Mighty Finsights

CSTMR
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Welcome to "Mighty Finsights," the podcast where finance meets formidable insights and spirited storytelling. Hosted by fintech and financial services agency CSTMR, this show delves into the stories that shape the world of finance and fintech, brought to you straight from the minds of those who know it best—the innovators, the disruptors, and the trailblazers. Each episode of "Mighty Finsights" is a journey into the heart of financial innovation and personal achievement. We sit down with finance professionals, fintech founders, and visionary leaders to uncover the narratives that are often overshadowed by numbers and charts. From humble beginnings to groundbreaking achievements, our guests share not just their successes, but the challenges and setbacks that have shaped their path in the finance industry. Whether you're a finance professional seeking to glean insights from leaders in the field, a fintech founder curious about the latest trends and technologies, or simply someone fascinated by the stories of grit and perseverance behind successful enterprises, "Mighty Finsights" is your gateway to understanding the complexities and capturing the spirit of the financial world. Join us as we unveil the powerful insights and the incredible people behind them, offering not just lessons in finance, but also in innovation, resilience, and the continuous pursuit of excellence. "Mighty Finsights" is more than a podcast - it's an experience where finance and insight come to life: www.cstmr.com/mighty-finsights-podcast. To be a guest on the podcast: https://cstmr.com/mighty-finsights-podcast-guest/.

  1. Interview with Jorge Garcia of Linker Finance: Solving Commercial Banking Tech the Hard Way and Winning

    8 DE JUL.

    Interview with Jorge Garcia of Linker Finance: Solving Commercial Banking Tech the Hard Way and Winning

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - Jorge Garcia, Linker Finance - LinkedIn: Linker Finance Want to be a part of the podcast? Contact Rory today! In This EpisodeJoin us for Episode 28 of Mighty Finsights, where Rory Holland interviews Jorge Garcia, Co-founder and CEO of Linker Finance, about the digital banking needs that community banks have for their commercial clients. Jorge shares his journey from Honduras to the U.S., lessons learned as an internationally competitive swimmer, and how these experiences shaped his entrepreneurial spirit. Jorge also talks about how his relationship with his wife and co-founder has also affected the growth and health of the company overall. The conversation also explores the unique economic role that community banks play in the U.S., how the future could play out for those institutions, and why doing things the hard way can actually be a key to success in a crowded marketplace. Key TakeawaysLinker Finance provides digital banking solutions for commercial banking clients.Jorge's background as an international swimmer instilled a long-term goal mindset paired with skills to execute in the short term. Community banks are responsible for the amazing health of small businesses and the U.S. economyFintech companies are increasingly looking at the commercial banking sector as an opportunity to innovate. Building relationships is key in marketing to community banks.Jorge emphasizes the importance of celebrating small wins in business.Linker Finance aims to connect business banking technology with the needs of community banks.Strategic partnerships are playing a big role in Linker’s next phase of growth.Jorge believes that community banks can thrive with the right technology.The future of fintech is uncertain - it could greatly reduce the role of community banks or it could make them stronger. Chapters00:00 Introduction to Linker Finance 02:56 Jorge's Journey from Honduras to the U.S. 06:00 The Birth of Linker Finance 08:56 Understanding Community Banks and Their Needs 12:06 Working With Vault.Bank and Gaining a New Investor 14:39 The Impact of Competitive Swimming on Business 19:51 Brand Positioning in a Competitive Market 21:35 Building Relationships in Business 23:45 Spouses and Co-founders:  A Match Made in Honduras 27:29 The Importance of Community Banks 31:12 How Constraint Satisfaction Helps Build Companies 34:24 Innovations on the Horizon for Linker 36:28 Holistic User Experience in Community Banking 40:31 Reframing the Data on Community Banking and Technology 45:47 The Essence of Linker: Connection and Innovation

    43min
  2. Interview with Alex McLeod of Parlay Finance: Small Business Owners Deserve Better than Generic AI Solutions

    24 DE JUN.

    Interview with Alex McLeod of Parlay Finance: Small Business Owners Deserve Better than Generic AI Solutions

