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Want real insights & practical strategies for using AI in your credit union or community bank?
On June 25th, join me, @Clagett, @DanGoTweet & Jeff Prelle for an honest no-holds-barred discussion
Register for free ๐pivotassets.co/webinar
Stessa Cohen retweeted
Join us today! We will be discussing @Chris_Skinner `s latest book!
"Intelligent Bank: The Third Fintech Revolution".
Books that change the way you see things are the most valuable. Imagination, changing your lens, and rethinking before acting is the only way to gain a "competitive advantage".
with @stessacohen @mi_jim and myself.
The book is full of actionable recommendations, among other things. lnkd.in/dJR8kfiV
๐๐๐๐๐ Reading is all the rage! Join me, @mi_jim & @efipm on 18 September to discuss Intelligent Bank: The Third Fintech Revolution by @Chris_Skinner fintechbookclub.com/
Stessa Cohen retweeted
We'll be discussing @DrissTemsamani's book on our next Fintech Book Club. Join us on June 5th: tinyurl.com/pe8d3nfk
@stessacohen @efipm @mi_jim
Most banks still see AI as a faster way to do the same work. @Citi believes AI will fundamentally change how banks operate.ย
In this episode, @DrissTemsamani explains what the agentic bank could look like.ย
๐ Watch the latest episode now: youtu.be/mpqRlhv7g1c
Stessa Cohen retweeted
Check out the Fintech Book Library! The only one!
Curated Fintech Books & Recorded Discussions on select ones.
Founders @mi_jim @stessacohen @efipm
Stessa Cohen retweeted
The stage is set for another epic @alkamitech Co:lab. Looking forward to the kind of conversations that inspire new thinking and push us all to reimagine whatโs possible in banking! ๐๐ด
Stessa Cohen retweeted
Baby boomers still control roughly $80 trillion in U.S. wealth โ and yet generational, gender, and behavioral shifts are quietly reshaping who controls assets, who influences decisions, and who stays loyal to an institution.
In next monthโs Fintech Book Club, weโre discussing April Rudin & Nick Rice's new book "Wealth Management with a Difference." Join @stessacohen, @efipm and me two weeks from today as we unpack whatโs changing โ and why โnowโ may be the most important word in the book. buff.ly/14XtR2Y cc: @TheRudinGroup
Stessa Cohen retweeted
Join us one month from today for the next episode of the Fintech Book Club. ๐ We'll be discussing April Rudin & Nick Rice's book "Wealth Management with a Difference." Be part of the conversation! โ Register here: buff.ly/u7NMtVj
@stessacohen @mi_jim @efipm
Stessa Cohen retweeted
In an industry that moves fast, it helps to slow down and read.
The Fintech Book Clubโs new site is live โ fintechbookclub.com cc: @stessacohen @efipm
Stessa Cohen retweeted
What a year at the Fintech Book Club!
๐ From BaaS to AI ethics, from branch evolution to customer-centricityโ5 books exploring banking's transformation. Follow us buff.ly/loCtEjm
and join our quarterly LinkedIn Live discussions in 2026! fintechbookclub.com #Fintech #Banking
@mi_jim @stessacohen
Stessa Cohen retweeted
๐ต Join us - The Fintech Book Club- on Linkedin live as we discuss Theo Lau`s new book ``Banking on (Artificial) Intelligence.
w/ @mi_jim @stessacohen
RSVP ๐ buff.ly/8Eu4SQt
Stessa Cohen retweeted
In advance of our upcoming @Finovate Leaders+ session, my fabulous friend @psb_dc invited @stessacohen, @efipm & me to record an upcoming One Vision Podcast episode to talk about how our Fintech Book Club was formed, what's on our reading list, and why these books are important. tinyurl.com/yxzpznpj
Stessa Cohen retweeted
The next episode of theย #Fintech Book Clubย will broadcast live fromย @Finovateย Fall on Tue., 9.9.25 with @stessacohen,ย @mi_jimย &ย @efipm discussingย @psb_dc's latest book "Banking on (Artificial) Intelligence."
Please register today, tell your friends! tinyurl.com/mwezm5ds
Stessa Cohen retweeted
Two weeks from today, the Fintech Book Club will discuss @RikCoeckelbergs' new book "A New Ethos in Banking: Embracing Values and Ethics for a Meaningful Transformation."
Please join us! @StessaCohen, @efipm, @mi_jim
Register today: buff.ly/ozQczjh
Stessa Cohen retweeted
Before this day ends, I have to share thought-leader @StessaCohen's latest insights on #BaaS, differentiation and digital competition. #mustread buff.ly/42g53TI
Stessa Cohen retweeted
The best combo: a great book, green tea, and a Swiss train ride.
Join the Fintech Book Club ๐
buff.ly/3BFBNea
@mikula @mi_jim @stessacohen
Stessa Cohen retweeted
SAVE THE DATE: January 17, 2025, the next episode of the Fintech Book Club will feature our look at @mikulaja's soon-to-be-released book "Banking As A Service: Opportunities, Challenges and Risks of New Banking Business Models" (preorder your copy here: buff.ly/3O1jVNs)
Please plan to join us, and invite your friends. ๐๐ผ buff.ly/3AsNMeK
@stessacohen, @barbmaclean, @mi_jim & @efipm
Stessa Cohen retweeted
๐ Another fascinating Fintech Book Club discussion on "Money in the Metaverse" by @dgwbirch and Victoria Richardson ! Here are my key takeaways:
1๏ธโฃ ๐๐๐ค๐-๐ฎ๐ฉ ๐๐๐ฅ๐ฅ ๐๐จ๐ซ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐ข๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ: The future customer base will be predominantly bots, not humans. Banks and fintechs need to rethink their business models to serve this emerging reality.
2๏ธโฃ ๐๐ฆ๐๐ซ๐ญ ๐ฐ๐๐ฅ๐ฅ๐๐ญ ๐ฌ๐ญ๐ซ๐๐ญ๐๐ ๐ข๐๐ฌ ๐๐ซ๐ ๐ญ๐ก๐ ๐ง๐๐ฑ๐ญ ๐๐ซ๐จ๐ง๐ญ๐ข๐๐ซ. I'm keeping a close eye on companies innovating in this space - they're positioning themselves for the future of finance in the metaverse.
๐ฅ Want to dive deeper? Watch the recording of our 30-minute LinkedIn Live discussion featuring great insights from my fellow book club partners @stessacohen and @mi_jim ? linkedin.com/events/72389125โฆ
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๐ฅ Exciting news: Up next, we will be discussing the upcoming book by fintech thought leader Jason Mikula!
๐ค Join our Fintech Book Club! We explore groundbreaking ideas shaping the future of finance, one book at a time
Do you truly have an open door that lets in prospective customers & members? My latest: open.substack.com/pub/pivotaโฆ
