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

Artificial Intelligence

‘Banking’ on AI: How four financial leaders are building trust, not just technology

• This article dives deep into four companies' strategies, exploring how each firm is contributing to a broader vision of enhancing financial services through artificial intelligence.
• It’s about how they're running the new tech — and what it takes to actually build AI that earns trust, drives value, and scales.

Artificial Intelligence

The AI Implementation Gap: How banks and fintechs are taking different paths to innovation

• As generative AI matures, a clear execution gap has opened between fintechs and legacy banks.
• Both sectors see the promise of AI, but their divergent approaches to deployment, risk, and customer engagement underscore deep organizational and strategic differences.

Artificial Intelligence

How Credit Karma is blending traditional AI with embedded GenAI to create more impactful user experiences

• With Intuit’s infrastructure behind it, Credit Karma is turning up the dial on GenAI.
• In this exclusive, Maddie Daianu, Head of Data and AI at Credit Karma, shares what that looks like behind the scenes.

Artificial Intelligence, Banking

How Citizens Bank is building GenAI with a five-year vision, not just quick fixes

• Krish Swamy, Citizens' Chief Data and Analytics Officer, joins the show to discuss data driven Gen AI implementation, cultural management, risk, and governance.
• Swamy shares how the bank thinks about choosing its partners, measures ROI on AI implementations, and how a strong data infrastructure serves as the foundation for Citizens' Gen AI strategy across call centers, software development, and cloud migration.

Artificial Intelligence

How Fifth Third uses its AI-powered chatbot Jeanie to talk smarter and, more importantly, listen better

• Fifth Third is among the traditional banks leveraging AI via its chatbot, Jeanie, to manage customer inquiries and enhance service quality and satisfaction.
• From the AI that fuels Jeanie to the team behind the scenes, we explore how the chatbot came to life — and where it’s headed next.