AI shifts from advisor to decision-maker
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Fintech Sandbox’s Lucas Timberlake discusses the shift from AI recommendations to action and the questions it raises for financial services.
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Fintech News Stories
Mortgage lenders move from AI pilots to proving ROI
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National Mortgage News Editor-in-Chief Heidi Patalano discusses where mortgage automation is delivering, where the hype still exceeds reality and what lenders should expect at Digital Mortgage 2026.
How one fintech scaled AI from pilot to operating model
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Dash Solutions’ Tan Truong explains how building AI governance early helped the fintech move faster without sacrificing trust.
Embedded payments are a stronger moat in the AI age
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Louis Hoch of Usio explains why embedded payments could give SaaS companies a more durable business model as AI makes software features easier to copy.
From startup to exit: What fintech founders need to know
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Investor and founder of Illumea Advisory Tiffany Haynes explains why fintech acquisition readiness depends on building operational trust long before a buyer arrives.
Read More6 questions with Simon Taylor, founder of Fintech NerdCon
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Fintech NerdCon’s Simon Taylor weighs in on the forces transforming financial services and what to expect at this year’s conference in San Diego.
Read MoreWhy community banks win the loan but lose the deposits
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Amber Buker of Travillian explains how better digital account opening could help community banks turn lending relationships into lasting deposits.
Read MoreAI’s critical advantage is faster decisions, not fewer humans
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Casey Kindiger of Grokstream explains how financial institutions can use AI to respond faster to technology disruptions without sacrificing human oversight.
Read MoreHow one fintech made AI part of every employee’s job
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Andy Jiang of Slash explains how the fintech gives employees broad freedom to use AI while keeping spending, security and consequential decisions under human oversight.
Read MoreWhy the next big AI opportunity is verifying the work
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Alex Lazarow of Fluent Ventures explains why the rise of autonomous AI will create a new class of companies that verify its work and bear the risk when it fails.
Read MoreThe picks and shovels of agentic finance
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Matt Ober of Social Leverage argues that AI agents and prediction markets are creating new fintech infrastructure opportunities, but building the winners will take time.
Read MoreAI won’t replace the advisor growth playbook
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Greg Bogich of advisor growth firm AcquireUp explains how AI can help financial advisors scale the human connections that drive new business.
Read MoreHow CFOs can turn AI analysis into faster decisions
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Matija Nakic of financial planning and analysis software company Farseer explains how AI can help finance teams test scenarios and evaluate the financial consequences of business decisions as conditions change.
Read MoreWhy bank loyalty programs need an AI feedback loop
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Shawn Conahan, chief revenue officer of Wildfire Systems, argues that banks are missing a critical piece in their self-funding loyalty programs, relevance, and explains how AI-driven personalization can close the gap.
Read MoreWhat AI transformation demands from leaders
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Executive coach Richa Malhotra explains why navigating AI requires clarity, trust and a willingness to move before leaders feel ready.
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