Fintech Hustle

Deals, Data & the Digital Shift with Kelly Michalik & Stephen Baker

Sam Kilmer & Cornerstone Advisors Season 4 Episode 5

In this episode of Fintech Hustle, host Sam Kilmer engages with guests Kelly Michalik, Kelli Schultz, and Stephen Baker to discuss the evolving landscape of fintech, focusing on investment trends, the integration of marketing and sales, and the competitive dynamics between community banks and megabanks. The conversation highlights the importance of trust, the challenges of integration, and the potential of AI to transform the industry. The episode concludes with a tribute to Barb McLean, a notable figure in the fintech community.

Takeaways:

  • The fintech landscape is seeing increased investor interest and momentum.
  • Community banks are gaining traction against megabanks by focusing on personalized service.
  • Integration challenges remain a significant hurdle in the fintech industry.
  • AI has the potential to level the playing field for smaller financial institutions.
  • The shift from marketing to sales is crucial for creating a seamless customer experience.
  • Trust is eroding in big banks, creating opportunities for community institutions.
  • The importance of storytelling in marketing to attract younger customers.
  • Collaboration between marketing and sales teams is essential for success.
  • The need for integration standards in fintech is still pressing.
  • Fresh perspectives from new entrants can drive innovation in the industry.




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