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Finance Everywhere, Member Exclusive

What financial planning looks like when it follows the customer

• SoFi Coach brings financial planning into everyday money decisions, connecting short-term choices to long-term goals.
• Coach also shows how SoFi’s broader financial platform can turn those conversations into actions across saving, spending, borrowing, and investing.

Opinion, Podcasts

Over and Underhyped: The banking trends we’re getting wrong

• 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.

AI Innovation, Banking, Member Exclusive

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

• Banks are giving AI agents more responsibility while keeping humans in control of key decisions.
• With regulatory guidance on AI still taking shape, banks are using their individual existing risk frameworks to keep agent autonomy in check.

10-Q, Member Exclusive

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

• NVIDIA’s acquisition of Hugging Face could give banks greater control and flexibility over the AI models they use.
• But as AI models become more open, dependency could shift to the infrastructure powering them, creating new forms of vendor concentration and lock-in.

10-Q, Member Exclusive

Fifth Third is trying to make a bigger bank feel simpler

• Fifth Third is simplifying its lineup as it grows, giving customers clearer products built around specific financial needs.
• Its broader strategy is to expand what the bank can do while making the user experience feel increasingly simple.