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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
Research Director, FinTech
Jordan McKee is the Director of Fintech Research & Advisory at S&P Global Market Intelligence, where he leads a global team of analysts across North America, Europe, and Asia. He advises boards, C-suite executives, investors, and product and strategy leaders on the forces reshaping payments, fintech, and digital commerce.
Over more than a decade as an industry analyst, Jordan has built and scaled research and advisory businesses focused on payments and financial technology, beginning with the launch of 451 Research’s payments practice in 2013. His work spans competitive intelligence, market strategy, product strategy, go-to-market, positioning, and market sizing, helping organizations navigate disruption and identify emerging opportunities across the financial technology ecosystem.
Jordan has been recognized on the Electronic Transactions Association’s Forty Under 40 list and is frequently quoted in leading business and financial publications, including The Wall Street Journal, The New York Times, TIME, Bloomberg Businessweek, Forbes, and the Financial Times. He has also appeared in interviews with the Associated Press, NPR, and CBS.
A frequent industry speaker, Jordan has delivered keynotes and moderated discussions at events including SXSW, Money20/20, ETA TRANSACT, and Global Fintech Fest. He is also a Forbes contributor and serves on the advisory board of the Mobile Payments Conference.
Jordan holds a bachelor’s degree 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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