Betterment’s launches tool to optimize cash savings

AI Innovation, Artificial Intelligence, Banking

Citi’s AI teammate signals a new model for wealth management

• Citi has introduced Citi Sky, an AI-powered wealth assistant that stays constantly available to answer questions and surface insights in real time.
• Human advisors will remain in the loop, with their roles shifting into a more intentional, high-stakes focused approach.

AI Innovation, Artificial Intelligence, Banking, Member Exclusive

What Citi Sky says about the reinvention of client relationship models in wealth management

• Citi Wealth has launched Citi Sky, an AI teammate built with Google Cloud and Google DeepMind that responds and surfaces insights in real time.
• For Google DeepMind, the biggest challenge was making a non-deterministic generative AI system behave predictably.

AI Innovation, Artificial Intelligence

Micro Case Study: How American Express is underwriting AI agent error to unlock trust in $trillion-scale agentic commerce

• This micro case study explores a burning question: if AI agents can execute payments, what ensures they execute the right ones?
• We explore this through American Express’s ACE Developer Kit, which verifies intent before execution.

Artificial Intelligence, Tearsheet Council

Financial brands have an AI voice problem

• AI-generated content has a tell and financial communications pros are done pretending they can't see it.
• Members of the Tearsheet PR/Comms Council share where they've drawn the line and what it looks like to scale content without losing your voice.

Artificial Intelligence, Member Exclusive, Payments

How agentic commerce is making execution, intent, and credit actionable inside payments

• Agentic commerce is narrowing the gap between execution, intent, and credit within payments.
• Across the payments stack, companies like Stripe, American Express, and Affirm are applying agentic AI to smooth the path from intent to execution.