4 Nov 2020

Podcasts

Reshaping embedded finance with KeyBank’s Jon Briggs and Qolo’s CEO Patricia Montesi

• Discover how KeyBank and Qolo are changing embedded finance with their fintech partnership.
• Learn about their creative virtual account solution that's streamlining treasury management for businesses.

Artificial Intelligence, Path to growth, The Quarterly Review

The Quarterly Review: Current’s CTO Trevor Marshall’s working on building better models and shooting for step function improvements

• CTO of Current Trevor Marshall dives into his focus on optimization and building better tools for his teams.
• We also get a novel look at what success means to a neobank's CEO and summarily, 1% to 5% improvements aren't enough.

10-Q, Member Exclusive

From early glory to present challenges: The story of Bank of Hope

• We take a closer look at the struggles faced by LA-based Bank of Hope and the course it’s charting to navigate its challenges.
• The regional bank is advancing its M&A strategy while balancing it with cost-cutting measures.

Banking as a service, Creating win-win partnerships, Embedded Finance

Facing the new normal: How BaaS players can meet rising industry standards and still maintain strong relationships

• How can financial industry participants rethink their strategies to manage risk and compliance effectively while maintaining healthy relationships in the BaaS ecosystem?
• Industry experts weigh in on whether this is the right moment for FIs to become partner banks, how businesses can choose the right BaaS provider, and how providers can deliver satisfactory BaaS services.

Podcasts

Modernizing the finance tech stack: A conversation with Mercury’s VP of Finance, Dan Kang

• Mercury is thoughtful in how it is impacting corporate finance for tech founders by rethinking the CFO tech stack.
• Explore the future of startup banking from Dan Kang, VP of Finance at Mercury.