Venture banking 3.0: How Stifel is rebuilding trust after Silicon Valley Bank
When Silicon Valley Bank collapsed in March 2023, it took with it a bank that had quietly become infrastructure for the startup ecosystem, holding the majority of the venture debt market and serving...
The Quarterly Review: BNY’s Carl Slabicki is pushing toward practical innovation
In this edition, we spotlight Carl Slabicki, Head of Commercial for Global Payments & Trade at BNY. At BNY, Carl Slabicki oversees the firm’s work connecting payments, liquidity, and...
The infrastructure paradox: The better you become, the harder customers are to keep
The “Letter from the Editor” is a biweekly series of exclusive insight and opinion-driven analysis from Tearsheet’s Managing Editor Sara Khairi, connecting ideas, questioning assumptions,...
Financial firms are building new businesses from the layers beneath their products
Financial technology is moving toward a model where products and capabilities can be applied well beyond their original use cases. For Intuit and SoFi, that shift is leading to two different pathways....
The antitrust question is moving up the stack: What California’s new push and NVIDIA’s retreat mean for finance
California-based NVIDIA recently paused parts of its AI Compute Partnership Program, a financing initiative that helped smaller AI cloud companies buy NVIDIA chips and build data centers. The program...
Goldman Sachs built its talent pipeline around apprenticeship. AI is now testing what that means
Weekly 10-Q The weekly 10-Q newsletter is part of the Tearsheet Pro subscription, where I unpack the recent moves and strategies of leading banks and fintechs in the public space, coupled with stock...
‘Traditional banks have equated advising with cross-selling’: Grasshopper’s Danielle Kane on why just 7% of SMBs see banks as trusted advisors
Banks have long focused on competing for small business accounts through interest rates, fees, and rewards programs, treating the relationship as transactional from the outset. Relying on this...
Live Oak Bank’s BJ Losch on why AI is an accelerant, not a strategy
Most banks seem to chase small business customers as one segment among many. Live Oak Bank was built around a bet that specializing beats generalizing — and it started about as narrow as a bank can...