AI 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.
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Fintech News Stories
How 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.
Read MoreBrazil's challenge to the AI-native ERP thesis
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Gonzalo Parejo of Kamino explains why the biggest AI opportunity in finance may sit alongside the ERP, not inside it.
Read MoreFour AI moves for bank CEOs
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Carey Ransom of BankTech Ventures argues that community banks should focus less on AI use cases and more on becoming AI-native organizations.
Read MoreWhy modernizing ACH is critical for faster payments
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Deepak Gupta of Volante Technologies argues that modernizing ACH infrastructure is critical as banks adapt to faster payments and rising transaction volumes.
Read MorePrediction markets are becoming Wall Street’s next asset class
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Matt Ober of Social Leverage argues that prediction markets tied to company KPIs could become Wall Street’s next major asset class.
Read More2026 outlook: How Americans are moving their savings
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Alastair Wood of Raisin explains how consumers are moving savings beyond their primary bank in search of higher yields and better digital experiences.
Read MoreThe case for depth in Southeast Asia’s startup ecosystem
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Alex Lazarow of Fluent Ventures outlines how Southeast Asia’s startup ecosystem is maturing.
Read MoreInside fintech’s rebound: Dan Latimore on Q3 funding trends
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The FR breaks down CB Insights’ State of Fintech Q3 2025 report with insights from Dan Latimore on AI’s rise, bigger late-stage deals, and the renewed momentum in wealthtech.
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