A financial services newsletter
July 2025

Perform Today, Prove Tomorrow, Propel the Stock Valuation

Strong financials don’t guarantee strong valuations. Banks earn investor confidence with a clearly articulated strategy and credible delivery. See how leaders like Morgan Stanley balance “today forward” and “future back” actions to win.

EARN THAT PREMIUM

Modernize Banking Tech with Five Decisions

We analyzed 46 recent tech modernization efforts and found that 67% of successful banks nailed five key decisions.

Boost odds ►

How Control Functions Accelerate AI Ambition

Risk and control teams must be AI allies, not enemies. Embed them early in AI development to enable speed, safety, and scale.

Here's how ►

Unsticking Your AI Transformation

Fewer than 20% of companies have meaningfully scaled AI. Break out of the experimentation trap by redesigning your business with AI at the core.

Level up ►

Private Equity Midyear Report 2025

Pressure to find exits, distribute funds, and source fresh capital continues to mount. Get the latest in our report.

Dig in ►

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