In Episode 2 of The Editors’ Room, Sara and Zack each pick one trend they think the financial industry is getting wrong – one overhyped and one underhyped.
Sara looks at the fight for primary financial relationships, while Zack makes the case for why bank branches still have an important role to play in an increasingly digital banking landscape.
Live Oak Bank grew from lending only to veterinarians into 40 verticals without ever opening a branch.
President BJ Losch explains how AI is helping cut SBA loan approval-to-close times from over 100 days toward a two-week target, while keeping the credit decision itself with a human underwriter.
Bank of America's Michelle Boston and Amy Avery reveal how "disciplined velocity" let them scale 30+ generative AI use cases.
The execs breakdown why trust is the real metric behind BofA's AI bets, and dive into what it takes for two leaders at one of the biggest organizations in the industry to stay ahead of the curve.
For the first episode of The Editors' Room, Tearsheet editors debate what they'd hand over to AI and what they wouldn't, before digging into how enterprise AI is taking shape.
The enterprise AI stack is increasingly built around 3 things: shared context, specialized agents, and orchestration.
