11 Mar 2021

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Banking, Podcasts, SMB Finance, TBBT Conference 2024

‘The confirmation of the transaction is just as important as the underlying transaction’: Truist’s Chris Ward on how to simplify global transactions for SMBs

  • Switching providers for SMBs was once about pricing, but now it's equally driven by the need for better digital solutions.
  • Chris Ward, Head of Enterprise Payments at Truist Financial Corporation, addresses this shift at Tearsheet's The Big Bank Theory Conference, recently held in New York.
Sara Khairi | October 09, 2024
Podcasts

How Generative AI and open banking are redefining personalization in financial services with Curinos’ Olly Downs

  • Generative AI and open banking are reshaping customer engagement, allowing banks to recreate the personalized experiences of traditional banking.
  • In this conversation with Olly Downs of Curinos, we explore how these technologies are transforming digital interactions and marketing strategies.
Zachary Miller | October 09, 2024
Banking, SMB Finance

How to serve SMBs that are short on time and long on problems feat. Mark Valentino, Head of Business Banking, Citizens

  • Explore how Citizens is getting closer to the needs and wants of SMB owners by focusing on gathering feedback through surveys and its bankers.
  • This feedback informs how Citizens builds its products and finetunes its experiences as well as the bank's strategies that focus on catering the SMB owner as a human being, not just a customer.
Rabab Ahsan | October 08, 2024
10-Q, Member Exclusive

Is Chase UK fighting off challengers, or is it the other way around?

  • with the UK's landscape for mobile and digital banking services coming into focus, major international institutions like JPMorgan Chase are capitalizing on the opportunity and entering the UK market.
  • The task now facing UK neobanks is to sustain their momentum in an evolving market where competition grows stronger and customer demands become sharper.
Sara Khairi | October 07, 2024
Artificial Intelligence, Innovation

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.
Sarah Hoffman | October 04, 2024
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