Hey, I'm Tearsheet's Sara Khairi, kicking off as your new host of the Tearsheet Podcast alongside our editor-in-chief, Zack Miller. Ready to shake things up, I'm excited to bring you some episodes of my own. My very first episode takes you to Atlanta, where we explore the growth and tech preferences of Craft Bank.
Ross Mynatt, CEO of Craft Bank joins us to discuss his journey as a first-time CEO, the choice of Jack Henry as their core tech partner, and the strategies behind Craft Bank’s $250 million asset growth in just under 4 years.
Ally Bank is dialing into psychology to connect deeper with customers. Its Money Roots campaign encourages customers to explore the narratives they tell each other about money through free workshops.
It's an example of a campaign that brings customers into contact with the bank without feeling there are strings attached. We dive into how the campaign is built and what strategies it uses to rise above the noise.
Entrepreneurship through Acquisition is a new trend that is becoming more and more popular with the help of the Small Business Administration (SBA) 7(a) loan program which allows aspiring entrepreneurs to acquire companies by borrowing money on advantageous terms.
Together ETA through SBA has impacts not only SMBs by allowing firms with older owners to find new leadership but also on America at large.
Building a fintech isn't a task for the faint of heart, especially given the current climate. But case studies like Suneera Madhani show that it not only gets easier every time you set out to build a fintech from the ground up, it also allows you to work on the ecosystem rather than just a narrow problem set.
Madhani's story is an instructive example of how aspiring entrepreneurs can find the right muse, how they should build their networks and what levers they should pull to build successful business models.
America's aging population provides a challenge and an opportunity for financial services providers to service customers and protect them from bad actors.
From AI-driven fraud protection to innovative wealth decumulation strategies, Charlie's CEO Kevin Nazemi offers insights into the future of personalized banking for seniors and the broader implications for the financial services industry.