Shows
Next MileTurning Tax Records into Wealth Management Strategies with Kevin KnullEpisode 110: This week, Kyle Van Pelt talks with Kevin Knull, CEO of TaxStatus. With more than 30 years in financial services and fintech, Kevin has led growth and innovation at companies like MoneyGuidePro, YCharts, Symetra Financial, and Hartford Leaders. Throughout his career, he's been dedicated to advancing the industry by helping advisors deliver smarter, higher-quality advice to their clients.
Kevin talks about how TaxStatus leverages access to IRS data to help financial advisors get a complete picture of a client's financial life. He explores the opportunities this presents for organic growth, building relationships with COIs, and providing better...
2025-09-1635 min
Power Your AdviceEpisode 269 – Serving Those Who Serve: Financial Coaching for Military Families with Sharon WatsonToday we sit down with Sharon Watson, Wealth Solutions Strategist at First Command, to talk about about their mission to serve military families through personalized financial coaching. Built for those often overlooked by traditional wealth firms, First Command helps clients build financial readiness through budgeting, risk management, and long-term savings—starting with small-dollar planning and growing alongside them through their careers.
Sharon shares how client feedback, especially from those who left, sparked a digital transformation focused on transparency, customization, and better integration. By adopting tools like MoneyGuidePro and Yodlee, First Command now delivers mo...
2025-05-2715 min
Data-Driven Finance: The Financial Intelligence PodcastSteve Szpytek of Axos Bank on Consumer Product DevelopmentOur guest on this episode of Data Driven Finance is Steve Szpytek, SVP and Head of Consumer Product Development at Axos Bank. Axos Bank is a diversified technology-driven financial services company with a well-balanced portfolio of verticals within the bank. Topics discussed include:
How technology is moving so fast, there’s always a new product out there to help you service or enhance your platform that needs to be vetted.
Balancing what’s available vs. what really going to move the need for customers.
The importance of mobile and why 70-75% of Axos Bank’s customers interact with the ba...
2025-01-0924 minData-Driven Finance: The Financial Intelligence PodcastLarry Rosenberger of FICO on Analytics for Decision-MakingOur guest this episode is Larry Rosenberger, Research Fellow at FICO and formerly CEO and VP of R&D at FICO. The views Larry expresses in this episode are his and not necessarily those of FICO. He’s also an advisor and serves on multiple Boards of Directors for early-stage startups. Larry came out of MIT and the UC Berkeley College of Engineering. We talk about predictive and behavior analytics for decision-making, covering such topics as:
How the FICO Score got started.
What FICO brings to the financial system beyond the score.
What is the Champion/Challengers approach to...
2024-10-0329 minData-Driven Finance: The Financial Intelligence PodcastAvery Miller of RBC on Data in Loyalty ProgramsOur guest this episode is Avery Miller, VP and Head of Digital Consumer Product and the Avion Rewards Platform at RBC. Avery got his MBA at the University of Richmond and spent time before going to RBC at Capital One and PayPal. We talk about how connected finance impacts shopping and card use and loyalty programs. Topics include:
How are financial services organizations doing at keeping up with modern shopper expectations, wants, and needs?
How consumer expectations are changing generation to generation.
Where the data that powers purchasing and rewards programs comes from.
How interconnectivity is being achieved...
2024-09-1021 minData-Driven Finance: The Financial Intelligence PodcastChris Gifford of USAA Bank on Data and Analytics StrategiesOur guest today is Chris Gifford, Chief Data & Analytics Officer at USAA Bank. We talk about data strategies, building with a mobile-first mentality and why people remain at the heart of innovation, covering such topics as:
Working for a mission-driven organization and how this shapes USAA’s approach to data and analytics.
The value of Advice as a product – and how data drives better outcomes for the consumer.
How institutions can embrace innovation in a measured approach, while still moving at the speed of change.
Near- and longer-term applications for AI in banking.
Where and how the banking indu...
2024-08-2324 minData-Driven Finance: The Financial Intelligence PodcastJustin Zeidman of Navy Federal Credit Union on Connected FinanceOur guest this episode is Justin Zeidman, VP of Digital Strategy at Navy Federal Credit Union. We talk about how credit unions are approaching and adopting digital transformation and leveraging digital financial data. Topics covered include:
How the credit union membership model differs from other banking institutions.
Balancing tech with maintaining the human touch value proposition of credit unions.
How credit unions are approaching open banking and connected finance.
The security concerns around connected finance.
How the regulatory environment affects credit unions.
Executing digital transformation in legacy financial institutions
How a more open flow of data might change t...
2024-08-0917 minData-Driven Finance: The Financial Intelligence PodcastBruce Schilder of Accenture on Open Banking TransformationsBruce Schilder, North American Open Banking and Fintech Lead at Accenture. Bruce comes out of Syracuse’s Whitman School of Management, and before Accenture spent time at JPMorgan Chase and Sterling National Bank. We talk about open banking and digital transformation in banking from a consulting perspective. Topics covered include:
How far we’ve already come in open banking.
