Innovation

Diving into Plaid’s new Identity Verification experience

  • Plaid has expanded its functionality in the identity space.
  • The company just launched a new identity verification experience that models the familiar one-click checkout process.
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Diving into Plaid’s new Identity Verification experience

 


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Innovation

Truist has a new digital assistant – could it be the best one yet?

  • Truist’s new digital agent is built to cater to more than 100 queries, ranging from basic questions about account management to more complex inquiries about financial wellbeing.
  • The digital assistant allows consumers to easily access human agents if need be, and works on cutting down the cognitive load for both customers and teammates.
Rabab Ahsan | October 26, 2022
Innovation, Member Exclusive

Slack and Salesforce launch industry-specific digital solutions – what’s in it for FIs?

  • Slack and Salesforce have built solutions to help their customers make the most of their digital tools.
  • How will these solutions benefit financial firms?
Sara Khairi | September 26, 2022
Innovation

How business process automation could make FIs more agile

  • Rather than taking away jobs, automation has the capability to increase job satisfaction and make things go faster for everybody involved.
  • The road to fully automated business processes is winding and long. However, firms that focus on employees' needs and deliver easy-to-use interfaces have a head start.
Rabab Ahsan | September 15, 2022
Innovation, Library, Partner

Tomorrow’s banking: The digital transformation of financial institutions

  • For FIs, the vulnerability of both front- and back-end systems and processes was proven in the wake of the pandemic. But with these challenges comes unprecedented opportunities.
  • In our latest whitepaper with Plaid, we break down how FIs are tackling the challenges of digital transformation and implementing the technologies driving it.
Plaid | February 10, 2022
Innovation

Tearsheet’s top stories in 2021

  • Over the last 12 months, the pandemic has acted as a catalyst for the digitization of financial services.
  • Here's a roundup of our biggest stories over the past year.
Zachary Miller | December 30, 2021
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