The online investing course — with Mesh Lakhani

Partner, Podcasts

Why banks need to adopt a product mindset for their digital channels

• Most banks and credit unions still manage digital banking as IT projects rather than products that need constant refinement based on user behavior.
• Listen to this podcast to learn how a product-led approach transforms digital banking from a feature factory into a strategic channel that drives adoption, reduces support costs, and improves customer satisfaction.

Podcasts

How TruStage Ventures built connective tissue between fintechs and credit unions

Podcasts

Why venture capital infrastructure is finally getting automated

• The manual processes that used to require lawyers, fund administrators, and accountants to set up private investment vehicles can now be handled by software in days instead of months.
• Sydecar's founder explains how standardizing legal documents unlocked automation across the entire investment lifecycle, and why major banks are now acquiring platforms to bring private market access to retail investors.

Podcasts

Why every bank now needs a stablecoin strategy (whether they like it or not)

• The GENIUS Act brings regulatory clarity to stablecoins, but Conduit CEO Kirill Gertman argues that clarity alone won't guarantee success.
• Banks face a choice between building their own infrastructure or becoming the pipes for others.

4dFI global fintech podcast, Podcasts

Banks or Pipes: Where financial institutions go when agents take over

• AI agents are reshaping financial services, forcing banks to choose between building proprietary models, becoming infrastructure providers, or leveraging trust through partnerships.
• With web traffic down 20-30% and Capital One seeing 55% engagement boosts from AI concierges, the transformation is already underway.