Financial Services/page/13 news and trends

Plaid CFO Says IPO Can Wait as Revenues Jump 40%
IPO // March 30, 2026

Plaid’s chief financial officer says the financial data network is not racing to go public. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter,...

First Dollar Wins: How Deposit Timing Is Rewiring Financial Loyalty
Banking // March 27, 2026

The earliest interactions between a consumer and a financial provider rarely take place in a branch, and the account opening is just the beginning. The most important moment, arguably, happens when money arrives into accounts, and ease of fund flows and accessibility carry weight that...

AI Agents Find Their Footing in Healthcare and Pharma
artificial intelligence // March 23, 2026

The Prompt Economy is a tug of war lately, with both sides invested in a successful outcome for agentic technology. Pulling on one side are the security-minded tech executives insisting on the right risk management parameters. Pulling on the other side are the practitioners that...

UBS Expands With New US National Bank Charter
Banking // March 20, 2026

UBS is set to offer a full range of banking products and services in the United States. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily...

Interviews & Exclusives
First Dollar Wins: How Deposit Timing Is Rewiring Financial Loyalty

March 27, 2026
The earliest interactions between a consumer and a financial provider rarely take place in a branch, and the account opening is just the beginning. The most important moment, arguably, happens when money arrives into accounts, and ease of fund flows and accessibility carry weight that determines whether the relationship deepens or quietly dissolves. Get the […]

AI Agents Find Their Footing in Healthcare and Pharma

March 23, 2026
The Prompt Economy is a tug of war lately, with both sides invested in a successful outcome for agentic technology. Pulling on one side are the security-minded tech executives insisting...

JPMorgan’s $20 Billion Tech Bet Could Shrink FinTech’s Innovation Edge

February 25, 2026
Updating the banking core has traditionally been viewed as akin to docking a cruise ship, with modernization serving as shorthand for incrementalism. Digitize the front end, bolt middleware onto aging...

Velera’s Chuck Fagan: ‘Speed to Member Impact’ Is the Only KPI That Matters for Credit...

February 17, 2026
Watch more: Need to Know With Velera’s Chuck Fagan Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content —...

Quick Reads
Citi Arms Wealth Advisors With 4 AI Tools to Cut Busywork

April 13, 2026
Citi has deployed four artificial intelligence (AI) tools across its wealth division, one for clients and three for advisors, each designed to shrink the distance between raw data and advice. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. […]

Plaid CFO Says IPO Can Wait as Revenues Jump 40%

March 30, 2026
Plaid’s chief financial officer says the financial data network is not racing to go public. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

UBS Expands With New US National Bank Charter

March 20, 2026
UBS is set to offer a full range of banking products and services in the United States. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Obin AI Raises $7 Million for Agentic Tools for Financial Firms

March 19, 2026
Obin AI has raised $7 million to develop agentic AI tools for financial institutions. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to...