In today’s world, where technology continually reshapes business landscapes, understanding the synergy between artificial intelligence and human interaction becomes paramount. The CPO and CEO of Formations, Co-Founders Uri Bar-Joseph and Shahar Plinner, delve into this topic, sharing insights from their entrepreneurial journey.

In this episode, CJ Gustafson, CFO of PartsTech, delves into the nuances of vertical SaaS and marketplaces, highlighting the critical role of analytics in refining these services. With the fintech sector continuously evolving, understanding its complexities is essential for businesses looking to innovate their operations and customer engagement strategies.

How is embedded fintech transforming the landscape of vertical SaaS platforms and creating unparalleled opportunities for businesses? Uncover the future of financial services integration with insights from Seema Amble, Partner at Andreessen Horowitz. This episode explores the intricate dance of embedding financial technologies into software platforms, focusing on the strategic value and challenges that come with it.

Navigating the maze of health insurance can be a daunting challenge for small businesses, but it’s a critical cornerstone for their growth and employee well-being. This episode features an informative conversation with Will Young, CEO and Co-Founder of Sana Benefits. He breaks down the intricacies of reshaping health plans to be more accessible and effective for small enterprises.

Picture a world where finance and technology intersect, creating a dynamic landscape ripe for innovation and challenge. Zack Miller, Founder and Managing Editor of Tearsheet, uses his years of experience and insights to unravel the complexities of this world, guiding us through the evolution of financial technology and the crucial role of seasoned leaders in steering hyperscaling companies.

How is artificial intelligence reshaping the landscape of small business finance? In this episode, Lilac Bar David, Co-Founder and CEO of Lili, unveils how AI is simplifying and revolutionizing financial management for small business owners. Through a journey through Lili’s unique approach, Lilac highlights the transformative impact of integrating banking and accounting and the power of AI in making financial operations more efficient and accessible.

As the healthcare industry navigates an era of unprecedented technological advancement, Andrea Kowalski, Founding Member of Chief and Former SVP of Products at Tebra, discusses the intricacies of innovating in a sector that affects everyone’s lives on the first episode of 2024. From her initial aspirations in the medical field to leading the charge in healthcare tech, Andrea’s journey offers valuable lessons and predictions for the future of healthcare.

Is your small business banking experience disconnected and cumbersome? In this episode, Eytan Bensoussan, CEO and Co-Founder of NorthOne, explores solutions for the challenges small businesses face in banking. Eytan, leveraging his expertise in finance and technology, sheds light on innovative strategies to streamline banking processes for small businesses.

Discover how FreshBooks is transforming the landscape of accounting for small businesses on this episode. Mara Reiff, Chief Customer Officer and Interim Co-CEO of FreshBooks, discusses the journey from traditional invoicing to innovative, cloud-based accounting solutions that prioritize ease of use and customer engagement.

Greg Ott, CEO of Nav Technologies, Inc., delves deep into the nuances of the open platform model and its significance in the current business landscape. He shares invaluable insights on how the open ecosystem can cater to the diverse needs of small businesses, emphasizing the importance of transparency, efficiency and customer-centric solutions.

Jack Altman, Co-Founder and CEO of Lattice, discusses the rapidly changing landscape of HR tools and the significance of creating platforms that prioritize both adaptability and user experience.

Mauricio Comi, former CEO of Dutchie Insurance Services, LLC, has been working with different types of fintech products in Silicon Valley for the last 12 years. He saw what it means to build with embedded fintech — before the term was widely known. Today, Mauricio covers why there is so much opportunity in the insurance space and how to properly build your core offering before expanding to additional services.

Keri Gohman, Chief Executive Officer at CARET, discusses specific use cases for vertical solutions, how AI will affect small and medium-sized businesses in the future and why there is still so much opportunity for massive growth in the legal industry.

Prashant Fuloria, Chief Executive Officer at Fundbox, discusses how important embedded financial services are and why they benefit both vertical and horizontal solutions in specific ways.

JP Durrios, CEO at Bench Accounting, discusses how partnerships with vertical SaaS solutions and keeping a human element to the customer experience give you an edge over your competition.

Jason Zhang, COO and Co-Founder of Mercury, discusses how tech has simplified the banking process for startups and why having a strong opinion about your products makes them better for consumers.

Kathleen Long, Chief Revenue Officer at RepairPal, discusses why diverse perspectives in the auto industry are more important than ever, along with important lessons learned from building consumer buy-in within a low-trust industry.

Andy Swansburg, Chief Product Officer, Fitness and Well-Being Vertical at Xplor, discusses the challenges and advantages of taking on multiple verticals and why SMB marketing is no longer a luxury. It’s a necessity.

Deepesh Banerji, Chief Product Officer at Deputy, covers how to make important decisions early on in business without sacrificing opportunities for growth as they become available, and why the customer experience is your biggest competitive advantage.

Today, Doron Friedman, Founder and Chief Innovation Officer at SpotOn, covers why a hospitality mindset and businesses that are a good partner fit are critical for delivering the end-user experience that customers demand more and more of.