FINTECH TAKES

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

8: S9 E8: Special Solo Recap on Deregulation, Marqeta, and Crypto’s Paradox

Latest episodes

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September 19, 2024

1: What Customers Want: Fintech’s Complicated Relationship with Customer Service

Welcome to What Customers Want, a limited series from the Fintech Takes podcast, hosted by yours truly. In this 4-part series, I’ll be cracking open one of fintech’s most puzzling topics: customer service. And I’ll be joined by Corey Besaw, President of APAC and one of the founders of Ubiquity, a company that knows a […]

September 18, 2024

S8 E11: Not Fintech Investment Advice: 1: Agree, Revenew, Barq, and in Loving Memory of Tally

Welcome back to Not Fintech Investment Advice, where Simon Taylor and I spotlight new and exciting fintechs, minus the stock tips. First up is Agree. If DocuSign and Stripe had a Gen AI-powered baby, it’d be the e-signature platform Agree. It blends free agreement software with paid invoicing and payments (merging 2 trends: AI-driven law […]

September 11, 2024

S8 E10: Bank Nerd Corner: Why “FBO” is Out & Fintech Custody Accounts Are In, Rate Cut Buzz, and the FDIC’s New Rule

Welcome back to Bank Nerd Corner, featuring yours truly and the brilliant Kiah Haslett, Banking and Fintech Editor at Bank Director. First up: Kiah breaks down why “FBO” accounts need a rebrand as “Fintech Custody Accounts” (FCA) to better reflect today’s BaaS landscape. Could this shift in lingo actually improve transparency in managing fintech partnerships? […]

September 4, 2024

S8 E9: Fintech Recap: Klarna’s “Balance” vs. Banking, Affirm’s Resilience, and Niche Neobanks Refuse to Die

In this week’s episode of Fintech Recap, Alex is joined by Jason Mikula to dive into the latest on fintech. With BaaS Island quiet, the guys head over to BNPL for some fresh juice. First up, Klarna’s U.S. launch and its new “Balance” feature — despite the hype, it’s not quite banking. In the U.S., […]

August 28, 2024

8: S8 E8: Money Talks: What do Gen Z and Boomers Hear?

Alex catches up with fintech storyteller Mary Wisniewski, Editor-at-Large at Cornerstone Advisors and host of the podcast Money Isn’t Everything. In this episode, they dive into Mary’s latest research on Gen Z’s financial habits—spoiler alert: Gen Z is more anxious and open about money than any generation before. From spilling the tea on student loans […]

August 21, 2024

7: S8 E7: Not Fintech Investment Advice: Revenir, Summer, Jeff, and Axle

In this episode of Not Fintech Investment Advice, Alex and Simon spotlight the latest up and comers solving cool problems in fintech. First up is Revenir, which helps travelers and businesses recover sales tax on their purchases, making rebates happen “automagically” through its API. As a prime “found money” use case for AI, what’s Revenir’s […]

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