Gretchen Rodriguez of TD Bank on Payment Systems
Our guest on this episode of Data Driven Finance is Gretchen Rodriguez, Head of Product for Payments at TD Bank. She approaches products with an entrepreneur’s mindset...
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North America
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PFM Transactions
Explore how Yodlee’s Transactions FinApp helps financial institutions deliver deeper financial insights to their customers.
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PFM Investments
Explore how Yodlee’s FinApps help financial institutions deliver a comprehensive, branded financial experience.
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PFM Accounts
Discover how Yodlee’s Accounts FinApp helps financial institutions deliver a more connected, personalized financial experience.
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PFM Spending
Explore how Yodlee’s Spending FinApp helps financial institutions offer customers deeper insight into their financial habits.
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PFM Goals
Discover how Yodlee’s Goals FinApp helps users set and track financial goals with ease.
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PFM Dashboard
Discover how Yodlee’s FinApps enable financial institutions to deliver a seamless, personalized financial experience.
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Future-Ready Finance: Leveraging Open Banking for Strategic Growth
Watch this exclusive on-demand webinar with American Banker and industry specialists to explore how open banking drives innovation, compliance, and customer engagement.
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Pillar 4: Communication
Empower clients with a seamless, unified financial view, personalized insights, and proactive support for stronger engagement and trust.
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Pillar 3: Change Management Training
Empower advisors with seamless account aggregation, accurate data, and client-focused financial insights.
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Pillar 2: User Journey Tracking
Unify financial data effortlessly with our account aggregation solution—boost engagement, optimize experience, and drive data-driven decisions.
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Pillar 1: User Experience
Streamline financial data with seamless account aggregation, smart prompts, and reliable performance for a clearer financial view.
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Aggregation Enables Personalization
Empower your institution with a cutting-edge account aggregation solution for a unified view of client finances. Enhance decision-making, strengthen relationships, and drive loyalty.
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Matt McLarty and Stephen Fishman of Boomi on Unbundling the Enterprise
Explore the future of APIs with Matt McLarty and Stephen Fishman, authors of Unbundling the Enterprise. Learn how APIs power innovation, give financial businesses a competitive edge, and more.
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Steve Szpytek of Axos Bank on Consumer Product Development
We talk about technology, mobile apps, and more, shaping the evolution of financial services.
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Kat Cloud of Yodlee on CFPB 1033 Rule Compliance
Explore open banking compliance with Kat Cloud. Listen as she discusses key insights on the CFPB 1033 rules, APIs, data standards, fintech innovation, and more.
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Advisor360 Enhances Wealth Management Efficiency with Yodlee's Data Aggregation
Discover how Advisor360° and Yodlee transform wealth management with a unified platform, complete data view, and tools that boost efficiency and enhance client experiences.
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Transaction Data Enrichment | Free Trial Evaluation
Apply the power of Transaction Data Enrichment to your own data and experience how you can clarify details and gain insight from transaction data.
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Using Transaction Data Enrichment for Predictions
Discover how we collaborate with clients to develop granular attributes that enhance predictive and prescriptive analytics.
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Transaction Data Enrichment and AI
Learn how Yodlee’s extensive network and regional insights drive innovation, helping organizations deliver better solutions for their customers.
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