Holdings CEO on Seller Accountant Podcast
Nov 30, 2024
We recently had the pleasure of joining Tyler Jefcoat on the Seller Accountant Podcast, where our CEO, Jason Garcia, shared valuable insights into fintech and business finance. As your friendly neighborhood fintech experts, we’re excited to break down complex financial concepts and empower businesses to optimize their finances.
Key Topics Discussed
1. Navigating Liquidity and Cash Flow:
Jason discussed strategies for managing liquidity in today’s fluctuating economic environment. With rising interest rates, businesses must adapt their financial plan to ensure stability and growth.
2. Innovative Financial Solutions:
Our conversation highlighted how Holdings is at the forefront of providing innovative yield products. These solutions allow businesses to earn competitive interest rates on idle cash without locking funds into long-term commitments.
3. Building a Robust Fintech Stack:
Jason offered practical advice on constructing a fintech stack that supports business growth. By integrating digital solutions, businesses can streamline operations and enhance financial management.
Why This Matters
At Holdings, we believe in making finance accessible and empowering businesses to thrive. Our participation in podcasts like this one helps demystify financial concepts and showcases how our services can drive growth.
Trust and Transparency
We’re committed to providing clear, straightforward solutions that keep your assets safe and growing. Our FDIC-insured products ensure your funds are secure while our innovative approach maximizes returns.
Join Us on This Journey
We’re here to support your business every step of the way. Whether you’re a startup or an established enterprise, our team is dedicated to helping you navigate the financial landscape with confidence.
For more insights and updates, stay tuned to our blog and explore how Holdings can help you achieve your financial goals!
Watch the episode below:
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Disclaimers and footnotes
© 2023-2024 Holdings Financial Technologies Inc. All rights reserved. Holdings is a financial technology company, not a bank. Banking services provided by Evolve Bank & Trust, Member FDIC
Funds deposited in your Holdings account are held by Evolve Bank & Trust, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category. Through Evolve's Sweep Program, funds may be eligible for up to $5M in FDIC insurance. Find additional information about the Sweep Program here
²Yields, fees, and asset allocations are subject to change. While the fund aims to preserve capital and maintain liquidity, it is not FDIC insured and there can be no assurance that these objectives will be met. Please see the prospectus for full details on risks and investment objectives.