5 questions

5 questions, Artificial Intelligence, Member Exclusive

SoFi is asking what financial planning should look like in the AI era

September 29, 2026

5 questions, AI Innovation, Awards

How Casap is rethinking dispute resolution with agentic AI

September 10, 2026

5 questions, AI Innovation, Awards

Titan’s banking-native AI bet: Banking intelligence can’t be retrofitted 

September 01, 2026

5 questions, Banking, Member Exclusive, SMB Finance

‘Traditional banks have equated advising with cross-selling’: Grasshopper’s Danielle Kane on why just 7% of SMBs see banks as trusted advisors

August 27, 2026

5 questions, AI Innovation, Awards

From connectivity to intelligence: How Plaid is teaching AI to understand financial behavior

August 18, 2026

5 questions, Banking, Member Exclusive

KeyBank’s Jeannie Fanning on the relationship gap in modern banking

June 08, 2026

5 questions, Awards, Banking, SMB Finance

Simplifying small business finances: Inside U.S. Bank’s award-winning approach

December 18, 2025

5 questions, Awards, Embedded Finance

“Reaching $1 billion in annual funding offers was a learning moment”: Lendflow’s Founder and CEO, Jon Fry, on how that figure became a springboard for internal innovation

October 24, 2025

5 questions, Payments

“I have seen firsthand how payments can be a strategic entry point to deepen relationships and solve real business challenges”: BMO’s new U.S. Head of TPS Sales, Katie Oresar

October 09, 2025

5 questions, Awards

The making of ‘Business Essentials’: How U.S. Bank is changing the SMB banking game with its all-in-one checking account

October 06, 2025