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Data-Driven Finance: The Financial Intelligence Podcast
Data-Driven Finance: The Financial Intelligence PodcastACH Rules with Nacha's Amy MorrisOur guest on this episode of Yodlee’s Data Driven Finance podcast is Amy Morris. Amy is Senior Director, ACH Network Rules at Nacha and prior to that, she was Business Leader for Global Operating Regulation Development at VISA. She is a true specialist in the electronic payments world, having worked for more than 15 years as part of multiple councils and working groups that deal with electronic payment rules. There are some new rules and deadlines coming from Nacha that financial institutions should know, so in this episode we cover topics such as: What Nacha does and who it...
2025-12-1031 minData-Driven Finance: The Financial Intelligence Podcast
Data-Driven Finance: The Financial Intelligence PodcastProduct Development with Neighborhood Trust's Theo VaughnOur guest on this episode of Data Driven Finance is Theo Vaughn, Director of Product Services at Neighborhood Trust Financial Partners. Prior to his current role, Theo was Chief Experience Officer at Catapult Credit Services and Product Engagement Manager at Agora Data. He is celebrated as someone skilled in the art of cross-collaboration, and product development and management. We explore Theo’s experience guiding products in the finance space, covering such topics as: The approach and philosophy around product directing and product management. Aligning stakeholders around what the best product should be. How do you know what’s “right”...
2025-10-0221 minData-Driven Finance: The Financial Intelligence Podcast
Data-Driven Finance: The Financial Intelligence PodcastResponsible Lending Through Data with David SilbermanIn this episode of Data Driven Finance, we talk with David Silberman. David is a Visiting Lecturer in Law at Yale Law School as well as a Senior Advisor to the Center for Responsible Lending, the Financial Health Network, and other notable organizations. He taught and lectured at Georgetown University and Harvard University, and was the Consumer Financial Protection Bureau’s Associate Director for Research, Markets and Regulation from November 2010 to February 2020. In this episode, we cover such topics as: What the Center for Responsible Lending does Results of some of the Center’s research What the Financial Heal...
2025-08-2027 minData-Driven Finance: The Financial Intelligence Podcast
Data-Driven Finance: The Financial Intelligence PodcastJeff Cain of Fidelity on Tech's Role in Building WealthOur guest on this episode of Data Driven Finance is Jeff Cain, VP Fintech Research at Fidelity Investments. Before that he was Head of Partnerships at Brightside and spent eight years at Yodlee. Jeff got his Bachelor’s Degree in Economics at Stanford and a Masters from Harvard. We’re not really talking about Fidelity; we’re going bigger picture and getting Jeff’s personal take on wealth building and tech’s role in that. Topics covered include: How customers can be segmented to track behaviors, demographics, and goals. Are behaviors driving technology or are tech innovations changing what consu...
2025-05-0818 minData-Driven Finance: The Financial Intelligence Podcast
Data-Driven Finance: The Financial Intelligence PodcastGretchen Rodriguez of TD Bank on Payment SystemsOur guest on this episode of Data Driven Finance is Gretchen Rodriguez, Head of Product for Payments at TD Bank. She approaches products with an entrepreneur’s mindset and has designed and launched products in fintech, e-commerce, cybersecurity, and identity & trust. Gretchen spent time as a Senior Product Manager and Product Owner at eBay, serves on a couple of boards, and is a product adviser to Med Fem Wellness. We talk about emerging payments and the ecosystems that support it. Topics covered include: The way we pay for products and services is changing. Consumer preferences and practices for on...
2025-04-0326 minData-Driven Finance: The Financial Intelligence Podcast
Data-Driven Finance: The Financial Intelligence PodcastStephen Fishman and Matt McLarty of Boomi on Unbundling the EnterpriseOur guests on this episode of Data Driven Finance are Stephen Fishman and Matt McLarty, authors of the book “Unbundling the Enterprise – APIs, Optionality, and the Science of Happy Accidents.” Stephen is North America Field CTO at Boomi and a Strategic Advisor at Revenium, while Matt is Boomi’s Chief Technology Officer. There’s a lot in the book about APIs, what they can power, and how they can be leveraged to create the experiences we’ll be experiencing ahead. Topics covered include: What finance businesses should know about what APIs can do that tech experts already know? Why companie...
2025-02-0634 minData-Driven Finance: The Financial Intelligence Podcast
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 Podcast
Data-Driven Finance: The Financial Intelligence PodcastKat Cloud of Yodlee on CFPB 1033 Rule ComplianceOur guest on this episode of Data Driven Finance is Kat Cloud, Principal Director of Open Banking Compliance at Yodlee. Kat is also a Board member at the Financial Data Exchange, and prior to her time at Yodlee was head of UK Public Policy for Plaid. We discuss open banking compliance, specifically touching on the new CFPB 1033 rule, which is important for all financial institutions to be aware of. Topics covered include: What is open banking? How does it differ from how financial institutions operate today? What has to happen for open banking to reach its full promise? ...
