Zelle (Early Warning Services, LLC)

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Adam Klappholz, Head of Product for Zelle, joined us to talk about how three million businesses will soon be up for sale as baby boomers retire. Klappholz emphasizes that this isn’t just a financial shift, but a "generational opportunity" to preserve community legacies. Zelle is owned and operated by Early Warning Services, LLC (EWS), a private financial technology company that is, in turn, co-owned by seven of the largest U.S. banks including Bank of America $BAC, Capital One $COF, JPMorgan Chase $JPM, PNC Bank $PNC, Truist $TFC, U.S. Bank $USB, and Wells Fargo $WFC. So, you know…the banks all want you to move your money around. Who knew?! Watch the interview