31 May 2022

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.

Banking, Financial Education, Getting customers to act

Money matters to the heart: A case study on how to tie customer care with brand engagement

• Ally Bank is dialing into psychology to connect deeper with customers. Its Money Roots campaign encourages customers to explore the narratives they tell each other about money through free workshops.
• It's an example of a campaign that brings customers into contact with the bank without feeling there are strings attached. We dive into how the campaign is built and what strategies it uses to rise above the noise.

10-Q, Member Exclusive

Inside Alex Chriss’s first year leading PayPal

• On September 27, 2023, PayPal began a new chapter with Alex Chriss stepping into the CEO role.
• A year into his tenure, we take a look at Chriss's journey at PayPal through key events and if he is winning approval.