2024-12-0624 minData-Driven Finance: The Financial Intelligence Podcast
Data-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 Podcast
Data-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 Podcast
Data-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 Podcast
Data-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 Podcast
Data-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 Podcast
Data-Driven Finance: The Financial Intelligence PodcastDustin De Vincentis of Alumni Services on Digital TransformationIn this episode, we talk with Dustin De Vincentis, Global Head of Financial Services at Alumni Services. Dustin comes out of Columbia business school and has spent time at JP Morgan and Morgan Stanley before joining Alumni Services. Dustin comments about the often rocky world of digital transformation in financial services, with topics such as: What was learned at large financial institutions that you carried into the FS startup world? If change, including digital transformation harder to accomplish in financial services vs. other verticals? How do you integrate business strategies with new technologies? Which of those things tends...
2024-07-1117 minData-Driven Finance: The Financial Intelligence Podcast
Data-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 Podcast
Data-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 Podcast
Data-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 Podcast
Data-Driven Finance: The Financial Intelligence PodcastJean-Paul LaClair of FDX on Open FinanceIn this episode we talk with Jean-Paul LaClair, Senior Director of Product and Financial Data Exchange about the best ways to pursue open finance through adoption of systems and standards. Jean-Paul came out of Cornell University with a BA in Economics and Sociology, and prior to landing at Financial Data Exchange worked at USAA and M&T Bank. We cover topics like: What’s lacking in our conventional approaches to lending? How do we build a financial ecosystem that serves everyone? What exactly is open finance? How exactly does open finance benefit consumers and customers? How do you ge...
2024-04-2315 minData-Driven Finance: The Financial Intelligence Podcast
Data-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 Podcast
Data-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 minThe Fintech Blueprint
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 minTank Stream Speaks
Tank Stream SpeaksExploring the Potential of Open Banking with Ben Ford, Head of Growth at FrolloGet ready to dive into a fintastic conversation filled with financial insights and a touch of fitness flair!  In this episode of Tank Stream Speaks, host Bradley Delamare teams up with the one and only Ben Ford, the Head of Growth at Frollo, a leading fintech company. Ben takes us on a wild ride through the world of open banking, the Australian FinTech scene, and the importance of being a "super fit" dad.  Ben, also known as Mr FinTech or Super Fit Dad, is a veteran in the Australian FinTech landscape having witnessed numerous challenges an...
2023-08-1514 minThe FinTech Report
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 minFintechfun with Chris Titley
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.FM
DayOne.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 minMarket Pulse
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 minXR-OM
XR-OMBULLIEVERSE- AN OPEN METAVERSE - OWN, CREATE & EXPERIENCE - MURALI REDDY - CO-FOUNDER: BULLIEVERSE#metaverse #bullieverse #nft #tokens Murali Reddy Co-Founder & CEO along with his co-founders Srini Anala, Sanjit Daniel & Arunkumar Krishnakumar are building BULLIEVERSE- an Open Metaverse truly owned by players, creators, and the community. Murali is a serial entrepreneur with decade-plus expertise in main excessive-efficiency groups in funds, at IBM, Oracle and Yodlee. He’s accountable for ensuring all operations run effectively and easily. Management Coach, Cryptographer and Blockchain Keynote speaker. https://in.linkedin.com/in/muraliduvvuru  https://twitter.com/muraliduvvuru  https://bullieverisland.com/  https://twitter.com/Bullieverse
2022-05-0247 minConnecting the dots in FinTech... by Marcel van Oost
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 minThe Sure Shot Entrepreneur
The Sure Shot EntrepreneurSuccessful Founders Are Naive Fast LearnersSchwark Satyavolu, a General Partner at Trinity Ventures, shares lessons from his many years of experience as a founder, operator, technology executive, and now an investor. Schwark talks about unwillingly getting into FinTech when he was building Yodlee, and how he got into investing in crypto startups. He also gives an interesting explanation as to why he likes investing in naive fast learners.In this episode, you’ll learn:1:52 The 2000 bubble burst forced me to (unwillingly) get into FinTech - Schwark6:19 A similar thing that happened to FinTech is happening to crypto....
