All Financial Services

Article LPL Financial Exec: New Tech Needs to be Grounded in Use Cases
November 20, 2024 | By Daniel Pereira
For over 25 years, Uma Meyyappan has been a technology executive working in wealth management and financial services, and she is a pragmatist: Even in the era of generative AI, she says, "Do not speak too broadly about the impact of technology in generic terms...be really grounded in a use...
Article Mastercard R&D Chief on AI, Spatial Computing, and Quantum
November 13, 2024 | By Scott Kirsner
For our latest research report, we spoke with Mastercard's EVP and Global Head of Research and Development, Rahul Deshpande. Deshpande discussed topics like addressing cybersecurity issues, leveraging AI for fraud prevention, and exploring trends shaping the future of commerce.
Article Forcing a Return to Office Won’t Foster More Creativity
October 7, 2024 | By Daniel Seewald, Contributing Columnist and CEO, Deliberate Innovation
JPMorgan Chase’s CEO, Jamie Dimon, recently threw another dagger at the work-from-home (WFH) movement, claiming that remote work stifles spontaneous idea generation and hinders innovation. But remote work doesn't kill creativity, asserts columnist Daniel Seewald.
Article Payment Innovation at Scale: Inside Visa’s Global Innovation Network
August 8, 2024 | By Kate Katz
Valla Vakili, Visa's Senior Vice President and Global Head of Insights and Innovation, shares how Visa's Global Innovation Network pilots groundbreaking projects in digital payments, leveraging local insights to drive global solutions, all while aligning with Visa’s overarching mission to enhance and secure the payment ecosystem.
Resource Job Description: GenAI Analyst, Citigroup
April 8, 2024
From the description: "As a Gen AI Analyst, you will be at the forefront of developing and implementing innovative artificial intelligence solutions for our organization."
Resource Job Description: Director of Generative AI, Prudential Financial
April 8, 2024
From the description: "We are seeking an experienced and forward-thinking Director of AI to spearhead the development and implementation of artificial intelligence strategies within our marketing area to gain increased productivity and overall effectiveness of our organization."
Resource Job Description: Director of Generative AI, Capital One
April 8, 2024
From the description: "Capital One is searching for an enterprising Director of Generative AI capable of directing the development of the company's generative AI platform. If selected, the chosen candidate will lead a team of AI experts focused on optimizing training pipelines, deploying large ML models, and building scalable infrastructure...
Resource Job Description: Chief AI/ML Officer, U.S. Bank
April 8, 2024
The Chief Artificial Intelligence and Machine Learning (AI/ML) Officer will be a key partner with the Vice Chairs, Chief Digital Officer, and other key leaders in setting the strategy and related performance outcomes for the AI/ML portfolio of U.S. Bank. As a report to the Chief Digital Officer of U.S....
Article CSAA Insurance: Making Build-Buy-Partner Decisions for AI
July 21, 2023 | By Steven Melendez
"Insurance companies are one of the original, very data-centric industries," says Debbie Brackeen, CSAA's Chief Strategy and Innovation Officer. Brackeen describes how they're investing in, and deploying, AI technology.
Article WEX: A Spectrum of AI Experimentation
July 17, 2023 | By Steven Melendez
Karen Stroup joined the $2.4 billion company in 2022 as its first Chief Digital Officer. She explains how the company is using AI to assess creditworthiness and sniff out fraud, and some of the committees involved in encouraging experimentation — with guardrails.
Article Mastercard’s Chief Innovation Officer on Reducing Risk, Avoiding Turf Wars, and Measuring Success
March 15, 2023 | By Meghan Hall
As part of our recent research report, Benchmarking Innovation Impact 2023, we interviewed Ken Moore, Chief Innovation Officer of Mastercard. He offered his advice for avoiding internal turf wars; gave insights on emerging tech; and discussed the importance of customer-centricity.
Article SVB Exec on Overcoming the Challenges of New Venture Creation
December 22, 2022 | By Meghan Hall
Boris Pluskowski, Head of New Ventures for SVB, shares the two-pronged structure of his innovation team; shares why it's important to build ventures in a large company; and gives his input on a new "Golden Age of Startups" that may be coming.
Article Mapping Three Years of Innovation Activities at TIAA
June 15, 2022 | By Meghan Hall, Scott Kirsner
A single slide captures three years of innovation activity at TIAA, the $40 billion financial services firm. We asked creator Howard Manzon to explain what’s on the slide; what worked; and what he might do differently in the future.
Video CSAA Insurance & Fidelity: Building Innovation Muscles for the Long Haul
March 21, 2022 | By Alexander MacDougall
CSAA Insurance’s Chief Strategy and Innovation Officer, Debra Brackeen, talks with Mona Vernon of Fidelity Investments about building lasting innovation structures.
Article Buying Coffee in the Metaverse: How Fiserv Thinks About the Future of Payments
March 18, 2022 | By Alexander MacDougall, Kate Katz
Alvin Cho is Vice President of Product & Engineering for Digital Innovation and Transformation at Fiserv, and he oversees the company’s Developer Studio, a set of APIs and tools that make it easy to integrate Fiserv’s offerings into all sorts of new and existing products. We spoke with Cho about the objectives...
Article Inside MetLife’s Relationships with VCs and the Startup Ecosystem
January 18, 2022 | By Scott Kirsner
Since 2014, the $68 billion insurer MetLife has run more 160 experiments with startups — 70 of which later developed into contractual relationships. Vice President of Innovation Terrence Luciani has created a structured process for collecting requirements from around the company, and then working with venture capital firms, accelerators, and other parties to...
Article Fidelity Labs SVP: ‘The Only Success Metrics That Really Matter are Financial Metrics’
January 4, 2022 | By Scott Kirsner
How do you avoid winding up in the “danger zone” as an innovator inside a big company? Mona Vernon, the head of Fidelity Labs at Boston-based Fidelity Investments, says it’s all about making sure your metrics are aligned with your CEO and CFO.
Article Member Spotlight: Uma Meyyappan, LPL Financial
November 9, 2021
Uma Meyyappan is the Senior Vice President of Digital Innovation and New Venture Platform at LPL Financial. We spoke with Meyyappan as part of our member spotlight series.
Thought Leadership The Innovation Equation: Balancing Inside-Out and Outside-In
June 4, 2021
Finding the sweet spot between inside-out and outside-in activity should reflect the current and future business outlook for your sector, how much disruption your corporate culture will embrace, and whether there are enough folks in your organization with an entrepreneurial mindset to make the pursuit of innovation a reality.
Thought Leadership Democratizing Data: How Organizations Can Eliminate Silos
June 3, 2021 | By Martin Sokalski, Principal, Advisory, KPMG LLP
From sales and supply chains to finance and tax, even the best-managed organizations have scrambled to become more agile and collaborative. Despite some temporary fixes, it’s clear that taking decisive action in a constantly changing environment is hindered by data that remains heavily siloed by function and department.