Achieving the balance of all the conveniences data can provide while reassuring consumers their data is used properly.
Can existing infrastructures accommodate the connected finance future?
How is the US set up compared to other countries and regions in esta...
2024-07-2616 minData-Driven Finance: The Financial Intelligence PodcastSteve Boms of Allon Advocacy on Open Bank RegulationOur guest this episode is Steve Boms, Founder and President at Allon Advocacy and also Executive Director of the Financial Data & Technology Association. Steve comes out of Penn State and has worked at Capital One, the International Securities Exchange, and the US House of Representatives assisting a senior member of the Financial Services Committee. We talk about regulations and government relations in financial services. Topics include:
Who needs a lobbyist?
How do the countries stack up against each other in terms of regulation readiness for open banking?
Dodd Frank passed into law in 2010 but we’re only talking ab...
2024-06-2821 minData-Driven Finance: The Financial Intelligence PodcastJose Tagunicar of Stratyfy on AI in LendingOur guest this episode is Jose Tagunicar, Product Strategy, Analytics, and Risk Management at Stratyfy. Jose was previously with FICO and Equifax. We talk about the latest takeaways from the FICO World 2024 gathering in San Diego, as well as how AI is being planned for and applied, particularly in the credit and lending space of finserv. Topics covered include:
Why do smaller lenders tend to struggle against the big banks?
Striking the right balance between tech/algorithms and human judgment in lending.
Personalization and hyper-personalization in lending.
What is a healthy approach to risk-aversion?
The benefits of accelerated...
2024-06-1314 minData-Driven Finance: The Financial Intelligence PodcastDavid Snitkof of Ocrolus on Lending DataIn this episode, we speak with David Snitkof, entrepreneur and SVP of Growth at Ocrolus about bringing lending institutions the data they need to make more efficient and effective assessments of potential borrowers while also evening the lending playing field for those borrowers. In our discussion we cover things like:
Why it’s so important to have a credit system that is fair, active, and efficient.
The ingredients for getting buy-in for internal innovations.
Is online lending some kind of threat to traditional lenders or the data they use?
What’s the right kind of data to use for...
2024-05-2126 minData-Driven Finance: The Financial Intelligence PodcastMichael Whitt of ApexEdge on Subscriptions ManagementIn this episode we speak with Michael Whitt, President and Co-founder of ApexEdge, about subscription-based products and services and how financial institutions can offer superior customer experiences related to subscriptions. In our discussion we cover things like:
The disparities between consumers and providers.
Why are so many businesses moving to subscription instead of ownership business models?
Why subscriptions cancellation may soon be table stakes for financial companies.
What is “friendly fraud”?
How this affects the relationship between banks and subscription providers.
Useful links:
ApexEdge
Michael Whitt on LinkedIn
Envestnet Yodlee
2024-04-2314 minData-Driven Finance: The Financial Intelligence PodcastFarouk Ferchichi on Financial Intelligence and WellnessIn the debut episode of our podcast, we speak with Farouk Ferchichi, Group President of Envestnet | Yodlee and Global Head of Envestnet Data & Analytics about his fintech entrepreneurial background and how what he’s learned along the way is being applied now in his work at Envestnet. Our chat covers things like:
Effective ways to sell transformation internally
Data democratization in the age of drowning in data and data command & control.
What is “financial wellness” and is it the same for everyone?
The different services financial customers need at every stage of their financial journey.
What’s the best rol...
2024-04-2320 min
The Fintech BlueprintHow AI-enriched data aggregation is empowering the next generation of financial institutions, with Envestnet's Farouk FerchichiLex chats with Farouk Ferchichi, the President of Data and Analytics at Envestnet - supplies financial and wealth management technology and services to financial institutions. Farouk starts off by delving into the journey of understanding data and analytics. The conversation explores the challenges and dynamics of embracing quantitative decision-making across industries, emphasizing the transformative power of Yodlee in financial data aggregation. Farouk explains how Yodlee's scope has evolved from Personal Financial Management (PFM) to encompassing brokerage, spending, and credit data. Lex and Farouk also discuss the diversification of distribution by integrating payments and banking data beyond the advisory experience...
2023-09-0137 min
The Proptech Podcast with Kylie DavisThe Proptech Panel: Exploring CDR's Limitless Possibilities for the Real Estate SectorThe Consumer Data Right (CDR) started in open banking in 2020, then moved into open energy in 2022, and non-bank lending will be next.
Currently, customers can choose to share their banking and energy data with accredited third party data recipients. Data sharing is governed by consent-driven rules and happens automatically and electronically via secure APIs.