2022-04-0528 minThe Augmented Advisor
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 minIBS Intelligence Podcasts
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 Report
The FinTech ReportThe FinTech Report Podcast: Episode 18: Clint Howen, Founder at Hero Broker, and Director at Experian Capital“Time to Yes” is FinTechs Key Issue says Experity CapitalEpisode 18: Interview with Clint Howen, Founder at Hero Broker & Director/Head of Digital at Experity CapitalKey items discussed in this interview:1.      “Time to Yes” is the Number One Issue2.      Time to Yes is driven by FinTech ‘Super Apps’ because they offer greater insight into a customer’s financial/wealth position 3.      Super App’s only possible because of data aggregators (such as Yodlee, IDS, Core Logic etc)4.      Large numbers of Mortgage Brokers to retire soon, creating opportunity for FinT...
2022-02-0822 minThe FinTech Report
The 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 minAccounting High
Accounting High030 Sons of CPAs... Powered by Relay (feat. Yoseph West)Episode #30 Yoseph West | CEO and Co-Founder of Relay Financial Toronto, CA ***shout out to our sponsor TaxBandits*** 4 Some cool things about Toronto besides it’s a hub for accounting tech 5 how did you get into the accounting space? 7 learning how critical the back office function of a business truly is 9 what’s the biggest thing you learned when growing your first startup to 70,000 users and selling to Wave? 10 lessons on bonds and friendships and leaving Wave on the path to working for HubDoc
2021-12-2059 minThe FinTech Report
The 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 minConfessions of a Futurist with Sanjiv Goyal
Confessions of a Futurist with Sanjiv GoyalConfessions of a Futurist - BV Jagadeesh with Sanjiv GoyalBV Jagadeesh is Managing Partner at KAAJ Ventures. He has successfully invested and guided companies such as Nutanix (IPO), Yodlee (IPO), Arkin (acqd: VMWare), Elastic Box (acqd: Century Link), NetMagic Solutions (acqd: NTT), Ocarina Networks (acqd: Dell) and Ankeena (acqd: Juniper) to name a few. Video Topics: # Health # Quality of life Connect with him on LinkedIn here: https://www.linkedin.com/in/bvjagadeesh/
2021-11-0213 minThe FinTech Report
The 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 minCosmic Fire Podcast
Cosmic Fire PodcastVisions of the FutureLinks to things we mentioned on the pod:Cosmic Fire Libra New Moon ReportThese are the banks and credit unions collecting our data using Veryfi/Yodlee that will implement the social credit score: https://faq.veryfi.com/en/articles/3204243-bank-feeds-via-yodleeTo find a local bank near you not on the list: https://www.icba.org/go-local/take-part/bank-locatorDr. Yuval Harari of Hebrew University clip: https://t.me/iceagefarmer/2016Full Ice Age Farmer report: https://www.iceagefarmer.com/2021/09/23/no-soul-no-free-will-the-end-of-humanity/Social Credit Score Is In America: Visa Blacklisted...
2021-10-211h 00The Envestnet | Yodlee Launchpad Podcast
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 minFuse Show
Fuse ShowEP. 60 - A Fireside chat with SVP & GM at Medallia-Strikedeck - Shreesha RamdasShreesha Ramdas is SVP and GM at Medallia-Strikedeck. Previously he was the CEO and Co-founder of Strikedeck, a customer success automation company. Before Strikedeck, Shreesha was the GM of the Marketing Cloud at CallidusCloud, Co-founder at LeadFormix (acquired by CallidusCloud) & OuterJoin, and General Manager at Yodlee. Prior to that, Shreesha led teams in Sales and Marketing at Catalytic Software, MW2 consulting, and Tata. Shreesha is also active in the startup community as an advisor/investor- Workato, Enact, RevvSales, Elastica (Symantec), DX Continuum (ServiceNow), EmpInfo, Fullcast, ObeoHealth. Find Shreesha on Twitter @Shreesha.
2021-10-2053 minThe FinTech Report
The 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 Report
The 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 minFintech One-On-One
Fintech One-On-One#317: Justin Jackson of Fiserv Open banking is not a new concept. More than a decade ago companies like Yodlee were allowing their 30 million users to connect to online banking. But it has certainly come of age in the last two to three years as consumers demand more and better access to their financial data. Our next guest on the Fintech One-on-One podcast is Justin Jackson, the VP of Product Management at Fiserv. Fiserv is a leader in technology solutions for financial services firms and Justin is an expert in open banking. In this illuminating discussion, he takes...
2021-10-0131 minThe FinTech Report
The 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 minPrime Venture Partners Podcast
Prime Venture Partners Podcast#71 How to Take Smart Risks at Early-Stage Startups with Sukhinder Singh CassidySukhinder Singh Cassidy, Founder & Chairman theBoardlist  chats with Amit Somani, Managing Partner Prime Venture Partners. Sukhinder is a Digital leader, Board member and Investor with 25+ years experience. She has held leadership roles at Stubhub, Google, theBoardlist, Yodlee, Polyvore,  Joyus and Amazon. Listen to the podcast to learn about01:00 - Risk-taking as an early-stage startup founder06:50 – How to train your team to take risks11:30 – Evaluating risk and reward when joining a startup21:45 – How to rent the mind that you can’t...
