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

September 7, 2018

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.

Previous Flipbook
AI FinCheck
AI FinCheck

AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monit...

Next Flipbook
Using AI to Improve Financial Health eBook
Using AI to Improve Financial Health eBook

This eBook explores new financial wellness tools that financial institutions can provide to their customers...