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Steve Cocheo

Mid-size bank's correspondent play pays off

Mid-size bank's correspondent play pays off

Banking other banks helps keep branch footprint—and costs—down
Getting—and living—risk religion

Getting—and living—risk religion

How E*Trade Financial turned black eye from crisis into solid enterprise risk management
“Mortgage,” The Movie

“Mortgage,” The Movie

Sci-fi latest in RBC genre mini-movies for millennials seeking mortgages
Add character to marketing

Add character to marketing

Bank puts “Cash” behind promotion—and we’re not just talking money
“We know how to secure physical cash. We know where it’s been, where it is, who has access to it, who is able to move it, where it is going next,” says BofA’s David Reilly. “Why can’t you apply those same principles to data?”

David Reilly's quest: Data that’s portable yet secure

BofA Chief Technology Officer says this is a key goal for fintech
Citizens Bank of Edmond President and CEO Jill Castilla takes to the mike during the bank's "Heard On Hurd" concert and street festival. Social media makes the core of the bank's promotion of the event.

How small bank makes itself “Heard on Hurd”

Citizens Bank uses social media and ingenuity to multiply small marketing budget
EverSafe, offering a solution to elder financial abuse, was one of seven companies presenting on “demo day” for the New York FinTech Innovation Lab. The lab is backed by Accenture, the Partnership Fund for New York City, and about two dozen financial services companies. The program and more companies are discussed below.

Can FinTech halt elder financial abuse?

NYC innovation lab grads tackle real-life issues
Mortgage hangover begins to ease

Mortgage hangover begins to ease

Some battered borrowers could get new loans as early as this year
“I want to be part of the solution”

“I want to be part of the solution”

Banker Jay Sidhu on why he’s shifting gears
Max Levchin, r., co-founder of Affirm, tells moderator Salim Ismail that he wants “to build a bank from the ground up.”

Max Levchin updates Affirm

PayPal co-founder discusses latest disruptive venture
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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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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...