19 Nov 2021

Business of Fintech, Creating win-win partnerships, The Journey of Leadership

How to build a fintech: Why BM Technologies’ Luvleen Sidhu pivoted to B2B2C and notes on partnerships and female leadership

• BM Technologies' Luvleen Sidhu takes us through why her firm went from a purely B2C strategy to a B2B2C one and what impact it had on profitability.
• Sidhu offers insight into what it takes to run a successful partnership, how the WFH and hybrid structures impact the workforce, and what responsibilities does the role of CEO entail.

10-Q, Member Exclusive

From Chinatown roots to SoCal’s focus: How East West Bank became SoCal’s largest publicly traded bank

• We look at the story of how East West Bank came to be and evolved into the largest publicly traded bank headquartered in SoCal.
• what has likely driven East West Bank’s growth from day one is its targeted focus on a niche demographic.

Compound Influence, Podcasts

Compound Influence #2: Ron “The Analyst’s Analyst” Shevlin

• The Compound Influence Podcast explores the mechanics of influence and influencers in financial services.
• In this episode, we look at Cornerstone Advisors' Ron Shevlin and the impact he has on the industry through data-informed research and opinion.

Banking, Making better partnerships, Path to growth, Podcasts

‘Banks use about 35% of their available technology, and we didn’t want to be that bank’: Craft Bank CEO, Ross Mynatt, on evolving tech preferences among community banks

• Hey, I'm Tearsheet's Sara Khairi, kicking off as your new host of the Tearsheet Podcast alongside our editor-in-chief, Zack Miller. Ready to shake things up, I'm excited to bring you some episodes of my own. My very first episode takes you to Atlanta, where we explore the growth and tech preferences of Craft Bank.
• Ross Mynatt, CEO of Craft Bank joins us to discuss his journey as a first-time CEO, the choice of Jack Henry as their core tech partner, and the strategies behind Craft Bank’s $250 million asset growth in just under 4 years.

Embedded Finance

“I see embedded taxes becoming a standard feature in financial services”: april’s Christina Taylor on what direction is embedded tax taking next

• Fintechs are turning their attention to the largely untapped embedded tax space.
• april's Christina Taylor talks about the decade-long evolution of the e-file product, the challenges and growth potential, and her outlook on the embedded tax trend for the next 5 years.