The Branch Rep Didn't Need a Script
In my quest to dispute a debit charge, I had an experience that left me hopeless about whether FIs are ready AI. Then I walked into a branch and watched a human solve it in 15 minutes.
PivotAssets
Stessa Cohen brings her curiosity, experience & expertise in & around fintech & banking industry to new thoughts & views about change & innovation in banking, fintech and elsewhere.
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AI Waits for No FI - Not Even Yours
I joined 3 fintech experts to talk candidly about what credit unions & community banks must do now to get create a real plan to increase lending so that your FI also improve risk management.
Navigating AI within Credit Unions & Community Banks
Should your credit union or community bank use AI to improve employee efficiency or risk management? Your FI doesn’t have to choose. Join me on 25 June to find out how!
From Employees to Inputs: What Plantation Accounting Tells FIs About AI
As they deploy agentic AI, FI leaders must reinforce the boundaries between human employees and agents. Plantation accounting shows why the drift of humans from employees to input is dangerous.
Yes, But - Your Bank's Secret Weapon Hiding in Plain Sight
“Yes But” people can put obstacles in the path of your AI strategy - or they might be your secret weapon hiding in plain sight.
AI Won't Make You Like Your Customers
Before you deploy AI technologies to coach & train your employees to provide better customer service, kindness, turn the question on your bank: Do you like your customers?
AI Threats Demand that Financial Institutions Pursue National Security Grade Protection
As threats grow more sophisticated, move in real-time & at high speed across institutions, FIs must take a new strategic approach for national-security-grade protection across lines-of-business.
Financial Services Marketing is Broken
In conversation with Jay Mandel, I learned that improving marketing has more to do with technology, product development and listening to customers than you might think.
Take Your FI from AI Curious to Actual AI Implementations
Mid-size & small banks can get a lot of value from AI - but only if they build on a strategy and solid data and architecture foundations.
Trust, Digital Identity and Cheese
Cash purchases are increasingly niche. Digital identity can support trust in those transactions. Doing so creates opportunities for FIs to motivate small businesses to move away from cash.