2021-09-2340 minThe Envestnet | Yodlee Launchpad Podcast
The 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 Report
The 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 minWealthTech on Deck
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 minWhat\'s Next｜科技早知道
What's Next｜科技早知道S5E22 硅谷徐老师｜资本涌入金融科技SaaS领域，历史上最大转型浪潮来了？今年上半年，海外一大波亮眼的 Fintech（金融科技）公司接连上市，包括 SoFi、Robinhood、Coinbase、Marqeta 等，独角兽 Stripe 也募资多轮，相传正在为上市做准备。 那金融科技到底有多热？根据 CB Insights 发布的 2021 年 Q2 风险投资报告，金融科技行业的募资总额为 337 亿美元，占全球募资总额的 22% ，也就是说在第二季度每 5 美元中，就有 1 美元投向了金融科技领域。 本期是一期英文节目，在节目中，客座主播硅谷人工智能创投家徐皞，邀请到 Fin Venture Capital 的创始合伙人Logan Allin，Logan 在投资 SaaS 服务向的金融科技公司有着丰富的经验。他们从金融科技公司的历史，到为什么金融科技的 SaaS 公司受到资本市场的热捧、再到包括像是区块链、人工智能等新技术对金融科技行业的影响等话题展开了讨论。欢迎收听！ #加入我们# 声动活泼正在招聘「内容研究员 」、「业务拓展和合作管理总监/经理」、「声音设计师」、「播客制作实习生 」、「内容营销负责人」及「节目制作人」，查看详细讯息请在公号「声动活泼」回复暗号：入场券 。简历接收邮箱📮 hr@shengfm.cn 。 ▼主播 徐皞，硅谷连续创业者、高管、投资人、斯坦福商学院客座讲师，「科技早知道」主播，推特账号（@H0wie_Xu），公众号（硅谷云） ▼嘉宾 Logan Allin，Fin Venture Capital 创始合伙人 ▼主要话题 [08:40] 追溯金融科技历史 [09:50] B2B 是第三波潮流，金融科技历史上最大和最长期的转型浪潮 [14:03] Robinhood 背后的商业模式 [18:54] 谁是第一家金融科技 SaaS 公司？ [28:18] B2B 公司估值越来越高，市场表现也比消费类企业好 [33:33] 传统的资产管理正被复制到加密货币世界中 ▼延伸阅读 Fintech：金融科技，通常是指一群企业，通过科技手段让金融服务变得更有效率，从而形成的一种经济产业。 Fintech历史可追溯到 1871 年，Western Union 推行电子转账功能 SoFi：是一家创新型的金融服务公司，帮助学生以低于美国联邦政府贷款的利息获得教育贷款。该公司由斯坦福大学商学院的一群学生在 2011 年创办。 Schwab：嘉信理财集团位于美国加州旧金山，为一间经营经济业务与银行业务的理财公司。 TD Ameritrade：2006 年，Ameritrade 收购了 TD Bank Financial Group 旗下的 TD Waterhouse USA，创建了美国最大折扣券商之一德美利证券（TD Ameritrade）。 Yodlee：于 1999 年 2 月在美国特拉华州成立。该公司提供数字金融服务动态创新的云计算，针对零售金融、财富管理、小企业等其他金融解决方案部门，提供各种各样的金融应用程序。 Stripe：是一家提供让个人或公司在网络上接受付款服务的支付服务提供商。 Proptech：不动产科技。是「不动产」（property）和「科技」（technology）的结合，专指透过科技来协助客户在不动产的投资布局上，更有效率、精准的做出决策。 Marqeta：成立于 2010 年，自称是「世界上第一个现代发卡平台」，为公司发行的借记卡提供支持。 Robinhood：是美国一家金融服务企业，该公司以提供主要面向散户的股票 app 及网站著称。 ▼音乐 Fresh Air-Tommy Ljungberg The Narrator-Philip Ayers ▼Staff 监制^ 荻青 后期^ Luke 运营^ Yao 封面设计^ 饭团 ▼关于节目 原「硅谷早知道」，全新改版后为「What's Next｜科技早知道」。放眼全球，聚焦科技发展，关注商业格局变化。 ▼关于我们 声动活泼的宗旨是「用声音碰撞世界」，并致力于为人们提供源源不断的思考养料。 我们已有这些播客：声东击西、反潮流俱乐部 、泡腾VC、声动早咖啡 欢迎在各大社交媒体上与我们互动，搜索 声动活泼 期待你与我们发邮件反馈，邮箱地址是：ting@sheng.fm 如果你喜欢我们的节目，也欢迎打赏支持：https://www.shengfm.cn/donation 加入听众社群，请添加声小音微信 shengfm1 Special Guest: Logan Allin.
