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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Podcasts

Inside Cash App’s approach to banking its base: A conversation with Ryan Budd

  • As Cash App matures, it's working to build an embedded finance offering that provides a 360 offering of financial services on top of p2p payments.
  • Join us for an in-depth conversation with a leading Cash App executive as he shares insights on navigating leadership challenges, driving innovation, and empowering teams.
Zachary Miller | May 28, 2024
Podcasts

From direct lending to embedded finance: Luke Voiles on Pipe’s evolving value proposition

  • Pipe's CEO Luke Voiles joins Tearsheet editor Zack Miller on the podcast to discuss the firm's move into embedded lending with its new Capital as a Service platform.
  • From his roles at Intuit, Square, and now Pipe, Luke shares his management style, approach to building world-class products, and how he handles work-life balance.
Zachary Miller | May 21, 2024
Podcasts

How MSU Federal Credit Union uses shopping incentives to get customers to engage beyond just checking their balances

  • Michigan State University Federal Credit Union partners with Prizeout to provide cashback rewards and drive digital engagement, replacing declining interchange revenue.
  • Listen in to our podcast with MSU FCU's Chief Innovation Officer, Ben Maxim, and Prizeout CTO, Brendan Grove to talk about how FIs are finding new ways to engage their customers.
Zachary Miller | May 14, 2024
Podcasts

Card Launch 101 (Live): Your ultimate guide to building and launching a successful card

  • Launching a card today requires clear planning, focused execution, and ongoing testing to make a card program really successful.
  • Join executives from Galileo, FNBO, and DailyPay as they discuss a playbook for successful card launch based on years of hard-earned experience and expertise.
Zachary Miller | May 07, 2024
Podcasts

Inside Vanguard’s CX modernization journey with Aaron Taylor, Personal Investor CIO, and Marco De Freitas, Head of CX and Digital

  • As Vanguard became more committed to modernizing its CX, it made key investments in its team, structures, processes, skillsets, and technology stack.
  • Leaders from the personal investment side of the business join us on the podcast to discuss how one of the largest asset managers in the world is aligning design with more positive customer outcomes.
Zachary Miller | April 29, 2024
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