Data-Driven Finance: The Financial Intelligence Podcast Envestnet Yodlee
-
- Technology
-
Stay ahead of the curve by hearing from the world’s top thinkers in fintech, financial intelligence, financial data, open banking, lending data, financial wellness, personal finance, banking data, and AI in fintech
-
Jean-Paul LaClair of FDX on Open Finance
In 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 get so many players in finance to coalesce around one standard?
What are the security concerns around open finance and data-sharing?
Who are the member organizations that would participate in open finance?
Useful Links:Financialdataexchange.org -
Michael Whitt of ApexEdge on Subscriptions Management
In 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:ApexEdgeMichael Whitt on LinkedInEnvestnet Yodlee -
Farouk Ferchichi on Financial Intelligence and Wellness
In 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 role for AI to play right now in financial management and advisement?
Useful links:Yodlee.comFarouk Ferchichi on LinkedIn
Customer Reviews
Great podcast
Excited to hear from industry experts about leveraging data to help democratize financial wellness for all. Quick and to the point and great listen!
Insightful perspectives from industry leaders in data and finance
Great exploration into the evolving landscape of financial technology in a data-driven world. Really enjoyed the personal perspectives.
Smart stuff
These are mostly short, but you get a lot of info in that period of time. Great for anyone in financial services or fintech to regularly listen to.