The Quarterly Review

Member Exclusive, The Quarterly Review

The Quarterly Review: Current’s CTO Trevor Marshall reports on Model-Driven Success

March 25, 2025

Banking, Designing new products, The Quarterly Review

The Quarterly Review: Chase’s Chief Design Officer Miki Van Cleave is digging into discovery and building better experiences

February 18, 2025

Path to growth, Payments, The Quarterly Review

The Quarterly Review: How Zelle’s GM Denise Leonhard plans on leading the firm to $1 trillion a year and beyond

January 28, 2025

Banking, Green Finance, Member Exclusive, The Quarterly Review

The Quarterly Review: Citizen’s Rachel Mattes Greenberg on how her team is sprinting to success in order to meet the bank’s $50 billion Sustainable Finance target

January 14, 2025

Artificial Intelligence, Designing new products, Future of Investing, The Quarterly Review

The Quarterly Review: Public’s Leif Abraham on three new products, simplification, and AI-washing

December 10, 2024

Designing new products, Future of Investing, Modern Marketing, The Quarterly Review

The Quarterly Review: How Acorns’ CFO Seth Wunder turns insights from market research into products and brand awareness

November 12, 2024

Artificial Intelligence, Path to growth, The Quarterly Review

The Quarterly Review: Current’s CTO Trevor Marshall’s working on building better models and shooting for step function improvements

September 17, 2024

Designing new products, Lending, The Quarterly Review

The Quarterly Review: GM and CXO at Laurel Road, Alyssa Schaefer on launching two new products, partnerships, and segmentation

August 20, 2024

Future of Investing, The Quarterly Review

The Quarterly Review: The future of portfolio management and AI assistants ft. Public’s Leif Abraham

July 15, 2024

Future of Investing, The Quarterly Review

The Quarterly Review: Acorns is digging deep into research to inform product development and growth

May 23, 2024