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - Alex McLeod, Parlay Finance - LinkedIn: Parlay Finance Want to be a part of the podcast? Contact Rory today! In This EpisodeJoin us for Episode 27 of Mighty Finsights where Rory Holland interviews Alex McLeod, founder of Parlay, about small business lending and how banks and entrepreneurs are poorly served by the existing system. Alex talks about how her role as a military spouse informed her decision to found Parlay. They explore the stark challenges faced by small business owners and financial institutions, why AI should be deployed carefully to avoid harm and the role humility plays in finding good mentors. The conversation also touches on marketing strategies, brand positioning, and the urgency of adopting new technology. Key TakeawaysParlay is bridging the gap between small businesses and lenders.AI and fintech can significantly streamline the lending process.Small business lending is complex and requires tailored solutions.Financial inclusion is crucial for empowering small businesses.Standardized processes in lending can improve efficiency and outcomes.Data plays a vital role in assessing loan eligibility.Marketing and education are key to reaching lenders effectively.The fintech landscape is rapidly evolving with AI and data-driven solutions.Community support is essential for fintech entrepreneurs.Understanding the needs of small businesses is critical for lenders. Chapters00:00 Who Is Alex McLeod and What Is Parlay? 03:37 Small Business Lending Is Really Difficult 05:17 Leveraging AI and FinTech for Efficiency 10:49 Lenders Use Parlay to Simplify Data Collection 12:30 Big Struggles for Small Business Owners 15:09 Why Alex Started Parlay 18:05 Standardization in Lending Has a Long Way to Go 20:34 Parlay's Vision for Economic Opportunity 21:59 The Parlay Brand Is Positioned to "Do No Harm" 24:08 Marketing Ideas to Help Lenders Win 26:02 Navigating the World of Banking Tech 28:47 Empowering Entrepreneurs Through Education 30:15 Real Impact Stories: Transforming Rejection into Generational Wealth 33:26 Stay Humble if You Want Good Mentors 36:29 Future Trends in Fintech: AI and Beyond 44:05 How Banks Should Prioritize Their Technology Efforts  45:28 Advice for the Next Generation of Fintech Leaders

    46min
  3. Interview with Allan Rayson of Finov8r: Creating Change from Outside and Inside the Bank

    10 DE JUN.

    Interview with Allan Rayson of Finov8r: Creating Change from Outside and Inside the Bank

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - Allan Rayson, Finov8r - LinkedIn: Finov8r Want to be a part of the podcast? Contact Rory today! In This EpisodeJoin us for Episode 26 of Mighty Finsights where Rory Holland interviews Allan Rayson, founder and CEO of Finov8r, a company that bridges finance and technology to deliver revenue and enterprise value for banks, fintechs, and corporations. They discuss the intersection of finance and technology. Allan shares insights from his military upbringing that shaped his adaptability, his journey into the fintech space, and the importance of community banks in today's economy. He emphasizes the need for banks to evolve and innovate, leveraging technology to create alternative revenue streams. Their chat also touches on mentorship, the challenges faced by community banks, and Allan's future plans for Finov8r, including a new subscription service that provides consultative insights to bank executives and fintech founders. Key TakeawaysAllan Rayson explains how adaptability in a rapidly changing environment helped him grow in his career.His military upbringing taught him resilience and the ability to adapt to new situations.Finov8r is bridging the gap between finance and technology for banks and fintechs.Many banks don’t understand the art of growing commercial deposits (aka “liabilities”) to fund their loans.As a consultant, Allan can make a larger impact outside of a traditional banking role.Community banks play a vital role in local economies and must innovate to remain relevant.Collaboration between fintechs and banks is essential for their future success. Allan’s appetite for risk-taking has led to massive learning experiences and professional success.Mentorship and community support are crucial for personal and professional growth.Allan is launching a subscription service to share his expertise with a broader audience.The future of banking will require a balance between asset growth and managing the liability side of the balance sheet. Chapters00:00 Introduction to Finov8r and Allan Rayson 02:12 Learning to Adapt as a Military Kid 04:38 What Led Allan to Start Finov8r 06:41 How Finov8r Helps Its Clients Grow 08:06 Allan's Source of Inspiration 10:23 The Art of Liability Growth in Banking 13:15 The Struggle to Integrate Fintech into Community Banking 15:09 Community Banks Are Vital and Disappearing 17:33 The Future of Community Banks 20:14 Finov8r's Target Market and Values 23:42 Opportunities in the Fintech Space 28:21 Personal Journey into Finance 31:09 Future Plans for Finov8r 36:58 Fintechs and Banks Will Need to Collaborate Closer

