5 Aug 2019

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.

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.

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.

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.

Podcasts

Smart Tech, Smarter Loans: Michelle Tran on fintech’s impact on student debt

• Michelle Tran, head of commercial at Summer and founder of NYC FinTech Women, shares insights on tackling the student debt crisis through workplace benefit programs.
• Tran discusses streamlining loan forgiveness, the evolution of employer benefits, and her journey building a community of 15,000 fintech professionals dedicated to amplifying women's voices in the industry.