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LYGSubstantive discussion · 3/5Save idea

Incumbents buying fintechs to 'cheat' development

Large incumbent banks will increasingly acquire fintechs to rapidly buy talent and technology capabilities they cannot build internally.

The argument

The guest argued that the current market pressures make it a buyer's market, allowing cash-rich legacy banks to acquire innovative fintechs (such as Lloyds acquiring Curve) to bypass slow internal development cycles.

The thesis, stress-tested
✓ What validates it
  • An increase in bank-fintech M&A announcements
  • Successful retention of key talent post-acquisition in major banking integrations
▸ Risks discussed
  • Acquirers forcing fintechs to integrate with legacy HR and compliance systems, killing their culture
  • Overpaying for technology that fails to integrate with the core bank
Hear it yourself
"And I mean in a really nice way, which is like, you know, if you look at Lloyds acquiring somebody like Curve, they've acquired, you know, a team and a capability that they, you know, would have took forever to to to sort of build. So so I think it's sort of a bit of a buyer's market."
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LYG: Incumbents buying fintechs to 'cheat' development · Zortix