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Green Finance, Member Exclusive

Green Finance Briefing: Sustainable lending solutions and the rise of climate fintech

New innovations in fintech are bridging the gap between financial institutions and understanding climate risks in loan portfolios.
We're also looking at startups that have launched over the past few years targeting the intersection of climate risks, sustainability, ESG, investments and banking.

Iulia Ciutina | January 21, 2022

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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

10-Q, Member Exclusive

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 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

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