    35min
  4. Interview with John Erik Metcalf of Upgraded: How Fintech Is Allowing a Retail Brand to Refurbish the Circular Economy

    27 DE MAI.

    Interview with John Erik Metcalf of Upgraded: How Fintech Is Allowing a Retail Brand to Refurbish the Circular Economy

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed -  John Erik Metcalf, Upgraded - LinkedIn: Upgraded Want to be a part of the podcast? Contact Rory today! In this EpisodeRory Holland interviews John Erik Metcalf, the co-founder and CEO of Upgraded, a tech subscription service that allows users to upgrade their devices effortlessly. They discuss Metcalf's journey from co-founding a co-working space in Austin to launching Upgraded, the challenges and opportunities in the fintech landscape, and the importance of creating a user-friendly experience for customers. Metcalf emphasizes the need for innovation in the consumer electronics market and how Upgraded aims to simplify device management for families, positioning itself as a leader in the fintech space. Key TakeawaysUpgraded is revolutionizing how consumers access technology through subscription services.John Erik Metcalf's journey started with self-led learning and has progressed all over the world.Upgraded's model focuses on making device upgrades seamless and affordable.In the near future it will be possible for families to manage their devices like a small business does.Vertical integration is key to Upgraded's long-term strategy for the circular economy.Fintech should be about helping people in meaningful ways.With the right business model, refurbished devices can put high-quality computers into the hands of many more people.AI should enable more companies, including legacy companies and startups to build the services they need from scratch.A big part of Upgraded’s success has come from developing a strong narrative. Chapters00:00 Introduction to Upgraded and Living in Austin 02:03 Homeschooling and Building a Company in China 08:22 The Journey of Upgraded: From Sweden to the U.S. 15:28 The Financial Technology Powering Upgraded 19:48 Understanding the Upgrade Model and Its Benefits 27:00 Building the Future with Fintech 28:37 Mentorship and Career Development 30:49 The Role of Fintech in Enhancing Consumer Experience 37:20 The Deeper Purpose of Fintech Innovation

    33min
  5. Interview with Sloan Shanahan of FusionIQ: Why Behavioral Finance Is the Unsung Hero of Wealth Management

    13 DE MAI.

    Interview with Sloan Shanahan of FusionIQ: Why Behavioral Finance Is the Unsung Hero of Wealth Management

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - Sloan Shanahan, FusionIQ - LinkedIn: FusionIQ Want to be a part of the podcast? Contact Rory today! In this EpisodeIn this conversation, Rory Holland interviews Sloan Shanahan, the CRO of FusionIQ, discussing the company's mission to enhance wealth management through technology and the principles of behavioral finance. Sloan talks about how her time as a collegiate golfer at Clemson informed how she builds sales teams. She also explains how the future of the financial services industry will be dependent on collaboration between fintechs and financial institutions. Key Takeaways FusionIQ helps banks and credit unions capture deposits and grow revenue through wealth management.Sloan's upbringing in a high-performing environment shaped her work ethic.Playing college-level golf at Clemson taught Sloan time management and accountability.Generational wealth transfer presents both challenges and opportunities for banks.FusionIQ's platform helps banks engage younger clients effectively.Behavioral finance heavily informs FusionIQ’s product development roadmap.Sloan emphasizes the importance of aligning personal and organizational missions when building a career.If fintechs want to survive, they need to collaborate more closely.Staying informed about industry trends is essential for developing a career in fintech. Chapters00:00 Introduction to Fusion IQ and Personal Background 02:36 The Journey of a Competitive Athlete 05:15 Understanding Fusion IQ's Wealth Tech Platform 06:49 Understanding FusionIQ's Prospect Universe 08:22 How Do Financial Institutions Perceive FusionIQ? 10:51 The Challenge of Wealth Management at Banks and Credit Unions  15:45 How Behavioral Finance Is Changing Wealth Management 18:43 Using Behavioral Finance to Improve Education 20:17 Enthusiasm from Prospects In the Marketplace 21:46 How Clients Are Using FusionIQ and Winning 23:39 What FusionIQ Can Do for Non-Traditional Financial Providers 25:32 The Importance of Client Education and Holistic Experience 27:01 Sloan's Origin Story in Fintech 30:35 The Gifts of Mentorship and Competitive Sports 35:31 Future Aspirations and Hyper Growth in Fintech 37:36 Cooperative Ventures and  Fintech Ecosystems 39:49 Advice for Aspiring Fintech Professionals

    39min
  6. Interview with Michael Luxenberg of Bankuity and Concord Advice: Revealing the Data that Lenders Don’t Know They’re Missing.

