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The Briefing
A bi-weekly email on GenAI inside banking. Practical applications, what's working, what isn't, and how to think about it — written from real banking experience.
Issues
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A short, practical read on GenAI inside banking — real applications, prompts and workflows you can put to work the same day, and a straight take on what's working and what's just noise. Start with the latest issue, or browse the archive below.
Buying the Tools Was the Easy Part
You already pay for the AI. Whether anyone actually uses it well is a people problem, and the data on that just got a lot clearer.
Read the latest issue →Past issues
Choosing Where to Stay Human
The AI question that's actually built for a community bank.
Read this issue →The Quiet Exec Superpower Is Just Talking
Last issue I called dictation plus AI the quiet exec superpower, then walked right past it. Enough of you wrote back that I owe you the whole thing.
Read this issue →Who's Really Using AI
The conference version of AI and the desk version are two different stories. Here's the one nobody puts on a slide.
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The Briefing lands every other week — practical GenAI for banking, no fluff. Join executives, marketers, and operators across banks, credit unions, and the firms that serve them.
"As a speaker, writer, educator, and activator, I help leaders and teams get unstuck, build confidence, and move GenAI into everyday work. If you're ready to jumpstart progress and find a clear path forward, let's start the conversation."