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The Digital Wealth Management Transformation is Here. Prepared?

Digitally savvy investors are approaching their finances in ways that are radically different from their parents. They are increasingly drawn to emerging financial technologies that are triggering seismic change in the financial sector. More conservative and less trusting, this population is abandoning traditional brick and mortar providers and drifting toward financial technology apps.

The signs of change are everywhere. Sophisticated financial planning and investment portfolio management services are popping up, offering fun and intuitive apps that take seconds to install. A Silicon Valley-based automated investing startup that targets young digitally savvy investors, has grown to $1 billion in assets under management in less than two-and-a-half years.

View this webinar on demand to hearSophie Schmitt, Senior Analyst for the Wealth Management Team at the Aite Group and John Bird, Senior Director of Product Marketing from Yodlee Inc. discuss the driving forces in today’s wealth industry, how technologies like account aggregation and dynamic new wealth apps are being used to deepen collaboration with investors, and ultimately drive more assets under management.

You’ll learn how:
Digitally savvy investors think about and approach their finances
User experience can be built to better connect with tech savvy Gen Y
Technologies like account aggregation and new wealth apps can deepen collaboration with investors and drive more assets under management
Recorded Aug 6 2014 55 mins
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Presented by
Sophie Schmitt, Aite Group, & John Bird, Yodlee
Presentation preview: The Digital Wealth Management Transformation is Here. Prepared?

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  • Make Big Data Actionable and Enhance Your Customer's Engagement Recorded: Jan 27 2015 57 mins
    Jason Malo, Research Director, CEB TowerGroup and John Bird, Senior Director of Marketing, Yodlee
    Attendees of this webinar heard a lively discussion that explored how financial institutions can leverage digital financial data and take specific steps to optimize customer engagement. They also heard about Yodlee’s leading digital financial platform and new Transaction Data Enrichment solution—the first to automatically organize individual merchant and non-merchant transactions into clear categories—enabling financial institutions to:

    -Identify, analyze, and act on merchant level transaction data
    -Categorize all banking, credit, and debit card transactions by merchant, merchant type, and geographical location
    -Understand consumer purchase behavior
    -Create relevant and targeted promotional offers
  • The New Banking Paradigm: How to Deliver Innovation at the Speed of Technology Recorded: Nov 20 2014 58 mins
    Alyson Clarke, Forrester Research Inc. and John Bird, Yodlee
    Digitally savvy retail banking customers are managing their finances in a fundamentally different way. Due to a lack of innovation, many of them are rapidly turning to innovative online companies for more tailored personal financial management solutions.

    Saddled with legacy systems, complex infrastructures, security concerns, and regulatory mandates, traditional banks are struggling to keep pace in the digital era. Banks that do not appreciate and plan for the shifting technological and generational landscape are at risk of disintermediation by non-bank fintech providers.

    Watch our on-demand webinar hosted by American Banker as we discuss the new banking paradigm and find out how banks can deliver new innovative digital financial solutions faster than ever. Hear from guest speaker Alyson Clarke, principal analyst at Forrester Research, Inc., and Eric Connors, senior vice president of products at Yodlee.

    You'll Learn:

    How financial institutions can innovate with the same speed and agility as today’s digital innovators
    How the new generation of digitally savvy customers is driving change in traditional banking
    How to accelerate innovation with internal and external third party developers and open up new revenue channels with Yodlee Enterprise API
  • Leveraging Data Insights and Customer Sentiment to Increase Revenue Recorded: Oct 2 2014 57 mins
    Nicole Sturgill, CEB TowerGroup, & John Bird, Yodlee
    A number of macro trends are introducing massive change to retail banks. Retail banking customer demographics are transforming with the significant influx of the millennial generation. They are more conservative and less trusting
    of banks than their baby boomer parents and Gen Xers1 . Instead, they are increasingly drawn to emerging financial technologies and non-bank financial services that are at the forefront of fintech innovation.

    How can you compete in this rapidly transforming environment? In order to emerge as a leader, financial institutions will have to harness and leverage data and insights to deliver a significantly enhanced customer experience.

    Watch our on-demand webinar hosted by American Banker and hear from CEB TowerGroup’s research director Nicole Sturgill, and Yodlee’s senior director of product marketing, John Bird, as they discuss the new trends driving change in consumer banking and financial management, and how data insights can be used to build a true customer-centric experience that will elevate the customer experience to maximize revenue.

