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Behind the Playbook Podcast

Behind the Playbook Podcast

This podcast features in-depth interviews with senior executives and industry leaders in financial services. It explores the strategies behind how financial brands compete, grow, and gain market share. The show is designed for leaders actively shaping the future of the financial services industry.

28
Episodes
24
Guests
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Episodes (Page 2)

Rewarding Car Payments: Interview with Fasten founder Jacob Zachs
Sep 28, 2026 · 0:28:07
✨ Fasten Rewards Visa offers points on auto expenses.
Jacob Zachs
0:28:07
Inside Subprime Credit: Interview with David Johnson, CEO of Vervent
Sep 28, 2026 · 0:27:56
✨ Vervent's growth and financial services innovation.
David Johnson
0:27:56
Membership & Trust in Disruptive Financial Products: Interview with Meera Iyer, CMO of SoFi Lending
Sep 28, 2026 · 0:33:03
✨ SoFi's disruptive strategies and financial independence focus.
Meera Iyer
0:33:03
Accessible Credit Solutions: Interview with Self Financial CEO Julie Szudarek
Sep 28, 2026 · 0:38:41
✨ Self Financial offers accessible credit solutions.
Julie Szudarek
0:38:41
Buy Now Pay Later: Interview with Zip’s CMO Jinal Shah
Sep 28, 2026 · 0:41:25
✨ Growth and evolution of the Buy Now Pay Later sector.
Jinal Shah
0:41:25
The Future of Travel Credit Cards with Citi: Interview with Anthony Merola
Sep 28, 2026 · 0:27:09
✨ Citi's vision for credit card products and travel cards.
Anthony Merola
0:27:09
Future of Credit Cards: Interview with Krista Phillips, CMO, Consumer Lending at Wells Fargo
Sep 28, 2026 · 0:28:46
✨ Competitive credit card marketing and Gen Z focus.
Krista Phillips
0:28:46
Inside the Upgrade Card: Interview with Sumit Agarwal, Head of Cards at Upgrade
Sep 24, 2026 · 0:40:45
✨ Sumit Agarwal discusses Upgrade Card's unique installment loan strategy.
Sumit Agarwal
0:40:45

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