2021-08-2543 minThe Adversity Advantage with Doug Bopst
The Adversity Advantage with Doug BopstHow to Master Risk Taking, Changing Direction & Overcoming Failure w/ Sukhinder Singh CassidyToday’s episode welcomes Sukhinder Singh Cassidy, a leading technology executive and entrepreneur, board member, and investor with twenty-five years of experience in founding and helping to scale companies, including Google, Amazon, and Yodlee. Most recently, she served as president of StubHub, which sold in 2020 for $4+ billion right before the pandemic and thrived under her leadership. She has been profiled in Fortune, Forbes, The Wall Street Journal, Business Week, and The New York Times, among others. She has been named one of Elle’s Power Women, one of the Most Creative People in Business by Fast Company, and one of t...
2021-08-191h 06Smart People Podcast
Smart People PodcastSukhinder Singh Cassidy - How to Take Calculated Risks and Win at Your Career Sukhinder Singh Cassidy is a leading digital CEO and entrepreneur with more than 25 years of leadership experience founding, scaling, and advising companies including Google, Amazon, StubHub, Yodlee, and more.Sukhinder served as the leader of StubHub, the premier global consumer ticketing marketplace for live entertainment, which she and her team sold for $4 billion in February 2020. Sukhinder has an undergraduate degree from the Ivey School of Business Administration at the University of Western Ontario, Canada.Find out more about Sukhinder's book at choosepossibility.com.We have a brand new podcast coming soon! To learn...
2021-08-1847 minThe Story Box
The Story BoxSukhinder Singh Cassidy Unboxing | Choose What Is Possible & Don't Be Afraid To Take RisksSUKHINDER SINGH CASSIDY is a leading digital CEO and entrepreneur with more than 25 years of leadership experience founding, scaling, and advising companies including Google, Amazon, StubHub, Yodlee, and more. She is currently the Founder and Chairman of theBoardlist, a premium talent marketplace for diverse leaders to be recommended and discovered for the board and executive opportunities. Most recently, Sukhinder served as the leader of StubHub, the premier global consumer ticketing marketplace for live entertainment, which she and her team sold for $4 billion in February 2020. Earlier in her career, Sukhinder built Google’s business throughout the Asia Pa...
2021-08-1542 minThe Envestnet | Yodlee Launchpad Podcast
The 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 Podcast
The 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 Podcast
The 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 minShe-VC by Gayatri Sarkar
She-VC by Gayatri SarkarFuture of Allocations: Emerging Partners with Samir KajiMore about Samir:  Podcast (Venture Unlocked)and Blog: Ventureunlocked.substack.com Twitter: @samirkaji Angellist: Samirkaji Samir is currently CEO and founder of Allocate. Allocate is a platform that makes private fund investing more accessible by providing investors of all sizes curated discovery, analytics, and access to high quality institutional firms. Previously, Samir was a Senior Managing Director at First Republic Bank, where is started and built a 40+ person group focused on private funds and venture backed startups. During this time he worked with over 700 private equity and venture capital firms...
2021-07-1336 minThe Envestnet | Yodlee Launchpad Podcast
The 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 Report
The 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 minFintech Impact
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 Podcast
The 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 minA Shot of Business Central and A Beer
A Shot of Business Central and A Beer#TBT Business Central's Yodlee Bank Integration FeatureOn this #ThrowBackThursday segment Ken breaks-down how Business Central's Yodlee Bank integration works and how it can benefit your organization.  Subscribe to the Podcast on all Platforms!  ➢ https://www.solsyst.com/podast-locations
2021-05-1307 minBank to the future with Chris Titley
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 dojo.live show / Interviews with Visionaries Shaping Travel Tech
The dojo.live show / Interviews with Visionaries Shaping Travel TechCustomer Success: Evolving from Narrow Scope to C-scopeView the full video interview with Shreesha Ramdas, GM & SVP @ Strikedeck-Medallia here. Customer success, elevated to a c-level function can provide strategic insight and guidance that is generally not available from any other source. Shreesha Ramdas is SVP and GM at Medallia-Strikedeck. Previously he was the CEO and Co-founder of Strikedeck, customer success automation company. Before Strikedeck, Shreesha was the GM of the Marketing Cloud at CallidusCloud, Co-founder at LeadFormix (acquired by CallidusCloud) & OuterJoin, and General Manager at Yodlee. Prior to that, Shreesha led teams in Sales and Marketing at Catalytic Software, MW2 Consulting, and...
