TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

tan su shan

T2 · manager / operator

CEO of DBS, Southeast Asia's largest bank by assets. 15-year DBS veteran who built the wealth management franchise and led digital transformation. First woman CEO of DBS. Champions journey-based management, data-driven culture, and AI-enabled banking with human touch.

1 call·1 name·100% bull·last heard 11 months ago·In Good Company with Nicolai Tangen
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$DBSDBS Group Holdingsposition

DBS CEO targets $1B+ AI incremental revenue via journey-based data feedback loops

DBS's journey-based management framework with live data dashboards and AB testing captures incremental revenue from AI/ML nudges across customer journeys, delivering $750M last year and targeting $1B+ this year, proving AI can directly drive top-line growth in banking.

In Good Company with Nicolai Tangen2025-11episode →

most discussed · click a bar to filter

  • $DBS

recurring themes

  • Payments & Banking Infrastructure1
  • AI Applications1
  • Geopolitics & Trade1
  • Enterprise AI Adoption1
  • AI Talent & Labor Market1
1 total
$DBS
···
DBS Group Holdings
HIGHtan su shan·In Good Company with Nicolai Tangen·11 months ago·Tan Su Shan - CEO of DBS | Podcast | In Good Company | Norges Bank Investment Management· position
DBS CEO targets $1B+ AI incremental revenue via journey-based data feedback loops
DBS's journey-based management framework with live data dashboards and AB testing captures incremental revenue from AI/ML nudges across customer journeys, delivering $750M last year and targeting $1B+ this year, proving AI can directly drive top-line growth in banking.
"that was 750 last year hopefully over a billion this year in incremental revenue"
27:39
8
Payments & Banking Infrastructuretailwind
DBS's journey-based data lake architecture enables rapid AI integration across banking workflows
DBS's 2016 data lake (ADA) and journey-based management create a feedback-loop infrastructure where new AI capabilities (generative AI, agentic AI) can be plugged into existing customer journeys and measured instantly via live dashboards, giving a structural advantage in AI deployment speed.
8
AI Applicationstailwind
DBS generates $750M incremental revenue from AI-driven customer journey nudges
DBS's journey-based management framework with live data dashboards and AB testing captures incremental revenue from AI/ML nudges across customer journeys, delivering $750M last year and targeting $1B+ this year, proving AI can directly drive top-line growth in banking.
7
Geopolitics & Tradetailwind
Trade outside US (TOTUS) at 89% of global trade has structural growth potential as supply chains diversify
With geopolitical fractures driving China+1 supply chain diversification and multi-currency banking demand, trade outside the US (intra-Asia, Asia-Middle East, EU-Asia, ASEAN) representing 89% of global trade has significant room to grow, benefiting Asian financial hubs like Singapore.
7
Enterprise AI Adoptiontailwind
DBS mandates hands-on AI experimentation for all staff to drive organizational adoption
DBS drives AI adoption by requiring every employee to build their own generative AI use cases within their customer journeys, creating ownership and practical learning that scales experimentation across 40,000 staff.
7
AI Talent & Labor Marketmixed
AI will automate mundane banking tasks but enable mass upgrade of service staff to relationship managers
As generative AI bots handle service calls and routine tasks, DBS is retraining 200,000 previously unserved clients to have dedicated relationship managers by upskilling displaced service center staff, turning AI displacement into human-capital upgrading.
6
Gaming Industrytailwind
Banking CEO studies gaming ecosystems (Twitch, Discord, virtual economies) to build financial services for gamer generation
With Asian youth spending massive time in gaming virtual worlds (virtual dating, fishing, economies), DBS is researching gaming platforms and communities to create banking solutions for this emerging demographic, recognizing gaming as a major cultural and economic shift.