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Fintechs: Let’s talk about your biggest asset — Banks

As fintechs bring innovative new products and services to the financial ecosystem, the idea that fintechs are going to replace chartered banks is gaining traction. While some neobanks will get full banking charters, this option may not make sense for all fintechs for various reasons. Many more fintechs will rely on bank partners as they build their businesses.

Fintechs are able to offer tailored solutions for specific purposes because they have identified audiences that are underserved by traditional banking. Banks have their own unique set of skills and expertise that make them indispensable to many types of fintechs businesses.

There are an increasing number of options for fintechs looking for a bank partner. Join the CEOs of Treasury Prime and Piermont Bank for a discussion about how fintechs can leverage a direct relationship with their bank.

Wendy and Chris share their insights on:

  • What is the state today of relationships between banks and fintechs and where are the gaps
  • What are the key questions that fintechs should ask banks when evaluating a partnership
  • Why your banker should be in your VIP contacts


Wendy Cai-Lee — Founder & CEO or Piermont Bank

Wendy Cai-Lee is the founder and CEO of Piermont Bank, a women-founded, entrepreneur-led, technology-fortified commercial bank. As a successful serial entrepreneur and banking executive, Wendy has over 26 years of experience in financial services and banking. Prior to Piermont, she held various management positions at East West Bank, Deloitte, Chase and Citi. 

Chris Dean — Co-founder & CEO of Treasury Prime

Prior to Treasury Prime he founded several startups including Merced Systems and Benefitter. He joined Standard Treasury as CTO and the company was later acquired by Silicon Valley Bank. Following the acquisition he ran SVB’s API banking group before leaving to start Treasury Prime.