Cornerstone Advisors

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27 июн.
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14 мая

The Gig-Work Economy Has a Banking Blind Spot

Gig workers make up a major share of the U.S. workforce—but many still face volatile income, constant cash-flow pressure, and financial systems that weren’t built for them. Jay Millard, chief revenue officer at Ualett, joins Mary to discuss what banks and credit unions can learn from “some of the hardest-working people you will ever meet.” They also cover rising gas prices, the strain on gig workers, and where traditional underwriting falls short. Show notes: Ualett Subscribe to the Money Isn't Everything podcast here: https://qrco.de/bgfV82 Chapters [00:00] Intro + Final episode announcement [01:07] Meet Jay Millard (Ualett) [02:00] Gig workers feeling the financial pressure [03:00] Stress, uncertainty & working more hours [04:30] How gig workers find income opportunities [06:00] Why fintech is missing the mark [07:30] The size of the gig economy [09:00] Building for underserved workers [12:00] The reality of gig work today [14:00] The banking system’s blind spot [18:00] Rewards, cash flow & new solutions [33:30] AI, tech, and the future of gig work Send us Fan Mail

14 мая

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37 мин.
27 июн.

From the Garden to the Branch: A Knicks Win, a Chase Misquote, and the Zillennial Investment Opportunity

The Knicks finally gave New York manners, Chase got wildly misquoted, and banks are still out here pretending branches are the main character. Stacey Bryant and Ron Shevlin break down what JPMorgan Chase’s branch expansion is actually about, why community banks should stop copy-pasting big bank strategy, and why zillennials might be the investment opportunity financial institutions keep missing while they argue about checking accounts like it’s 2009. Also, Ron officially hates the term “white paper,” so please update your records accordingly. Show Notes: Don't Fall for the Branch Hype: Chase Didn't Build Those Branches for Retail BankingThe Zillennial Opportunity: Credit Unions’ Traditional Investing Imperative in the Crypto Age Subscribe to the What's Going On In Banking podcast here: https://qrco.de/bgfUYX Download the 2026 "What's Going on in Banking" Report here: https://qrco.de/bgmHtr Chapters [0:00] Welcome: New Orleans, Conferences & Banker Concerns [4:37] Fiserv’s Agent OS Enters the AI Agent Race [8:07] What “Agentic AI” Actually Means [10:26] Operating System or Orchestration Layer? [12:13] Commercial Lending & AML: The First AI Agent Use Cases [15:50] How AI Could Change Commercial Lending [19:20] Bringing AI Skeptics Along [22:00] The AI Capability Continuum [23:42] When AI Should Act Autonomously [25:08] Culture, Risk & the Future Banking Workforce [27:31] Why Bank Leaders Can’t Ignore AI Decisions [31:04] OpenAI + Plaid: ChatGPT Enters Personal Finance [33:03] Why Ron Is Skeptical of AI Financial Advice [37:20] Small Business AI Adoption & Customer Behavior [40:59] Advice vs. Execution: Where AI Finance Gets Valuable Send us Fan Mail Subscribe to the What's Going On In Banking podcast here: https://qrco.de/bgfV82

27 июн.

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26 мин.
24 мар.

AI in Banking, Core Systems & Fintech Trust: Insights from AFT Spring Summit

Live from the AFT Spring Summit, Sam Kilmer (Managing Director, Cornerstone Advisors) is joined by fintech leaders to discuss what’s really happening in banking and financial services right now. Guests include: Laura Kornhauser (CEO & Co-Founder, Stratyfy) David Eads (CEO & Co-Founder, Vine Financial) Kirsten Longnecker (Executive Vice President, York Public Relations) Tim Hamilton (Founder & CEO, Praxent) This unscripted “in the hall” conversation covers: The real impact of AI in banking (beyond the hype)Why trust between fintechs and banks is criticalCore system challenges still holding banks backThe future of software development with generative AIRisks of AI hallucinations and regulatory implicationsWhy entry-level talent may drive the next wave of innovationWhat’s working — and what’s still broken — in fintech From customer-centricity to infrastructure challenges, this discussion captures the current state of fintech innovation and where the industry is heading next. Click to watch more Fintech Hustle! 🔗 https://www.crnrstone.com/gritty-insights/podcasts/fintech-hustle/ Connect with Sam on LinkedIn: 🔗 https://www.linkedin.com/in/samkilmer/ Connect with Laura on LinkedIn: 🔗 https://www.linkedin.com/in/laura-kornhauser/ Connect with David on LinkedIn: 🔗 https://www.linkedin.com/in/kirstenlongnecker/ Connect with Kirsten on LinkedIn: 🔗 https://www.linkedin.com/in/kirstenlongnecker/ Connect with Tim on LinkedIn: 🔗 https://www.linkedin.com/in/timham/ Subscribe to the Fintech Hustle podcast here: https://qrco.de/bgfV6g

24 мар.

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28 мин.
12 февр.

