A “plug adapter” for donations: Daffy repackages the donor-advised fund

Business of Fintech

At Money 20/20, financial services and fintech leaders reflect on 2024 achievements and plan for the future

• At Money 20/20, fintech and financial services executives revealed their key accomplishments and strategic goals for 2024 and 2025.
• This compilation of interviews provides a snapshot of innovation transforming the financial technology sector.

Business of Fintech, Keys to growth, Path to growth

Growing with Purpose: Insights on product-led growth and customer acquisition strategies from and for emerging financial firms

• Three off-the-beaten path financial firms navigated the economic headwinds of 2022 and 2023, managing to succeed where many others struggled.
• Executives from Brigit, Majority, and Grasshopper Bank share how strategies tailored to their company ethos drove strong performances amid uncertain times.

Business of Fintech

As we count down to Money 20/20, what themes are anticipated to shine this year and why?

• Tearsheet spoke with industry leaders from J.P. Morgan, Citi, U.S. Bank, and SVB attending Money 20/20 to learn what to expect from this year's event.
• We also discussed which key themes these bank executives expect to dominate in discussions, given their recent impact and future potential in the financial sector.

Business of Fintech, Creating win-win partnerships

How to build a fintech: Why BM Technologies’ Luvleen Sidhu pivoted to B2B2C and notes on partnerships and female leadership

• BM Technologies' Luvleen Sidhu takes us through why her firm went from a purely B2C strategy to a B2B2C one and what impact it had on profitability.
• Sidhu offers insight into what it takes to run a successful partnership, how the WFH and hybrid structures impact the workforce, and what responsibilities does the role of CEO entail.

Banking as a service, Business of Fintech, Creating win-win partnerships, Embedded Finance

How to run a BaaS relationship, a guide for fintechs and banks

• The biggest problem in the current intermediary-reliant BaaS set up is that it makes it very hard to isolate who is responsible for what, and in so doing, complicates risk mitigation strategies.
• These relationships have now come home to roost and are forcing sponsor banks as well as fintechs to build partnerships that are clearer and more stable from the outset.