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Day in the Life, Member Exclusive

Day in the life: Bank of America’s Joe Castinado talks patents

  • Joe Castinado is a patent inventor and technology executive for Bank of America.
  • The following is a day in his life inventing, raising chickens and restoring pocket knives.
Shehzil Zahid | August 17, 2021
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Day in the life: Bank of America’s Joe Castinado talks patents

 

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10-Q, Member Exclusive

JPM’s solid Q2 performance is followed by modifications to its card transaction policy

  • JPM's second-quarter earnings report from the Friday before last was followed by new changes to its card payment policy last week.
  • This strategy may be driven by the bank’s expectation of upcoming credit losses, aiming to reduce defaults by guiding customers toward its own financial products.
Sara Khairi | July 22, 2024
10-Q, Member Exclusive

The end of free banking? 

  • JPM's Marianne Lake is cautioning that the bank may start charging for services that are currently free, such as checking accounts and wealth management tools.
  • Many interpret the announcement as a strategic power play at the intersection of politics and economics, effectively shifting the burden onto consumers.
Sara Khairi | July 15, 2024
Accessibility, Member Exclusive

The Accessibility Playbook: How to make FIs accessible inside and out

  • There are more than 42.5 million differently-abled people in America, and firms need to think about how their products, work environments, digital and physical footprints need to evolve to serve this segment better. 
  • Dive into what strategies some of the biggest FIs are using to make their work environments, their customer touchpoints, and products more accessible.
Rabab Ahsan | July 09, 2024
10-Q, Member Exclusive

AI is a theme every week, but what made this week different?

  • With AI constantly in the conversation, we look at some of the recent developments in the field that have stood out this week.
  • Nubank acquires data intelligence firm Hyperplane and PayPal appoints a Walmart executive as CTO to enhance its AI capabilities. On the flip side, banking jobs could face increased vulnerability due to AI.
Sara Khairi | July 01, 2024
Member Exclusive, SMB Finance

How Relay, a Toronto-based neobank, is gaining ground in the US SMB market

  • What motivated Relay's Canadian founders to target the US market?
  • Co-founder & CEO Yoseph West shares about Relay's US SMB target market, growth strategies, and the challenges associated with serving this segment
Sara Khairi | June 27, 2024
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