Fintech Notebook.

A critical take on B2B fintech via product architecture, market structure, customer behavior, and business strategy.

Sep 24, 2026

Jan 1, 2024

Finovate is Flickering

The conference circuit’s new order

Sep 18, 2026

When Behemoth Unbundling Hits a Wall

What happens to FIS Capital Markets, the SunGard legacy

Sep 3, 2026

$210M Just Made FIS’ Biggest Problem Go Away

Capital Markets goes in pieces, if at all

Aug 26, 2026

The Finastra Breakup That Isn’t Done

A Marketing Bucket Is Not a Business

Aug 17, 2026

The End of Fiserv as We Know It

What They Won’t Say at Fiserv Forum

Aug 12, 2026

Now What Happens to Alkami?

We knew this was coming.

Aug 10, 2026

New Resource: Bank Tech Venture Portfolios

Data on nine VCs and 235 companies

Aug 6, 2026

PayPal’s Place in History is... on Wikipedia?

Agentic commerce gets a footnote.

Jul 28, 2026

PayPal, Stripe, and the Mafia

The end of the beginning: 1998-2010

Jul 23, 2026

The AI Consumer Pt. 3: UX Reimagined

Semiautonomous banking is nearly here.

Jul 21, 2026

The AI Consumer Pt 2: The Dead Channel Model

Forget about mobile. Welcome to the era of channel-as-platform.