Financial wellness is no longer a nice-to-have—it's central to long-term customer value and loyalty. But what does it really mean today, and how do you deliver it in an AI-driven world?
Join experts from Plaid and Experian for a timely conversation on how cash flow data can transform lending for banks. Beyond real-time transaction insights, cash flow data reveals behavioral patterns—how consumers manage, move, and engage with their money—that can signal shifts in credit risk.
Intelligent automation can help bank and credit unions improve operations, but what exactly does this involve? In our most recent research report, we examine what intelligent automation means for the banking industry and which organizations are leading the way.
This report provides readers with data-based insights to help them better understand the use cases driving adoption of AI in the banking industry. It also provides context on the impact of the technology on customer journeys and their experience outcomes.
Chris Ward, EVP, Head of Enterprise Payments at Truist, Jo Jagadish, EVP, Head of US Digital Banking and Contact Centers at TD Bank, Fiona Roach Canning, Co-founder and CEO at Pollinate, and Mark Barnett, Global Head of Small and Medium Enterprises at Mastercard join the LEADERS channel.