As June is CDR Month, The Proptech Panel featured four expert guests:
Tim Poskitt, Envestnet | Yodlee
Adam Vidal, Basiq
Neil McVeigh, Greener, and
Ross Sharman, Accurassi
who explained how the real estate sector can benefit from CDR data sharing and answer questions such as:
What...
2023-08-2200 min
The FinTech ReportThe FinTech Report Podcast: Episode 34: Mark Macduffie, Founder, DownsizerDownsizer is a digital home-buying experience unlike any other! With Downsizer, anyone with sufficient equity in their current home can purchase a new dwelling with zero cash deposit. Downsizer has raised $3.75 million seed capital to accelerate the growth of its SaaS platform operating at the intersections of fintech, proptech and insurtech.Downsizer is helping property developers, real estate agents, financial advisors, mortgage brokers and lenders, and insurance brokers and underwriters engage with Baby Boomers and Gen Xers over 50. The platform provides digital content and market insights for lead generation. It also has a na...
2023-04-0437 min
The NeuroDiverse TeacherThe power of community: A conversation with Steven KhuongSteven is the co-founder and CEO of Curacubby, a Next-Gen Fintech platform for education, recreation, and family activity programs. As a thought leader in operations and process management, Steven has been featured in international media, including CNN, Forbes.com, and Inc. Magazine. He currently serves as a mentor at the Envestnet | Yodlee Fintech Launchpad, an advisor to the Arrowhead Center of Innovation at New Mexico State University, and was previously a parent co-founder of an early education program for children with special needs.Social Media Handle : @steven_khuongDISCLAIMER: Although podcast episodes are...
2022-11-1846 min
Fintechfun with Chris TitleyTim Poskitt - Country Manager ANZ Envestnet YodleeEnvestnet | Yodlee delivers solutions that help consumers live better financial lives.PODCAST SNIPPETS 🎧The excitement of Open Banking 🏦 Embedded finance and empowerment 📈Are you excited about Australian Fintech ? 🤔Open Water Swimming 🏊 and Vanuatu 🗺 calling Fintechfun is produced by Sub11. Sub11 is a joint venture between Chris Titley and Euphemia (Investment partner) telling stories of fintechs and founders whilst using broader content as the catalyst to enable fintech companies to grow.For more information visit : www.sub11.com.au This podcast uses the following third-party services for analysis: Podtrac - http...
2022-10-0620 minDayOne.FMTim Poskitt - Country Manager ANZ Envestnet YodleeEnvestnet | Yodlee delivers solutions that help consumers live better financial lives.PODCAST SNIPPETS 🎧The excitement of Open Banking 🏦 Embedded finance and empowerment 📈Are you excited about Australian Fintech ? 🤔Open Water Swimming 🏊 and Vanuatu 🗺 calling Fintechfun is produced by Sub11. Sub11 is a joint venture between Chris Titley and Euphemia (Investment partner) telling stories of fintechs and founders whilst using broader content as the catalyst to enable fintech companies to grow.For more information visit : www.sub11.com.au This podcast uses the following third-party services for analysis: Podtrac - http...
2022-10-0620 min
Fintech UpdatesSunday Weekly Summary October 2 , 2022This summary is supported by Cache:Sydney based Shaype has raised A$33m💰to accelerate growth, with particular focus on expanding the team to support a full pipeline of Australian clients, as well as international 🌎expansion. ✅Melbourne based SME automation fintech Thriday has raised $6m to scale by onboarding their 11,000 waitlist & launch new features such as BAS lodgment & automated bill management 🧾🤖Paytron, the full-suite workflows and spend management platform secures a $250,000 SAFE note from Commonwealth Bank’s venture-scaling arm x15ventures as the winner of the Xccelerate 2022 program 🎉Envestnet | Yodlee have partnered with Sydney based Lumiant to power their expansion to...
2022-10-0301 minFintech UpdatesSunday Weekly Summary October 2 , 2022This summary is supported by Cache:Sydney based Shaype has raised A$33m💰to accelerate growth, with particular focus on expanding the team to support a full pipeline of Australian clients, as well as international 🌎expansion. ✅Melbourne based SME automation fintech Thriday has raised $6m to scale by onboarding their 11,000 waitlist & launch new features such as BAS lodgment & automated bill management 🧾🤖Paytron, the full-suite workflows and spend management platform secures a $250,000 SAFE note from Commonwealth Bank’s venture-scaling arm x15ventures as the winner of the Xccelerate 2022 program 🎉Envestnet | Yodlee have partnered with Sydney based Lumiant to power their expansion to...
2022-10-0301 min
Connecting the dots in FinTech... by Marcel van OostNubank appoints Youssef Lahrech, current COO, as its new President; & more!Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below:
NEWS HIGHLIGHT
Nubank appoints Youssef Lahrech, current COO, as its new President, reporting to Co-Founder and CEO David Vélez. Co-founder Cristina Junqueira was appointed Chief Growth Officer, spearheading Nubank's expansion across Brazil, Mexico, and Colombia. Link here.