2021-04-2034 minThe Envestnet | Yodlee Launchpad Podcast
The 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 Deck
WealthTech 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 minThe \'2020 Entrepreneurs Club\'
The '2020 Entrepreneurs Club'Ep 4 - Synctera: Peter Hazlehurst and closing the gap between banking status quo and FinTech startupsPeter Hazlehurst, former Head of Uber Money, former Head of Product at Google Wallet, + Postmates, + Yodlee, + Nokia (and tons more, seriously), is the CEO and Co-founder at Synctera, a $12m seed, Silicon Valley based, revolutionary banking company. This episode is a fascinating insight into Peter's 28 year career so far, team bonding in a Californian Supermax prison, successes, failures, and forming his new brand, Synctera, during the chaos of 2020. If you're a FinTech entrepreneur, to be honest you should have pressed play already, but this episode isn't just for you. Peter talks us through 28 years of business and entrepreneurship that will...
2021-03-1248 minWharton FinTech Podcast
Wharton FinTech PodcastMilind Mehere, YieldStreet Founder/CEO - Transforming Digital Wealth ManagementMiguel Armaza is joined by the fascinating Milind Mehere, serial entrepreneur, and Founder/CEO of YieldStreet, a digital wealth management platform that aims to transform the investing landscape by enabling individual investors to invest in classes such as Real Estate, Marine Finance, Art Finance, Legal Finance, and Commercial loans. The company has raised over $180M in equity and debt from top VCs including Edison Partners, Greycroft, and Raine Ventures. They discuss: - His successful entrepreneurial journey and the path to Yieldstreet as a second-time founder - Company Culture - Challenges of building an investing platform and disrupting an industry traditionally...
2021-03-0133 minThe MoneyPot
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 minWe Talk Cents
We Talk Cents16. HELP me with my HECS debt & what's all the fuss about Open Banking?Do you need HELP understanding your Australian Student loan? Never fear, Blaize grills Dan and the answers are here. Do I have to pay HELP when I move overseas? What happens to the loan when I die? All of these questions and plenty more are answered so you'll get an A+ if you're tested on HELP loans.Country Manager of Yodlee joins us to explain what exactly Open Banking is and what it means for your financial future.Get in touch with our guest Tim Poskitt via linkedin.Learn more about Yodlee.
2021-01-3154 minBoardroom Governance with Evan Epstein
Boardroom Governance with Evan EpsteinSukhinder Singh Cassidy: "People Want The Experience They Don't Have In Their Day Job."(1:50) - Start of interview(2:23) - Sukhinder's "origin story"(2:58) - Her start in Silicon Valley in 1997. She characterizes her career as "always building".Junglee - Amazon ('98-99)Yodlee ('99-'03)Google ('03-'09)Accel-Polyvore ('10)Joyus ('11-'17)TheBoardlist ('15-present)Stubhub ('18-'20)(6:50) -  Her boardroom experience (J Crew Group, StichFix, TripAdvisor, Ericsson, Urban Outfitters, Upstart...). "Your job is one of influence, and one of bringing specialization - in my case I brought e-commerce and digital [to my first board]." "Boardrooms are increasingly open to the idea of non-CEO specialists - allowing the possibility to bring more modern and d...
2021-01-0455 minThe Envestnet | Yodlee Launchpad Podcast
The 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 minPSA Today
PSA TodayPSA Today #24: Kaliya & Seth talk with Mark Kapczynski, Privacy Industry Expert about his experience at Experian, Yodlee, and more!You can find Mark on Twitter at https://twitter.com/markkap He has consulted for companies as diverse as Microsoft Entertainment, Experian, Yodlee, OneRep and others.  We talk about the evolution of identity theft, privacy for Gen Z, and the consumer tradeoffs of data, utility, convenience, and security.  The danger of people search engines, how they relate to data brokers, and what people can do to delete their PII.
2020-11-2149 minTech On Reg Podcast
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 minTech On Reg Podcast
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 minISB SIG Webinar
ISB SIG WebinarBusiness Analytics SIG Webinar - The Rise of Alternative DataMany times, analysis of data (including big data) limit the insights one can draw from it. This is because not all required data is available in internal/transactional systems. Bringing in data viz. Alternative Data (financial transactions, sensors, mobile/app data, public data etc.) helps one to do a deeper analysis, generate early insights and get more accurate predictions. That’s why we bring you Pramod Singh, Chief Analytics Officer, Vice-President Data Sciences and Analytics - Yodlee and Vaibhav Fadnavis, PGP Co'06, Director - Advanced Analytics (AI & Machine Learning) - Microsoft on a session on ‘How...
