zack Miller | April 02, 2025
Artificial Intelligence, Banking, Podcasts

The story of Erica, Bank of America’s homegrown digital assistant

  • Sometimes a bank chooses to build a feature that sets the tone for the industry. Today's story is a case study into such a case, where Bank of America's Hari Gopalkrishnan dives into how the bank developed its digital assistant and how its role has expanded over the years.
  • On the show, Hari dives into the challenges the firm faced when building Erica and then takes his sights to the future, giving us a never-before-seen look at how one of the biggest banks in the industry is thinking of Gen AI.
Rabab Ahsan | April 01, 2025
Podcasts

Self Financial’s approach to expanding credit access through product innovation with Julie Szudarek

  • Self Financial now offers secured credit cards with a $100 deposit and no mandatory credit builder account, addressing gaps in credit-building options.
  • CEO Julie Szudarek discusses how product decoupling and educational initiatives are expanding financial access for underserved consumers.
Zack Miller | March 26, 2025
Podcasts

The financial system is moving on-chain: How Coinbase is bridging traditional banking and crypto utility with Max Branzburg

  • Max Branzburg reveals how Coinbase's Bitcoin-backed loans represent a pivotal shift in financial services moving on-chain, enabling liquidity without selling crypto.
  • He explains why connecting users to decentralized protocols creates innovation that traditional banks can't match with their lengthy development cycles.
Zack Miller | March 19, 2025
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
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