FINTECH NEWS
#apac
Stripe is growing its APAC footprint. CEO Patrick Collison noted the economic dynamism of Asia and expects the region to become a driver of innovation in the next two decades. Str...
2022-08-1804 min
Tech Nest: The Proptech PodcastIt's All About the People in Property Management with Joe Polverari, Co-founder of PURE Property ManagementMore about PURE Property Management and Joe PolverariPURE Property Management is the fastest growing profitable residential property management and technology companies in the U.S. Led by a team of experienced industry professionals and seasoned technology innovators, PURE acquires residential property management companies and invests in their people and processes. By deploying technology and providing operational efficiencies, PURE creates simple and satisfying experiences for residents and investors, including institutional portfolio managers.Joseph Polverari is co-founder and general partner of Silicon Valley-based PURE Property Management, the fastest growing profitable residential property management and technology company in...
2022-06-2852 min
Connecting the dots in FinTech... by Marcel van OostYour Daily FinTech Podcast - June 21st, 2022Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below:
Welcome to another episode of our Daily Fintech Podcast.
THE NEWS HIGHLIGHT OF THE DAY IS
Stripe is making its bank transfer offering available to businesses in the UK, EU and Mexico. The Stripe infrastructure promises to take the friction out of bank transfers, saving businesses hundreds of hours on confirming transfers, reconciliation and accounting, and refunds.
JUST IN:
Douugh is on track to launch its banking super-app to Australians...
2022-06-2102 min
Market PulseIs This the Moment for Consumer-Permissioned Data?With the summer travel season upon us, a new wave of concerns is hitting consumer wallets. We look at how supply chain shortages, inflation, global conflict, end of COVID relief packages, and potential forthcoming recession will impact consumer credit usage and access – with a special focus on how consumer-permissioned data can make credit more accessible. Join us for the latest insights from David Fieldhouse at Moody‘s Analytics and Jeff Hollander at Envestnet | Yodlee.Show Notes:As consumers feel the squeeze from inflation on their wallet, is the time ripe for leveraging cons...
2022-06-0619 min
Connecting the dots in FinTech... by Marcel van OostDaily FinTech Podcast - April 25th, 2022Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below:
Welcome to another episode of our Daily Fintech Podcast.
THE NEWS HIGHLIGHT OF THE DAY IS
Stripe will allow businesses to pay their users via cryptocurrencies. The company will start offering merchants the ability to make payouts in crypto through the stablecoin USDC.
JUST IN:
WeMoney has signed a landmark deal with Envestnet | Yodlee for the first CDR and non-CDR data flows under Australia’s evolving open banking regime.
...
2022-04-2503 min
The Augmented AdvisorNew Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial AdvisorsYour ability to deliver high-quality financial advice to your clients depends greatly on the completeness and quality of the information you have about their financial lives. As Jason O’Shaughnessy, Head of International Business at Envestnet | Yodlee explains, the Open Finance movement is creating new opportunities for financial advisors and clients alike.
Once a clunky and manual process, account aggregation is now moving to a system that is more reliable and more accurate. And this same connectivity, made possible by companies like Envestnet | Yodlee is opening the door for new services.
2022-03-2446 min
IBS Intelligence PodcastsEp429: Tackling the personal finance crisis, working to financial wellnessJason O’Shaughnessy, Head of International Business, Envestnet/YodleeFinancial wellness for many is currently at risk. The combination of the aftereffects of the pandemic and of a spike in energy prices because of the war in Ukraine are hitting consumers hard. Financial literacy remains an issue and, there is an onus on financial institutions and FinTechs to help. Banks may use data analytics to identify consumer trends, empower consumers and take personal financial management to the next level, providing actionable advice tailored to customer circumstances. Robin Amlôt of IBS Intelligence discusses financial wellness with Jason O’S...
2022-03-1513 minThe FinTech ReportThe FinTech Report Podcast: Episode 17: Mark Hansell, Chief Product Officer at Hay-as-a-ServiceHay-as-a-Service leads Embedded Finance revolution Interview with Mark Hansell, Chief Product Officer at Hay-as-a-Service Hay-as-a-Service – or HaaS - is leading the embedded finance revolution via their platform that enables any company to ‘stand up’ financial products in as little as 10 days. The team at HaaS believes that the future of finance does not start and end with digital transformation, rather the seamless integration of those services into any customer journey. HaaS solves for the problem of launching financial products even if you are no...