    29 DE ABR.

    Interview with Michael Luxenberg of Bankuity and Concord Advice: Revealing the Data that Lenders Don’t Know They’re Missing.

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - Michael Luxenberg, Bankuity.com - LinkedIn: Bankuity Want to be a part of the podcast? Contact Rory today! In This EpisodeRory Holland and Michael Luxenberg discuss how Bankuity is using alternative data and artificial intelligence to build a more accurate picture of what financial wellness really looks like. This approach allows lenders and other businesses to be more inclusive, increase profitability, and serve their customers better. Michael also shares his journey from healthcare to finance and how community is a central theme of his life and career. They explore how errors in the credit application and underwriting process lead to misguided business decisions and cause businesses to miss out on valuable markets, such as gig workers and people with alternative income streams. They also talk about how young people who want to build a career in fintech can position themselves for success. Key Takeaways Inclusivity has been a theme for Michael Luxenberg throughout his life .85% of lending applications have some kind of error.Financial wellness is about way more than income.Lenders make better decisions when they can see all the data.Bankuity believes that community is a vital part of its business model and DNA.Bankuity is solving creditworthiness errors in lending and many other industries.AI and technology can unlock better insights throughout the customer lifecycle.Lenders can “right-size” their credit offerings using better data.The future of Fintech lies in leveraging alternative data.Michael and his team are in business to make a difference. Chapters00:00 Exploring Austin and Personal Connections 02:06 Introduction to Bankuity and Its Mission 06:15 Michael Luxenberg's Journey to Fintech 12:04 Understanding Errors in Lending and Financial Wellness 14:58 What Happens When Borrowers Default 18:31 The Inspiration for Founding Bankuity 21:30 Unlocking New Growth with AI and Machine Learning 24:00 Success Stories and Market Positioning of Bankuity 30:12 Future Opportunities in Fintech and Inclusivity 38:39 Advice for Young Professionals in Fintech

    35min
  7. Interview with James Furbush of AccessOne: Landscape & Evolution of Healthcare Payments

    18 DE ABR.

    Interview with James Furbush of AccessOne: Landscape & Evolution of Healthcare Payments

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - James Furbush,  AccessOnepay.com - LinkedIn: AccessOne Want to be a part of the podcast? Contact Rory today! In this episodeRory Holland and James Furbush discuss the evolving landscape of healthcare payments and the role of AccessOne in facilitating financial well-being for patients and healthcare systems. They explore the challenges patients face in understanding healthcare costs, the importance of empathetic payment solutions, and the innovative approaches AccessOne employs to bridge the affordability gap. The discussion also touches on the marketing strategies and sales cycles involved in engaging hospital networks. In this conversation, James Furbush discusses the challenges and strategies of marketing and sales in the healthcare sector, particularly focusing on AccessOne's approach to account-based marketing, content creation, and the importance of aligning sales and marketing efforts. He emphasizes the need for a holistic approach to increase sales velocity and improve lead quality, while also highlighting innovative content marketing strategies like their podcast, RCM Ladder, aimed at engaging their target audience. The discussion concludes with insights into the future direction of AccessOne and the continuous improvement mindset of the team. Key Takeaways AccessOne aims to improve healthcare access through better payment solutions.Patients often face financial barriers that prevent them from seeking care.Healthcare costs are often opaque, leading to confusion and anxiety for patients.AccessOne provides tools to help patients manage their healthcare payments more easily.The company focuses on empathetic communication and automation in payment processes.Integration with existing healthcare systems is crucial for patient engagement.Sales cycles in healthcare can be lengthy and complex due to multiple stakeholders.Education is key to helping patients understand their payment options.AccessOne's mission is to close the affordability gap in healthcare.The patient experience is central to AccessOne's service offerings. Sales teams face significant challenges in complex deals.An account-based marketing approach is essential for targeting healthcare systems.Providing value through content is key to building relationships.Sales velocity can be improved by refining the sales process.Marketing must align closely with sales to drive success.Quality of leads is a shared responsibility between sales and marketing.Effective communication and SLAs enhance collaboration.Content marketing can create lasting impressions even when prospects are not ready to buy.Innovative content like podcasts can differentiate a brand in a crowded market.Continuous improvement is vital for long-term success in business. Chapters 00:00 Introduction and Background 04:12 Understanding Access One's Mission 12:46 The Challenges of Healthcare Payments 18:32 The Patient Experience with...

