Bankadelic: The colorful side of finance

Dating to the turn of the 21st Century, the Bankers as Buyers report ranks as a must-read document. This year’s version, 86 pages long, comes chock full of spot-on observations and fascinating findings sure to impact banking and fintech. Scott Mills, President of the William Mills Agency, walks us through the report and reveals some of the key findings gleaned from across the financial services in...

With 10 board memberships to his name and financial technology experience that stretches back 40 years—yes, 40—Tom Shen also has a track record as a successful entrepreneur and a reputation as nothing less than a guru. But Tom being who he is, he refers to himself as a “chief dabbler monkey,” and on this special episode of Bankadelic, he holds court on fascinating subjects, including the keys to r...

The National Cash Register company traces its roots to 1884, and you’ve no doubt seen its newfangled push-button machines in many a Western or historical photo. Fast forward to 2024 and the creation of NCR Atleos, a fintech that brings cash and ATMs into a brand new era. Stuart Mackinnon, Executive Vice President and Chief Operating Officer, talks about the genesis of the new company and its niche...

Banks haven’t made all that much progress when it comes to funding small businesses that are ready to grow, but perhaps lack the collateral or mountains of paperwork required. Joe Camberato, the CEO and founder of National Business Capital, explains how his fintech is helping entrepreneurs access competitive financing as they try to make sense of lending landscape.

Part Two of our 2024 Bankadelic Lovefest Podcast delivers big time on the promise that love (of banking) conquers all. Join us as our four guests wax rhapsodic on crushes past, unsung heroes, and banking's future in this new year. It's more amour, Bankadelic style. Our guests: Lee Farabaugh, President, Monarch Scott Earwood, Director of Community Solutions, White Clay Stephen Baker, CEO, Kinective...

It’s the first of two parts for this year's Bankadelic Valentine’s Day Lovefest, with three incredible guests dishing on everything from that first crush to what there is to adore about financial services in 2024. The Lovefests are among our most popular podcasts, and here to anchor Part One we’re proud to most affectionately present: Ilona Limonta-Volkova, Investor, TruStage Ventures Aditya Khand...

For all the good banks try to do for consumers, many miss a point driven home in the post-COVID days: Getting help with runaway debt is what many care about—and what stresses them out—most. Jeff Biesman, Chief Marketing Officer at National Debt Relief, explains how his company serves those with five-figure debt or more, then helps them regain their footing to become disciplined with their money go...

As co-founder of True Digital Group., Patrick Sells has crisscrossed the country (and handed out countless baseball caps emblazoned with hearts) to get out the word on his self-styled mission to bring harmony to the vendor management landscape. A Bankadelic favorite, Sells returns to catch us up on his travels, the meteoric rise of True Digital -- and to share the story of the True Digital Love Ha...

In the latest American Express Small Business Confidence Report, owners confided that they’re still worried about inflation, struggle to find employees and lack cash flow tools to lay the foundation for growth. Brett Sussman, Vice President of Sales & Marketing for American Express Business Blueprint & Banking, shares the report results and how Amex has leveraged them to create a suite of services...

Stephen Curry, the CEO at Endurance Advisory Partners, is one of the most thoughtful observers of banking, fintech and finance we’ve encountered on Bankadelic. He’s got the dulcet voice of a Southern gentleman to boot. In this very special episode, Lou and Stephen talk about all manner of financial current events. Is inflation finally tamed? Why on Earth is Silicon Valley Bank rebooting under its...

Johnny Da Big swears on his momma's lasagna that he ain't done nothin' wrong. But this rendition of "Silent Night" might be enough to land him in the joint for Assault of a Treasured Carol with the intent to Maim Melody. Listen at your own risk -- but then again if you don't listen, Bankadelic's resident wise guy may not be in the mood to deliver you any gifts ... except for the kind that tick, ti...

Who's been naughty (aside from Sam Bankman-Fried)? And perhaps you have been nice, yes? No matter your holiday state of being, we're here with four fabulous guests to talk holiday ho-ho-ho, financial services style. What have been the highlights? The buzzkills? And what's the best gift the industry can hope for in the new year, aside from a limitless supply of fruitcakes? Our Holiday Merry Makers:...

