×

You’re seconds away from accessing this content

First Name
Last Name
Company Name
Country
Phone Number - optional
I would like to receive marketing materials from Yodlee
Thank you!
Error - something went wrong!
   

Unlocking the Opportunities in Next-Generation Wealth Management

November 5, 2018

Robo-advice, mobile devices, and consumers’ insatiable desire to interact digitally are transforming the financial services industry as we know it. But despite consumer expectations, the wealth management industry is mired in traditional advice delivery mechanisms, and those that continue to do business as usual will no longer be able to compete. On the other hand, wealth managers who are willing to transform their businesses will find unprecedented opportunities from technology and demographic-driven shifts. Download our whitepaper to find out what you need to know about these changes and how you can take advantage of them.

Read to Discover:

  • How using technology can bridge the gap between advisors and Millennials
  • Why advisors need partners that can deliver the clean, actionable data necessary for digital financial planning
  • The internal firm benefits of implementing technology
  • The advantages of tools driven by artificial intelligence in offering predictive and actionable advice
  • How to adopt a “hybrid model” to reach both high net worth and mass affluent clients
Previous Flipbook
Building and Distributing Applications for Financial Services
Building and Distributing Applications for Financial Services

In order to build innovative financial applications, you need access to rich financial data to make your id...

Next Flipbook
All Aggregation Platforms Are Not Created Equal A Security Perspective
All Aggregation Platforms Are Not Created Equal A Security Perspective

Envestnet | Yodlee is a trusted partner of many of the world’s top financial institutions and provides a pr...