Artificial Intelligence

Before getting into voice, banks want to get PFM right

  • With the simultaneous rise of PFM and voice as a banking channel, banks are rethinking their fiduciary responsibility to customers
  • Banks no longer just provide financial services for people, now they also need to help them thrive financially -- one way to do that is conversationally
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Before getting into voice, banks want to get PFM right

 


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AI Innovation, Artificial Intelligence, Member Exclusive, Payments

The real power struggle in agentic commerce isn’t building the smartest AI agents; it’s governing them

  • J.P. Morgan Payments is moving the conversation beyond capability and toward the infrastructure and framework required to govern AI agents.
  • Data is emerging as a core ingredient of agentic commerce, shaping the information agents can access and the decisions they can make.
Sara Khairi | June 11, 2026
AI Innovation, Artificial Intelligence

The 3-Min Read: Why Anthropic is becoming AI’s reference point

  • In the last 1 year, Anthropic has gone from one of many AI labs to an industry gravity center, fueled by capital inflows, enterprise adoption, and platform-scale positioning.
  • Recent shifts show Anthropic evolving into three roles.
Sara Khairi | June 10, 2026
Artificial Intelligence, Banking, Member Exclusive

AI, bank CEOs, and the emerging jobpocalypse debate

  • Bank CEOs are publicly framing AI as a tool for workforce augmentation rather than replacement, but their messaging remains inconsistent and often tone-deaf.
  • The real challenge lies in the short term, where displaced workers, underprepared institutions, and vague government-corporate accountability leave millions without a clear path forward.
Rabab Ahsan | June 09, 2026
Artificial Intelligence, Member Exclusive, Who owns the customer

OpenAI and Plaid take another shot at personal finance 

  • ChatGPT can now connect to your bank accounts via Plaid, offering spending insights, subscription tracking, and financial dashboards, marking a revival of personal finance management (PFM).
  • Once a category that failed to find sustainable unit economics, PFM is back, and this time, with OpenAI's scale and Plaid's reach across 95% of US banks, it may finally have the right foundation.
Rabab Ahsan | May 26, 2026
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.
Sara Khairi | May 18, 2026
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