In this webinar hosted by American Banker, Forrester's Senior Analyst Vijay Raghavan and Envestnet | Yodlee's Colby Payne speak on the new and existing business challenges financial advisors face and how AI-powered solutions drive advisor productivity and back-office efficiency.
Most Recent Videos
29:31On-Demand Webinar: Breakthroughs in Wealth Management: Tools That Streamline ACATS Process and Increase Visibility into Crypto Accounts
Watch our on-demand webinar to explore how tools like ACATS streamlines advisor workflows by aggregating and verifying account information to accelerate the asset transfer process while reducing risk.
33:52On-Demand Webinar: Moving Down the PNL - Navigating Consumer Spending and Wage Inflation Using Complementary Payroll Data
Rising inflation, labor shortages, and concerns over consumer spending growth are critical factors impacting both business decision-makers and investors in 2022.
58:22On-Demand Webinar: What's Ahead for U.S. Open Banking: How Community Banks and Credit Unions Can Prepare
Watch our on-demand webinar to hear industry thought leaders discuss how open banking could change business in 2022, and what’s needed to participate in this new ecosystem.
59:23On-Demand Webinar: Transforming Finance Through Open Banking APIs
Listen as our speakers discuss flexibility and easy integration of APIs are fueling the growth of embedded finance and digital banking.
1:01:31On-Demand Webinar: Strategically Identify Market Trends with Data Analytics Tools
With strategic tools that leverage timely and accurate consumer spending trends data, firms can identify market trends, make informed decisions, act on new opportunities, and outsmart the competition.
1:00:21On-Demand Webinar: Are You Ready for the Next Generation of FinTech Solutions?
Watch our on-demand webinar to hear more about the newest fintech-powered solutions, propelled by consumer demand.
43:59On-Demand Webinar: Intelligent Data and Insights: The Foundation of Financial Management and Investing Success
In this on-demand webinar, you'll find out from wealth management research experts on how to harness and apply data and data science to improve investment decisions.
1:00:50On-Demand Webinar: Open Banking in the U.S.: A Catalyst for Innovation
Join our webinar to discuss the transition to open banking in the U.S. and the path ahead. Learn more about consumer-first financial data-sharing principles like direct user consent.
31:45On-Demand Webinar: Developer 101: Tour the New Yodlee Dev Portal and Get Tips and Tools for Connecting to Financial Data
Whether you’re a new or experienced developer, watch our on-demand webinar where you’ll discover how to make the most of our tools plus get a close look at upcoming features on our product roadmap.
50:44On-Demand Webinar: Choosing an Account Validation Solution That Meets Nacha's New Rule: Discussion with Nacha Expert
Watch our on-demand webinar to find out more about the requirements and learn how to find the right account validation solution for your specific needs.
1:01:15On-Demand Webinar: Digitizing Your Wealth Advice and Services to Increase Client Engagement Post-COVID
Watch our on-demand webinar to hear our speakers discuss how these changing expectations and requirements for digital can increase opportunities for wealth advisors and firms that are ready.
51:57On-Demand Webinar: Tips & Tricks for Moving from Sandbox to Launch
Watch our on-demand webinar and see us walk through key aspects of moving from Sandbox to Launch and beyond, including authentication methods and managing your users.
59:52On-Demand Webinar: Open Banking is Big. Here's Why Open Finance is Bigger.
Watch our on-demand webinar to see how open finance and access to alternative data can revolutionize customer experiences related to insurance, utilities, and telecommunications, and other industries.
47:55On-Demand Webinar: Accelerating FinTech Development with Embedded Finance
Watch our on-demand webinar to see how embedded finance and aggregated data simplify the DevX experience and make it possible to launch a FinTech app in as little as 3 weeks.
35:20On-Demand Webinar: Unlocking Wealth Management Opportunities with Next-Gen Tech and Tools
In this informative session, we’ll highlight the latest advancements from Envestnet | Yodlee that transform partial security data into clear and complete investment data output.
58:15On-Demand Webinar: Winning Customers with Digital Financial Wellness Tools and Insights
Hear from guest speaker Tiffani Montez as she shares key takeaways from recent research and interviews with industry thought leaders on digital banking engagement.
1:01:57On-Demand Webinar: How the U.S. Open Banking System is Driving Huge Innovation
Watch our on-demand webinar to learn how the new open banking movement is fueling digital experiences that result in better financial outcomes for consumers.
42:14On-Demand Webinar: Leveraging the Power of Data Science with Visualization and Easy Implementation