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10-Q, Member Exclusive

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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Member Exclusive, The Quarterly Review

Denise Leonhard, GM of Zelle, is back to report that her aim to help Zelle go beyond the $1 trillion mark in transaction volume has been achieved.
Leonhard breaks down how systematically improving security and reliability as well as focusing on high-value use cases has allowed the firm to become more of a mainstay in consumers and SMBs financial lives.

Rabab Ahsan | July 15, 2025

10-Q, Member Exclusive

PayPal is rolling out a new physical card that brings its PayPal Credit offering into brick-and-mortar stores.
We take a closer look at how its launch signals PayPal’s broader shift from a payment processor to a commerce platform.

Sara Khairi | July 14, 2025

Banking as a service, Embedded Finance, Member Exclusive

Citi continues to build infrastructure through API-driven solutions and deeply integrated partnerships — a strategy that has proven to be a reliable growth engine and a core pillar of the bank’s long-term vision.
We look at how its Treasury and Trade Solutions (TTS) division is playing a central role in expanding the bank’s footprint in Banking-as-a-Service (BaaS).

Sara Khairi | July 10, 2025

Artificial Intelligence, Banking, Member Exclusive

Bank of America transformed its customer chatbot Erica into an employee productivity powerhouse, achieving 50% IT service desk automation by strategically targeting common pain points and building adoption incrementally over five years.
Learn the adoption secrets behind getting 90% of employees to embrace AI tools, including how Bank of America overcame the adoption hump and integrated generative AI with 25 proof-of-concept projects now entering production.

Rabab Ahsan | July 08, 2025

Embedded Finance, Member Exclusive

The KeyBank-Qolo alliance reflects an evolution in how banks and fintechs can co-create value through deeper integration.
We break down their partnership mechanics and what makes it effective.

Sara Khairi | July 03, 2025