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Artificial Intelligence, Running an SMB

Friend or foe? SMBs turn to new technologies like AI and digital payments for growth

  • We delve into two key areas where financial firms recognize SMBs' strong inclination to invest to tackle their challenges.
  • SMBs are investing in AI and digital payment solutions for SMBs, with potential intersections, as highlighted by industry leaders in financial institutions and firms focused on SMB services.
Sara Khairi | May 24, 2024
Future of Investing, The Quarterly Review

The Quarterly Review: Acorns is digging deep into research to inform product development and growth

  • Seth Wunder, President and CFO at Acorns dives into how the firm is putting its most recent consumer research to work in building and marketing Acorns products.
  • Acorns' strategy is a combination of providing lateral support through financial education as well as evolving product mixes through acquisition of firms like GoHenry.
Rabab Ahsan | May 23, 2024
Member Exclusive, The intersection of shopping and finance

FIs turn to shopping to find new avenues to engage customers

  • Financial institutions have an opportunity to better engage their customers on the web and in app.
  • But to do that, they must think about increasing their partnerships in order to better serve their customers beyond the tried-and-true.
Zachary Miller | May 23, 2024
Keys to growth

Unpacking Brigit’s journey to $100 million in revenue

  • PFM app Brigit surpassed $100 million in revenue in 2023. What are the key drivers behind this milestone?
  • CEO Zuben Mathews credits the revenue increase to three main factors: effective marketing, strategic product launches, and their cash flow technology.
Sara Khairi | May 22, 2024
Podcasts

From direct lending to embedded finance: Luke Voiles on Pipe’s evolving value proposition

  • Pipe's CEO Luke Voiles joins Tearsheet editor Zack Miller on the podcast to discuss the firm's move into embedded lending with its new Capital as a Service platform.
  • From his roles at Intuit, Square, and now Pipe, Luke shares his management style, approach to building world-class products, and how he handles work-life balance.
Zachary Miller | May 21, 2024
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