10-Q, Member Exclusive

‘We still need to earn the trust of millions of Americans who are experiencing digital banking for the first time’: Dave’s Jason Wilk

  • Jason Wilk, CEO and founder of Dave, talks about second quarter results, challenges for neobanks at large, and what's in store for the firm in the months ahead.
  • Marqeta shares popped 8% last week as the firm extended its alliance with its largest customer, Block, through 2027 for transaction services for Cash App and Afterpay.
Sara Khairi | August 21, 2023
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‘We still need to earn the trust of millions of Americans who are experiencing digital banking for the first time’: Dave’s Jason Wilk

 

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Banking, Green Finance, Member Exclusive, The Quarterly Review

The Quarterly Review: Citizen’s Rachel Mattes Greenberg on how her team is sprinting to success in order to meet the bank’s $50 billion Sustainable Finance target

  • In April, Citizens' Head of Sustainability Rachel Mattes Greenberg, told me that she and her team were hard at work ensuring the bank meets its $50 billion in Sustainable Finance Target.
  • Her strategy involved launching two ESG reports and helping Citizens' bankers engage high-emitting clients in conversation about sustainability. Now she is here to report how these efforts panned out and where she is expecting to go next.
Rabab Ahsan | January 14, 2025
10-Q, Member Exclusive

The calendar flipped, and so did the market trends

  • 2025 Market Trends Alert: The 2025 IPO scene is heating up, with AI set for another stellar year and Web3 hinting at a strong comeback.
  • We take a moment to see what’s taking shape in each of these areas.
Sara Khairi | January 13, 2025
10-Q, Member Exclusive

A rapid-fire round through the year’s hottest 10-Q stories

  • The future calls, but first, a nod to the road we’ve traveled.
  • Join me as we explore the highlight stories from the 10Q universe and celebrate the close of 2024!
Sara Khairi | January 06, 2025
10-Q, Member Exclusive

Trump’s Finance Focus: Fintech leaders now in government spotlight

  • We look at Donald Trump's newest team members, who operate at the tricky intersection of finance and politics.
  • The year ahead, with Senate approval pending, will determine the outcome of Trump's strategy of integrating financial leaders into key government positions.
Sara Khairi | December 16, 2024
10-Q, Member Exclusive

Year-End Showdown: Wall Street’s perks & promotions are messier than your holiday leftovers

  • Wall Street bonuses are set to jump by as much as 35% this year, fueled by a rebound in corporate deals, stock sales, and debt transactions in 2024.
  • However, not all members of Wall Street institutions may find a pot of gold at the end of the rainbow. Citi, for example, is moving in the opposite direction.
Sara Khairi | December 09, 2024
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