Given their relatively small size and tech budgets, credit unions are a prime target for fintechs looking to overhaul financial institutions’ tech stacks and operations. But reaching and converting many of these CUs can be a challenge.
Read MoreWith the right products that speak to their strengths, credit unions can stick around—and scale significantly.
Read MoreIn an interview with The Financial Revolutionist, Vall Herard, CEO and Co-Founder of Saifr, outlines Saifr’s mission, describes the need for AI-powered regtech, and addresses concerns about the use of AI in finance.
Read MoreNew technologies using generative AI have the potential to play an even more significant role in how fintechs market and sell their products and services.
Read MoreIn an interview with The Financial Revolutionist, Sarah Clark, Senior Vice President of Digital Identity at Mastercard, explains the end goal of Mastercard’s digital-identity project, describes the privacy and security guidelines it follows, and justifies a private actor fulfilling this function—rather than a public entity.
Read MoreIn an interview with The Financial Revolutionist, Jaimin Desai, Reconcile’s Co-Founder & CEO, shares an early-stage founder’s view on breaking into a crowded tax-solution market, describes Reconcile’s operational strategy for growth, and outlines the upcoming year for his startup.
Read MoreIn an interview with The Financial Revolutionist, Ben Borodach, April’s Co-Founder & CEO, describes the platform’s new e-filing solution, discusses the implications of a government-built filing product, and outlines regulatory changes that can improve the US taxpaying experience.
Read MoreFor accountants, Tax Day is an ongoing operational and marketing process—both satisfying clients in time for the April deadline, while also growing customer bases and revenues.
Read MoreIn an interview with The Financial Revolutionist, Navan EVP and GM Michael Sindicich describes Navan’s broadened focus on expense (not just travel), outlines the staffing decisions and strategies the company undertook during the pandemic, and explains the company’s rebranded at this stage in its journey.
Read MoreSarah Lamont is an Associate at F-Prime Capital, where she focuses on early-stage investments in fintech.
Read MoreSharon Carothers leads the SensisHealth practice after two decades of consulting and leadership positions at The Lewin Group, American Legacy Foundation (now Truth Initiative), and Booz Allen Hamilton.
Read MoreAccording to Shawn Ellis, Managing Partner at Distributed Ventures, the marriage of fintech and healthcare can fundamentally alter how the medical sector operates and how patients navigate the healthcare space.
Read MoreAccording to Jason Mountford, Trend Analyst at Q.ai, the use of artificial intelligence in the financial advisor space is “an untapped area.”
Read MoreThough financial advisors have existed in various forms over the centuries—as accountants, lawyers, bankers, and others—the financial planning field has, since its genesis, been a standardized and compliance-oriented space.
Read MoreDespite the growing popularity of robo-advisors like Wealthfront as well as the proliferation of other automated tools to manage consumers’ wealth, the financial-advisor space is poised to grow 15% by 2031—a sizeable increase for a job that already hires more than 300,000 people in the US alone.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
