financial-services
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Exafluence and the intelligence hidden in old code
Before a business can put AI to work, it has to understand the systems it already runs. Exafluence has built a business around that awkward, valuable first step.
iBusiness and the paperwork problem
A lending company learned to automate its own paperwork. Now iBusiness wants banks to build software around the way they actually work.
BusinessNext Americas wants your bank to remember you
Banks have plenty of data. Their employees still have to hunt for it. BusinessNext Americas connects the pieces, with a banking CRM built around the next useful action.
Joacim Wiklander’s long game in a market measured in microseconds
From trading software in Stockholm to the leadership of Cboe Canada, Joacim Wiklander has worked on the rules and systems behind the trade. His career follows a challenger exchange through growth, integration and a prospective change of ownership.
Texas Capital learned to sell more than money
A failed merger left Texas Capital with a choice. Its answer was a four-year rebuild designed to keep a growing company’s financial life under one roof.
Kris Williams and the distance between a bank and a front door
A geography professor’s daughter became an accountant, then a bank chief. Across her career, Kris Williams kept returning to a practical question: how does money reach the places that need it?
Hilltop Holdings bought a different future
A manufactured-home landlord became a Texas bank, a national mortgage lender, and a municipal finance house. The interesting part is how those businesses behave when money gets expensive.
Douglas Valenti and the trouble with a comfortable seat
He spent years backing other people’s businesses. Then Douglas Valenti took the operating job himself - and stayed to build QuinStreet through more than a quarter-century of changes in how people buy.
Jonathan Witter and the education of a customer
Before he led Sallie Mae, Jonathan Witter ran banks and helped Hilton think about its guests. A scholarship in his own family explains why the next chapter carries a different weight.
Ashish Masih and the arithmetic of a second chance
An engineer by training, Encore Capital Group’s CEO has spent years connecting portfolio decisions to the people who must live with them. His career follows the difficult work between a financial model and a repayment conversation.
Ford Credit makes the wheels turn
The vehicle gets the attention. The financing gets it out of the showroom. Inside Ford Credit, the business that lends to both sides of the deal.
Paul Uhlman and the long way to the other side of the table
After 36 years at Federated Hermes, Paul Uhlman moved from leading global distribution to overseeing its investment teams. His career began with client calls, and the questions have kept getting bigger.
Mike Weinbach and the value of a sideways move
Before he ran mortgage businesses, Mike Weinbach closed a startup. His route to the top of Radian runs through an unusually practical education in people, risk, and starting again.
Mizrahi-Tefahot keeps a banker in the picture
Israel’s mortgage specialist built its pitch around a person you can reach. Its digital tools make that promise more interesting - and its history makes it worth examining.
Misty Sutton and the time between asking and getting
At Primerica, Misty Sutton has worked on the unglamorous things that make a financial business function: records, cases and signatures. Her path to leading PFS Investments runs through the minutes those processes used to consume.
Curtis Campbell and the business of being believed
From Dell desktops to cloud computing to the tax desk, Curtis Campbell has spent his career making complicated systems useful. At H&R Block, his next assignment is earning confidence one conversation at a time.
Gregory Garrabrants and the bank that outgrew its name
An engineer, a lawyer, and an investment banker walk into the same career. At Axos, Gregory Garrabrants has spent nineteen years working out what a bank can become when its delivery system keeps changing.
Keren Danziger and the things a prompt cannot buy
From Israeli investment houses to Pagaya’s AI lending network, Keren Danziger has worked where financial models meet human expectations. Her career puts an old question inside a new machine: how do you earn trust?
Michael Gideon and the work before the bell
Before becoming Ladenburg Thalmann’s co-CEO, Michael Gideon spent years making trading operations work. His career runs through order flow, system conversions, a new index business - and a New Jersey fire company.
Jeremy Ford and the long road home
He returned to Dallas to work alongside his father. Sixteen years into leading Hilltop Holdings, Jeremy Ford faces the business of succession, the demands of three financial franchises and a new argument over who should hold the reins.
Rick Williams and the curious advantage of sharing the top job
For 15 years, Rick Williams shared Primerica’s chief executive role with John Addison. Their partnership carried the business through an IPO and into a succession that left Williams with a different seat at the same table.
Sumukhi Ramnath and the art of starting again
She built a career helping people move jobs. At Korn Ferry, Sumukhi Ramnath found herself learning the other side of the move: how to begin again when you already know the business.
Thomas Gallagher and the six percent that needed a room
A securities lawyer helped build MIAX around electronic trading. Then a small corner of the options market gave Thomas Gallagher a reason to open a floor in Miami.
Ashley Walsh, Between the Rulebook and the Team Sheet
Ashley Walsh’s route to leading BGC Group in Australia and New Zealand runs through law, compliance and Asian markets. His place on the Family of League board adds another connection: the game his own family plays.
Primerica sells a simple idea. The network makes it travel.
Buy term. Invest the difference. Primerica built a business around that sentence - and a sales network that makes the sentence personal.
Cathy O’Callaghan and the art of getting out of the way
After three decades translating Ford into numbers, Cathy O’Callaghan took charge of Ford Credit. Her next assignment is to make a complicated business feel simple to the people who need it.
Piper Sandler’s bet on knowing more.
From teenage shopping habits to bank mergers, Piper Sandler turns specialist knowledge into a business. Its most revealing move was deciding what to stop doing.
Joel Lieginger and the Value of Taking Turns
A Hong Kong group ride introduced Joel Lieginger to a future investor. Years later, the Paceline founder would carry the logic of a cycling pack into the less aerodynamic business of starting a company.
Zack Carpenter and the money that has to keep moving
Before becoming Farmer Mac’s CEO, Zack Carpenter helped extend its reach into renewable energy, broadband, and agribusiness. His next assignment is to keep credit moving through a rural economy that rarely moves in unison.
Tim Crane and the business of staying small
After 24 years at Harris Bank, Tim Crane joined a Chicago rival built around local decisions. Now, as Wintrust’s CEO, he has to keep that promise while the business keeps growing.