Open Finance in Action: How Data Connectivity Drives Advisory Value

In an increasingly complex wealth management environment, connectivity is the cornerstone
of clarity. As clients hold assets across multiple institutions, advisors and firms need access to
comprehensive, real-time financial data to provide truly personalized advice.

Watch on-demand as thought leaders from Yodlee, MoneyGuide, Janney, and Baird explore how Open Finance is driving more effective planning, powering fiduciary responsibility, and uncovering new growth opportunities.

From advanced data aggregation to held-away asset visibility, the discussion highlights how
firms are leveraging connectivity to create streamlined workflows, unlock peer benchmarking
insights, and better engage clients. Watch-on-demand to walk away with practical strategies for
integrating connected data into downstream systems, and a clearer understanding of how
connectivity can empower holistic wealth planning at scale.

What you’ll take away from this on-demand webinar:

• Learn how to leverage Yodlee’s industry-leading connectivity to access held-away
  investment data and fuel downstream planning platforms.
• Discover how connectivity enables more efficient workflows and enhanced decision-
  making across planning ecosystems like MoneyGuide.
• Understand how visibility into held-away assets can help support fiduciary
  responsibility and strengthen advisor-client relationships.
• Explore methods to better segment clients and personalize services using behavioral
  insights and peer benchmarking data.
• Identify consolidation and growth opportunities by turning financial visibility into
  actionable engagement strategies.