EquityZen

10-Q, Member Exclusive

Fiserv is reworking the infrastructure behind modern banking

• Fiserv is unwinding years of accumulated technology complexity, with CEO Takis Georgakopoulos focused on consolidating platforms and improving execution.
• The challenge is making Fiserv’s sprawling infrastructure work better, with its scale and installed base giving it plenty to protect but also raising the stakes of getting the overhaul right.

Member Exclusive, Opinion

Who is building the modern bank?

• Technology vendors are moving deeper into banks’ cores, workflows, and infrastructure, becoming part of how institutions operate.
• That deeper integration creates new questions around dependency, differentiation, and how much control banks need to retain.

10-Q

The Week in Market Moves | Sept 10 – 17, 2026

• This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
• This week’s prominent moves came from Truist, Circle, J.P. Morgan Chase, Wells Fargo, and Affirm.

Finance Everywhere, Member Exclusive

What financial planning looks like when it follows the customer

• SoFi Coach brings financial planning into everyday money decisions, connecting short-term choices to long-term goals.
• Coach also shows how SoFi’s broader financial platform can turn those conversations into actions across saving, spending, borrowing, and investing.

Opinion, Podcasts

Over and Underhyped: The banking trends we’re getting wrong

• In Episode 2 of The Editors’ Room, Sara and Zack each pick one trend they think the financial industry is getting wrong – one overhyped and one underhyped.
• Sara looks at the fight for primary financial relationships, while Zack makes the case for why bank branches still have an important role to play in an increasingly digital banking landscape.