Tearsheet Podcast: Exploring Financial Services Together

Welcome back to Power of Payments. I’m your host Ismail Umar, and for today’s episode, I’m joined by Marwan Forzley, co-founder and CEO of Veem. Veem is a San Francisco-based global payments platform built for businesses. It aims to simplify international money transfers and improve the way companies pay and get paid around the world. The company uses blockchain as a payment rail to eliminate the need for intermediary banks and reduce payment costs for SMBs. Marwan is an advocate of using blockchain technology to make cross-border payments for businesses – and that’s what he’s here to discuss with me today.

Welcome to the Tearsheet Podcast. I'm Tearsheet editor in chief, Zack Miller. When startups come on the podcast, we talk a lot about the need and the challenge to deliver digital financial services at scale. There’s probably no better example of that in the US market today than JPMorgan Chase. The firm has 60 million clients that access Chase products and services through digital channels. When it comes to scale, you don’t need to look solely to big tech – Chase is already there. On this episode, I’m joined by Rohan Amin, Chase’s chief product officer, and Gill Haus, Chase’s chief information officer. You’ll get a feel for the rapport between the two executives as we explore their roles and responsibilities in leading the firm forward into the future. Rohan and Gill discuss the evolving dependence consumers are building around their banking apps and the role banks play in their lives. Organizationally, Chase has adopted agile methodologies and teams. The duo discuss how product, engineering, design, and data and analytics get seats around the table. We also talk about their firm’s hiring activities and its appetite around technology talent right now. Chase’s Gill Haus and Rohan Amin are my guests today on the Tearsheet Podcast.

On today’s episode of the Acquire Podcast I’m speaking with John Forrester, SVP of Product at Ocrolus. Ocrolus is a document automation platform that powers the digital lending ecosystem. John is here to talk to me about Ocrolus’ “try and buy” offering launched last year, allowing any size lender – and non-lenders – to upload their financial documents for free.

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.