10-Q,
Member Exclusive
- Not your typical regional bank, Webster combines serving local consumers and SMBs with a strategic move into healthcare finance.
- In today’s 10Q edition: What’s Left in the Shadows, we shine a light on the less-talked-about publicly traded names in the industry that do their own thing but remain integral to the banking ecosystem.
Sara Khairi | December 08, 2025
Designing new products,
Member Exclusive,
The Customer Effect
- The old financial services formula of early capture, single-product selling, and assumed lifetime loyalty is beginning to crack.
- This shift is giving rise to a new form of financial trust among Gen Z, combining digital ease with real-world guidance.
Sara Khairi | December 04, 2025
Podcasts
- The manual processes that used to require lawyers, fund administrators, and accountants to set up private investment vehicles can now be handled by software in days instead of months.
- Sydecar's founder explains how standardizing legal documents unlocked automation across the entire investment lifecycle, and why major banks are now acquiring platforms to bring private market access to retail investors.
Zachary Miller | December 03, 2025
Banking
- Gen Z's banking priorities diverge from tradition, requiring banks to rethink how they assess creditworthiness, structure products, and communicate value.
- We explore how a major regional player is strategizing to support Gen Z throughout their lifetime and analyze where banks can do more.
Rabab Ahsan | November 25, 2025
10-Q,
Member Exclusive
- Klarna and SoFi may be landing different kinds of blows, yet both remain firmly in the fight for meaningful growth.
- Their trajectories reveal broader lessons for fintechs and banks.
Sara Khairi | November 24, 2025