12 April 2018

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10-Q, Member Exclusive

Exploring Payoneer’s approach to reaching SMBs in emerging markets

  • John Caplan, CEO of Payoneer, delves into the hurdles of cross-border payments for SMBs, the dynamics between new and established money transfer firms, and Payoneer's strategy for penetrating emerging markets.
  • One year into his role as CEO of Payoneer, John is focused on scaling the cross-border payments platform to expand into emerging markets.
Sara Khairi | April 29, 2024
Podcasts

Inside Vanguard’s CX modernization journey with Aaron Taylor, CIO, and Marco De Freitas, Head of CX and Digital

  • As Vanguard became more committed to modernizing its CX, it made key investments in its team, structures, processes, skillsets, and technology stack.
  • Leaders from the personal investment side of the business join us on the podcast to discuss how one of the largest asset managers in the world is aligning design with more positive customer outcomes.
Zachary Miller | April 29, 2024
Green Finance, The Quarterly Review

The Quarterly Review: How Citizens’ Head of Sustainability balances action and transparency in the bid to meet a $50 billion Sustainable Finance target

  • Rachel Mattes Greenberg, Senior Vice President, Head of Sustainability at Citizens dives into how she and her team will be focusing on meeting the goals Citizens set as part of the company’s $50 billion Sustainable Finance target.
  • Greenberg details how her team balances the dual act of achieving sustainability goals and the way they ensure the firm remains transparent about its progress in its communication. 
Rabab Ahsan | April 26, 2024
Podcasts

MoneyLion’s maniacal mission of rewiring finance with Dee Choubey

  • Five years ago, MoneyLion was competing as a neobank, driven to deliver growth on its customer numbers. Since going public, Dee Choubey's firm has evolved into a platform.
  • The MoneyLion CEO joins us on the podcast to explain why seeing the firm as a neobank isn't accurate, where growth in the business is coming from, and his view of the future of banking.
Zachary Miller | April 25, 2024
Banking, SMB Finance

U.S. Bank’s Shruti Patel on the future of SMBs and how the bank is positioning itself to align with their needs

  • U.S. Bank's Shruti Patel explains how the firm is adapting its approach to serve the evolving needs of SMBs in the coming months.
  • "I am really excited about several product launches we have planned for this year... they will bring to life our strategy to deliver a fully integrated suite of banking + payments + software solutions for our clients.”
Sara Khairi | April 24, 2024
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