Financial services expects Gen AI maturity to come sooner rather than later

AI Innovation, Banking, Member Exclusive

Banks are giving AI agents more work while keeping a close eye on how far they can go

• Banks are giving AI agents more responsibility while keeping humans in control of key decisions.
• With regulatory guidance on AI still taking shape, banks are using their individual existing risk frameworks to keep agent autonomy in check.

Banking, Member Exclusive, Podcasts

Venture banking 3.0: How Stifel is rebuilding trust after Silicon Valley Bank

• Stifel's Katya Kohen explains how venture banking is being rebuilt into what she calls 3.0 after Silicon Valley Bank's collapse.
• She breaks down why bigger banks and neobanks each fell short of replacing SVB, and why venture debt has become essential capital for AI founders.

5 questions, Banking, Member Exclusive, SMB Finance

‘Traditional banks have equated advising with cross-selling’: Grasshopper’s Danielle Kane on why just 7% of SMBs see banks as trusted advisors

• Only 7% of SMB owners see their banks as trusted advisors, exposing a gap between transactional services and the strategic support they need.
• Grasshopper’s Danielle Kane says the SMB-bank relationship needs to shift from more tools to proactive guidance that helps businesses navigate complexity and scale.

Banking, Lending, Member Exclusive, Podcasts, SMB Finance

Live Oak Bank’s BJ Losch on why AI is an accelerant, not a strategy

• Live Oak Bank grew from lending only to veterinarians into 40 verticals without ever opening a branch.
• President BJ Losch explains how AI is helping cut SBA loan approval-to-close times from over 100 days toward a two-week target, while keeping the credit decision itself with a human underwriter.

Artificial Intelligence, Banking, Podcasts

“Amy has the what. I help with the how”: Inside Bank of America’s data and AI partnership

• Bank of America's Michelle Boston and Amy Avery reveal how "disciplined velocity" let them scale 30+ generative AI use cases.
• The execs breakdown why trust is the real metric behind BofA's AI bets, and dive into what it takes for two leaders at one of the biggest organizations in the industry to stay ahead of the curve.