The Disability Economy, by the Numbers

People with disabilities are often treated as a niche. In reality, more than 1 in 4 adults in the U.S. live with some kind of a disability. Today on the show, Mary chats with father-son founders Amit and Angad Sahgal of LetMeDoIt about why financial services miss this market and how their startup is using technology to support independence and design financial tools that work for more people. Show notes: LetMeDoITPeople With Disabilities: An Underserved And Untapped Market For Banks Subscribe to the Money Isn’t Everything podcast here: https://www.crnrstone.com/gritty-insights/podcasts/money-isnt-everything Chapters [00:00] Meet the Father–Son Founders of LetMeDoIt [01:03] “Disability Is Not a Niche” — The 62–70 Million Market [04:01] The School Story That Sparked the Idea [06:09] What Is Supported Decision-Making? [08:36] Where Financial Services Gets Disability Wrong [11:13] Support vs. Supervision: Why Autonomy Matters [13:05] Why Credit Unions Are Key to Financial Inclusion [18:11] From Financial Education to Real Access [22:29] The Caregiver Perspective & Financial Safety Nets [27:06] What’s Next for LetMeDoIt? Send us Fan Mail

12 февр.

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30 мин.
6 мая

Starting a Bank in the Age of AI

We’re at a wake-up moment. In ten years, banking has changed more than it did in the century before. So, Al and Steve pose a question: If you created a bank from scratch in 2026, how would you build it? Their answer: cleaner data models, AI agents embedded from day one and a workforce already fluent in the tools. Plus, Al and Steve highlight what established banks can embrace right now to stay competitive at a time of turbulent change. Subscribe to the Plugged In podcast here: https://qrco.de/bgfV5g Chapters [00:00] Intro: Building a Bank From Scratch [02:00] AI Is Changing Everything [03:30] If We Started a Bank Today… [05:30] Data as the Foundation [07:00] The “Tiger Team” Approach [09:20] Tech vs Banks: Who’s Learning Faster? [11:30] Why Small, Fast Teams Win [13:00] AI Experiments & Real-World Examples [14:30] Rethinking Bank Performance Metrics [16:00] Service as Software [17:30] AI, Stablecoins & Cost of Funds [19:30] Advice for Existing Banks [21:30] The Future Bank Leadership Team [23:00] Why Curiosity Matters Now [24:30] Final Thoughts: Adapting to What’s Next

6 мая

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25 мин.
6 мар.

The Future of Credit Unions: AI, Innovation & Member Strategy

Recorded live from GAC, Sam Kilmer (Managing Director, Cornerstone Advisors and host of Fintech Hustle) sits down with a powerhouse panel of credit union and fintech leaders for an unscripted hallway conversation. Joining the discussion: Brandi Gregory (Managing Director, Cornerstone Advisors)Ned Tobey (CEO, Circuit)JB Orecchia (CEO, SavvyMoney)Nicole Haverly (VP Credit Unions, nCino)Rob Landis (CEO, Correlation)Topics include AI, member primacy, financial wellness, fraud risks, speed of innovation, and what credit unions must rethink in 2026. Click to watch more Fintech Hustle! 🔗 https://www.crnrstone.com/gritty-insights/podcasts/fintech-hustle/ Connect with Sam on LinkedIn: 🔗 https://www.linkedin.com/in/samkilmer/ Watch the Video Episodes on Youtube! 🔗https://youtu.be/LQOMuzfwl84 Subscribe to the Fintech Hustle podcast here: https://qrco.de/bgfV6g

6 мар.

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29 мин.
13 июн.

Board Seats, AI Clones, and Stablecoins: What the Headlines Keep Getting Wrong

What are the headlines getting wrong about banking right now? In this episode of What’s Going On in Banking, Ron Shevlin and Stacey Bryant take on three big debates: whether Gen Z belongs in the boardroom, why AI executive clones may be more illusion than innovation, and why SoFi’s stablecoin story is really about Galileo’s B2B infrastructure play, not just consumer crypto hype. From credit union branding and board diversity to executive judgment, authenticity, tokenized money, and stablecoin strategy, this episode cuts through the surface-level takes and gets to what financial institutions should actually be paying attention to. Subscribe for more candid, sharp, and occasionally spicy conversations on what’s really going on in banking. Show Notes: AI Clones in the C-Suite: A Productivity Solution to the Wrong ProblemSoFiUSD Is the Bait, Galileo Is the HookRon's Substack Account Subscribe to the What's Going On In Banking podcast here: https://qrco.de/bgfUYX Download the 2026 "What's Going on in Banking" Report here: crnrstone.com/wgoib2026 Chapters [0:00] Intro: Knicks Energy, Boston Betrayal & Banking Banter [3:24] Stacey’s Conference Aha Moment [4:08] A Gen Z Board Member at a $2B Credit Union [5:44] Should Credit Unions Drop the “Credit Union” Name? [6:39] Ron’s Pushback: Gen Z Isn’t a Board Strategy [9:30] Representation vs. Real Board Expertise [11:46] Diversity of Thought or Market Research? [13:25] Ron’s Substack Era Begins [14:32] AI Clones in the C-Suite [16:20] Why AI Can’t Replace Executive Judgment [17:10] Authenticity, Trust & the “Real Slim Shady” Test [20:20] When AI Clones Actually Make Sense [24:20] SoFi’s Stablecoin Story: The Headlines Got It Wrong [26:20] Why Galileo Is the Real Stablecoin Play [28:21] Stablecoin Strategy: Rails, Role & Reach Send us Fan Mail Subscribe to the What's Going On In Banking podcast here: https://qrco.de/bgfV82

13 июн.

