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You are listening to Leaders in Lending from Upstart, a
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podcast dedicated to helping consumer lenders grow their programs and
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improve their product offerings. Each week, here decision makers in
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the finance industry offer insights into the future of the
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lending industry, best practices around digital transformation, and more. Let's
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get into the show.
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Welcome to another episode of Leaders in Lending. I'm your host,
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Matt Snow, joined this week by Am Gawler from Cross
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River Bank. Adam, thanks for joining me.
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Thank you, Matt. Really great to be here.
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Yeah, always good to catch up with you. Maybe why
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don't you start by introducing yourself a little bit and
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telling everyone what you do across River today.
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Absolutely so, I have been the Cross River filledness that
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the better part of sixteen years, since the very beginning,
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and it's been quite a journey. And my current title
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today I run all of fintech banking and really what
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that is is really relevant to this call because we
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are essentially powering non banks offer banking products. We started
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with lending many many years ago and they have really
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transitioned to be a full stack, full product, robust supplier
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of banking products for non banks and so today what
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we offer is you know, lending capabilities, card capabilities to
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pothitic capabilities.
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As well as a lot of payment capabilities.
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Great and you know, I've been really interested lately and
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was thinking about our conversation about companies that started in
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you know, maybe more tumultuous times in history. So you're
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part of the founding team back in you know, the
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wake of the GFC starting Cross River. Maybe talk a
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little bit about that, like what generated the idea, like, hey,
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here's a great time to start a bank.
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That's funny.
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We actually had a philosophy that our CEO, Jill always
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talks about is that hire people who have been through
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some bad times as well. People have only been through
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positive cycles or good times tend not to know how
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to react when things don't go well. And so many
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of us were working in industries or companies that were
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impacted by the GSC, the Great Financial Crisis, mostly around
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the mortgage industry. Myself, prior to Across, I came from
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a rating agency. I was specifically focused on residential mortgage
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back securities our mbs, and so obviously we were significantly
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impacted at the time, and so I saw really the
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peak of the mortgage industry, and also the big downfall
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from all the CEOs and the creative underwriting that was
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done over a number of years. So it was a
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really interesting time of former bank. As you can probably imagine,
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there were not many banks that were lending at that time,
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and so what it really brought was an opportunity for
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us to do something a little different.
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The initial idea.
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Was really to raise money to build a bank that
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was going to have fresh capital, sort of no bad habits,
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and start anew at a time when banks weren't really
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lending at all. And so that was the first strategy.
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It wasn't really a fintech play to begin with. What
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happened over time as we started to build, we realized
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that scaling a bank is really tough when you're going
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only direct to customer, and so we started learning about
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these partnerships, initially through a company called Queen Sky, where we.
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Could leverage the expertise of others.
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To build not only our balance sheet, but also to
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build programs that would enable banking not only to be
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direct banking support.
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Interesting, you know, and I've I don't know if you
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follow the podcast founders. Dave of our founder and CEO.
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It's very fond of that one as well, And I
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think something interesting similar about that. I think, you know,
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with entrepreneurs or founders, it seems like there's always a
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really strong idea for a company, but also like the
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ability to pivot, Like how did you guys find that
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balance of like, here's something that we're going to go
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like a you know, full steam ahead against an idea,
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and then also being nimble enough to pivot when and
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stay true to that.
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In my view, that starts with the culture.
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I think you mentioned Dave, and Dave honestly you know
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from came from from Google and other companies he worked at.
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But to me, if the CEO has a culture of.
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Being an entrepreneur and being open minded to ideas, I
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think that shriggles down to all the employees. What really
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we learned from an early you know, our early years,
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was that if we look at every opportunity, have many
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opportunities to pursue. And so if we saw ten ideas
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and only two of them came to fruition, that's absolutely fine.
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But for us, it's about being open ninety is going
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in with a fresh outlook and not turning over every rock.
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Assuming that everything with possibility, and if you go in
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with the attitude that everything's possible, you wind up with
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something great.
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Yeah. I like that approach. Did you find were there
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consistent themes are ways that you evaluate those opportunities? Was
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everyone kind of aligned on that same type of approach
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or was there a lot of debate around like, no,
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this is the opportunity and why? Yeah?
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So I don't think there was a ton of debate.
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I think you know, as a young institution with a
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limited capital at the time, we had to be very efficient,
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and so I think there was a balance between what
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is the most scalable opportunity, so it has to have
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a lot of scale because you're not going to invest
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in it. Did enough scale at the same time, like
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what is the capital required to turn a profit? Because
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if a lead time or though the life was you know,
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three four years out to turn a dollar of profit,
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it wouldn't make sense to pursue that as well. So
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it was almost the balance of the fish between cost
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and profit as well as sort of the you know,
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heech required and other investments of time that it sort
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of did not allow us to pursue.
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Yeah, that makes sense, and actually so I went out
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and did a little research to see what other companies
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were founded kind of in the wake of the GFC.
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I'm sure you've heard of these, but you know, nerd Wallet, Uber, Venmo,
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groupon Groupon I was surprised to see is actually still around.
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I think they have like maybe half the customer base
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that they did at their peak. But you know, those
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other companies seem to do pretty well starting at that
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time as well.
