Presented by
Lauren Crossett, Head of Wealth at Plaid, Hayden Pirkle, Product Marketing Manager at Plaid
Tech Talk: The money you're missing out on
About this talk
From industry acquisitions and tightening margins to behavioral shifts accelerated by Covid-19, internal and external trends are steering wealth and investment management in new directions. As the current landscape takes shape, now is the time to figure out your company’s best path forward.
Join Plaid’s Lauren Crossett and Hayden Pirkle for a look at how enterprise wealth financial institutions and business units can keep pace with evolving trends.
Lauren and Hayden will discuss a wide-range of topics including:
-The changing environment for investment companies
-How companies are winning in a crowded marketplace
-How Plaid can help you convert new customers
Plaid
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Unlocking financial freedom for everyone
Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems.