Evara Lessons in Scaling

Humanise Live
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Lessons in Scaling is a new podcast from Evara, the Growth Systems Consultancy exploring how fintech and financial services leaders scale quickly while staying safe, trusted and compliant. Fireside-style conversations pairing operators and experts, focused on where AI, compliance and customer experience meet Evara (formerly Inbound FinTech) helps financial services and fintech firms build scalable, compliant revenue systems, connecting strategy, data, technology and AI into one growth engine. The podcast extends that work into audio: candid, unscripted conversations with the operators and experts building financial products at speed, without losing sight of trust, safety and compliance.

Episodes

  1. Sep 29

    Two fintech leaders on people, compliance culture, and where AI truly makes a difference

    Welcome to Lessons in Scaling, a podcast from Evara with honest conversations from the people building, scaling and transforming businesses in high growth and regulated environments. In the first episode, co-CEO Marie Hanes is joined by two women who have seen scaling from opposite ends. Jodie Taylor is VP of Marketing at Moorwand, the regulated entity that sits behind fintechs and connects them to banking relationships, card schemes and technology. Annie Gilchrist is CEO and co-founder of Lissom, which is rebuilding how financial institutions onboard business customers, and who previously led product at Currencycloud and Visa. They get into the parts of scaling that do not make it into the case study: why the lesson you only learn by doing is almost always about people, how communication quietly breaks somewhere between forty and seventy employees, and why a strong compliance culture makes a business faster rather than slower. They also take a clear-eyed look at AI. Annie explains why building AI native from day one is an advantage, and why the interesting question about the MIT finding that 95 percent of AI pilots fail is what the other 5 percent did differently. Jodie makes the case that AI can carry the workload but not the craft, and that you cannot build a community with it at all. In this episode Why onboarding times went from seven days to three hours, and what that changes The communication break that happens between 40 and 70 people Compliance as a commercial partner, not a box tick Don't let perfect get in the way of good, and Jodie's answer to it The promo shoot that got rained off, and what she did about it Giving your team AI tools is not an AI strategy The one thing to fix before you try to scale Connect Annie Gilchrist: LinkedIn and follow lissom.ai Jodie Taylor: LinkedIn and follow Moorwand Marie Hanes: LinkedIn and follow Evara.co If you enjoyed this, follow the show and share it with someone in the middle of a scale up. Chapters 00:00 Welcome, and what this show is about 01:59 Annie Gilchrist: rebuilding business onboarding at Lissom 02:50 From seven days to three hours 04:13 Jodie Taylor: what Moorwand does and why she joined 05:57 The scaling lesson you only learn by doing 08:25 Growing a product team from five people to thirty 11:08 Moving fast without compromising trust 11:52 Compliance as a partner, not a box tick 15:18 Protecting brand and community under pressure 17:03 Don't let perfect get in the way of good 18:27 The Money20/20 beach shoot that got rained off 20:35 Leading people through change 21:47 Building an AI native company from day one 23:43 Why access to AI tools is not enough 24:58 Where AI still falls short: brand, design and craft 28:10 You cannot build a community with AI 29:56 The return of in person events 31:04 Zero to one: advisors, first clients and community 33:06 Events that create value, not just noise 35:54 The MIT stat: 95 percent of AI pilots fail 38:40 Do you actually have an AI strategy? 40:34 The one thing to get right before you scale 42:33 Quickfire round 46:34 Where to find Annie and Jodie This podcast is produced by Humanise Live. Start your podcast today, visit: humanise.live Music from #Uppbeat https://uppbeat.io/t/sound-made-shape/quartz License code: ZSQQMLCJSL6PYQOX

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About

Lessons in Scaling is a new podcast from Evara, the Growth Systems Consultancy exploring how fintech and financial services leaders scale quickly while staying safe, trusted and compliant. Fireside-style conversations pairing operators and experts, focused on where AI, compliance and customer experience meet Evara (formerly Inbound FinTech) helps financial services and fintech firms build scalable, compliant revenue systems, connecting strategy, data, technology and AI into one growth engine. The podcast extends that work into audio: candid, unscripted conversations with the operators and experts building financial products at speed, without losing sight of trust, safety and compliance.

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