The go-to site for digital health executive/provider interviews, technology updates, and industry news. Listed to in 65+ countries. Sponsored by Sage Growth Partners and Quantum Health.
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Cassidy Inc Podcasts
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A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.
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Scaling a Community Bank: Tech, Team, and Deposits
36:48
36:48
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Scaling a Community Bank: Tech, Team, and Deposits Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Brant Ward, President, Signature Bank of ArkansasBy The Kafafian Group, Inc.
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#520 - Kyle Swarts, President at aiHealth
11:14
11:14
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11:14
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Kyle Swarts, President at aiHealth. What you’ll get out of this episode: Solving Outpatient Coding Inefficiencies: aiHealth automates complex medical coding tasks, addressing staffing and process issues in the middle revenue cycle. Busting the AI Fix Myth: AI won’t fix broken work…
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#519 - David Leo Fischel, Chairman & CEO at Stereotaxis
15:38
15:38
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15:38
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: David Leo Fischel, Chairman & CEO at Stereotaxis. What you’ll get out of this episode: Next-Gen Surgical Robotics: Stereotaxis pioneers the only commercial robotic system for endovascular procedures, revolutionizing catheter-based interventions. Precision with Magnetic Fields: The…
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#518 - Dr. Kit Kieling, Chief Medical Information Officer at SmarterDx
18:36
18:36
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18:36
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Dr. Kit Kieling, Chief Medical Information Officer at SmarterDx. What you’ll get out of this episode: Career Pivot Sparked by Adversity: A heart condition derailed Dr. Kieling's dream of becoming a fighter pilot, redirecting him toward a meaningful career in medicine. Clinical and…
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#517 - Christopher Molaro, CEO at Neuroflow
13:42
13:42
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13:42
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Christopher Molaro, CEO at Neuroflow. What you’ll get out of this episode: Neuroflow has grown to serve over 17 million users across all 50 states. The company acquired four organizations in two years, expanding its capabilities and reach. It launched BHIQ, an AI-driven product th…
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Shareholder Succession Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Richard Trauger, Managing Director, The Kafafian Group, Inc. Guests - Pete Scully, President, My Private Shares Andrew Rietz, Managing Director of Financial Institutions, My Private Shares…
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#516 - Michelle Turner, CEO & Founder at Here Now Health
16:43
16:43
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16:43
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Michelle Turner, CEO & Founder at Here Now Health. What you’ll get out of this episode: Personal Mission Meets Professional Expertise: Michelle Turner, CEO of Here Now Health, blends over a decade of virtual healthcare experience with firsthand foster care advocacy. Addressing Sys…
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#515 - Joel Wright, President Pharmacy Services at VytlOne
16:01
16:01
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16:01
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Joel Wright, President Pharmacy Services at VytlOne. What you’ll get out of this episode: Rebranding with Purpose: VytlOne, formerly Maxor, repositions itself to better serve nonprofit health systems with comprehensive pharmacy solutions. From Cost Center to Profit Driver: Through…
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#514 - Michael Dalton, Founder and CEO at Ovatient
17:22
17:22
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17:22
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Michael Dalton, Founder and CEO at Ovatient. What you’ll get out of this episode: Michael Dalton founded Ovatient after leading virtual care strategies at Metro Health and Summa Health. Ovatient emphasizes an "Epic-first" approach to ensure seamless integration for patients and pr…
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#513 - Jonathan Kaye, President & Bonnie Cassidy, Chief Operating Officer at Health Data Innovations
15:57
15:57
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15:57
Join us on the latest episode, hosted by Jared S. Taylor! Our Guests: Jonathan Kaye, President & Bonnie Cassidy, Chief Operating Officer at Health Data Innovations. What you’ll get out of this episode: HDI helps providers make claims data usable across all payer formats to power analytics and care delivery. Claims data fills critical gaps left by E…
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Banking on Insight: Inflation, Risk & the Road Ahead
1:11:18
1:11:18
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1:11:18
Banking on Insight: Inflation, Risk & the Road Ahead Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Tommy Esposito, Vice President, Strategic Resource Allocation, Kaufman Hall Dorothy Jaworski, Retired SVP & Treasurer, Pe…
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#512 - Andrew Kobylinski, Co-Founder & CEO at Primary.Health
17:05
17:05
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17:05
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Andrew Kobylinski, Co-Founder & CEO at Primary.Health. What you’ll get out of this episode: Andrew Kobylinski, CEO & Co-Founder, shares the accidental founding and mission of Primary.Health Public health’s digital gaps: why so much work is still done on paper, and how Primary.Heal…
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#511 - Dr. Michael Gao and Dr. Joshua Geleris, Founders at SmarterDx
25:12
25:12
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25:12