    50min
  8. Interview with Kevin Allen of ValidMind: The Future of Model Risk Management

    4 DE ABR.

    Interview with Kevin Allen of ValidMind: The Future of Model Risk Management

    Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - Kevin Allen,  validmind.com - LinkedIn: ValidMind Want to be a part of the podcast? Contact Rory today! In this episodeIn this episode, Rory Holland interviews Kevin Allen from ValidMind, discussing the critical role of model risk management in banking, especially in the context of increasing AI adoption. Kevin explains how ValidMind's platform simplifies the model validation process, saving banks time and costs while reducing risks. The discussion also covers the importance of building trust in AI, navigating regulatory challenges, and the significance of having a strong team behind ValidMind's innovative solutions. Key Takeaways Model risk management is essential for banks' operations.AI adoption in banking is growing but comes with risks.The platform helps banks save time and reduce costs.ValidMind serves banks of all sizes, not just large ones.Model Risk Management as a Service is a key offering.Building trust in AI is crucial for banks' acceptance.Regulatory compliance is a significant challenge for AI.The team at ValidMind brings extensive industry experience.A strong company culture is vital for startup success. Brand recognition has significantly improved over the past year. Chapters 00:00 Introduction to ValidMind and Model Risk Management 03:12 The Importance of Model Risk Management in Banking 05:57 ValidMind's Approach to Different Bank Tiers 09:02 Model Risk Management as a Service 12:04 Building Trust in AI for Banking 15:00 Navigating Regulatory Challenges in AI Adoption 18:06 Establishing Credibility in the Banking Sector 20:57 The People Behind ValidMind and Company Culture 24:09 Evolving Brand Recognition in Fintech 26:58 The Art of Improv and Its Business Applications 32:02 Navigating the Fintech Landscape 38:09 Challenges in Niche Marketing 41:00 The Future of AI in Business 42:50 Partnerships and Collaborations for Growth

    38min
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Welcome to "Mighty Finsights," the podcast where finance meets formidable insights and spirited storytelling. Hosted by fintech and financial services agency CSTMR, this show delves into the stories that shape the world of finance and fintech, brought to you straight from the minds of those who know it best—the innovators, the disruptors, and the trailblazers. Each episode of "Mighty Finsights" is a journey into the heart of financial innovation and personal achievement. We sit down with finance professionals, fintech founders, and visionary leaders to uncover the narratives that are often overshadowed by numbers and charts. From humble beginnings to groundbreaking achievements, our guests share not just their successes, but the challenges and setbacks that have shaped their path in the finance industry. Whether you're a finance professional seeking to glean insights from leaders in the field, a fintech founder curious about the latest trends and technologies, or simply someone fascinated by the stories of grit and perseverance behind successful enterprises, "Mighty Finsights" is your gateway to understanding the complexities and capturing the spirit of the financial world. Join us as we unveil the powerful insights and the incredible people behind them, offering not just lessons in finance, but also in innovation, resilience, and the continuous pursuit of excellence. "Mighty Finsights" is more than a podcast - it's an experience where finance and insight come to life: www.cstmr.com/mighty-finsights-podcast. To be a guest on the podcast: https://cstmr.com/mighty-finsights-podcast-guest/.

Informações

  • Criado por
    CSTMR
  • Anos de atividade
    2024 - 2025
  • Episódios
    34
  • Classificação
    Livre
  • Copyright
    © Copyright 2025 CSTMR LLC.
  • Site do podcast
    Mighty Finsights