Beyond the Bank

In today's digital economy, trust is everything, and data is the new gold. Sanjay Chadha, managing partner of SAV Associates, explains why compliance frameworks like SOC 2 and ISO 27001 aren't just regulatory hurdles, but powerful tools that fuel growth, attract investors, and build credibility. With decades of enterprise risk and Big Four experience, Chadha reveals how his boutique firm delivers senior-level expertise to startups and enterprises alike. From avoiding costly audit mistakes to navigating AI, privacy, and cybersecurity risks, this conversation is a must-watch for founders, investors, and business leaders.

Laksh Gangwani, Managing Director at ViewTrade, reveals how the firm is reshaping global finance for a digital-first generation. From AI-driven compliance to 24/7 trading, discover how ViewTrade delivers frictionless solutions for banks, brokers, and fintechs worldwide. This episode dives into the future of wealth, cognitive abundance, and what the great wealth transfer means for investors.

In this episode of Beyond the Bank, Community Financial Credit Union CEO Tansley Stearns shares how her team focuses on people-first banking and community impact across Michigan. From specialized programs supporting members through life's toughest moments to investing in digital innovation and new branches, Stearns explains what sets credit unions apart from traditional banks. Listeners will hear how CFCU is building trust, embracing technology, and preparing for the future of cooperative finance.

Sales jobs are notoriously hard to keep, but Jeeva AI founder Gaurav Bhattacharya wants to change that. In this episode of Beyond the Bank, host Leonard Kim explores how Jeeva is using AI to eliminate the grunt work of prospecting, outreach, and data enrichment — so sales reps can focus on what actually closes deals. From startup strategy to the future of agentic software, Bhattacharya breaks down where AI fits in the modern sales pipeline.

Ben Gamble of Ververica joins the show to unpack why real-time fraud detection is no longer optional and why milliseconds now decide trust in finance. From dismantling old mainframes to powering faster, smarter compliance, he shares how Ververica is pushing financial systems into the future. It's a look inside the infrastructure race that most people never see, but feel every time they tap to pay.

In this episode of Beyond the Bank, John Boitnott sat down with Stephen Vanstone from Intellect Design to discuss how the company is transforming the banking industry with innovative technology solutions. Vanstone highlights key challenges banks face, such as legacy systems and evolving customer expectations, and how Intellect Design addresses these with modern, AI-driven platforms like emach.ai and Purple Fabric. We explore the company's use of design thinking to create seamless user experiences and the future of banking technology over the next decade. Tune in to learn how AI is set to revolutionize financial services and create new opportunities for banks worldwide.

Host John Boitnott interviewed Dutch Mendenhall, founder of RADD Companies and author of Money Shackles. They discussed Mendenhall's journey in the real estate sector, his efforts to democratize investment opportunities through crowdfunding, and the critical role of AI in the future of investing. The episode sheds light on his investment philosophy, emphasizing diversification and the importance of acting now in the current economy, while also highlighting the growing recreation economy and his vision for RADD Companies' future, including a potential IPO and continued efforts to provide investors with valuable tools and education.