2022-01-2029 minThe FinTech ReportThe FinTech Report Podcast: Interview with Kimberley Gaskin, Director, Six Black PensThe FinTech Report Podcast: Interview with Kimberley Gaskin, Director, Six Black Pens Fuel for growth: Foundational Strategy the key to scaling up successfully Six Black Pens is an independent, strategy-led creative communications agency that’s all about smart, effective work. They are specialists in complex business and set out to understand, decode and define – to simplify without diluting. Clients have included NAB, MLC, Aware Super, Ignition Advice, PEXA and AGL. Their unique value proposition to clients is “We make the complex beautiful”. In this episode of The FinT...
2021-11-1241 minThe FinTech ReportThe FinTech Report Podcast: Episode 13: Caleb Gibbins, Founder, Cache Investment ManagementThe FinTech Report Podcast: Episode 13: Caleb Gibbins, Founder, Cache Investment Management Micro investing Apps have 1.3m customers over 8 providers, with growth at 120%+ last year, says Cache.More people now own shares/ETFs via micro-investing apps than directly.Cache predicts micro investment Apps will have 7m accounts in 5 years. Growth driven by new fintechs and banks who outsource Fund Management to Investing as a service providers like Cache.Cache provide Investing as-a-Service so that any company can be a Fintech company.You can integrate C...
2021-10-3131 min
The Envestnet | Yodlee Launchpad PodcastWhy Data Standards Are The Foundation of Open Banking and Open FinanceWilliam Napier, a Product Director focused on Open Banking in Europe, the Middle East, and Africa at Envestnet | Yodlee joins Mike Langford for a deep dive into the data and data standards that are the foundation of making Open Banking and Open Finance possible.
2021-10-2038 minThe FinTech ReportThe Fintech Report Podcast - Episode 11: Jamie Leach, FDATA and Tonia Berglund, Envestnet YodleeFDATA and Yodlee are optimistic on Open Finance: “the right data, in the right hands, at the right time, can change the world!” Interview with: Jamie Leach, FDATA and Tonia Berglund, Envestnet YodleeKey Points discussed include:CDR is more than Open Banking – it’s open finance and open data – but what are the immediate opportunities, and what’s coming in the longer term? Listen to this podcast to learn more.According to FDATA and Yodlee, there are three winners from Open Banking: consumers, fintechs and banks.
2021-10-141h 04The FinTech ReportThe FinTech Report Podcast - Episode 10: Bo Melin, DNX SolutionsOur guest on this episode is Bo Melin, Business Development Manager at DNX Solutions. Bo has 20 years experience of IT leadership roles, working in Sweden, US, Germany, Australia, Norway, and Thailand. Top competencies are Program and Project Management, QA, business and process analysis; Bo Combines deep technical knowledge with extensive business experience. Bo is a Professional trainer at IBM, and a number of Universities. He has experience across a broad range of industries: Banking, insurance, government, public utilities, Retail, Telecom – all impacted by CDR and Open banking.DNX Solutions is an Australian cloud-native foc...
2021-10-0736 minThe FinTech ReportThe Fintech Report Podcast - Episode 9: Ben Pfisterer, CEO & Co-Founder of ZellerThe FinTech Report Podcast: Interview with Ben Pfisterer, CEO & Co-Founder of Zeller “Business banking in a Box”: Strategy behind Zeller’s $81m Cap raise We welcome CEO and co-founder of Zeller, Ben Pfisterer, to the podcastJust last year, ex-head of APAC at Square, Ben, founded Zeller, an Australian integrated payments and financial services solution. The company recently announced a $50M fundraise, led by US VC firm Spark Capital, following its initial Series A funding round in March 2021. Zeller raised $81M in under 12 months, a...
2021-10-0148 minThe Envestnet | Yodlee Launchpad PodcastJason O'Shaughnessy on How Open Finance Leads to Financial WellnessJason O'Shaughnessy, Head of International Business at Envestnet | Yodlee joins Mike Langford to explore how Open Finance is leading to a new frontier of financial wellness.
Jason explains why providing a complete picture of a customer's financial life is critical to any viable financial wellness initiative.
2021-09-1744 minThe FinTech ReportThe FinTech Report podcast: Episode 7: Dan Jovevski, WeMoney, and Lauren Applegate, Envestnet YodleeThe FinTech Report podcast is brought to you in Partnership with Australian FinTech, a news and information website covering everything you need to know in fintech in Australia and around the world, as well as a Directory of over 800 fintechs. Our thanks to the Australian FinTech team for supporting The FinTech Report – you can learn more at www.AustralianFinTech.com.auThis podcast is brought to you in Partnership with global data aggregator and Open Banking experts, Envestnet Yodlee. Envestnet Yodlee has held an office in Australia for over a decade, is...
