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99 results for “financial services”
How banks have stopped thinking in products and started thinking in customer journeys
One of the largest U.S. consumer financial services companies, Synchrony, with more than $120 billion in assets, faced a problem that had little to do with the amount of customer data it had and everything to do with what it could do with it. The company had spent decades building relationships through private-label credit cards, … Continue reading "How banks have stopped thinking in products and started thinking in customer journeys" The post How banks have stopped thinking in products and star
Aug 6, 2026
Steward Partners Named to InvestmentNews' 2026 5-Star RIA Firms List
Steward Partners, a financial services firm, was named to InvestmentNews' 2026 list of '5-Star RIA Firms', an industry recognition for wealth management firms serving high-net-worth clients.
Aug 5, 2026
The 2026 Tearsheet AI Innovation Awards: Recognizing the Builders of AI-Powered Finance
AI is moving from a promising capability to a core layer of financial services infrastructure, with banks, fintechs, and technology providers racing to turn experimentation into meaningful applications. The Tearsheet AI Innovation Awards recognize the organizations using AI to rethink products, processes, customer interactions, and the broader future of finance. This year’s winners represent the … Continue reading "The 2026 Tearsheet AI Innovation Awards: Recognizing the Builders of AI-Powered F
Aug 6, 2026
Fiserv and Stuut partner to bring agentic AI to enterprise receivables
Fiserv and Stuut Technologies announced a partnership to deploy agentic AI for enterprise B2B receivables automation, targeting finance teams with manual, fragmented workflows.
Aug 5, 2026
Stablecoin firm Dakota applies for OCC trust banking charter
Stablecoin firm Dakota has applied for a national trust banking charter from the Office of the Comptroller of the Currency (OCC), seeking direct access to core banking infrastructure and regulatory legitimacy.
Aug 5, 2026
Galaxy and BNY come together to pair digital asset custody and staking
Galaxy and BNY have partnered to integrate staking functionality into BNY’s digital asset custody platform, aiming to expand institutional-grade infrastructure for earning yield on eligible digital assets.
Aug 5, 2026
Blue Sky Capital Strategies, LLC awarded Leasing and Financial Services agreement with Premier Inc
Blue Sky Capital Strategies, LLC secured a leasing and financial services agreement with Premier Inc, a healthcare improvement company, positioning itself as a strategic partner in equipment financing for healthcare organizations.
Aug 5, 2026
BNY Announces Conference Calls to Review Earnings in 2027
BNY announced scheduled earnings conference calls for Q4 2026 and Q1 2027, a routine financial disclosure activity with no substantive new information or strategic developments.
Aug 5, 2026
FHN Financial Securities Corp. Launches Financial Institutions Investment Banking Group
FHN Financial Securities Corp. launched a dedicated investment banking group focused on financial institutions to expand its M&A advisory, capital raising, and valuation services for banks and credit unions.
Aug 5, 2026
LendingTree Launches ChatGPT Plug-In to Reimagine How Consumers Shop for a Mortgage
LendingTree launched a ChatGPT plug-in to let users query mortgage and refinance rates via the ChatGPT interface, positioning itself as an early integrator of generative AI into consumer financial decision-making.
Aug 4, 2026
Financial Services Roundup: Market Talk - WSJ
The article is a generic financial services market roundup with no AI-specific content, making its placement in an AI technology feed misleading and its relevance to AI narratives nonexistent.
Aug 4, 2026
Fiserv and Mastercard deepen global partnership
Fiserv and Mastercard announced a strategic global partnership to expand integrated value-added services for enterprise merchants, positioning it as a move to simplify commerce.
Aug 4, 2026
Why banks can’t policy their way out of shadow AI
Employees at financial institutions are using AI tools their employers never approved for tasks that touch sensitive customer data. This unsanctioned use of AI, often called shadow AI, is not a toothless problem. In May 2026, an employee at Pennsylvania-based CB Financial Services, parent company of Community Bank, uploaded a file containing customer names, Social … Continue reading "Why banks can’t policy their way out of shadow AI" The post Why banks can’t policy their way out of shadow AI app
Published Aug 4, 2026 · Analyzed Aug 6, 2026
Plaid and Sierra collaborate on AI agent interface
Plaid and Sierra announced a collaboration to develop an AI agent interface for financial services, positioning it as the next evolution in customer access points.
Aug 4, 2026
LendingTree Expands Marketplace with Six New Product Categories
LendingTree expanded its financial services marketplace by adding six new product categories, positioning itself as the top destination for shopping financial products.
Aug 3, 2026
AutoRek acquires Grath
AutoRek acquired Grath, a fintech specializing in AI-powered reconciliation and compliance tools for financial services, to expand its automation capabilities in enterprise financial controls.
Aug 3, 2026
Circle Secures Limited Purpose Trust Charter from New York Department of Financial Services (NYDFS)
Circle received a limited purpose trust charter from NYDFS, granting it state banking authority to custody assets and conduct fiduciary activities — a regulatory milestone that enhances its institutional legitimacy and operational scope for USDC.
Aug 3, 2026
Sierra’s Partnership with Plaid: A Major shift for AI-Driven Financial Services? - The Futurum Group
Sierra, an AI startup, announced a partnership with Plaid, a financial data infrastructure company, to integrate Plaid's banking data APIs into Sierra's AI platform for financial services — though no technical details, product roadmap, or customer impact evidence is provided.
Published Aug 1, 2026 · Analyzed Aug 4, 2026
First Horizon Recognized With Two Newsweek Awards for Second Consecutive Year
First Horizon Corporation received two Newsweek workplace awards in 2026, marking its second consecutive year of recognition in the 'America's Greatest Workplaces' list for Financial Services.
Aug 1, 2026
Circle granted New York trust charter
Circle has received a limited-purpose trust charter from New York’s financial regulator, enabling it to hold customer assets and custody stablecoin reserves under state banking supervision.
Jul 31, 2026
Provident Financial Services, Inc. Declares Quarterly Cash Dividend
Provident Financial Services, Inc. declared a $0.24 per share quarterly cash dividend, payable August 28, 2026, to shareholders of record as of August 14, 2026.
Jul 31, 2026
Hilco Real Estate, LLC Announces Bankruptcy Sale of Landmark Hotel in Downtown Springfield, Illinois
A real estate firm announced a bankruptcy sale of a historic hotel in Springfield, Illinois, unrelated to AI or technology.
Jul 30, 2026
Capital One provides Discover community investment update
Capital One released a report detailing progress on its $265 billion community investment pledge tied to its proposed acquisition of Discover Financial Services, but partner charitable organizations provided minimal public endorsement or verification.
Published Jul 30, 2026 · Analyzed Aug 1, 2026
CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED SECOND QUARTER 2026 FINANCIAL RESULTS
Citizens Financial Services, Inc. reported unaudited second-quarter 2026 financial results for its subsidiary First Citizens Community Bank, disclosing net income and other consolidated metrics without independent audit verification.
Jul 30, 2026