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Episode 31
Rory Holland and Mike Nellis on the generational wealth transfer, trust-based giving, and the future of philanthropy.
Episode 30
Rory Holland and Jason Henrichs discuss building trust, the future of BaaS, and why community banks must innovate.
Episode 29
Rory Holland, Jack Macy and Alex Bates reflect on CSTMR’s journey to achieving SOC 2 compliance and how it’s helped strengthen the organization.
Episode 28
Rory Holland and Jorge Garcia discuss commercial banking technology and how community financial institutions can stay competitive.
Episode 27
Rory Holland and Alex McLeod discuss the ways that banks can use AI to simplify the lending process for small business owners.
Episode 26
Rory Holland and Allan Rayson discuss how banking needs to change if it’s going to survive the next era of finance and technology.
Episode 25
John Erik Metcalf of Upgraded joins Rory Holland to discuss how fintech makes MacBooks accessible, refurbishes tech, and supports a circular economy.
Episode 24
Rory Holland and Sloan Shanahan discuss FusionIQ’s mission to enhance wealth management using behavioral finance and technology.
Episode 23
Michael Luxenberg of Bankuity talks with Rory Holland about how alternative data can help businesses make smarter decisions when assessing consumer creditworthiness.

Marketing insights, news, and strategy from the CSTMR Team.

In depth Interviews of the innovators, the disruptors, and the trailblazers from the world of finance and fintech.