20 November 2017

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Podcasts

The new economics of wealth management: Stirlingshire’s advisor-first approach

  • Steve Wood explains Stirlingshire's 100% payout model and "advice on demand" service that only charges clients when recommendations generate profits.
  • Explore how tech-enabled compliance and AI tools are driving efficiency as Stirlingshire aims to recruit 5,000 advisors to transform the industry
Zack Miller | March 12, 2025
Modern Marketing

“We’ve been inventing new possibilities in finance for over 12 years, it was time to reinvent ourselves”: Plaid’s Heads of Creative and Design break down the firm’s recent rebrand

  • Plaid's growth has served as a catalyst for the firm's recent rebrand. The new look showcases their expanded capabilities, reach businesses beyond fintech, and forge stronger connections with both B2B and B2C customers.
  • In their rebrand, Plaid maintained their recognizable logo but updated most visual touchpoints by incorporating elements inspired by paper money and historical figures like Benjamin Franklin and Abraham Lincoln.
Rabab Ahsan | March 11, 2025
10-Q, Member Exclusive

How banks can stay relevant, not relics: Lessons from BNY & Citi

  • BNY takes the AI route to improve its operations, and Citi continues to use workplace flexibility to navigate talent challenges.
  • Banks willing to embrace change — whether through AI, flexible work environments, or other innovations — can use it to their advantage and stay relevant.
Sara Khairi | March 10, 2025
4dFI, Podcasts

Beyond Borders: How 4DFI is connecting financial experts with emerging market innovations — to learn and to invest

  • This episode examines the overlooked fintech boom across emerging markets, where innovations like WhatsApp banking are transforming financial access for millions.
  • Viewers will gain insider perspectives on how these global solutions are outpacing Western models, creating investment opportunities that combine strong returns with social impact.
Zack Miller | March 07, 2025
Artificial Intelligence, Banking

GPT-4 faces a challenger: Can Writer’s finance-focused LLM take the lead in banking?

  • We often focus on chatbots built by banks and financial firms, but today, we explore the engines driving chatbot interactions and platform automation.
  • Banks typically turn to GPT-4 for LLM solutions, but a potential rival is emerging. San Francisco’s Writer, a gen AI company, is pushing forward in enterprise AI with domain-specific LLMs like Palmyra Fin.
Sara Khairi | March 06, 2025
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