2020-08-211h 02The MathCo Way
The MathCo WayINDUSTRY 4.0 JOURNEY: AN EXECUTIVE'S ROADMAPIn this podcast session, Amit Kurhekar, Director Data Science Solutions, Yodlee, an Applied Data Science Leader with close to two decades of experience in the field of analytics, delves into the world of industry 4.0, with Srinidhi Rao, Senior Partner, TheMathCompany. Amit shares his expert insights on the tools, technologies, skill sets and operational structure required to adopt industry 4.0, explains how progress can be quantified or measured based on an organization’s adoption journey and shares his insights on the possibility of leveraging industry 4.0 to cushion the impact of pandemic disruption. What is Industry 4.0? What are the to...
2020-08-1235 minTearsheet Podcast: Exploring Financial Services Together
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 minSHRM Global Radio
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 Together
Tearsheet 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 Together
Tearsheet 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 minPayments on Fire™
Payments on Fire™Episode 119 - The API to Streamline and Secure Account Access - Don Cardinal, GM, Financial Data ExchangeThe "supermarket" days of financial institutions providing all of our financial services and holding all of our accounts are long over. Brokerages, insurance companies, and the expanding array of fintechs compete to hold, manage, or organize our assets. With so many custodians of our financial data, it can be difficult for an individual to generate a complete picture of her finances. That's been a longstanding problem that was addressed over two decades ago by data aggregators like personal financial management app Mint. Individuals found this single portal approach quite useful. All we had to do...
2020-04-1426 minState of Identity Podcast Series by Liminal
State of Identity Podcast Series by LiminalKNOW Identity Digital Forum: AprilModerator: David Birch:  Director of Innovation, Consult Hyperion Guests:Kaitlin Asrow: Fintech Policy Advisor, Federal Reserve Bank of San Francisco Joni Brennan: President, Digital ID & Authentication Council of Canada Don Cardinal: Managing Director, Financial Data Exchange Brian Costello: VP Data Strategy, Yodlee Links:State of Identity Listener SurveyKNOW Identity Digital Forums The post KNOW Identity Digital Forum: April appeared first on One World Identity.
2020-04-0944 minPitch Cafe Podcast
Pitch Cafe PodcastPodcast#1 BV Jagadeesh(investor-philanthropist from Silicon Valley) on Entrepreneurship & Venture - interviewed by Vidyangi (Author-Innovation Specialist )VC and scale, founder dating, risk mitigation for startups and more...Vidyangi S. Patil in conversation with BV Jagadeesh, who is a very respected name in the Silicon Valley. BV Jagadeesh is Managing Partner at KAAJ Ventures. He has successfully invested and guided companies such as Nutanix (IPO), Yodlee (IPO), Arkin (acqd: VMWare), Elastic Box (acqd: Century Link), NetMagic Solutions (acqd: NTT), Ocarina Networks (acqd: Dell) and Ankeena (acqd: Juniper) to name a few.
2020-02-0850 minCatalyst
CatalystMeta Computers and Passive Billing: Paul and Rich on various thingsControl your data: This week on Track Changes Paul and Rich sit down to chat about storage and subscriptions. We talk about Paul’s new network attached storage setup and why we consider it to be the third wave of computing. We also talk about ongoing and annoying online software subscriptions and Rich gives us some good tips on how to remember to cancel those subscriptions before your free months run out. Links:  Basecamp  SeaGate Ironwolf Pro  QNap Thunderbolt 4 drive Nas  CommonCrawl  Flickr  Google Take-out  One...
2020-01-2827 minThe Accounting Podcast
The Accounting PodcastCPA licensure evolves at an evolutionary paceSponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer!Show Notes01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could mean!| AICPA06:14 – With more specialization, CPAs will now be more u...
2019-12-1649 minHealthy Family Project
Healthy Family ProjectTeaching Kids Financial ResponsibilityCheck out the full Episode 42 show notes on our website! In this episode of the Healthy Family Project, we talk to Tim Sheehan, co-founder of Greenlight all about teaching our kids how to be financially responsible. It seems like financial responsibility is one of those skills that we don’t think we need to tackle until our kids are in their teens, but it’s important to start talking about finances early. Tim shares tips to help parents teach their kids about managing money from a young age, including the pros of allowances and how the Greenlight Card...
