Jamie’s got his swagger back: Heading into JPM’s investor day

SMB Finance

How Intuit is turning QuickBooks into an operational coordination layer for SMBs

• Digitization made SMBs more efficient, but also more fragmented, leaving owners to stitch together as many as 25 disconnected apps themselves.
• Intuit's launch of Quickbooks Workforce is shifting the playbook to a unified data model, merging payroll and HR directly with financial context.

Member Exclusive, Payments, SMB Finance

Intuit wants to turn workforce management into a financial operating system

• Intuit is addressing fragmentation by launching QuickBooks Workforce, an AI-native, end-to-end human capital management platform built directly into QuickBooks.
• The firm is building a unified SMB operating system where finance, workforce, AI agents, and operations continuously feed into one another.

Member Exclusive, Podcasts, SMB Finance

The bank account is the product: Slash’s bet on vertical SMB banking

• Victor Cardenas is the co-founder and CEO of Slash, a $1.4 billion business banking platform built on one thesis: the company holding your bank account should also own all your financial software.
• Slash serves niche verticals like performance marketing agencies, import-export businesses, and more, with workflows no legacy bank has ever built for them.

AI Innovation, Artificial Intelligence, Banking

Citi’s AI teammate signals a new model for wealth management

• Citi has introduced Citi Sky, an AI-powered wealth assistant that stays constantly available to answer questions and surface insights in real time.
• Human advisors will remain in the loop, with their roles shifting into a more intentional, high-stakes focused approach.

Banking, Lending

Micro Case Study: LendingClub’s Identity Shift — When the business outgrew the brand

• LendingClub is rebranding its digital bank Happen Bank to align brand identity with its evolution to an integrated banking ecosystem.
• The bank is recalibrating its focus to a coordinated system where debt consolidation, credit score improvement, and savings accumulation work in tandem.