How Charlie Finance’s team of crack mobile game designers is working to fix personal finance

Artificial Intelligence, Banking

Banks have moved past whether to modernize. Now they want outcomes.

• At Temenos Regional Forum Americas, bankers set aside the case for modernization and focused on execution: how to modernize without disrupting critical systems, and where AI delivers measurable value.
• Launch speed, cost, and customer experience have become the yardsticks for transformation, as trust expands beyond reliability to include relevance.

Artificial Intelligence, Future of Investing, Member Exclusive

Robinhood is giving AI agents a bigger role in the trading workflow

• Robinhood is moving AI agents from the sidelines into the trading workflow, giving them access to research, strategy-building, and execution, with customers deciding how much authority to hand over.
• The company is building toward always-on trading, pairing agents with Loops, expanded market hours, and more market-data tools.

Artificial Intelligence, Banking, Member Exclusive

AI is the car, and you are the driver: Bank of America’s approach to AI learning

• Bank of America trains its 200,000+ teammates on Gen AI by teaching accountability and critical thinking first, deliberately leaving out tokens and technical details.
• Role-specific learning pathways, AI conversation simulators, and a network of AI Champions give employees a safe place to build skills and ease concerns about their careers. Success is measured by whether learning changes how people work and shows up in business outcomes.

5 questions, Artificial Intelligence, Member Exclusive

SoFi is asking what financial planning should look like in the AI era

• SoFi Coach keeps members' long-term goals in view as they make everyday decisions about spending, saving, and debt.
• The AI-powered guide widens the window for financial guidance and helps turn advice into concrete next steps, while human planners remain important for complex, high-stakes, and deeply personal decisions.

AI Innovation, Banking, Member Exclusive

Banks are giving AI agents more work while keeping a close eye on how far they can go

• Banks are giving AI agents more responsibility while keeping humans in control of key decisions.
• With regulatory guidance on AI still taking shape, banks are using their individual existing risk frameworks to keep agent autonomy in check.