Engaging Gen X and Y Investors

May 15, 2017

In this webinar, we explored how Gen X and Y differ from each other, and how financial institutions should consider their current offerings based on both generation's unique needs.

Previous Flipbook
Financial Institution Case Study
Financial Institution Case Study

The organization turned to Envestnet | Yodlee APIs and categorization engine to display categorized transac...

Next Flipbook
The Banking Revolution: Innovate at the Speed of Technology
The Banking Revolution: Innovate at the Speed of Technology

Unlock the data within a financial institution's legacy systems to create innovative and engaging financial...