Deep Dive: Robinhood

Embedded Finance, Member Exclusive

KeyBank deepens its collaboration with Qolo, modeling how banks can build deeper fintech partnerships

• 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.

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?

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.

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.

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.