How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier

Podcasts

Modernizing the finance tech stack: A conversation with Mercury’s VP of Finance, Dan Kang

• Mercury is thoughtful in how it is impacting corporate finance for tech founders by rethinking the CFO tech stack.
• Explore the future of startup banking from Dan Kang, VP of Finance at Mercury.

Compound Influence, Podcasts

Compound Influence #2: Ron “The Analyst’s Analyst” Shevlin

• The Compound Influence Podcast explores the mechanics of influence and influencers in financial services.
• In this episode, we look at Cornerstone Advisors' Ron Shevlin and the impact he has on the industry through data-informed research and opinion.

Banking, Making better partnerships, Path to growth, Podcasts

‘Banks use about 35% of their available technology, and we didn’t want to be that bank’: Craft Bank CEO, Ross Mynatt, on evolving tech preferences among community banks

• 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.

Podcasts

The evolving role of Chief Data Officers and Generative AI in financial services with Jay Como and Glenn Kurban

• Jay Como and Glenn Kurban discuss the evolving role of Chief Data Officers and the impact of generative AI on financial services.
• Explore how AI is transforming data governance and data migration in financial services.

Keys to growth, Modern Marketing, Partner, Podcasts

How FIs can ride the AI wave and build for a fragile customer with Suzy’s CEO Matt Britton

• The US financial industry is due for a reckoning according to Suzy's CEO Matt Britton. Effects of the pandemic, AI, and change in consumers' relationship with their FIs are about to show.
• In this episode, Britton zooms out and highlights the changes the industry can expect as a whole: How AI will reorder sectors like wealth management, and how BNPL and social media are impacting the consumers' relationship with their FIs.