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On-Demand Webinar- Account Aggregation : The Future of Wealth Management

September 7, 2018

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In a recent webinar sponsored by Envestnet | Yodlee and hosted by American Banker, speakers discussed how to use aggregation to see a fuller and more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under management.

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Unlocking the Opportunities in Next-Generation Wealth Management

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How Aggregation Transforms the Asset Transfer Process

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Financial Advisor Aggregation Testimonial

Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.

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Envestnet | Yodlee Investment Holdings FinApp

With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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Envestnet | Yodlee Net Worth FinApp

The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

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2:13

Financial Data Aggregation - Asset Strategy Advisors

“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick

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Unlocking the Opportunities in Next-Generation Wealth Management

On-Demand Webinar- Account Aggregation : The Future of Wealth Management

Previous Flipbook

Next Flipbook

Other content in this Stream

Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.

With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick

Changing demographics and fast-evolving technology are generating new business potential for the advisors and wealth management firms who adapt. Find out what you need to do to surmount these shifts.

Envestnet | Yodlee layers technology on top of the current method for transferring assets to enable a faster and easier process.

The Envestnet | Yodlee Asset Transfer Service streamlines the asset transfer process and reduces investor friction by using proven aggregation technology.

This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.

The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

<p>Envestnet | Yodlee's Wealth Management Solutions, aggregated data and financial applications, allow you to view your client's financial life all in one place, including those assets you don't manag

The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.

The time is ripe for talented developers to create new wealth management solutions. Companies like yours partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.

To catch up with the technologically savvy startups, financial institutions need to embrace data analytics and technology to interact with.

The digital revolution that is sweeping nearly every industry is now firmly ensconced in the wealth management space.

A recent webinar, hosted by American Banker and sponsored by Envestnet | Yodlee, examined the trends and opportunities driving financial institutions to compete in the wealth management.

In this webinar we explored how consumers are embracing digital banking, and also discussed the limitations of banks’ current digital strategies and how they can evolve to achieve greater growth.

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.

Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Management solution enables financial institutions to better serve digitally savvy.

In this eBook, we’ll examine four major wealth management trends and opportunities to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.