The fintech industry has experienced explosive growth over the past decade, driven by innovation, evolving business models, and a sharp focus on customer experience. But as the market becomes increasingly crowded, standing out is no longer optional—it’s essential. This is where fintech branding lessons come into play. From challenger banks like Monzo and Starling to…

…more

The journey of building a startup is one of intense highs and lows. Jake Gibson’s story—spanning Wall Street, the co-founding of NerdWallet, and his transition into venture capital—illustrates the challenges, lessons, and reinventions that define successful entrepreneurship. His experiences navigating uncertainty, redefining identity, and learning from failure provide valuable insights for anyone in the startup…

…more

The financial services landscape is undergoing a seismic shift. As traditional bank branches close and digital banking adoption accelerates, financial institutions must adapt their approach to customer engagement. One strategy leading this transformation is Social Media Selling in Finance—a modern method that leverages digital platforms to attract, connect with, and retain customers in meaningful ways….

…more

In today’s fast-paced world, the saying “money isn’t everything” resonates more than ever. As financial priorities evolve, a new perspective is gaining momentum—Financial Health Beyond Wealth. While banks and financial institutions have long focused on managing and safeguarding assets, they’re now stepping into more nuanced and human-centered roles. Money remains a critical foundation, but in…

…more

The banking industry is undergoing a seismic shift—one that many traditional banks are either overlooking or resisting. For decades, business banking thrived on relationship-driven models, where commercial clients relied on banks for financial accounts, loans, and merchant services. But that model is rapidly unraveling due to the rise of embedded finance in small business banking….

…more

The Acquire or Be Acquired (AOBA) conference provides a crucial lens into the evolving priorities of the banking industry. This year, the discussions went beyond traditional M&A strategies, highlighting the increasing importance of banking balance sheet strategy, technology integration, and the mounting pressures on profitability. As banks navigate 2024, the ability to manage interest rate…

…more