10-Q,
Member Exclusive
- Q3 2025: Big banks are expanding their focus from a credit-first approach to infrastructure-focused moves.
- This quarter, Wall Street stopped coasting on macro and started working on what comes after it.
Sara Khairi | October 20, 2025
Designing new products,
Modern Marketing
- Gen Z wants smooth tech and financial tools that feel like guidance, not grind. Their expectations are forcing platforms to reimagine every layer of the experience -- and Credit Karma is already on it.
- The company is reengineering its product experience – from UX to AI-driven personalization to cultural marketing – to meet this generation where their financial story begins.
Sara Khairi | October 16, 2025
Podcasts
- Camila Vieira explains the "jabuticaba factor"—understanding local market nuances that only emerge from staying committed to Latin America through multiple investment cycles, rather than chasing peak valuations.
- QED's portfolio approach has evolved from early B2B banking to vertical SaaS plus embedded finance, powered by improved infrastructure like Brazil's Pix system, expanding talent pools, and AI enabling previously impossible business models.
Zachary Miller | October 15, 2025
10-Q,
Member Exclusive
- Last week’s moves by U.S. Bank, BNY, and NVIDIA hint at finance reorganizing around infrastructure built to scale and survive regulatory pressure.
- The moves are not just product launches but positional plays: it’s about control over the evolving architecture of the financial system.
Sara Khairi | October 14, 2025
5 questions,
Payments
- BMO’s U.S. TPS Sales team is entering a new chapter with Katie Oresar stepping into the leadership role.
- This story, told through five focused questions, moves beyond the leadership shift to spotlight her perspective on this fast-moving corner of banking.
Sara Khairi | October 09, 2025
