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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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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

10-Q, Member Exclusive

In early June 2025, Wells Fargo finally saw the infamous asset cap lifted.
What did it take for Wells to reach this turning point? And how does it plan to make the most of its second chance?

Sara Khairi | June 30, 2025

10-Q, Member Exclusive

Wise announced it plans to shift its primary stock listing to a US stock exchange, a move both strategic and symbolic that underscores tectonic shifts in the global listings landscape.
Wise’s decision is less about location and more about evolution. And London, for now, remains a proud hometown - but a second choice.

Sara Khairi | June 16, 2025