Zillow Group

Building a platform, Designing new products, Payments

Why Brex needed a 3.0 moment — and how the new operating model is less about code and more about vision

• Brex entered its 3.0 phase in 2024, rebuilding its internal structure — reshaping its operating model, execution, and leadership approach.
• We dive into why this pivot was a make-or-break moment for Brex. Over a year into Brex 3.0, its effects are coming into focus — we analyze what’s working and what needs work.

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

Modern Marketing

“We’ve been inventing new possibilities in finance for over 12 years, it was time to reinvent ourselves”: Plaid’s Heads of Creative and Design break down the firm’s recent rebrand

• Plaid's growth has served as a catalyst for the firm's recent rebrand. The new look showcases their expanded capabilities, reach businesses beyond fintech, and forge stronger connections with both B2B and B2C customers.
• In their rebrand, Plaid maintained their recognizable logo but updated most visual touchpoints by incorporating elements inspired by paper money and historical figures like Benjamin Franklin and Abraham Lincoln.

10-Q, Member Exclusive

How banks can stay relevant, not relics: Lessons from BNY & Citi

• BNY takes the AI route to improve its operations, and Citi continues to use workplace flexibility to navigate talent challenges.
• Banks willing to embrace change — whether through AI, flexible work environments, or other innovations — can use it to their advantage and stay relevant.

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.