2019-12-1541 minA Shot of Business Central and A Beer
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 03Product Hunt Radio
Product Hunt RadioThe future of fintech with Chris Hutchins and Jake GibsonRyan recently visited Grove HQ in SOMA in San Francisco to chat with two founders who know a ton about fintech. Chris Hutchins was our gracious host and is CEO of Grove, a startup that uses people and technology to help you with your financial goals. Ryan actually met Chris in the early days of Product Hunt when he was an investor at Google Ventures. Before that, he started a company called Milk that was acquired by Google. All his life he's been a self-acknowledged financial nerd, often sharing his money-saving tips with friends, which was a...
2019-07-1000 minThe True Sales & Leadership Podcast
The True Sales & Leadership PodcastEpisode Fifteen: Ben Ford | Head of Sales at YodleeBen is the Head of Sales at Yodlee. During this episode we speak about how Ben got into sales and his journey so far.  Ben has plenty of knowledge around sales so we talk through how he structures his day, his approach to sales, new business development, sales processes plus much more.  Also during this episode we speak about a recent artical I had read and I asked Ben's opinion around each of the following points: 80% of sales calls require 5 follow up calls after the meeting 44% of sales reps give up af...
2019-06-2848 minThe Fintech Moshpit - Powered by Carolina Fintech Hub
The Fintech Moshpit - Powered by Carolina Fintech HubThe Real-Time Payments EpisodeThis week, the Fintech Moshpit dives deep into the topic of real-time payments. Our real-time payments build-a-thon, in partnership with The Clearing House, Oracle, Opus Consulting and Yodlee is almost upon us, and registrations for teams close on May 10th. Source
2019-05-0941 minAmerican Banker Podcast
American Banker Podcast'There needs to be some clarity' on data sharing: Yodlee founderSchwark Satyovolu, original co-founder of Yodlee and general partner of venture capital firm Trinity Ventures, shares his opinion on how open banking and sharing of consumer data is evolving in the U.S.
2018-12-0327 minData Gurus Podcast | Insights on Business Strategy, Mergers and Acquisitions, Market Research & Data Collection
Data Gurus Podcast | Insights on Business Strategy, Mergers and Acquisitions, Market Research & Data CollectionMark Kapczynski – Yodlee Retail Insights | Ep. 006Today, Sima Vasa talks with Mark Kapczynski. Mark leads the retail and restaurant shopping insights at Yodlee. They provide connectivity between fintech companies – financial technology apps – and the data within financial institutions. Becuase of this connection, Yodlee gets to see consumer financial transactions and that translates into shopping behavior. Data Collection From this data, Yodlee can determine how many times do people go to McDonald’s, how many times do they buy online or do they have a Pandora subscription. The transactions have date stamps but not timestamps. Potentially, Yodlee can get information...
2018-03-2800 minCDT Tech Talks
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 minBarefoot Innovation Podcast
Barefoot Innovation PodcastOutspoken: Bill Harris, Founder and Chairman of Personal Capital and former CEO of Intuit and PaypalIn the early days of Barefoot Innovation, one of my guests said something very provocative, that I knew would not sit well with some of our listeners. I considered whether to edit it out. Someone on my team pointed out that my website features a quote from Carl Sagan about the importance of truth-telling, and we decided that it's the essence of this show to have a wide range of guests and let them speak as they want, without editing, and with the understanding that it's their opinions rather than mine. It's a good thing we have...
2017-05-221h 23FPPad
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 minBrilliant Minds
Brilliant MindsSukhinder Singh Cassidy - Live from WPSPWith the mission to bring gender parity to Silicon Valley, Sukhinder Singh Cassidy is aiming high with her database of board-ready women. Sukhinder Singh Cassidy is a technology executive, entrepreneur and founder of The Boardlist, an online marketplace that connects CEOs who are looking for board candidates with women who are peer-endorsed for private and public tech company boards. Currently she is the founder and Chairman of JOYUS, a video shopping platform for women. Before starting JOYUS in 2011, she spent almost 20 years as a leading consumer internet and media executive at global and early stage companies including Google, Amazon, Polyvore...
2017-01-1637 minFPPad
FPPadFPPad 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 minFPPad
FPPadFPPad 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 minFPPad
FPPadFPPad Bits and Bytes for October 16 On today’s broadcast, Morningstar says it will acquire Total Rebalance Expert, LogMeIn acquires LastPass, and Laser App doubles down on technology training for advisors. So get ready, FPPad Bits and Bytes begins now. (WatchFPPad Bits and Bytes on YouTube) Morningstar, Inc. to Acquire tRx Investment Portfolio Rebalancing Platform for Advisors from Morningstar [Let’s get right to this week’s top story which comes from Morningstar, as the investment research company just announced that it will acquire Total Rebalance Expert, the portfolio rebalancing solution created by Sheryl Rowling back in...
2015-10-1605 minBetween Now and Success
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