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It's not a coincidence, I think, you know, if you
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think about zooming out of the business industries, but in
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banking industries, if you think about life in general, it's
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not uncommon that many of the best things come out
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of you know, trials and tribulations, and the best ideas
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are firmly out of need. You know, when they say that,
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you know, necessity is the mother of inventioned that's not
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a lie. Right, When someone has a problem they need
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to solve, that's the quickest way to get to a solution,
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because when you're just ideating around the room and throwing
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ideas out, Okay, we'll pursue this, we'll pursue that, when
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you're actually in crisis mode, and COVID was a good
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example of that. When so much came out of COVID
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and even the GFC. Right when you think about the
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proliferation of banking and the access to banking that happened
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post GFC the last ten years, that was accelerated thirty
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to forty years of banking life.
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Yeah, I totally agree. And you mentioned, you know, coming
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out of COVID too. I did a quick search, but
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didn't find any like meaningful companies maybe that were started
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are still around since then. I saw one stat that
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you know, the IRS saw a huge increase of the
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number of companies started. So I think there's an average
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of like one hundred to one hundred and twenty five
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thousand applications a month for new new companies that peaked
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up over one hundred and fifty thousand, and that trend
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has seemed to stick around. Any companies that you've seen,
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like start out of COVID that kind of capitalized on
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that environment that you were mentioning or think have some
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staying power or changed even change the landscape for FinTechs
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and banks.
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I'm trying to remember the names of companies, but there
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are definitely products that we saw that came out of COVID.
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I think I know we were involved, I want to
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say the name in building a product with a current
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customer of ours that was a unique spin on an
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existing product, and it was really almost like came out
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of the idea that people aren't leaving the house anymore
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and types of financing maybe that would enable that to
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be easier for customers who weren't going to the point
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of sale anymore in one case, and the same thing
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for other areas of banking, where there were folks who
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understood some of the core problems that COVID showed us,
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and whether it be healthcare financing, there were solutions that
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came about from people realizing that certain things just weren't
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going to continue to exist the way they were before.
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Yeah. And I've heard you talk before too about you know,
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maybe the speed or the accessibility of banking and the
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innovation that continues to happen. There is that something you
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continued to see or think it is still a lot
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of opportunity within financial services.
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Yeah, it's so interesting. We're still seeing a lot of that.
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It's a great question, and I think there's almost this
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balance where on one hand, we're still seeing a ton
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of creativity in banking, A lot of folks who are
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trying to do things slightly differently to the next competitor.
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At the same time, because it's financial services, there's this
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inherent almost slow slowness to it is regulatory pressure. You know,
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the rigor of the process to get them something off
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the ground is so much stronger than perhaps in other industries,
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So it does balance itself out. There is a lot
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of like creative you know, ingenuity coming out of companies
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that we work with. At the same time, there's natural
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rigor to the process and filtering of the process that's
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created by the regulatory environment.
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Yeah, what other things do you think enabled that? I mean,
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I can think of one just being kind of the
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digital nature of so much of our currency and how
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much you know, the reliance on physical currency decreasing over time. Technology,
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Like what other enablers are maybe newer that are helping
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companies to advantage of that.
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It may not be new or you're alluding to almost
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things like AI as an example, things that are accelerating,
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maybe some of the banking services. But to me, in
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my own view, there's just the proliferation of things becoming
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more commonplace. As an example, the comfort of people who
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use their phones for everything, right, Whereas in the past,
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applying for a loan on your phone would have been insane, right,
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But today people are willing to go into his store,
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you know, using just their phone and clicking on a
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button and taking financing for that. Transactions that are happening
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in real time, like real time payments would have been
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a real scary thing for people, you know, five ten
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years ago. But money is moving so quickly and people's
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willingness to move that money quickly understanding that there are
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risks involved in the in the lack of friction in
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the process. That really says a lot about people's trust
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in the controls, trust in the systems, and the advancement
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of thought amongst the general population.
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Yeah, that is a really good point. I hadn't thought
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of that, you know, the consumer's comfort and using other technology.
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That maybe paves the way for banking to take advantage
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of the idea of using a phone as a primary
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way of transacting. Opening new accounts, moving money definitely couldn't
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have been led by banking. I don't think until other
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companies made that much more safe, comfortable, you know technology.
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It's funny because if you think about it, my kids
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are this way. I literally with with my kids where
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my kids. Last week we were going out somewhere and
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I said to my son, who drives now he's seventeen,
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I said, do you have your phone? He said yes,
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And I said you have your wallet? He said no.
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And can you imagine a world where someone is more
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likely to take their phone with them their wallet because
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to him at his age, his generation, the wallet is insignificant,
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but the phone, that's not insignificant.
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Yeah, I've noticed that a little bit too in my life.
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And I know you're a bit of a runner, but
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like even you know, I used to have like the
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really thick wallet with all the cards, like everything, like
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everything in there. And I get to the point where,
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you know, maybe I can just run with my watch
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and if I need to pay, like I can, you know,
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want to just stuff for a cup of coffee afterwards,
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or I get lost, I can pull up a GPS
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like even on my watch, and I may not even
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need the phone.
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It's funny because when you run a marathon, depending on
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where you're going to get there can be a challenge,