Podcasts

Broker Buddha’s Jason Keck: ‘Using PDFs as a communication method is just absurd’

  • Commercial insurance onboarding is still done primarily in PDF.
  • Broker Buddha replaces offline paper with online smart forms.
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Broker Buddha’s Jason Keck: ‘Using PDFs as a communication method is just absurd’

 


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Partner, Podcasts

Why small businesses hesitate on AI in finance, and how BILL is addressing it

  • Small and midsize businesses want the time and cost savings AI can offer, but hesitate to hand over their financial operations, so BILL built its new AI suite around three pillars: accuracy, control, and security.
  • According to BILL’s Tara Wellington, the company’s own risk platform saw about $1.5 BILLion in potentially risky or mistaken payments last year. For her, that kind of data is what lets the risk agent flag issues at the moment they matter, helping keep operations moving smoothly.
Rabab Ahsan | October 22, 2026
Partner, Podcasts

Why B2B payments are a whole-journey problem ft. TreviPay

  • Digital-native buyers are rewriting the rules of B2B payments, demanding consumer-grade convenience, flexible terms, and openness to stablecoins and AI, while sellers race to keep their best customers happy under tight credit conditions
  • TreviPay’s Allen Bonde explains why today’s AI mostly assists rather than replaces human buyers, and what it will take for banks, networks, and fintechs to build the shared infrastructure that could change that.
Rabab Ahsan | October 21, 2026
Banking, Partner, Podcasts

Why Salient bet everything on auto lending and never looked back

  • Salient’s CEO Ari Malik bet everything on auto lending, relocated to sit next to a single customer, and now says the company has never lost a client among the roughly half of the top 20 lenders it serves.
  • Malik breaks down, how AI voice agent grew into a full compliance and loss-recovery stack, why big banks are adopting AI faster than smaller fintechs, and the company got here without a sales team.
Rabab Ahsan | October 13, 2026
Member Exclusive, New banks, Podcasts

Nubank’s Ethan Eismann: ‘You have to love your customers fanatically for them to love you fanatically’

  • Nubank launched Nu Global and a dedicated U.S. product this month, its first consumer launch outside Brazil, Mexico, and Colombia.
  • Chief Design Officer Ethan Eismann explains why he believes trust in banking is built through app performance and care, not just aesthetics.
Zack Miller | September 30, 2026
Opinion, Podcasts

Over and Underhyped: The banking trends we’re getting wrong

  • In Episode 2 of The Editors’ Room, Sara and Zack each pick one trend they think the financial industry is getting wrong – one overhyped and one underhyped.
  • Sara looks at the fight for primary financial relationships, while Zack makes the case for why bank branches still have an important role to play in an increasingly digital banking landscape.
Sara Khairi | September 16, 2026
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