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Are you ready to act on open banking opportunities? Join our webinar to see how.

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envestnet.com

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communications@insight.envestnet.com

Sent On

Wed, Dec 13, 2023 03:04 PM

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UPCOMING Webinar The Opportunities and Challenges of Open Banking in Wealth Management Date: Tuesday

[Yodlee]() [arrow]() UPCOMING Webinar The Opportunities and Challenges of Open Banking in Wealth Management [Register Now[arrow]]() Date: Tuesday, December 19, 2023 Time: 10am PT/1pm ET While open banking provides wealth management and wealth tech firms with significant opportunities to deliver more personalized and prescriptive offerings, it also presents new challenges around data security, privacy, regulatory compliance, and market competition. Join us as we discuss how firms can help navigate these challenges to gain an early advantage with enhanced data-driven functionality and improved customer experiences that increase customer loyalty. Join our webinar to: - See what’s needed to comply with emerging US open banking regulations - Discover innovative use cases fueled by a wider array of data - Explore how APIs and data portability optimize the user experience - See how open banking streamlines account verification and onboarding Featured Speakers: Eric Jamison Head of Product GTM, Envestnet | Yodlee Gerard Kasza Director, Client Partner, Envestnet | Yodlee [Register Now[arrow]]() [Yodlee]() [Youtube]() [LinkedIn]() [Twitter]() [Facebook]() 621 Hillsborough Street, 10th Floor. Raleigh, NC 27603 © 2023 Yodlee, Inc. [Privacy Notice]() [Contact]() [Unsubscribe](

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