18 Feb 2020

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Banking, SMB Finance

Relationship banking is the secret sauce to successfully banking SMB customers

  • SMB owners face isolation, tool proliferation, and vulnerability to economic shifts, managing every business function while lacking revenue cushions for uncertainty.
  • KeyBank's Certified Cash Flow Advisor Program is evolving banking relationships from transactional to consultative, with certified advisors providing ongoing guidance through "Key Conversations".
Rabab Ahsan | November 04, 2025
10-Q, Member Exclusive

Steering $10 Trillion Daily: JPM Payments’ Global Head of Technology on payments, AI, and leadership

  • Change is the only constant in payments — and JPM Payments' Global Head of Technology has spent enough time in the thick of it to know that.
  • He discusses what’s capturing his attention today -- and how to keep building as the landscape keeps shifting.
Sara Khairi | October 27, 2025
5 questions, Awards, Embedded Finance

“Reaching $1 billion in annual funding offers was a learning moment”: Lendflow’s Founder and CEO, Jon Fry, on how that figure became a springboard for internal innovation

  • Lendflow was recognized as 'Best Overall Embedded Finance Platform' at this year’s Tearsheet Big Bank Theory Awards.
  • Jon Fry, Founder and CEO of Lendflow, says the platform’s real strength lies in its foundation, a system built to connect, automate, and enable embedded credit at scale.
Sara Khairi | October 24, 2025
Announcement

Announcing the Winners of the 2025 Tearsheet Lending Awards

  • Each year, the Tearsheet Lending Awards shine a light on the innovators and leaders driving the lending industry forward.
  • The awards spotlight some of the most impactful work in banking and lending, celebrating those setting new standards among their peers.
Shabih Rao | October 23, 2025
Partner, SMB Finance

How Lendflow is helping embedded lenders reduce system fragmentation and gain an edge in AI

  • Lenders juggle multiple data vendors, wrestle with disconnected point solutions, and these tools lack the ability to paint a full picture of the SMB customer and their needs.
  • Listen to this podcast to learn how Lendflow is helping lenders break out of the fragmentation quagmire and access a full agentic AI toolbox that helps re-engage borrowers, as well as improve efficiencies for internal processes. 
Rabab Ahsan | October 23, 2025
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