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32 мин.
1 апр.

The Long Game (with Bourbon on the Side) // CEO Ja Hillebrand

Banking keeps getting easier and faster. But according to Stock Yards Bank & Trust Chairman and CEO Ja Hillebrand, none of these technology upgrades can replace relationships. As he says: “You still have to wear out the shoe leather.” On the show, Ja joins Al and Steve to discuss why the fundamentals of banking haven’t changed and how his bank continues to deliver consistent earnings growth. Plus, Ja shares pro tips for attending the Kentucky Derby and talks about his favorite bourbons. Subscribe to the Plugged In podcast here: https://qrco.de/bgfV5g Chapters [00:00] Bourbon, Banking & the Origin Story [02:55] Playing the Long Game in Banking [03:35] Bourbon Picks & Personality Break [05:49] Strategy vs. Execution Gap [06:38] Winning = Thinking 20 Years Ahead [07:38] Why Relationships Still Win [10:44] Service That Never Goes Out of Style [13:09] M&A, Growth & Staying Independent [16:04] Focus vs. Over-Diversification [20:10] AI, Competition & the Future [23:16] Kentucky Derby Tips & Wrap-Up

1 апр.

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26 мин.
18 апр.

Jamie Dimon's Wake-Up Call: AI, Tokenization, and the End of Wait-and-See Banking

Jamie Dimon just said the quiet part out loud, and the rest of the industry should be paying attention. In this WGOIB episode, Ron Shevlin and Stacey Bryant break down the real implications behind the headlines: why AI is no longer a “nice to have,” how tokenization is quietly reshaping financial infrastructure, and why the wait-and-see approach in banking is officially dead. From cost-cutting vs. true differentiation, to the illusion of competitive advantage in tech, Ron and Stacey challenge how banks, especially community institutions, should be thinking about the future. Because the biggest risk right now? Standing still. Show Notes Can AI Kill Banking Bureaucracy?Jamie Dimon’s Letter To Shareholders: The Most Important Fintech Memo Of 2026 Subscribe to the What's Going On In Banking podcast here: https://qrco.de/bgfV82 Chapters [00:00] Jamie Dimon’s warning to banks [02:10] Why “wait and see” is no longer an option [04:35] AI is becoming core infrastructure [07:15] The myth of competitive advantage in tech [10:05] Why every bank ends up with the same tools [12:40] AI: cost cutter or true differentiator? [15:20] Inside the “plumbing” of modern banking [18:10] Tokenization and what it really changes [21:05] Where community banks can actually win [24:30] The danger of playing catch-up [27:15] What smart banks should be doing right now Send us Fan Mail Subscribe to the What's Going On In Banking podcast here: https://qrco.de/bgfV82

18 апр.

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35 мин.
16 апр.

Why Saving Isn’t Enough Anymore

Financial advice hasn’t changed too much, but how people learn and build wealth has. Ronnie Green, CEO and co-founder of AlgoPear, talks about what’s different now in engaging younger consumers, how agentic AI is reshaping the space and where credit unions may be falling behind. Show notes: AlgoPear Subscribe to the Money Isn't Everything podcast here: https://qrco.de/bgfV82 Chapters [00:00] Intro [00:35] From Living in His Car to Starting Over [01:30] Learning How to Invest From Scratch [03:47] Turning $5K Into $100K [05:07] The Mindset That Changed Everything [07:18] Why Saving Isn’t Enough [10:01] Fixing Financial Education for Gen Z [11:30] How AlgoPear Engages Young Users [13:25] AI in Finance: Hype vs Reality [16:13] Why Messy Data Kills Innovation [20:17] Building Faster With AI [31:33] TikTok & The Future of Learning Send us Fan Mail

16 апр.

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39 мин.

Welcome to Cornerstone's podcasts, where we bring you the latest in banking, finance, and fintech. Tune in for guest views, expert opinions, and deep dives into trending topics. From blockchain and digital currencies to regulatory compliance and customer experience, we cover a wide range of topics that keep you "in the know." Subscribe to stay up-to-date and informed!

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Cornerstone Advisors

Популярные подкасты

The Gig-Work Economy Has a Banking Blind Spot

From the Garden to the Branch: A Knicks Win, a Chase Misquote, and the Zillennial Investment Opportunity

AI in Banking, Core Systems & Fintech Trust: Insights from AFT Spring Summit

The Disability Economy, by the Numbers

Starting a Bank in the Age of AI

The Future of Credit Unions: AI, Innovation & Member Strategy

Board Seats, AI Clones, and Stablecoins: What the Headlines Keep Getting Wrong

The Long Game (with Bourbon on the Side) // CEO Ja Hillebrand

Jamie Dimon's Wake-Up Call: AI, Tokenization, and the End of Wait-and-See Banking

Why Saving Isn’t Enough Anymore

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Cornerstone Advisors

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