How Private Bank of Buckhead brings a human face to banking

Artificial Intelligence, Banking, Member Exclusive

How Bank of America cracked the code on AI adoption by making Erica indispensable to both customers and employees

• Bank of America transformed its customer chatbot Erica into an employee productivity powerhouse, achieving 50% IT service desk automation by strategically targeting common pain points and building adoption incrementally over five years.
• Learn the adoption secrets behind getting 90% of employees to embrace AI tools, including how Bank of America overcame the adoption hump and integrated generative AI with 25 proof-of-concept projects now entering production.

Artificial Intelligence, Business of Fintech

Inside Shopify’s company-wide Gen AI push under Tobias Lütke

• While traditional banks and credit unions have adopted a "slow and careful" approach to generative AI, limiting deployment to back-office operations, fintech companies like Shopify are taking radically different paths by integrating AI throughout their entire organizations and customer-facing products.
• CEO Tobias Lütke's leaked manifesto reveals a mandatory AI-usage policy that affects everything from employee performance reviews to resource allocation, but this aggressive approach highlights unresolved challenges around error management, equitable implementation across organizational hierarchies, and the need for proper safeguards in this new paradigm of AI-augmented work.

Artificial Intelligence, Lending

Meet the AI lending officer: How algorithms are taking over credit decisions

• Small business lending represents the last major frontier for AI transformation in financial services.
• Visa's Jonathan Kolozsvary and Uplinq's Patrick Reily explore how AI lending officers are using transaction data to unlock capital for underserved businesses.

Artificial Intelligence

Tearsheet Report: The AI Reality Check – Q1 2025 Edition

• We analyze the top 15 US financial institutions by AI implementation, cutting through marketing hype to identify the leaders driving measurable business value.
• Our distinct four-tier categorization reveals which institutions are building competitive moats through artificial intelligence.

Artificial Intelligence, Banking, Partner

How Temenos is co-creating AI products with banks, not just for them

• Banks struggle with AI adoption due to outdated data systems and cultural resistance; Temenos' Barb Morgan addresses these foundational challenges.
• Morgan talks about how Temenos is helping the industry in evolving towards gradual AI deployment, market-centric innovation, and customer-driven product development approaches.