What does a neobank for older folks look like?

Member Exclusive, Payments, SMB Finance

Intuit wants to turn workforce management into a financial operating system

• Intuit is addressing fragmentation by launching QuickBooks Workforce, an AI-native, end-to-end human capital management platform built directly into QuickBooks.
• The firm is building a unified SMB operating system where finance, workforce, AI agents, and operations continuously feed into one another.

Member Exclusive, Podcasts, SMB Finance

The bank account is the product: Slash’s bet on vertical SMB banking

• Victor Cardenas is the co-founder and CEO of Slash, a $1.4 billion business banking platform built on one thesis: the company holding your bank account should also own all your financial software.
• Slash serves niche verticals like performance marketing agencies, import-export businesses, and more, with workflows no legacy bank has ever built for them.

AI Innovation, Artificial Intelligence, Banking

Citi’s AI teammate signals a new model for wealth management

• Citi has introduced Citi Sky, an AI-powered wealth assistant that stays constantly available to answer questions and surface insights in real time.
• Human advisors will remain in the loop, with their roles shifting into a more intentional, high-stakes focused approach.

Banking, Lending

Micro Case Study: LendingClub’s Identity Shift — When the business outgrew the brand

• LendingClub is rebranding its digital bank Happen Bank to align brand identity with its evolution to an integrated banking ecosystem.
• The bank is recalibrating its focus to a coordinated system where debt consolidation, credit score improvement, and savings accumulation work in tandem.

AI Innovation, Artificial Intelligence, Banking, Member Exclusive

What Citi Sky says about the reinvention of client relationship models in wealth management

• Citi Wealth has launched Citi Sky, an AI teammate built with Google Cloud and Google DeepMind that responds and surfaces insights in real time.
• For Google DeepMind, the biggest challenge was making a non-deterministic generative AI system behave predictably.