2021-09-1544 min
WealthTech on DeckOptimization and Personalization Using Algorithms with Dana D’AuriaIn this episode, Jack talks with Dana D’Auria, Co-Chief Investment Officer at Envestnet, Inc.Dana is an all-around leader at Envestnet, overseeing investors' capabilities, due diligence platform research, overlay services, non-traditional assets, and many more areas. With such scope, her chief responsibility is to connect the dots, identify what fits in the puzzle, and offer a simplified solution to achieve better outcomes for advisors. Before joining Envestnet, Dana worked for Symmetry for 14 years, where she managed the onboarding of asset managers.Dana and Jack discuss optimization using algorithms, personalization in configuring solutions, and increasing cl...
2021-09-0731 minThe Envestnet | Yodlee Launchpad PodcastHow Responsible Lending in Australia is Leading to a Healthier Financial SystemYao Tang joins Mike Langford to share how Responsible Lending standards are helping to build a healthier financial system in Australia. Yao and Mike also discuss how Envestnet | Yodlee is providing the tools that banks and lenders can use to better serve their customers with the firm's Credit Accelerator.
2021-08-0941 minThe Envestnet | Yodlee Launchpad PodcastBrian Costello on The Opportunities Created by Open BankingBrian Costello, Vice President, Data Strategy & Strategic Solutions at Envestnet | Yodlee returns to the podcast continuation of our conversation about Open Banking and Open Finance.
In this episode, Brian and Mike dive into some of the variations to Open Banking Yodlee sees around the world and the opportunities the open finance movement presents.
2021-07-1938 minThe Envestnet | Yodlee Launchpad PodcastJuan Romera on How Conversational A.I. is Driving Hyper-Personalized Banking ExperiencesJuan Romera, Product Evangelist at Abe.ai joins Mike Langford to explore how conversational A.I. is allowing banks and other financial institutions to deliver hyper-personalized experiences for their customers.
One of the most fascinating parts of the conversation comes when Mike and Juan dive into how virtual financial advisory tools, driven by conversational A.I., allow services that were previously only delivered to HNW and UHNW clients to be made available to every client.
Note: Abe.ai was acquired by Envestnet | Yodlee in 2019 and today their tools leverage the full power of Yodlee's Insights S...
2021-07-1957 minThe Envestnet | Yodlee Launchpad PodcastRob Guilfoyle on How Engagement Tools Powered by Artificial Intelligence Are Enhancing Banking Customer ExperienceRob Guilfoyle, CEO of Abe.ai joins Mike Langford to explore how engagement tools powered by artificial intelligence are enhancing the digital experience and financial wellbeing of banking customers around the world.
Rob and Mike also discuss some fascinating topics such as "Why is it that we are so comfortable chatting with a bot online for customer service? And what does that simple comfort level with emerging conversational A.I. tools mean for the future of banking?"
Note: Abe.ai was acquired by Envestnet | Yodlee in 2019 and today their tools leverage the full power of Y...
2021-07-1236 minThe FinTech ReportThe FinTech Report Podcast: Episode 5: Tim Poskitt, Envestnet Yodlee AustraliaWelcome to Episode 5 of The FinTech Report podcast.Tim Poskitt is Envestnet Yodlee’s Country Manager for Australia & New Zealand, and is responsible for the company’s local strategy and go-to-market efforts. Tim has worked in Europe, the United States, and APAC in the finance and FinTech sectors, and currently sits on three advisory boards as a fintech advisor: Archa, Credi.com and Repute Digital.Tim is passionate about empowering financial service providers to use data and intelligence to better serve their customers, and has extensive knowledge on the topics of finance innovation, CDR, open bank...
2021-06-0729 min
Fintech ImpactEnvestnet | Yodlee with Brandon Rembe | E175In this episode of ‘Fintech Impact’ podcast, host Jason Pereira talks to Brandon Rembe, the Chief Product Officer of Envestnet, which encompasses his role overseeing product for Envestnet | Yodlee, the data & analytics arm of Envestnet. Jason & Brandon talk about every aspect of investment and share some great ways to make people’s financial life better. Episode Highlights:00.34: Brandon states that Envestnet is a large Wealth Tech and Fintech Ecosystem that is been around the business for over 20 years with a net worth of over $4 trillion. 01.32: Envestnet has acquired a lot of start-ups and the founders are stil...
2021-05-2536 minThe Envestnet | Yodlee Launchpad PodcastJason O'Shaughnessy on The Evolution of Open Banking and Opportunities of The FutureJason O'Shaughnessy, Head of International Business at Envestnet | Yodlee joins Mike Langford to explore how Open Banking has evolved from what Jason dubbed "a Version 1.0" state into what we have today.
Jason also offers some really interesting thoughts on what the financial industry and governments around the world can do to build on the best elements of the current open banking frameworks in place in Europe while avoiding some of the things that might not be the best to emulate moving forward.
2021-05-1837 min
Bank to the future with Chris TitleyBank to the future: Tim Poskitt, Senior Director and Country Manager of Envestnet Yodlee (Ep 40)Morgans adviser Chris Titley chats to Tim Poskitt from Envestnet Yodlee. Tim talks about Yodlee’s involvement within the fintech ecosystem here and in New Zealand. Tim also talks about the Buy Now Pay Later Sector, the changing views and industries within fintech as well as how Yodlee is innovating as new industries and entrepreneurs emerge.
