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Future of Investing, Member Exclusive

‘Our research shows that consumers find investing to be intimidating’: Marcus by Goldman Sachs debuts automated investment service

Goldman Sachs debuted its flagship digital investment platform Marcus Invest.
The offering requires a minimum account balance of $1000 and charges an annual fee of 0.35 percent.

Rimal Farrukh | February 19, 2021

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Member Exclusive, The Quarterly Review

Denise Leonhard, GM of Zelle, is back to report that her aim to help Zelle go beyond the $1 trillion mark in transaction volume has been achieved.
Leonhard breaks down how systematically improving security and reliability as well as focusing on high-value use cases has allowed the firm to become more of a mainstay in consumers and SMBs financial lives.

Rabab Ahsan | July 15, 2025

10-Q, Member Exclusive

PayPal is rolling out a new physical card that brings its PayPal Credit offering into brick-and-mortar stores.
We take a closer look at how its launch signals PayPal’s broader shift from a payment processor to a commerce platform.

Sara Khairi | July 14, 2025

Banking as a service, Embedded Finance, Member Exclusive

Citi continues to build infrastructure through API-driven solutions and deeply integrated partnerships — a strategy that has proven to be a reliable growth engine and a core pillar of the bank’s long-term vision.
We look at how its Treasury and Trade Solutions (TTS) division is playing a central role in expanding the bank’s footprint in Banking-as-a-Service (BaaS).

Sara Khairi | July 10, 2025

Artificial Intelligence, Banking, Member Exclusive

Bank of America transformed its customer chatbot Erica into an employee productivity powerhouse, achieving 50% IT service desk automation by strategically targeting common pain points and building adoption incrementally over five years.
Learn the adoption secrets behind getting 90% of employees to embrace AI tools, including how Bank of America overcame the adoption hump and integrated generative AI with 25 proof-of-concept projects now entering production.

Rabab Ahsan | July 08, 2025

Embedded Finance, Member Exclusive

The KeyBank-Qolo alliance reflects an evolution in how banks and fintechs can co-create value through deeper integration.
We break down their partnership mechanics and what makes it effective.

Sara Khairi | July 03, 2025