Your clients have financial news and data at their fingertips, but don’t know how to interpret it. Katy Gibson of Envestnet|Yodlee and Blake Kannady of Envestnet discuss the power of leveraging aggregated data.
Embracing data and technology can deliver actionable intelligence and operational efficiencies that elevate the conversation and deliver better outcomes. Estee Jimerson, Managing Director, Head of Asset Manager Distribution at Envestnet discusses key benefits for advisors and asset managers in leveraging integrated technology, digital solutions, and holistic data.
The financial landscape is complicated and the role of the adviser is more essential than ever. Jay Hummel and Jean Chatzky, two of the authors of the book The Essential Advisor, explain what it takes to become the “go-to” person for clients.
Envestnet president Bill Crager sees data as a treasure trove that has yet to be utilized by advisers to deliver better outcomes, and he explains how firms can tap into their data to improve their businesses.