2021-04-2922 minThe Envestnet | Yodlee Launchpad PodcastBrian Costello on How Open Banking Can Facilitate Hyper-Personalized Financial ServicesBrian Costello, Vice President, Data Strategy & Strategic Solutions at Envestnet | Yodlee joins Mike Langford to explore how Open Banking can be used as the catalyst to a future of hyper-personalize financial services for consumers.
Resources Mentioned In This Episode:
Open Banking Central - This is the Envestnet | Yodlee hub for all things Open Banking.eBook - What Lessons Can the U.S. Learn from Open Banking in the UK?Whitepaper - Unlocking the Benefits of U.S. Open Banking
2021-04-1449 minWealthTech on DeckExperimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani FavaIn this episode, Jack Sharry talks with Dani Fava, Head of Strategic Development at Envestnet. Envestnet’s mission is to make financial wellness widely accessible. Having entered the financial tech world in a non-traditional way, Dani encourages others to embrace what makes them unique. After unintentionally impressing a firm with her technical abilities, Dani found herself catapulted into the world of wealth technology, eventually landing at TD Ameritrade where she launched a web-based rebalancing platform. In the process, she realized advisors could use tech to better serve their clients. Today, Dani lives on the pulse of c...
2021-03-2329 min
The MoneyPotMaking Digital More Human Understanding customer behaviors are only the beginning of the customer journey. As digital transformation has become table stakes, understanding the balance between digital and in person service is all about redefining how we look at the customers, how we look at their data, and how we plan to meet expectations. We spoke with Brandon Rembe of Envestnet to talk about what you need to plan your digital transformation. Guests: Brandon Rembe, Senior VP of Products, Envestnet | YodleeHosts: Sanjib Kalita, Editor-in-Chief, Money20/20Rachel Morrissey, Producer, Money20/20 USAProducers: Roland Bodenham...
2021-02-0212 minThe Envestnet | Yodlee Launchpad PodcastUnderstanding the Value of a Vibrant FinTech EcosystemChristine Loredo, VP of FinTech Evangelism & Innovation Programs and Holly Weckler, Senior API Program Manager at Envestnet | Yodlee join Mike Langford to share the origins and success stories that led to the creation of the Launchpad Ecosystem.
2020-12-0535 min
Tech On Reg PodcastFintech Innovation During COVID-19This special episode highlights some of the incredible work the fintech community has undertaken to serve consumers and small businesses during COVID-19. Join a conversation with Abe.ai, Cross River and Envestnet Yodlee to discuss some groundbreaking work that has earned organizations recognition at the Benzinga Global Fintech Awards powered by Envestnet Yodlee.
2020-10-2729 min
Tech On Reg PodcastDear Male Lawyers: Speak UpU.S. District Judge James Donato’s recent decision to decline the appointment of a list of all male lawyers to lead a class action lawsuit sent a much-needed jolt through the industry this summer. Law firms may tout diversity, equity and inclusion in their glossy brochures. But the numbers and pay inequality speak to a different reality for many women. How can we convince those in power, who are mostly men, to view gender parity as a competitive advantage? How much of our efforts should be spent on encouraging men to identify disparities and speak up? On this ep...
2020-09-0238 min
Tearsheet Podcast: Exploring Financial Services TogetherHow Finlocker and Fiserv enhance data, lower costs, and increase throughput for mortgage originatorsWelcome to the Tearsheet Podcast. I’m Zack Miller.
We’ve got an interesting episode teed up for you today. It’s a case study with Finlocker and Fiserv. Finlocker is a super app that integrates with banks and other financial institutions to enable loans and financial transactions. Consumers consent to feed it with their bank account data and the personal finance assistant makes loan product recommendations.
President Brain Vieaux joins us on the podcast today to talk about how Finlocker enhances consumer data, lowers lending costs and increases throughput for mortgage originators as part of an overall financial welness scheme...
2020-05-2724 min
SHRM Global RadioEp 003 - In Conversation with With Arjun Singh - (MD Asia & Country Head Envestnet Yodee)Listen to the candid chat on adopting the new normal during these trying times.
Know how everyone is moving towards a new conscious shift! Be there.
This Episode of SHRM Radio features Arjun Singh, Managing Director Asia, Yodlee.
Subscribe to SHRM Radio!
2020-05-1212 minTearsheet Podcast: Exploring Financial Services TogetherEnvestnet I Yodlee's Brandon Rembe on the move to hyper-personalizationWelcome to the Tearsheet Podcast. I’m Zack Miller.
