PivotAssets

AI Won't Make You Like Your Customers

Before you deploy AI technologies to coach & train your employees to provide better customer service, kindness, turn the question on your bank: Do you…

Mar 3 • Stessa Cohen

3

3

February 2026

AI Threats Demand that Financial Institutions Pursue National Security Grade Protection

As threats grow more sophisticated, move in real-time & at high speed across institutions, FIs must take a new strategic approach for…

Feb 18 • Stessa Cohen

1

1

2

January 2026

Financial Services Marketing is Broken

In conversation with Jay Mandel, I learned that improving marketing has more to do with technology, product development and listening to customers than…

Jan 29 • Stessa Cohen

5

1

45:40

Take Your FI from AI Curious to Actual AI Implementations

Mid-size & small banks can get a lot of value from AI - but only if they build on a strategy and solid data and architecture foundations.

Jan 5 • Stessa Cohen

1

1

33:52

December 2025

Trust, Digital Identity and Cheese

Cash purchases are increasingly niche. Digital identity can support trust in those transactions. Doing so creates opportunities for FIs to motivate…

Dec 5, 2025 • Stessa Cohen

1

September 2025

The Saquon Path to Selling Your Customers on New Products

Frustrated in efforts to get customers to try new products/services? Wonder if your back office will let you offer stablecoin products? It might be time…

Sep 30, 2025 • Stessa Cohen

2

1

A Trifecta of Disasters

A trifecta of disasters before, during and on the way home from Finovate made me think about resiliency. Do you have the skills to adapt to the future…

Sep 16, 2025 • Stessa Cohen

6

6

1

August 2025

5 Lessons Bankers Can Learn From The West Wing

As summer ends in the Northern Hemisphere, I've been re-watching The West Wing and thinking not of politics - but about banking.

Aug 22, 2025 • Stessa Cohen

4

2

1

May 2025

New Tools for Evaluating Your Cybersecurity Solutions & Vendors

I saw down with Richard Stiennon to talk cybersecurity, what FIs area doing well, and what they can improve on -- and how he can help.

May 29, 2025 • Stessa Cohen

1

A Perfect Storm is Brewing

Search engine product rot, TikTok/socialsearch & FI friction & failure to orchestrate create the perfect storm for agentic AI to make your bank…

May 14, 2025 • Stessa Cohen

3

2

1

April 2025

Politics of Payments

Got customers still using paper checks? All FIs must also dig deeper into what customer problems they are trying to solve to move them to new payment…

Apr 23, 2025 • Stessa Cohen

2

Fintech Book Club: Customer-Centric Innovation & Banking

Don't miss our discussion of why fintechs, FSPs & VCs should be using human insights to identify and create innovative products & services.

Apr 17, 2025 • Stessa Cohen