FINTECH TAKES

Welcome to Fintech Takes—the place where fintech’s biggest nerds come to sit back, relax, and completely geek out.

Not Fintech Investment Advice: Polar, Multiply Mortgage, OpenTrade, & Spinwheel

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October 18, 2023

S5 Ep3: Not Fintech Investment Advice: Layup Gamifies Savings, Series Set to Compete with Major ERPs, Can We Please Stop Focusing on LLMs

It’s time for another episode of “Not Fintech Advice” with the inestimable, Simon Taylor! Or errr…. Whatever, that word actually means. Alex and Simon break down the latest in fintech news starting with Galleon, an off-market real estate platform that allows sellers to scope out the market and exert a greater degree of control over […]

October 11, 2023

S5 Ep2: The Role of Supervisors/Adverse Action Notices/Building a Better PFM

Conference season is here and Kiah Haslett is here to break down all the latest news and events in banking and fintech, including all the hot conference goss and Alex’s big plans for coming out of an early retirement to play one last game of pickup basketball at Money 20/20. Then, Alex and Kiah dive […]

October 4, 2023

S5 Ep1: Fintech Recap: The Challenges of BaaS/The Drama of Interchange/The Final Death of NFTs

Matthew Goldman (founder of Totavi and author of CardsFTW) joins Alex and Jason to talk through the never-ending challenges of banking-as-a-service, why Evolve hasn’t managed to earn itself a consent order yet, and the growing complexity of BaaS thanks to middleware platforms. The trio then talk about the eternal struggle over interchange fees and why […]

September 27, 2023

S4 Ep12: Breaking Down the Five Waves of Fintech, with Charles Birnbaum

You can’t disrupt fintech unless you fully understand its storied history. So what are the biggest lessons we can take away from the past? Join Alex for a fascinating conversation with Charles Birnbaum, Partner at Bessemer Venture Partners and author of the article “The Five Waves of Fintech,” as they dive into the five major […]

September 20, 2023

S4 Ep11: Not Fintech Investment Advice: Generative AI & Compliance, Reinventing the ERP, The Case For CDs

Get ready for another episode of Not Fintech Advice with Simon Taylor! In this episode, Alex and Simon dive into the world of generative AI and its potential as a disruptive innovation. How is AI revolutionizing middle and back-office processes? Alex and Simon also divulge their thoughts on the corporate spend management space and the broader […]

September 13, 2023

S4 Ep10: BNC: Why Fintech Can’t Get Charters, Compliance Expectations, Defining Risky Deposits

Get ready for another deep dive into the world of banking and fintech with this month’s “Bank Nerd Corner” with the brilliant Kiah Haslett, the banking and fintech editor at Bank Director. In this episode, Kiah and Alex are diving into the challenges of defining unsecured deposits before tackling Alloy’s latest benchmark report, which revealed […]

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