Join us on the latest episode, hosted by Jared S. Taylor! Our Guests: Dr. Michael Gao and Dr. Joshua Geleris, Founders at SmarterDx. What you’ll get out of this episode: SmarterDx helps hospitals fully capture patient journeys and maximize reimbursement through advanced AI technology. The founders, Dr. Michael Gao and Dr. Joshua Geleris, leveraged …
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Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Todd Dunn, CEO at Accuryn Medical. What you’ll get out of this episode: Todd Dunn’s unique path: from healthcare innovator and Accuryn customer to CEO The enormous impact of acute kidney injury (AKI) in U.S. hospitals How Accuryn Medical digitizes kidney monitoring for earlier det…
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#509 - Dr. Jeffrey Wessler, CEO and Founder at Heartbeat Health
18:27
18:27
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18:27
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Dr. Jeffrey Wessler, CEO and Founder at Heartbeat Health. What you’ll get out of this episode: Heartbeat Health delivers virtual cardiology care across all 50 states, targeting value-based organizations. Founder Jeffrey Wessler emphasizes the importance of pivoting based on impact…
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#508 - Kara Trott, Founder & Board Chair at Quantum Health
26:32
26:32
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26:32
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Kara Trott, Founder & Board Chair at Quantum Health. What you’ll get out of this episode: Kara Trott founded Quantum Health, pioneering the field of healthcare navigation and care coordination. Her legal and consumer behavior background uniquely shaped Quantum’s patient-centric mo…
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#507 - Amy Bucher, Chief Behavioral Officer at Lirio
23:09
23:09
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23:09
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Amy Bucher, Chief Behavioral Officer at Lirio. What you’ll get out of this episode: Precision Nudging & Personalization: Lirio combines AI and behavioral science to deliver targeted nudges that help patients start and maintain healthy behaviors. Scientific Rigor with Real-World Sp…
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Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Adam Stansell, CEO at Axle Health. What you’ll get out of this episode: Axle Health's Major Pivot: Transitioned from delivering home health services to licensing its proprietary operations software. Key Insight from the Field: A revealing moment with a thumbtack-based scheduling s…
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#505 - Max Marchione, Co-Founder at Superpower
17:11
17:11
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17:11
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Max Marchione, Co-Founder at Superpower. What you’ll get out of this episode: Building a Healthcare Super App: Superpower offers an AI-driven healthcare membership that includes 100+ blood biomarker tests, data integration, and holistic care. Vision of Widespread Access: Aims to c…
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Bank Stocks & Beyond: Gerard Cassidy's Forecast
48:38
48:38
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48:38
Bank Stocks & Beyond: Gerard Cassidy's Forecast Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc. Guest - Gerard Cassidy, Managing Director, Co-Head of Global Financials Research and Large Cap Bank Analyst, RBC Capital MarketsBy The Kafafian Group, Inc.
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#504 - Bill Taranto, President at Merck Global Health Innovation Fund
18:27
18:27
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18:27
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Bill Taranto, President at Merck Global Health Innovation Fund. What you’ll get out of this episode: Bill Taranto’s Journey: From Johnson & Johnson to leading Merck’s $600M GHI Fund focused on digital health and technology. Four Core Investment Areas: Drug discovery, clinical deve…
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#503 - Dr. Danna Chung, Chief Medical Officer at Ezra
15:12
15:12
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15:12
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Dr. Danna Chung, Chief Medical Officer at Ezra. What you’ll get out of this episode: Dr. Danna Chung's Diverse Medical Journey: From health policy and community clinics to innovative startups and AI-driven diagnostics. Personal Catalyst for Joining Ezra: A family cancer diagnosis …
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#502 - Patrick Quigley, CEO at Sidecar Health
15:38
15:38
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15:38
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Patrick Quigley, CEO at Sidecar Health. What you’ll get out of this episode: Patrick Quigley, an engineer-turned-entrepreneur, founded Sidecar Health from personal healthcare frustrations. Sidecar Health boasts a sub-1% claim denial rate, compared to the industry average of 19%. T…
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#501 - Jennifer Meyer, President of Commercial and Consumer Business at SonderMind
16:22
16:22
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16:22
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Jennifer Meyer, President of Commercial and Consumer Business at SonderMind. What you’ll get out of this episode: Jennifer Meyer reflects on her two-decade journey in healthcare and how it led her to SonderMind. SonderMind is transitioning mental health care from access-focused to…
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#500 - Joseph Perekupka, CEO at Freespira
18:45
18:45
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18:45
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Joseph Perekupka, CEO at Freespira. What you’ll get out of this episode: 28-Day At-Home Program: Freespira provides a medication-free treatment for panic disorder and PTSD, completed in the comfort of the patient's home. Personalized Support: Each patient is paired with a care coa…
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Navigating the AI Revolution: A Community Bank Perspective
37:39
37:39
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Navigating the AI Revolution: A Community Bank Perspective Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Andy Schornack, President, Security Bank & Trust Co.By The Kafafian Group, Inc.
