The future of roboadvisory, as seen by a top fintech investment bank

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.

5 questions, AI Innovation, Awards

How Casap is rethinking dispute resolution with agentic AI

• Casap was named AI Company of the Year at the Tearsheet AI Innovation Awards 2026.
• CEO Shanthi Shanmugam discusses how the agentic AI-powered dispute platform works, where human judgment remains essential, and the future of agentic AI in dispute management.

5 questions, AI Innovation, Awards

Titan’s banking-native AI bet: Banking intelligence can’t be retrofitted 

• Titan was named AI Startup of the Year at the Tearsheet AI Innovation Awards 2026.
• Titan Founder and CEO Arjun Sirrah breaks down why banking-native AI is different, how it gets deployed, and what’s ahead for the market.

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.