17 Dec 2019

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Member Exclusive, The Quarterly Review

The Quarterly Review: Miki Van Cleave makes design a cultural expectation at Chase through process optimization and knocking down silos

  • Last year, Van Cleave set out to strengthen discovery processes and elevate design's presence across departments, learning that breakthroughs come from embracing unexpected customer behaviors and treating constraints as opportunities.
  • Her team delivered measurable impact through "the Quad" partnership model and refined discovery workflows, achieving a 39% conversion boost and 24% no-show reduction on the Meeting Scheduler redesign, while reducing customer complaints by 10% and making discovery a cultural expectation across Chase.
Rabab Ahsan | January 06, 2026
Podcasts

How TruStage Ventures built connective tissue between fintechs and credit unions

Zachary Miller | December 22, 2025
10-Q, Member Exclusive

The Financial Evolution of 2025: AI, Crypto, and Regional Banking

  • As the year wraps up, we zoom in on the standout trends across publicly traded companies we covered this year -- and what they signal for 2026.
  • Looking ahead to 2026, we examine the bigger questions facing both investors and financial executives.
Sara Khairi | December 22, 2025
Artificial Intelligence

PayPal’s play for agentic commerce: Making AI shopping work for Main Street

  • PayPal is building infrastructure to connect merchants to AI shopping platforms like ChatGPT and Gemini through a single integration, positioning itself as the layer between commerce and conversational AI.
  • The company argues this could level the playing field for small merchants by shifting discovery from ad-driven search to AI recommendations based on product fit.
Zachary Miller | December 19, 2025
5 questions, Awards, Banking, SMB Finance

Simplifying small business finances: Inside U.S. Bank’s award-winning approach

  • U.S. Bank was recognized as 'Best Bank for SMBs' at this year’s Tearsheet SMB Finance Awards.
  • Kristen Link, SVP and Product Lead for Business Customer Journeys and Delivery at U.S. Bank, explains how the super-regional bank supports SMBs across cash flow, payments, and daily operations.
Sara Khairi | December 18, 2025
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