Consumers increasingly expect higher levels of personalization from their financial services providers. Whether it’s from a challenger bank or Bank of America, people are used to Netflix-level of recommendations. An entire industry is cropping up to help provide a consumer’s data from all her accounts so that a service provider can provide actionable advice when she needs it most.
Envestnet I Yodlee’s senior vice president of products and strategy Brandon Rembe joins me on the podcast to talk about what leading financial services organizations are doing about best practice...
2020-05-0519 minTearsheet Podcast: Exploring Financial Services TogetherRapyd's Eric Rosenthal on taking fintech-as-a-service globalWelcome to the Tearsheet Podcast. I’m Zack Miller.
If you’re a retailer or a new challenger bank, it just doesn’t make sense anymore to build out payments infrastructure when you have firms like Rapyd out there.
Eric Rosenthal, Rapyd’s managing director of the Americas, joins us on the podcast to talk about the hot fintech as a service firm that has gone global from its very start. The company just launched into Brazil and Eric describes the company’s global strategy and how Brazil plays into that. We talk about who’s integrating payments and where the market i...
2020-04-3029 min
A Shot of Business Central and A Beer[Podcast] Upgrading from NAV to Business Central - As told by the customerHello everyone and welcome to A Shot of Business Central and A Beer - Episode 8!
Today we have a special holiday edition of our podcast that includes our very first customer guest appearance. Jim Gio, Director of Management Information Systems for Triangle Package Machinery Company will join us and talk about upgrading from Dynamics NAV to Dynamics 365 Business Central. We'll also be reviewing some beer, sharing some new Business Central news, talking about the Document Customizer app, discussing the Envestnet Yodlee Bank Integration, and sharing some of our holiday traditions at the end.
2019-12-111h 03
CDT Tech TalksStates Step Up, What's #FinTech –– Talking Tech w/ Natasha Duarte, Vijay Kasschau, Steve BomsHost Brian Wesolowski sits down with Natasha and Vijay from our Privacy and Data team to shine a spotlight on the myriad ways states are taking privacy regulations into their own hands, after several moves in the opposite direction from Congress.
Then Brian brings in Steve Boms, Vice President of Government Affairs at Envestnet | Yodlee, to discuss what's happening at the crossroads of finance and technology.
More from Natasha: https://twitter.com/Natasha_Duarte
More from Vijay: https://twitter.com/VijayKasschau
More from Steve: http://bit.ly/2r14trf
More info on our host, Brian: bit.ly/cdtbrian
Attribution: sounds...
2017-05-2527 min
FPPadFPPad Bits and Bytes for January 27, 2017CFPB Requests for Information: Consumer Access to Financial Records:
https://www.regulations.gov/document?D=CFPB-2016-0048-0001
This week’s update starts with a quiet, yet noteworthy escalation in the battle for access to consumer financial data collected by many of the account aggregation companies, as eight of them announced a new coalition called the Consumer Financial Data Rights industry group.
Who’s part of this group? Names that should be familiar are Envestnet | Yodlee, Betterment, and Personal Capital, with less-familiar B2C startups Affirm, Digit, Kabbage, Ripple, and Varo Money rounding out the l...
2017-01-2706 minFPPadFPPad Bits and Bytes for December 16, 2016
On today’s broadcast, Schwab announces its Schwab Intelligent Advisory services, Finicity raises $42 million for account aggregation, Envestnet|Tamarac rolls out Yodlee, and more.
So get ready, FPPad Bits and Bytes begins now!
(Watch FPPad Bits and Bytes on YouTube)
Today’s episode is brought to you by eMoney Advisor, featuring a new Client Onboarding process as a part of their leading client experience. Onboarding replaces printed fact-finding documents with an automated, digital workflow, allowing clients to populate their own personal financial information online from anywhere — adding an extra layer of conven...
2016-12-1607 minFPPadFPPad Bits and Bytes for May 20, 2016
On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee acquisition is enhancing the Envestnet platform.
So get ready, FPPad Bits and Bytes begins now!
(WatchFPPad Bits and Bytes on YouTube)
Here are the links to this week’s top stories:
Envestnet Unveils Open ENV from Envestnet
Envestnet, Inc. has unveiled Open ENV to offer differentiated user experiences, accelerate integrations and extend the avai...
2016-05-2005 min
Between Now and SuccessJud Bergman, Fintech Pioneer, Discusses the Present and Future State of Being a Successful Financial AdvisorJud Bergman, the founder of Envestnet, has been at the nexus of every major trend happening in the financial services industry for the past 15 years. As a serial acquirer, Jud and his team have built an industry behemoth.
With recent acquisitions including Yodlee for big data and analytics (pending), FinanceLogix for financial planning, and Upside for robo advisor–coupled with its many existing businesses–Envestnet has a window into almost every corner of what’s happening in the advisor space. And in today’s show, Jud and I talk about all of it and what the future holds fo...
2015-10-1235 min