10-Q, Member Exclusive

Fiserv is reworking the infrastructure behind modern banking

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...

Member Exclusive, Opinion

Who is building the modern bank?

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,...

Finance Everywhere, Member Exclusive

What financial planning looks like when it follows the customer

Financial planning has a timing problem. People are expected to think about their financial lives at defined moments – when they meet with an advisor, change jobs, buy a house, have a child, or...

AI Innovation, Banking, Member Exclusive

Banks are giving AI agents more work while keeping a close eye on how far they can go

A recent survey found that 52% of financial-services respondents are actively adopting agentic AI. However, the bigger question now is how much of the actual work these agents are now being trusted to...

10-Q, Member Exclusive

NVIDIA bought Hugging Face. What happens to banks when AI models become open?

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...

10-Q, Member Exclusive

Fifth Third is trying to make a bigger bank feel simpler

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...

Banking, Member Exclusive, Podcasts

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...

Member Exclusive, The Quarterly Review

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...