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Financial Services

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Deploying AI at $28B Sun Life Financial: Learnings So Far

InnoLead interviews Sun Life exec Laura Money about how she prioritizes AI projects; some of the concrete outcomes they’re seeing so far; and why Sun Life has joined other Canadian companies to form the AI Consortium.

Nicole Lewis · Aug 31, 2026
Insights

Inside Look: How Experian Built a GenAI Tool in Nine Months

Experian Assistant is a GenAI-enabled tool that helps financial services companies explore Experian’s treasure trove of data, build and deploy analytical models, monitor their performance, and accelerate new product and service offerings to the market. Here’s how it came to life…

Dawn Kawamoto · Mar 25, 2025
Insights

How $8B Ally Financial is Advancing AI, Mobile, and Personalization

Consumers want you “to solve a problem for them, and money is the most personal thing they have,” says Satish Muthukrishnan, Chief Information, Digital and Data Officer at Ally Financial. We talk with him about the company’s mobile experience, AI, and hyper-personalization.

Rachel Curry · Mar 21, 2025
Insights

BMO Financial Group Chief AI Officer on Where AI is Being Deployed, and Quantum Opportunities

Kristen Milchanowski joined BMO Financial Group as Chief Artificial Intelligence and Data Officer at the BMO Financial Group in October 2024. We spoke with Milchanowski recently about how the firm has been leveraging AI internally, as well as its recent decision to join IBM’s Quantum Network to access quantum computing infrastructure.

Nicole Lewis · Mar 11, 2025
td bank
Insights

Scaling Up Challenge-Based Ideation at TD Bank

In recent years, TD Bank has harnessed its iD8 internal innovation program to crowdsource tens of thousands of ideas—from simplifying customer transactions to improving back-end processes. We speak with Vlora Muslimi, Senior Manager and head of iD8, about how challenge-based ideation has become a game changer for the bank.

Steven Melendez · Jan 8, 2025
LPL Financial San Diego
Insights

LPL Financial Exec: New Tech Needs to be Grounded in Use Cases

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 case or a case study.” Real more inside…

Daniel Pereira · Nov 20, 2024
Mastercard payments
Insights

Mastercard R&D Chief on AI, Spatial Computing, and Quantum

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.

Scott Kirsner · Nov 13, 2024
Insights

Forcing a Return to Office Won’t Foster More Creativity

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.

Daniel Seewald · Oct 7, 2024
Visa’s Innovation Studio for Sub-Saharan Africa in Nairobi
Insights

Payment Innovation at Scale: Inside Visa’s Global Innovation Network

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.

Kate Katz · Aug 8, 2024
Insights

CSAA Insurance: Making Build-Buy-Partner Decisions for AI

“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.

Steven Melendez · Jul 21, 2023
Insights

WEX: A Spectrum of AI Experimentation

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.

Steven Melendez · Jul 17, 2023
Insights

Leaders Share Concrete Outcomes from Purpose-Guided Innovation

Senior leaders from REI Co-op, Square, Clif Bar & Co., and Save the Children share the initiatives, products, and practices that have come from using purpose as a guiding principle inside their organizations.

Christa Avampato · Apr 7, 2023
Insights

SVB Exec on Overcoming the Challenges of New Venture Creation

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.

Meghan Hall · Dec 22, 2022
Insights

Mapping Three Years of Innovation Activities at TIAA

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.

Meghan Hall · Jun 15, 2022
Insights

Buying Coffee in the Metaverse: How Fiserv Thinks About the Future of Payments

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 of the Developer Studio, how learning drives innovation, and how he’s approaching the metaverse.

Alexander MacDougall · Mar 18, 2022
Insights

Inside MetLife’s Relationships with VCs and the Startup Ecosystem

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 identify relevant startups. Inside, he talks about how that process works.

Scott Kirsner · Jan 18, 2022
Insights

Member Spotlight: Uma Meyyappan, LPL Financial

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.

Nov 9, 2021
Insights

Inside the Year of Digital Solutions at U.S. Bank

This past year “demanded more from all of us than anyone planned — and the digital team at U.S. Bank was at the center of it all,” says the bank’s Chief Digital Officer…

Lilly Milman · Mar 30, 2021
Insights

Member Spotlight: Tony Parham, Fidelity Investments

Tony Parham is the Vice President of Innovation & Strategy for the Fidelity Center for Applied Technology (FCAT) at Fidelity Investments. We spoke with Tony as part of our IL Member Spotlight series.

Lilly Milman · Feb 9, 2021
Insights

Tips From Capital One on Running Virtual Hackathons

Planning a virtual hackathon is much different than an in-person one, according to Jennifer Lopez of Capital One. She shares how her team worked to bring serendipity back with its virtual hackathons…

Lilly Milman · Jan 29, 2021
Audio

Essential Data for Finishing 2020 Strong

What does the data show about how corporate innovation is changing? InnoLead’s editorial team shares data from four recent reports.

Kaitlin Milliken · Nov 10, 2020
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