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Easy financial guidance and tracking right at hand, literally, may make PFE a success where PFM failed.

Will “Personal Financial Experience” catch on?

Looking at financial management “in the moment”
Millennialization of Everything: How To Win When Millennials Rule The World. By Jeremy K. Balkin. RMB Books, 108 pp.

Understanding the real millennials

Book Review: Millennialization Of Everything
“There’s really not much that indicates we’ve learned anything new over the last several cycles,” says veteran lender and CEO Ed O’Leary. He aims to fix that.

What are credit signs telling us?

Are bankers looking for risk in the right places?
Bank tech trends can make your head spin. So regularly longtime Tech Exchange Editor John Ginovsky does his best to “make sense of it all.”

No end in sight for huge data breaches

Focusing on protecting privileged accounts and consolidation defenses might be the next, best answer
Obvious and mediocre won’t be found here—but “Why didn’t I think of that?” will! Challenging the banking status quo is Dan Fisher’s personal mission.

How ready is your “Plan B”? (Really)

Don’t wait for a disaster to find out
“There’s really not much that indicates we’ve learned anything new over the last several cycles,” says veteran lender and CEO Ed O’Leary. He aims to fix that.

Making the case for a banking career

Banking may face a shortage of qualified lenders. Where will they come from?
Regulators periodically publish their estimates of how long it takes to comply with information collection requirements. Nancy Derr-Castiglione does a bit of math, for the "fun" of it.

Checking out regulatory math

How close do regulators come on compliance time burden?
Shenanigans of all sorts in your bank or in the offices of a borrower can make business completely screwy. Ed O'Leary says the solution can often be pretty basic ... but effective.

Workplace dysfunction costs lenders

Where does “D” fit into 5 “Cs” of credit?
Obvious and mediocre won’t be found here—but “Why didn’t I think of that?” will! Challenging the banking status quo is Dan Fisher’s personal mission.

Are you totally stuck?

Read your IT contracts before you sign … or get used to living with your vendor
A summer's internship at an Israeli fintech firm gives Next Voices blogger Amrita Vir an immersive look at a hot startup market with different roots and definitions of success.

The “startup nation” tackles fintech

Letter from Tel Aviv explores Middle Eastern rival to Silicon Valley and other tech hubs
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WEBINAR:
Your Deposits Are Going Digital

Thursday, October 8, 2026 1:00 pm – 2:00 pm ET

What community and regional banks need to understand about tokenized deposits, stablecoins, and the regulatory framework taking shape right now.

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SPEAKER

Dana Weinstein
Dana Weinstein,
Head of Product at Tesser

Dana Weinstein is Head of Product at Tesser, bringing eight years of experience building payments products across US domestic and cross-border rails.

She launched Visa Direct Payouts, architecting a payout capability that now reaches 11 billion endpoints across cards, accounts, and digital wallets...