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#499 - Elli Kaplan, CEO & Founder at Neurotrack
20:04
20:04
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20:04
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Elli Kaplan, CEO & Founder at Neurotrack. What you’ll get out of this episode: Elli Kaplan’s background spans government, finance, and healthcare, with a personal connection to Alzheimer's disease. NeuroTrack’s digital cognitive tests provide accurate, stress-free screening for co…
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#498 - Andreas Cleve, Co-Founder & CEO at Corti
15:13
15:13
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15:13
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Andreas Cleve, Co-Founder & CEO at Corti. What you’ll get out of this episode: Purpose-Built AI for Healthcare: Corti creates AI tools trained exclusively on healthcare data, ensuring higher quality and compliance compared to general-purpose models. Empowering Builders: Focused on…
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#497 - Andrew Hines, Founder & CTO at Canvas Medical
17:25
17:25
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17:25
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Andrew Hines, Founder & CTO at Canvas Medical. What you’ll get out of this episode: Canvas Medical empowers ambulatory practices with a powerful EMR that supports in-person, telehealth, and multi-setting care delivery. Developer tools enable rapid innovation, allowing practices to…
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#496 - Roozbeh Ghaffari, CEO & Co-Founder at Epicore Biosystems
13:51
13:51
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13:51
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Roozbeh Ghaffari, CEO & Co-Founder at Epicore Biosystems. What you’ll get out of this episode: Founder Spotlight: Roozbeh Ghaffari shares his journey from neuroscience research to leading Epicore Systems. Pioneering Wearables: Epicore Biosystems’ GX Sweat Patch innovates real-time…
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#495 - Ross Harper, CEO & Co-Founder at Limbic
18:50
18:50
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18:50
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Ross Harper, CEO & Co-Founder at Limbic. What you’ll get out of this episode: Scaling Mental Healthcare with AI: Limbic uses regulated AI agents to bridge the gap between mental health needs and clinical supply, enabling autonomous intake, triage, diagnostics, and care delivery. L…
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#494 - Tawny Hammett-Irvine, Founder & CEO at Mosona Health
21:44
21:44
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21:44
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Tawny Hammett-Irvine, Founder & CEO at Mosona Health. What you’ll get out of this episode: The Mosona Vision: Tawny Hammett-Irvine introduces Mosona Health, a platform integrating genomics, quantum biology, and bioelectric field mapping to transform health diagnostics and interven…
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#493 - Dr. Jim Bonnette, Chief Medical Officer at 86Borders
23:24
23:24
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23:24
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Dr. Jim Bonnette, Chief Medical Officer at 86Borders. What you’ll get out of this episode: Siloed strategies fail—coordination and patient focus are critical. Overuse of vendors leads to confusion and poor patient engagement. Real-time data and personal interaction significantly b…
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Bank Transformation Unpacked: The Newtek Story Continues
33:46
33:46
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Bank Transformation Unpacked: The Newtek Story Continues Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Barry Sloane, Chairman & CEO, Newtek BankBy The Kafafian Group, Inc.
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#492 - Peter Donnelly, CEO & Co-Founder at Genomics
21:50
21:50
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21:50
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Peter Donnelly, CEO & Co-Founder at Genomics. What you’ll get out of this episode: Genomics’ Mission: Founded in 2014, Genomics is bridging cutting-edge genetic research with real-world healthcare solutions. Actionable Insights: Advances now allow actionable health insights for ~7…
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#491 - Solving Healthcare’s Workforce Puzzle
20:15
20:15
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20:15
Join us on the latest episode, hosted by Jared S. Taylor! Our Guests: Navin Gupta, CEO at Viventium & Hadas Nahon, VP of Engineering at Viventium. What you’ll get out of this episode: • Workforce challenges are deepening: Staffing shortages and burnout remain critical issues across skilled nursing and home health sectors. • Viventium's tech empower…
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#490 - Adam Groff, CEO & Co-Founder at Maribel Health
17:48
17:48
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17:48
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Adam Groff, CEO & Co-Founder at Maribel Health. What you’ll get out of this episode: Adam Groff, a practicing hospitalist and seasoned healthcare entrepreneur, co-founded Maribel Health to revolutionize care delivery. Maribel Health uses home-based care to solve health system chal…
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Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Edmund Jackson, CEO at UnityAI. What you’ll get out of this episode: Edmund Jackson’s Journey: From Wall Street quant to Chief Data Officer at HCA Healthcare, to co-founding UnityAI. Core Issue in Healthcare: It’s too hard to practice medicine today due to system complexity—AI off…
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Cannabis Banking in 2025 Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Michael Beird, Author of Cannabis BankingBy The Kafafian Group, Inc.
