The Financial Technology Report is your comprehensive source for business news, investment activity and corporate actions related to the software and SaaS sectors
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College is often the second-largest investment a family makes, yet many families have little protection if a student has to withdraw mid-semester. John Fees, Co-Founder and CEO of GradGuard, joins the podcast to discuss how he built the leading embedded insurance platform to solve this precise financial risk...
In 1984, Todd Greenbaum’s grandfather asked him to build a piece of software for his new insurance business. Todd was 16, didn’t know how to code, and bought a book to figure it out. Today, that business is Input 1, a platform supporting more than $16 billion in annual insurance premiums across carriers, MGAs, brokers, and millions of policyholders...
Finastra moves $7 trillion in transactions every day. That scale places the company at the center of the global economy, supporting 80% of the world’s top 50 banks and a massive portion of the syndicated debt market. In this episode, CEO Chris Walters discusses why he is narrowing Finastra’s focus around the software categories where it plays the most critical role, and why he believes the market…
Traditional underwriting still leaves a large share of borrowers in limbo. A customer can fall just short of a bank’s cutoff, perform well in every practical sense, and still be pushed out of mainstream credit and toward far more expensive alternatives. Sanjiv Das, Co-Founder and President of Pagaya, discusses how the company is expanding credit access while maintaining underwriting discipline...
Life insurance is one of the clearest examples of a product people believe in, yet still delay. For many consumers, the process has traditionally been slow, sales-driven, and disconnected from the financial decisions that usually make the need feel immediate...
Life insurance often presents a clear need for clients, but the path to getting coverage in place can still be cumbersome. Quoting, suitability, product comparison, and submission can still stall the advisory process. Sam Barnett, CEO of Covr Financial Technologies, discusses how Covr is trying to reduce that friction for advisors...
What would it take to make private markets work for self-directed investors? In this episode, John Imbriglia, CEO of Crowd Street, explains that access has widened, but the experience still falls short for self-directed investors. Many individuals already make their own decisions in public markets. In private markets, research, due diligence, and access are still harder to navigate in one place...
Core upgrades take years. Digital expectations change every quarter. Ben Goldin, Founder and CEO of Plumery, argues that the “buy or build” debate keeps banks stuck: off-the-shelf channels ship quickly but limit differentiation, while in-house builds burn time and talent on features customers already expect. The wedge is the experience layer—modern mobile and web journeys that can move fast…
Commercial banks keep getting asked for real-time cash visibility, multi-rail money movement, and virtual account structures while many still sit on cores built decades ago. The common workaround has been to layer new products around the core and reconcile later. Issuing lives in one system, processing in another, and the ledger becomes the place where everything is sorted out after the fact...
A $40 million B2B payment still faces the same problem as a $4,000 one: every buyer–supplier relationship comes with its own terms, margins, and data requirements. That messiness is why checks, wires, and ACH remain stubbornly common—especially when a single payment can include thousands of invoices, each with hundreds of line items that need to reconcile cleanly...
