Q2 earnings & beyond: 3 questions with Dee Choubey, CEO of MoneyLion

Dee Choubey, CEO of MoneyLion talks about factors that contributed to the second quarter results, challenges regarding regulation and compliance, and his outlook on the US economy for the second half of 2023.
Upstart exceeded expectations on revenue and net income for Q2, yet its shares tanked sharply nearly 53% in a week, after the lending platform issued Q3 revenue guidance that fell short of analysts' expectations.

Sara Khairi | August 14, 2023

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10-Q, Member Exclusive

In today’s 10Q edition: What’s left in the shadows, we shine a light on the less-talked-about publicly traded names in the industry that do their own thing but remain integral to the banking ecosystem.
One of these shadow giants is BOK Financial [BOKF]. Founded in 1910, this Oklahoma-born institution has spent more than a century weaving itself into the economic fabric of the Midwest and Southwest.

Sara Khairi | September 08, 2025

Blockchain and Crypto, Member Exclusive

APIs are becoming the go-to tool for banks in stitching together legacy platforms and emerging ones, reflecting deeper shifts in banking and its underlying business model.
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Sara Khairi | September 04, 2025

10-Q, Member Exclusive

Citizens Bank rebooted its open banking API this year, updating the framework for today’s needs.
Citizens’ Head of Product Management for Access & Delivery Channels unpacks the launch of the bank’s revamped open banking API framework and the problems it tackles.

Sara Khairi | September 03, 2025

Member Exclusive, Servicing 2.0

The core philosophy behind Amex’s servicing approach is "relationship servicing," which centers around viewing the entire customer relationship as a holistic journey.
This piece unpacks the inner workings of Amex’s servicing model, the internal teams driving it, and the company’s plans to weave generative AI into the system.

Sara Khairi | August 28, 2025

Artificial Intelligence, Member Exclusive

Major banks like Bank of America, Citizens, and JPMorgan are actively deploying Gen AI tools for employee productivity, but nearly 70% of AI use cases don't have any reported outcomes or measurable ROI.
The lack of results stems from difficulty separating Gen AI progress from overall growth, challenges in mapping cost impacts from internal efficiency gains, and an inability to translate the AI hype into consumer and societal impact.

Rabab Ahsan | August 26, 2025