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Financial Services

JPMorgan and Capital One dominated the top spots across all categories, demonstrating their investment in expert staff.

Financial institutions will need to jump through some hoops to attract these young adults and build long-term relationships with them.

On today’s podcast episode, we discuss the future of the bank branch. • In our “Headlines” segment, we chat about why banks are closing so many branches and how consumers want more digital experiences. • In “Story by Numbers,” we explain what Curinos defines as branch share and why it used to account for more primary new accounts than it does today. We also discuss the value of closing a branch in order to save operating expenses in a low-rate versus high-rate environment. • In “Pretend CEO,” we look at regional banks and their deposit portfolios in a high-rate environment. Listen to the discussion with host Rob Rubin and Curinos director Andrew Hovet.

Its growth and cost-cutting measures brought the BNPL fintech its second straight profitable quarter. And it’s projecting full-year profitability for FY 2024

The FTX founder will face the consequences of his illegal crypto dealings—but how does publicity around the trial affect the financial services industry?

Banks that abruptly close customer accounts without clear explanations lose business and trust in their brands.

Retirement account balances are up from 2018, though many still fall behind on their goals and could use help from their banks.

S banking regulators have introduced several climate-related frameworks, signaling a shifting perspective on banks' role in addressing the climate crisis.

A new rule addressing lending discrimination in online banking marks the most significant revision to the Community Reinvestment Act (CRA) in nearly three decades.

On today’s podcast episode, we bring you the major themes that we witnessed directly from the Money20/20 conference in Las Vegas, Nevada. Recorded from the conference floor, we discuss the data and tech required to offer customers payments choices, expectations in embedded finance, and consumers’ privacy and trust. Tune in to the discussion with host Rob Rubin, our principal analyst Tiffani Montez, and Sean Welsh, senior vice president and managing director of financial institutions at Affinity Solutions.

Insurtechs that rely heavily on AI have been struggling to stay afloat—let alone disrupt the insurance model—when they lack the data to build better models.

Nordstrom, Fiserv, and Insider Intelligence discussed the shift and how payment providers and retailers should think about it

Large Canadian banks saw a decline in customer satisfaction from 2022, with midsize banks performing better in a few key areas.

The CFPB's proposed Personal Financial Data Rights rule accelerates progress toward open banking in the US, changing the game for customer retention.