Fintech Takes Banking x Parlay Finance presents Agent of Record: Everything, Everywhere, All at Once (Episode 1)
Podcast: Bank Nerd CornerPublished On: Mon Jul 13 2026
Description: Agent of Record is a 12-episode limited series podcast that explores artificial intelligence in financial services. Co-hosts Kiah Haslett (Fintech Takes Banking) and Alex McLeod (CEO of Parlay Finance) kick off the show with a level-setting conversation on the state of AI in banking and what it actually means for executives today. Alex shares a useful three-layer framework for thinking about the AI landscape and argues that bankers should ask themselves whether their institutions have the internal skills needed to build agents and applications, as well as maintain, audit and govern them. Alex doesn’t mince words: Layering technology onto a broken process makes it worse, not better. The episode closes with a homework assignment for Kiah: Connect her email, calendar, and drive to Claude and identify one manual and repetitive task to automate. --- This episode is brought to you by Parlay Finance. Small business and SBA lenders lose hours chasing documents and checking eligibility before a deal ever reaches underwriting. Parlay Finance's AI-native Loan Intelligence System (LIS) cuts manual work to qualify a deal by 80% — automating intake, document processing and deal structuring upstream of the Loan Origination System (LOS) — so lenders can close more loans without sacrificing credit quality. See how at www.parlay.finance --- Fintech Takes Banking is the weekly newsletter for bank execs who get it. Subscribe for the latest in regulation, tech, financials, operations and, yes, accounting, straight to your inbox: https://fintechtakes.com/banking/newsletter-subscription/
The note was deleted
The note was saved
Your message was sent