14 Jan 2021

Banking, Embedded Finance

How Union Credit’s embeddable loan marketplace positions CUs for a digital-first future

• Union Credit embeds digital lending into the buying journey, offering borrowers instant access to credit without needing to visit a CU branch.
• Dave Buerger, CEO and co-founder of Union Credit, explains how the marketplace operates and how credit unions can transform initial loan interactions into lasting banking relationships.

Banking, Innovation

The Last Bank Branch? Not Quite, But Close

• While banks spend a significant amount of their resources on maintaining their physical footprint, the success of digital banking has put into question the efficacy of this investment by incumbents.
• Now banks need to find ways to compete in the digital realm and optimize their branch networks to function and complement an omnichannel banking world.

Podcasts

Uprise makes entrepreneurial finance simple feat. CEO Jessica Chen Riolfi

• This episode of the Tearsheet podcast features Jessica Chen Riolfi, co-founder and CEO of Uprise, a company providing embedded financial advisory services for small business platforms.
• We explore how Uprise evolved from serving Gen Z customers to focusing on small business owners, and dives into their unique approach of combining personal and business financial advice while partnering with established platforms to reach their target market.

Artificial Intelligence, Designing new products, Future of Investing, The Quarterly Review

The Quarterly Review: Public’s Leif Abraham on three new products, simplification, and AI-washing

• In this edition, we check back in with Public's Leif Abraham to see how his plans to build towards guided portfolios and AI integrations in the investment flow panned out.
• Abraham dives into how Public's new products are helping the company differentiate and crystalizing its role in the industry.

Partner, Payments

Wallets, Rails, and Coins: Payments executives on how to push the industry forward in the era of real time

• This year Tearsheet's The Power of Payments conference brought together executives from industry leaders like SVB, Fifth Third, Zip CO, and Payoneer.
• We dive into the biggest ideas and strategies shared on the day, such as mindful deployment of AI, strategies for banks making embedded finance plays, and building the right experiences and integrations in payments.