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Future of Investing, Podcasts

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

To best service the UHNW investor, Addepar aggregates portfolio data and provides portfolio analytics.
CEO Eric Poirier joins us on the podcast to discuss his firms product and growth strategies.

Zack Miller | August 05, 2019

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Artificial Intelligence, Banking, Podcasts

Sometimes a bank chooses to build a feature that sets the tone for the industry. Today's story is a case study into such a case, where Bank of America's Hari Gopalkrishnan dives into how the bank developed its digital assistant and how its role has expanded over the years.
On the show, Hari dives into the challenges the firm faced when building Erica and then takes his sights to the future, giving us a never-before-seen look at how one of the biggest banks in the industry is thinking of Gen AI.

Rabab Ahsan | April 01, 2025

Podcasts

Self Financial now offers secured credit cards with a $100 deposit and no mandatory credit builder account, addressing gaps in credit-building options.
CEO Julie Szudarek discusses how product decoupling and educational initiatives are expanding financial access for underserved consumers.

Zack Miller | March 26, 2025

Podcasts

Max Branzburg reveals how Coinbase's Bitcoin-backed loans represent a pivotal shift in financial services moving on-chain, enabling liquidity without selling crypto.
He explains why connecting users to decentralized protocols creates innovation that traditional banks can't match with their lengthy development cycles.

Zack Miller | March 19, 2025

Podcasts

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

Zack Miller | March 12, 2025

4dFI, Podcasts

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.

Zack Miller | March 07, 2025