Report: Building a winning small business bank

Artificial Intelligence, Banking, Designing new products, Innovation, Partner

The call for Gen AI and why banks are slow to answer it

• While fintechs are rolling out AI-driven tools for wealth management and tax planning, banks remain cautious, focusing on internal productivity rather than customer-facing products.
• Apart from the compliance hurdles banks may be facing when it comes to deploying Gen AI, another reason for their slow movement may be the perceptions of their core consumer segment.

Banking, Partner, SMB Finance

The Future of Small Business Banking: Insights from Industry Leaders

• Dive into the major themes related to SMB finance that dominated the discussions at this year's The Big Bank Theory Conference held in New York.
• Executives from Mastercard, Truist, US Bank, Citizens, and Gusto explore how companies can build more powerful SMB strategies by centering communities and technology.

4 charts, Banking, Partner

How modernization positions FIs for growth as primary financial service providers

• Fintechs and digital banks are outpacing traditional banks in their effective use of technology, drawing in increased consumer interest.
• Financial institutions need to revise and realign their strategies to navigate fintech challenges and stay competitive in today's market.

Banking, Innovation, Partner, Podcasts

“The banks that are the most successful at core modernization have a north star” feat. Valley Bank and Galileo

• Faced with tech that is getting older by the minute and harder and harder to maintain, banks have some difficult choices ahead of them when it comes to core modernization. They have to find a way to run the bank and change the bank at the same time.
• In today's show, two experts on how banks can win at both running and changing the firm break down how to keep employees motivated, how to keep the scope of the modernization in check, and most importantly, how to get it all right the first time.

Artificial Intelligence, Innovation, Partner

Generative AI in Finance: A Team Member or a Tool?

• Generative AI is transforming industries like finance by streamlining data analysis, boosting creativity, and accelerating professional learning.
• To harness AI's power effectively, financial institutions should establish clear guidelines and training to mitigate the risks of over-reliance on this technology and improve its reliability.