Can Your Wealth Management Firm Stand Up To The New Wave of Fintech Disruptors Whitepaper

September 5, 2017

In a seismic shift that is both technologically- and generationally-driven, digitally-savvy investors are increasingly demanding the ability to manage personal investment assets in a hands-on and online manner, via whatever device (PC, tablet or smartphone) they prefer.

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Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper
Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper

To crack the code on the marketing potential of mass personalization, the ideal starting point is to enhanc...

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The Platform for Financial Innovation
The Platform for Financial Innovation

The Envestnet | Yodlee Financial Data Platform brings together financial data and analytics in unique ways ...