Dafinchi AI

RELY

Financial Services

2mo

Remitly is investing in AI, stablecoins, and new product features like bulk payouts, recurring payments, and vertical-specific onboarding to expand its platform capabilities.
Technology and development expenses grew 15% YoY, with over 93% of transactions disbursed in under NR and 97% completed without support contact, demonstrating operational excellence.
The company emphasizes disciplined investment in innovation while maintaining efficiency, with a focus on long-term growth and customer trust.

PAYO

Financial Services

2mo

16%

$202 million

In Q2, we delivered record quarterly revenue ex interest income, up 16% year-over-year, ahead of our medium-term target.

AFRM

Financial Services

1mo

95% of transactions in the quarter came from repeat borrowers, indicating strong customer retention.
Affirm set new records in most key metrics during fiscal Q4 2025, an unusual achievement for a non-peak quarter.
Funding capacity increased roughly 55% year-over-year with utilization significantly down, reflecting a favorable capital market environment.
Growth is accelerating with strong momentum in U.S. and Canadian consumer originations and repayments.
Monthly 0% APR loans grew north of 90% year-over-year, showing strong adoption of promotional financing.
Revenue less transaction cost (RLTC) take rate is expected to remain stable in the 3% to 4% range, with guidance at the high end.
The Affirm Card volume reached $1.2 billion with a 10% attach rate and a tripling of 0% volume on the card.

NTRS

Financial Services

Northern Trust has embedded AI in more than 150 use cases across the organization, generating measurable efficiency improvements.
Early investments in AI, including providing all employees with access to Copilot, are already saving tens of thousands of hours and enabling higher-value work.
AI is accelerating productivity, driving cost efficiencies, and unlocking capacity for reinvestment in growth initiatives.
Management expects AI-driven efficiencies to further enhance operational resilience and support the company's disciplined expense management.

Financial Services

The company has positioned itself as a leader in digital assets, with investments in custody and tokenization platforms, including being the first U.S. GSIB to custody Bitcoin and other digital assets.
The firm is actively participating in the tokenization of real-world assets, exemplified by its role as investment manager and custodian for Singapore-based Open Eden's tokenized U.S. Treasury Bills Fund.
A collaborative initiative with Goldman Sachs aims to maintain blockchain-based mirror records of money market fund ownership, signaling a strategic move into on-chain financial products.
Robin Vince emphasized that digital assets and stablecoins are integral to the company's future infrastructure, with a focus on enabling client ecosystems rather than issuing proprietary stablecoins.
The company sees digital asset evolution as a long-term opportunity, with investments in technology and talent, including hiring a Chief Product and Innovation Officer specialized in digital assets.

Financial Services

2mo

Visa is advancing its product development in AI and stablecoins, with a product drop in April showcasing new capabilities.
Visa Intelligent Commerce enables consumers to shop with AI agents, with over 30 partners testing in sandbox and plans for live transaction pilots later this year.
The company sees stablecoins as a solution for emerging markets with volatile fiat currencies and for cross-border money movement, with deployment of stablecoin-linked cards in multiple markets including Africa and Latin America.
Visa has expanded its stablecoin capabilities by adding euro-backed stablecoin EURC and partnering with Paxos for USDG and PYUSD, supporting multiple blockchains and currencies for settlement.

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