BadAss Banking

To provide optimal value, ZSuite Technologies builds products for very specific, yet extremely profitable industry verticals. Their first vertical is property managers and landlords. Aaron Coleman, Chief Sales Officer provides a great overview. https://www.zsuitetech.com/

Our longest episode to date. Bob Morris of Bravery, has a unique experience in martech, banking and fintech. He shares his thoughts on all and you'll note some interesting similarities. We also reminisce on the days of GE Capital.  

The banking industry is evolving, and Rahm McDaniel of Q2 is excited about it. He’s working with banks, credit unions and Fintech to help them meet the needs of end users. Most banks won’t end up like Blockbuster Video if they push evolution beyond culture and put resources in product, strategy and delivery. Open banking is giving the industry its “woke” moment.

** Sponsored By The Travillian Group **  http://www.travilliangroup.com/   Patrick Sells is Chief Innovation Officer of Quontic Bank. https://www.quonticbank.com/ - He’s young, has a vision and knows there’s a good future for bankers that are willing to take additional risk. At the same time he sees culture, talent and partnerships as being critical to increasing a banks ability to thrive in an increasingly challenging environment. He and Keith Daly of The Travillian Group joined Bryan Clagett for this episode.   

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Dan Berger spent some time with us today and we talked about the economy, the strong interest in digital by credit unions and the economic road ahead. Dan is bullish on America’s future and the role credit unions will continue to play as we collectively get America back on a strong economic footing.   We also talked about his recent trip to Alaska with his family and his love of fresh and saltwater fishing.

David Gerbino is one of the original members of the Fintech Mafia. He is very passionate about data and like many, wishes the financial services industry would learn to leverage it. He’s involved with NYPAY among other things. Feel free to reach him on LinkedIn.

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Tom Shen has a track record of success and I was lucky enough to spend some time with him. We talked about fintech valuations, value propositions and what makes a fintech appealing from an investor POV.