Integration as a Strategy for Community Banks: Operate Podcast ft. David Wexler

December 2, 2022

Carey Ransom

Carey Ransom is an SaaS entrepreneur, executive, investor and advisor, and has started, grown and/or led 8 B2B and consumer SaaS companies during startup and growth phases. He is currently the Managing Director of BankTech Ventures, a venture fund focused on compelling technologies for community banks, and founded and funded by leaders in the community bank ecosystem. Carey's 25-year career spans executive roles in product, marketing, business development, strategy and corporate development.

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David Wexler joined me to discuss a critical innovation and transformation topic in banking - integrations. This has been an expensive and painful area for banks and their technology partners for a long time, and few in community banking have embraced integration platforms, and that's slowed down their ability to digitally transform.

I’ve had the pleasure of working closely with David over the last year, and we share some very strong views about the  future state technology architecture of the financial services industry, and we discussed it on this episode.

He is the co-founder and CEO of PortX, a leading integration-as-as-service platform for financial services. He works with dozens of community financial institutions and fintech companies, enabling them to work together more efficiently and consistently.

He has a long history in application integration and services, including time at Mulesoft and Microsoft. He’s a big champion of community banks and enabling them to more effectively compete with digital products.

We also talked about what the industry has historically gotten wrong in implementing new software, how PortX is changing it, and how he's evolving and learning as a CEO of a key company in this market.

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