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Summary
Stablecoins are emerging as a new settlement and liquidity layer within digital financial infrastructure rather than remaining a purely crypto-native phenomenon.
While consumer adoption in developed markets remains limited, institutional use cases in cross-border payments, treasury management, and tokenized capital markets are gaining traction. Nonbanks are already seeking bank charters to support stablecoin and digital asset businesses, while incumbent banks are weighing how broader adoption could reshape deposit competition and erode fee revenue tied to traditional payment rails.
During this discussion, FIG Research Director Nathan Stovall will review his proprietary projections for commercial bank performance, covering the funding dynamics shaping the back half of 2026 and how they will impact bank earnings and future strategic decisions. Fintech Research Director Jordan McKee will share key findings from research on stablecoin adoption — examining where the technology is gaining genuine traction, which players are competing to control the emerging stablecoin value chain, and what it all means for the future of traditional banking.
Moderator
S&P Global Market Intelligence
Maureen McKenna
Head of Partnerships and Business Development
Maureen McKenna is the Solutions Lead for U.S. Commercial Banks at S&P Global Market Intelligence. In this role, she produces segment specific thought leadership and identifies opportunities for Commercial Banks to partner with S&P Global to leverage our full suite of products. Maureen started her career with SNL Financial in 2008 and has been producing training seminars and executive level conferences for professionals at US Commercial banks for the last 14 years. Maureen gradated from the University of Virginia with dual degrees in Economics and Psychology.
Speakers
S&P Global Market Intelligence
Jordan McKee
Head of FinTech Research
Jordan McKee is a Principal Research Analyst for Customer Experience & Commerce, leading the coverage of the payments ecosystem at 451 Research, a part of S&P Global Energy. He focuses on the digital transformation of the commerce value chain, with an emphasis on the major trends and technologies impacting payment networks, issuing and acquiring banks, payment processors and other payments industry stakeholders. His research helps vendors and enterprises assess and address the implications of the ongoing digitization of the shopping journey.
Jordan joined 451 Research with the company's acquisition of Yankee Group in 2013. Before joining 451 Research, he worked at OnProcess Technology, helping telecom and financial services businesses improve their customer experience and service supply chain strategies. Prior to this, he was a member of FM Global's internal market research unit, analyzing trends in the insurance sector.
Jordan is listed on the Electronic Transactions Association's Forty Under 40 list for 2018. He is frequently engaged by the media to share his insights on digital payments and has been quoted in the Wall Street Journal, New York Times, Forbes, TIME, Businessweek and The Financial Times. McKee is a regular speaker at client and industry events, delivering keynotes and moderating panels at SXSW, Money20/20 and ETA TRANSACT. Additionally, Jordan is a Forbes fintech contributor and sits on the board of advisors for the Mobile Payments Conference.
Jordan holds a bachelor's degree with a concentration in marketing from Bryant University.
S&P Global Market Intelligence
Nathan Stovall
Director of FIG Research
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks and insurers. Nathan has 20 years of experience covering the financial institutions sector, with a focus on U.S. banks.
He is the author of the banking blog, Street Talk, and host of the podcast by the same name. His in-depth analysis of the banking industry, including a focus on community banks, can be found on SPGMI's Research & Analysis feature, which includes historical and forward-looking performance figures.
During his tenure, he has regularly covered and participated on the conference circuit as a speaker and moderator of panels and webinars focused on major issues facing banks. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times, The Economist and has appeared on CNBC, Yahoo Finance, Fox Business News and NPR's Planet Money.
Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism.
Questions?
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