Alexa, open a new bank account for me

Artificial Intelligence, Banking, Podcasts

“Amy has the what. I help with the how”: Inside Bank of America’s data and AI partnership

• Bank of America's Michelle Boston and Amy Avery reveal how "disciplined velocity" let them scale 30+ generative AI use cases.
• The execs breakdown why trust is the real metric behind BofA's AI bets, and dive into what it takes for two leaders at one of the biggest organizations in the industry to stay ahead of the curve.

5 questions, AI Innovation, Awards

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

• Plaid won the Data Innovation Award at Tearsheet's 2026 AI Innovation Awards.
• Suddu Seshadri, Plaid's Head of Data & AI, discusses the firm's move from connectivity to intelligence and its bet on finance-specific AI foundation models.

Artificial Intelligence, Banking, Data, Member Exclusive

Before chasing AI, Bank of America wants banks to fix their data first

• Bank of America has resisted the urge to use AI as a shortcut to efficiency, a temptation that has driven many companies into expensive and poorly conceived AI investments.
• EricaAssist offers the clearest example of Bank of America's data-first AI strategy, with the bank recently enhancing the employee assistant by integrating Gen AI capabilities.

Artificial Intelligence, Member Exclusive

Intuit Credit Karma wants to answer the question every PFM app avoids

• Intuit Credit Karma is stitching together a suite of AI-powered assistants, each designed for a different financial decision but all drawing from the same evolving view of a customer's finances.
• Rather than forcing every financial question through the same AI model, the firm is selecting the reasoning engine that best matches the decision being made.

AI Innovation, Banking, Payments

How J.P. Morgan Payments eliminated 13 billion keystrokes a year by automating the paper behind payments

• Rather than waging war on checks, J.P. Morgan Payments is tackling the manual workflows behind them.
• JPM Payments' systems now process more than 4,000 envelope and document variations, while its AI platform delivers over 99.999% accuracy in data extraction and business-rule validation.