Tearsheet Podcast: Exploring Financial Services Together

The following was produced by Tearsheet Studios. We worked with consulting firm Ulysses Partners to create a four-part series on identity proofing and the importance of user experience in its emerging landscape. The series is based on our co-created guide, The Identity Proofing Guide: A practical hands-on review of user experience in leading solutions (https://bit.ly/3EUU3NR). In this session we’re joined by David Milligan, managing partner at Ulysses Partners, and Ruby Walia, advisor to fintechs and startups. We’ll be talking about identity proofing and why it matters, why we need to think about UX when it comes to identity proofing, and how financial providers can bring this technology to market. Read it on our site: https://bit.ly/3vPckIb

As we continue to press on the technology throttle, core software providers like Jack Henry are changing, too. The firm recently announced a new technology strategy that would unbundle its software – essentially taking its core-system parts and making them discrete services that can be customized and rebundled alongside other fintech offerings. In our talk with CEO David Foss, he compared core software to a car chassis. Banks and other FIs have been used to buying the whole car – now, Jack Henry wants to provide its clients with options to pick and choose the components they want in their technology stack.

On today’s episode I’m speaking with Jeff Otto, VP of Marketing at Marqeta. Marqeta is a card issuance and payments solution provider, and without a doubt a major player in the space. Jeff is here to talk to me about their new campaign that launched at the end of last year, bringing crypto to point of sale.

Welcome back to another episode of Power of Payments. I’m your host Ismail Umar, and this week, we talk about PayPal, tap to mobile payments, and crypto-backed cards. If you’d like to access more of our coverage on payments, subscribe to our Payments Newsletter. This episode of Tearsheet’s Payments Podcast is sponsored by Quavo. With their flagship offering, QFD, Quavo has created a chargeback management solution for issuers of all sizes.

We’ve got Digital Asset’s Shaul Kfir on the show today. Digital Asset helps power what it calls the Global Economic Network, an ecosystem of interconnected global networks across which information and value are transacted seamlessly. If the internet is the network of networks, that’s what Digital Asset is creating around financial services firms. Think of a global settlement network that includes multiple financial firms and can connect in blockchain just as well as it can an Oracle database. Shaul talks about the firm’s new rollout of its software Daml 2.0 and how its evolved over time. We also discuss the partnership Digital Asset cut with SETL on the blockchain protocol which will underpin the Regulated Liability Network. If you’re looking for a view into where the world is headed with blockchain and the incumbent financial industry, you’re going to want to pay attention.

Welcome to Acquire, Tearsheet’s Marketing Podcast. I’m your host, Rebecca Alma Cohen, Head of Tearsheet Studios. And this is our very first episode. The Acquire Podcast is all about exploring marketing campaigns for new brands, products and services in the financial industry. I’ll be talking to marketing and creative leaders across the space to give our listeners a behind the scenes look into the secret sauce (well, as secretive as we can get with marketing folks) that goes into launching the campaigns, from strategy to execution. On today’s episode, I spoke to Mary Ellen Dugan, chief marketing officer at Envestnet. Envestnet provides technology solutions and intelligence that help financial advisors help their clients manage their financial lives and build financial wellness. She’s here to talk about Envestnet's recent major campaign, and company rebrand at large, “Fully Vested”.

The following was produced by Tearsheet Studios. We worked with small business lender BlueVine to produce a four part series on creating financial solutions serving historically underserved small businesses. In this episode, Tearsheet editor in chief Zack Miller spoke with Steve Allocca, COO of BlueVine, about the challenges and opportunities of building and scaling a customer-centric small business.

Welcome to the Tearsheet Podcast. I’m Tearsheet editor in chief, Zack Miller. Today’s guest is Zack Gipson, who runs Charles Schwab’s digital investor solutions. We talked in depth about Schwab’s Stock Slices, the firm’s fractional share product. Together with a new investor starter kit, the incumbent is reaching a new investor base, younger and earlier in their journeys. Zack shares how the product is being received and where the firm is headed in the future. Zack Gipson is my guest today on the Tearsheet Podcast.

Welcome to the first episode of Power of Payments, Tearsheet’s new bi-weekly podcast. Host Ismail Umar takes you through the recent developments in the world of payments and their wider implications for the industry. In the inaugural episode, we talk about the changing relationship between BNPL and credit scores, cryptocurrency payroll, Apple’s new Tap to Pay feature, and ‘Save Now, Pay Later’ -- a new alternative to BNPL. This episode of Tearsheet’s Payments Podcast is sponsored by Quavo. With their flagship offering, QFD, Quavo has created a chargeback management solution for issuers of all sizes.

Welcome to the Tearsheet Podcast. I’m Tearsheet editor in chief, Zack Miller. We’re at an inflection point right now when it comes to blockchain technology. There are a handful of technology partners that, instead of bypassing the traditional financial industry, are working together with it. Anchorage is one of those firms. As the sole digital asset firm with a national banking license, it works with FIs to provide crypto custody, trading, staking, governance and more. At the end of 2021, it raised a $350 million round, valuing the firm at $3.5 billion. It’s just getting started, as banking slowly opens up to what appears to be the future for the industry, clients, and the world, frankly. Anchorage co-founder and president Diogo Mónica joins me on the podcast to review where we are at this moment in time regarding Web3 and its connection to the incumbent financial industry. Diogo shares some milestones that Anchorage and the industry have hit and then looks toward the future for a snapshot of what it may look like for his institution, for banking in general, and for all kinds of customers. Diogo Mónica is my guest today on the Tearsheet Podcast.