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Banking as a service, Member Exclusive

Synctera is creating a marketplace model for its banking as a service platform

New BaaS firm Synctera is differentiating itself from competitors by giving fintechs options from more than one bank.
Still, platform risk could slow the company’s progress.

Rivka Abramson | July 07, 2021

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Artificial Intelligence, Member Exclusive

A growing number of institutions are assessing how to deploy Agentic AI systems securely within their established governance structures, as they anticipate a shift toward greater automation in financial services.
Our analysis focuses on financial institutions that have implemented or are planning to implement Agentic AI, as well as the present state of their integration initiatives.

Sara Khairi | June 12, 2025

10-Q, Member Exclusive

We track two new AI developments this week from well-known public companies: Square and Morgan Stanley.
We analyze how Square’s Conversational AI signals a broader transformation in small business tech, and shed light on Morgan Stanley’s work addressing a critical, yet often ignored, AI issue.

Sara Khairi | June 09, 2025

10-Q, Member Exclusive

Recently, some of the quieter names in public finance have pushed their AI efforts beyond experimentation and into practical use.
We look at how under-the-radar public financial firms, Pagaya and Upstart, are operationalizing AI within their organizations.

Sara Khairi | June 02, 2025

10-Q, Member Exclusive

Matt Oppenheimer, Remitly’s co-founder and CEO, shares key takeaways from the company’s Q1 earnings, while Ankur Sinha, Chief Product and Technology Officer, shares what the newly launched WhatsApp integration signals about the future of remittances and fintech UX.
We also explore the role of Remitly's conversational AI with the new integration.

Sara Khairi | May 28, 2025

10-Q, Member Exclusive

We look at Affirm and Robinhood’s recent earnings reports, the strategies that shaped their current positions, and their forward-looking trajectories.
We also explore their growing investments in AI and generative AI technologies.

Sara Khairi | May 19, 2025