Data, Member Exclusive

With Deposit Switch, Plaid helps banks better onboard their customers

  • Plaid announces the release of its automated account funding program, Deposit Switch.
  • Deposit Switch reduces friction during onboarding processes by allowing bank customers to digitally switch paycheck locations.
Rimal Farrukh | January 29, 2021
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With Deposit Switch, Plaid helps banks better onboard their customers

 

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10-Q, Member Exclusive

With its historic asset cap lifted, what exactly does Wells Fargo plan to do with its regained freedom?

  • In early June 2025, Wells Fargo finally saw the infamous asset cap lifted.
  • What did it take for Wells to reach this turning point? And how does it plan to make the most of its second chance?
Sara Khairi | June 30, 2025
10-Q, Member Exclusive

Wise goes West: Why the London fintech star is headed for a US stock exchange, and what it signals about global capital markets

  • Wise announced it plans to shift its primary stock listing to a US stock exchange, a move both strategic and symbolic that underscores tectonic shifts in the global listings landscape.
  • Wise’s decision is less about location and more about evolution. And London, for now, remains a proud hometown - but a second choice.
Sara Khairi | June 16, 2025
Artificial Intelligence, Member Exclusive

Agentic AI is knocking. Here’s how banks are answering the door

  • 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

A tale of two innovations: Square’s AI edge for SMBs and Morgan Stanley’s code makeover

  • 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

How Pagaya (PGY) and Upstart (UPST) are venturing deeper into AI to make fintech lending more intelligent

  • 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
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