While the FICO score continues to be a reliable metric for creditworthiness, industry experts agree more must be done to improve the lending prospects of those with thin credit files, or who show financial reliability in other ways. Leslie Gillin, Chief Growth Officer of Pagaya, shares how her company is helping banks to supplement the information they have to make smarter, more informed decisions...

It’s that time of year when Bankadelic host Lou Carlozo sets the spread for a great holiday discussion—one that definitely beats waiting in line for Black Friday tchotchkes. Join us as our panel of pilgrims gives thanks for the gifts of 2023, talks about the news and hype side dishes they could do without, and looks ahead to a new year full of reasons to be grateful for as they continue to innovat...

If “artificial intelligence” is 2023’s banking buzz term, then what does it take to turn that buzz into the hum of a smooth financial services machine? On this episode, Nina Vellayan of Engageware explains how her company takes an approach to AI that engages customers, empowers employees, and sets the stage for what’s to come in this exciting new era of fintech.

Why do the trick or treating when ChatGPT can do it for you? Well, not so fast. But tech, payments and customer service are just a few of the topics our all-star panel tackles on this special holiday episode. They’re not handing out candy, but if you want to get up to date on the hot discussions of the day in financial services, they’ve got something way better. Our guests, and their costumes: * A...

The 2023 Live from Money 20/20 series of podcasts concludes with Brian Kass of TruStage Ventures, who gives his eagle-eye perspective on the hot topics that will continue long after Las Vegas. Has venture funding dried up? Is there more to AI at present than ChatGPT mania? What does it take to get fintech leaders and FIs on the same page? With his many years of experience as a fintech investor and...

Credit unions are holding their own, thanks, despite the gloom-and-doom forecasts that have persisted for some years. In this episode from Money 20/20 — the 15th of our 16 live dispatches — Philip Paul of Cotribute discusses how his company is helping credit unions stay profitable, with a suite of cloud-based services that include digital account opening, loan applications, member onboarding, cros...

Moments after the close of Money 20/20, host Lou Carlozo sat down with Ed Maslavekas, CEO and Co-Founder of Bud Financial. In this episode, Ed shares how Bud Financial has overcome the challenges of integrating artificial intelligence into banking, the company’s recent launch in the U.S., and its collaboration with TotallyMoney to produce an open banking-powered tool that helps people build their...

Live from Money 20/20, Bankadelic brings you the product leader at Tavant, Abhinav Asthana. The Silicon Valley products and solutions company has taken a data-centric approach that, while it may seem entirely numbers-driven, has proven beneficial in finding the best talent and providing the best innovation. Asthana discusses all that and Tavant's dedication to "positioning our clients to win."

In episode 12 of our Money 20/20 series, Bankadelic sat down with Laurence Latimer, the CEO and co-founder of Dinara, to talk about how he's rethought crypto for businesses. The idea is elegant in its simplicity but has taken a long time to crack: turning disconnected points in the enterprise cryptocurrency chain and uniting them into one smooth flow.

Continuing in our series of live recordings from Money 20/20, Barry Kirby Union Credit stopped by to talk about the challenge of educating millennials and Gen Z about credit unions--even the fact that they exist. He also talks about his work getting credit unions poised for success in a complicated economic time.

Lou: "This year, an absolute highlight at Money 20/20 was getting on stage to talk about getting noticed by the media. How do you stand out? Ask Mike Nesmith, who wore a wool hat to his Monkees audition. How do you get beyond the single media hit? Build relationships. And what's the x-factor? How about embodying positivity and gratitude? I base it all on three decades in the trade as a podcaster,...

Bankadelic's Live from Money 20/20 series brings you an industry veteran whose work in software dates to 1993 and his time at Microsoft. Randy Kern, Chief Technology Officer at Marqeta, walks us through the many changes and seminal moments he's seen -- and shares how Marqeta's new credit card platform makes a step forward in an area still ripe for bank and consumer innovation.

In the latest Bankadelic podcast from Money 20/20 in Las Vegas, Paul Dwyer, CEO of Viamericas, talks about remittances from their World War II-era roots to the present inflection point. A Harvard Law grad, Paul started Viamericas as a family business with his wife and brother-in-law--which explains in large part his determination to support business people in his network, and the everyday workers...