Medha AgarwalAI & its Impact on Vertical SaaS: The Gates of Distribution have Flung OpenWith the latest boom of AI innovation driven by large language models (LLMs), there has been a cambrian explosion of vertical SaaS…Jul 16Jul 16
Medha AgarwalThe Billion Dollar Question: Differentiating Good vs. Great in Vertical SaaSWhy purpose-built software will define the next wave of SaaS innovation (Part 2)May 17, 20231May 17, 20231
Medha AgarwalIt’s Go-Time for Treasury ManagementBack in early January I shared some of my initial thinking around treasury management as one of a few key trends I was planning to dive…Mar 29, 20231Mar 29, 20231
Medha AgarwalThe Defining Decade of Vertical SaaSWhy software purpose built for industry will define the next wave of SaaS innovation (Part I)Feb 28, 20231Feb 28, 20231
Medha Agarwal6 Themes I’m Excited About in 2023I’m excited about 2023 and the innovation that will come from this moment in time. On the one hand, many companies unfortunately are coming…Jan 13, 2023Jan 13, 2023
Medha AgarwalHow lending products are bringing the fintech ecosystem 360GE, Amazon, Shopify & Mindbody — highlighting early movers in fintech innovation by non-fintechs (Part III)Dec 12, 2022Dec 12, 2022
Medha AgarwalBanking as a Strategy: How non-fintechs have approached the challengeGE, Amazon & Shopify — highlighting early movers in fintech innovation by non-fintechs (Part II)Dec 5, 2022Dec 5, 2022
Medha AgarwalHow Payments Were Won: An Inside Look At Fintech’s Original Embedded ServiceStarbucks, ServiceTitan, Etsy, and Uber — highlighting early movers in fintech innovation by non-fintechs (Part I)Oct 31, 20222Oct 31, 20222
Medha AgarwalThe Super App: Myth, Reality or Something in BetweenIn my last post I dove into the rebundling movement and fintech companies’ focus on being the primary account as the holy grail to enable…Oct 14, 2022Oct 14, 2022
Medha AgarwalWhat’s Old is New: The Great RebundlingThe old adage that everything old is new again has consistently held true in consumer fintech. In part, that’s because the early stages of…Sep 6, 2022Sep 6, 2022