Create more engaging financial wellness solutions

Presented by

Katy Gibson, VP Product Management, Envestnet | Yodlee

About this talk

For years, delivering a powerful personal financial management solution (PFM) consisted of providing consumers with basic budgeting, spending and tracking tools. And, while many PFM users found these tools useful, many more are still left searching for more personalized and predictive solutions to help them better understand and manage their financial wellness. Today, if your PFM solution doesn't offer the personalized services and support your customers want, with the features they need, you've already lost them. Successful providers of financial wellness solutions understand that their biggest competitive advantage — and the key to retaining their customers — is having an intimate understanding of their clients' financial wellness. With improved data aggregation, AI models, and predictive and prescriptive analytics, your company can provide smarter, more personalized financial wellness solutions that deliver the actionable suggestions and guidance that build long-term trust and loyalty. To find out how you can deliver more meaningful and productive financial wellness solutions that deliver engagement and longevity, don't miss out on this interactive VB Live event! In this webinar, the panelists will discuss: * Pivoting the drivers of change and the evolution of PFM in banking * How to improve customer interaction with financial wellness solutions * Using predictive analytics and AI to deliver more personalized and engaging financial wellness applications * Driving customer loyalty and engagement with the next wave of financial wellness solutions Panelists: * Katy Gibson, VP Product Management, Envestnet | Yodlee * Keith Armstrong, Co-founder and Chief Operating Officer, * Colin Walsh, CEO and Co-founder, Varo Money * Evan Schuman, Moderator, VentureBeat Register today!

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