If they execute and market well they should be huge
I would imagine that you could do that peer-to-peer, possibly on a largely micro-lending basis, using the internet, creating a newer, distributed mechanism for keeping the economy liquid and shifting capital to where it's needed. I would imagine that you could engineer a significantly more fluid system this way - and as a bonus, no element would be 'to big to fail'.
Not sure how you'd get there though; bit boil the oceans really. Maybe just keep doing more micro-financing and see what happens.