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Podcasts

Looking deeper at mortgage demand and products with BMO’s Tom Parrish

A BMO survey found that 64% of Americans are delaying homebuying due to concerns about mortgage rates.
Tom Parrish, managing director of consumer lending product management at BMO, joins us on the podcast to talk about home buying, financing, and general market trends.

Zachary Miller | September 25, 2023

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Podcasts

Upbound Group's acquisition of financial health company Brigit signals a major shift in how the industry values companies serving everyday Americans.
We speak with Brigit co-founder Zuben Mathews about achieving a meaningful exit while maintaining social impact.

Zack Miller | April 02, 2025

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