The Fintech Playbook

In today’s episode, we speak with Cristina Crespo, a woman whose childhood in Puerto Rico inspired a lifelong love of technology and helping others. Although she originally wanted to be a doctor, Cristina later found herself as the VP of Product at Paytient - a Healthcare Fintech company that helps people better access and afford care. We’ll hear first-hand how Cristina and her team prioritiz...

Summary Nick Lapworth shares his journey in the fintech industry, from starting his own company to joining Financial Finesse and launching the Virtual Financial Coach project. He emphasizes the importance of building a product with a marketing mentality and creating a self-serve experience for users. Nick also discusses the need for diversity in the fintech industry and the role of curiosity in hi...

Summary In today’s episode, we’re going to delve into an inspiring journey with Mitch Pangallo, a guy who found his niche in sales and finance somewhat unexpectedly. Growing up in Northern Kentucky, Mitch’s childhood was shaped by family influence, notably his dad, who instilled in him a love for Excel. His early exposure to excel in such a unique way played a crucial role in his career trajectory...

Summary In today's episode, we're diving into a story that is resonating with a demographic famously known for putting things off – yes, I'm talking about the millennials or the procrastination generation. We're looking at the remarkable story of Daniel Goldstein and the team over at Trust & Will — an innovative platform that is making estate planning not just palatable, but even appealing to...

Monarch Money In today's episode, we're diving into one of the biggest stories of the past year in consumer fintech. Join us as we unravel the strategic masterstroke executed by Joyce Lin and the forward-thinking team at Monarch Money. Picture this: you wake up one morning to the news that your biggest competitor, and the original leader in personal finance, has decided to close its doors for good...

About Austin: 👋 Greetings! I'm Austin Carroll, your guide through the ever-evolving world of financial technology. With a rich history in product marketing, I've sharpened my skills at top companies like Brex, Capital One, and Mercury. Not just a marketer, I'm also an accomplished author and now, excited to embark on my 3rd podcast journey. The Podcast's Mission: Why dive into this podcast? It's...