Podcasts

[podcast] Uberization of finance? Ron Shevlin on the bank of the future

close

Email a Friend

[podcast] Uberization of finance? Ron Shevlin on the bank of the future
Ron Shevlin, Cornerstone Advisors
Ron Shevlin, Cornerstone Advisors

If you listen to NPR, you’ll sometimes hear a recording artist, someone like Lyle Lovett, referred to as “an artist’s artist”. Meaning, an artist that other people of the same craft can appreciate and love.

Our guest on this episode of the Tradestreaming Podcast is an analyst’s analyst. For the past 25 years, Ron Shevlin’s worked with the leading financial services, consumer products, retail, and manufacturing firms in the world. Ron’s the Director of Research at Cornerstone Advisors, a consulting firm to the banking and credit union industries, where he specializes in retail banking issues including sales and marketing technologies, customer and marketing analytics, social media, customer experience and consumer behavior. He was previously at Aite and Forrester covering the financial services space.

Most importantly for us, he’s the author of weekly articles he calls Snarketing published on the Financial Brand website that combine his keen eye for trends and opportunities for growth in the financial services space with his great sense of humor. It’s a must read for me and I hope it will become part of your reading list, too.

Listen to the FULL episode

In this episode, we:

  • explore whether financial services is truly becoming uberized
  • dive deeper into Ron’s vision for the future of financial services which he describes as the industry’s migration from product providers to a platform or ecosystem of financial services much like Amazon’s platform for ecommerce

MORE RESOURCES

EVEN MORE RESOURCES

Photo credit: COMSALUD via Visual hunt / CC BY

0 comments on “[podcast] Uberization of finance? Ron Shevlin on the bank of the future”

Podcasts

Adam Nash on building Daffy, the membership-based platform for charitable giving

  • Former Wealthfront CEO Adam Nash explains why he's passionate tackling charitable giving with Daffy, a membership-based platform that's making donor-advised funds accessible beyond wealthy clients.
  • Nash discusses how Daffy's $3-per-month model disrupts traditional asset-based fees, incorporates AI features like Quick Donate, and enables family collaboration on giving goals.
Zachary Miller | September 10, 2025
4dFI global fintech podcast, Podcasts

‘Value is going to accrue down to the application layer’: VanEck’s Juan Lopez on crypto’s infrastructure shift

  • anEck Ventures' Juan Lopez discusses how crypto infrastructure has matured from experimental technology to regulated financial products, with stablecoins growing from under $1 billion to over $60 billion in circulation during his time at Circle.
  • He explains why investment value is shifting from the commoditized issuance layer to the application layer, where companies can build user-friendly products on top of crypto rails.
Summer Dellacqua | August 06, 2025
4dFI global fintech podcast, Podcasts

The fintech comeback: Sheel Mohnot on why ‘everything is fintech’ and what’s getting funded in 2025

  • The fintech investment landscape is heating up again after a challenging 2022-2023, with early-stage funding recovering.
  • In this episode, Better Tomorrow Ventures co-founder Sheel Mohnot shares insights on the 'everything is fintech' trend and what's getting funded in 2025.
Zack Miller | July 23, 2025
Podcasts

How Petal founder Andrew Endicott proved alternative credit works, and what he’s betting on next

  • Petal co-founder Andrew Endicott joins Tearsheet Editor-in-Chief Zack Miller to discuss the evolution of alternative credit and lessons from building a billion-dollar fintech company.
  • Now as co-founding partner at Gilgamesh Ventures, Andrew shares his investment thesis on AI-powered financial services, compliance technology, and why Latin America represents the next frontier for fintech innovation.
Zack Miller | July 16, 2025
4dFI global fintech podcast, Podcasts

How Wise captured 25% of Brazil’s cross-border market (and what it reveals about fintech’s future in LATAM)

  • While attention focuses on Western fintech markets, the most transformative innovations are emerging in Latin America, where countries like Brazil have built instant payment systems surpassing developed markets.
  • Wise's Nadia Costanzo explains how the company captured 25% of Brazil's cross-border market through bank partnerships, revealing a collaborative model reshaping finance.
Zack Miller | July 09, 2025
More Articles