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New Orleans
May 16–18, 2018
Ernest N. Morial Convention Center

Yodlee Customer Pre-Conference

We’re excited to be holding our Customer Summit for our wealth management clients as a pre-conference workshop at this year’s Envestnet Advisor Summit. Please join us on Tuesday, May 15th at 1:00 pm for an opportunity to discuss the latest industry trends, the new Envestnet | Yodlee Financial Data Platform and Financial Wellness features, and the best practices on how to onboard and train your advisors to use and promote our solution to their clients.

We’ll also be hosting a cocktail reception following the meeting to allow for additional time to socialize with the Envestnet and Envestnet | Yodlee teams as well as your peers.

Pre-Conference Schedule

Welcome and Introduction
Tuesday, May 15, 1:00 p.m. – 1:15 p.m.
Speaker: Anil Arora, CEO of Envestnet | Yodlee

Capturing Growth Opportunities in the Next Era of Wealth Management
Tuesday, May 15, 1:15 p.m. – 2:00 p.m.
Speaker: Alois Pirker, Research Director for Aite Group's Wealth Management Practice

Break
Tuesday, May 15, 2:00 p.m. – 2:15 p.m.

Empowering the Advisor & Investor through intelligent Data Aggregation and Financial Wellness
Tuesday, May 15, 2:15 p.m. – 3:00 p.m.
Speakers: Colby Payne – VP of Product Management, Envestnet | Yodlee, Mat Lepis – Sr. Solutions Consultant, Envestnet |Yodlee

Best Practices for Leveraging Data and Analytics on the Yodlee Platform to Realize ROI
Tuesday, May 15, 3:00 p.m. – 3:45 p.m.
Speaker: Frank Coates - Executive Managing Director, Envestnet | Yodlee Analytics

Break
Tuesday, May 15, 3:45 p.m. – 4:00 p.m.

Advisor Engagement Research and Tips for Getting Started
Tuesday, May 15, 4:00 p.m. – 4:45 p.m.
Speaker: Mara Fazio – Sr. Director of Marketing, Envestnet | Yodlee




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