    You’ll learn:
    -How to make data actionable, and why your customers’ feelings about finances matter
    -How to deliver a significantly enhanced customer experience with lower levels of operational risk
    -How banks can gain a much more complete understanding of their customers, and why that’s important
  • Creating Profitable Relationships with Financial Planning and Data Aggregation Recorded: Aug 19 2014 46 mins
    Sophie Schmitt, Aite Group, John Bird, Yodlee, Kevin Knull, CFP®, MoneyGuidePro
    The digital revolution that is sweeping nearly every industry has caught up to wealth management. Robo-advisors and other wealth management tech startups have arrived, and they are bringing with them a host of services and financial planning tools to meet the needs of a new, digitally-savvy generation.

    To compete, traditional financial advisors must learn to think like the competition—embracing financial planning solutions, data analytics and new technology.

    Join us for a webinar on August 19th at 2pm ET / 11am PT for a lively discussion exploring the top pain points of today’s financial advisor. You’ll hear from Aite Group’s wealth management expert Sophie Schmitt; Yodlee’s Senior Director of Product Marketing, John Bird and MoneyGuidePro’s President Kevin Knull, CFP®.

    You’ll learn:

    -The top pain points experienced by today’s financial advisors
    -The impact account aggregation can have on an RIA’s practice
    -How broad scale access to data allows RIAs to understand their customers better and offer more personalized solutions

    Find out how a strong technology partnership can help you forge more meaningful and profitable relationship with your customers now and in the future.
  • The Digital Wealth Management Transformation is Here. Prepared? Recorded: Aug 6 2014 55 mins
    Sophie Schmitt, Aite Group, & John Bird, Yodlee
    Digitally savvy investors are approaching their finances in ways that are radically different from their parents. They are increasingly drawn to emerging financial technologies that are triggering seismic change in the financial sector. More conservative and less trusting, this population is abandoning traditional brick and mortar providers and drifting toward financial technology apps.

    The signs of change are everywhere. Sophisticated financial planning and investment portfolio management services are popping up, offering fun and intuitive apps that take seconds to install. A Silicon Valley-based automated investing startup that targets young digitally savvy investors, has grown to $1 billion in assets under management in less than two-and-a-half years.

    View this webinar on demand to hearSophie Schmitt, Senior Analyst for the Wealth Management Team at the Aite Group and John Bird, Senior Director of Product Marketing from Yodlee Inc. discuss the driving forces in today’s wealth industry, how technologies like account aggregation and dynamic new wealth apps are being used to deepen collaboration with investors, and ultimately drive more assets under management.

    You’ll learn how:
    Digitally savvy investors think about and approach their finances
    User experience can be built to better connect with tech savvy Gen Y
    Technologies like account aggregation and new wealth apps can deepen collaboration with investors and drive more assets under management
  • Tools and Techniques to Grow Your Small Business Customers Recorded: Jul 23 2014 60 mins
    Jacob Jegher, Celent, & John Bird, Yodlee
    Small businesses drive almost 50 percent of US private-sector employment1 and contend with many of the same issues as big businesses, with far fewer resources. Operating in competitive markets with razor thin margins, many are struggling with a host of financial tasks, including managing cash-flow, collecting accounts receivables, forecasting future funds. Paying taxes represents a whole other ball of wax.

    It’s not unusual for small businesses to rely on QuickBooks, Excel, or even paper-based approaches for managing business finances, but these businesses are desperate for more help. Due to gaps in bank solution portfolios, non-banking technology providers are answering the call with services like online and mobile payments, electronic invoicing and payments, cash flow forecasting, and account aggregation. To protect themselves from the threat of disintermediation, banks must evolve their product offerings and re-establish their trusted advisor status.

    View this webinar on demand featuring a conversation between Yodlee’s Small Business Practice Manager, Greg Weddell, and Jacob Jegher, Research Director at Celent, a research and consulting firm focused on the application of information technology in the global financial services industry.

    You will learn:

    Why one-third of small businesses may be on the verge of shifting to non-bank solutions2
    What small businesses need to help them manage their finances
    How banks can help their small business customers organize and better manage their finances
    How to leverage a comprehensive suite of digital financial products and services for small businesses that increase customer loyalty and drive revenue opportunities

    It’s time to give your small business customers the power and tools they need so they can spend less time managing their business and more time growing it.
ONE PLATFORM. MULTIPLE SOLUTIONS.
Yodlee is the heart of a new digital financial ecosystem. With thousands of data sources and a unique cloud platform, Yodlee is transforming the distribution of financial services and redefining customer engagement. Our customers range from top global financial institutions to developers and start-ups. What do they all have in common? The need for secure transactional data to create, enrich, and personalize their consumer apps and digital experiences.

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  • Title: The Digital Wealth Management Transformation is Here. Prepared?
  • Live at: Aug 6 2014 10:50 pm
  • Presented by: Sophie Schmitt, Aite Group, & John Bird, Yodlee
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