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#488 - Data-Driven Healthcare: Smarter Hypertension Management
21:09
21:09
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21:09
Join us on the latest episode, hosted by Jared S. Taylor! Our Guests: LuAnn Kimker, Senior Vice President (SVP) for Clinical Innovation at Azara Healthcare & Sinead Forkan-Kelly, Director of Client Success and Growth Strategies at American Medical Association (AMA). What you’ll get out of this episode: The American Medical Association (AMA) priorit…
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#487 - Jeffrey Soffen, CEO at Spark Pediatrics
15:44
15:44
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15:44
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Jeffrey Soffen, CEO at Spark Pediatrics. What you’ll get out of this episode: A Personal Mission: CEO Jeff Soffen shares how his son’s medical challenges inspired him to create Spark Pediatrics. The Problem with Pediatric Home Care: Addressing the critical nursing shortage that le…
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#486 - Danish Qureshi, Founder & CEO at Zarminali Health
17:14
17:14
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17:14
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Danish Qureshi, Founder & CEO at Zarminali Health. What you’ll get out of this episode: From Personal Challenge to Mission-Driven Innovation: Danish Qureshi's daughter's health struggles inspired him to create Zarminali Health. $40 Million Seed Funding: Led by General Catalyst, th…
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Crypto, Fintech, and other Non-Interest Income Drivers in 2025
27:23
27:23
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Crypto, Fintech, and other Non-Interest Income Drivers in 2025 Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Matt West, Chief Executive Officer, XeniosBy The Kafafian Group, Inc.
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#485 - Blake Walker, CEO & Co-Founder at Inbox Health
22:39
22:39
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22:39
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Blake Walker, CEO & Co-Founder at Inbox Health. What you’ll get out of this episode: The Problem with Patient Billing: How a broken system leads to confusion and high costs for patients. Bridging the Gap: Why providers struggle with billing transparency and how technology can help…
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#484 - Alon Joffe, Co-Founder & CEO at Eleos Health
17:50
17:50
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17:50
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Alon Joffe, Co-Founder & CEO at Eleos Health. What you’ll get out of this episode: Eleos Health’s Mission: Empowering behavioral health clinicians to focus on care by minimizing administrative burdens. Founding Insight: Inspired by 400 clinician interviews, Eleos identified a comm…
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#483 - Iman Abuzeid, Co-Founder & CEO at Incredible Health
15:43
15:43
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Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Iman Abuzeid, Co-Founder & CEO at Incredible Health. What you’ll get out of this episode: Visionary Leadership: Dr. Iman Abuzeid, Co-Founder & CEO of Incredible Health, shares the platform's mission to support healthcare professionals and meet rising patient demands. AI in Recruit…
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Big Picture: The Future of Community Financial Institutions
44:09
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Big Picture: The Future of Community Financial Institutions Hosts - Tara Wean, Vice President, The Kafafian Group, Inc. Jeff Marsico, President, The Kafafian Group, Inc. Ben Crowley, Managing Director, The Kafafian Group, Inc. Guest - Nathan Stovall, Director of the Financial Institutions Research Team, S&P Global Market Intelligence…
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#482 - Steve Weissblum, Co-Founder & CEO at Troupe Health
17:03
17:03
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17:03
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Steve Weissblum, Co-Founder & CEO at Troupe Health. What you’ll get out of this episode: Bridging Gaps in Senior Living Care: Troupe Health addresses access and care coordination issues for senior living residents. Innovative AI-Driven Solutions: Introducing an AI-enabled wellness…
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#481 - The Su Brothers, Co-Founders at Seen Health
15:21
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Join us on the latest episode, hosted by Jared S. Taylor! Our Guests: The Su Brothers, Co-Founders at Seen Health. What you’ll get out of this episode: The Su Brothers’ Unique Partnership: Co-founders and twins, Xing and Yang Su, discuss how their complementary skillsets and shared mission led to founding Seen Health. Personal Motivation: Inspired …
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#480 - Ruby Gadelrab Tudor, CEO & Founder at MDisrupt
24:33
24:33
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24:33
Join us on the latest episode, hosted by Jared S. Taylor! Our Guest: Ruby Gadelrab Tudor, CEO & Founder at MDisrupt. What you’ll get out of this episode: Ruby Gadelrab Tudor discusses her journey to founding MDisrupt, a marketplace for health tech experts. Insights on why "move fast, break things" fails in healthcare and the importance of evidence-…
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