Latest insights

Citi Accelerates AI Adoption: Why Credit Unions Should Pay Attention
Citi’s latest move says a lot about where commercial lending is heading. They invested in Validis in January. By June, it was fully embedded into CitiDirect, powering one-click financial uploads, automated spreading, covenant monitoring, and faster credit decisions. This is not “AI hype.” It is workflow engineering.
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The Real Capital Gap Isn’t in Ottawa or Bay Street. It’s in Lending Workflows.
Capital markets are booming, but the real capital gap isn’t in Ottawa or Bay Street. It’s in lending workflows.
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Inside the 2025 Canadian Lenders Summit: Where Innovation Meets Opportunity for SMBs
Insights from Joshua Reynolds, CEO & Co-founder on the 2025 Canadian Lenders Summit
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Let’s Stop Wasting AI on the Wrong Problems
There’s a lot of hype around artificial intelligence in financial services. But the way we’re deploying it in credit unions and smaller financial institutions right now? Frankly, we’re missing the mark.
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