The Opportunity AheadToday, consumers are living two financial lives, with many struggling to find a way to fit all of the pieces together. Each day they’re spending, earning, deferring, and saving. Most of the time, they’re performing mundane transactions, like paying their cell phone bills or buying takeout, and never thinking twice about how these daily transactions might connect with other financial goals, like building a vacation home or managing their mortgage.
At Envestnet, we believe the age of the intelligent, connected financial life is what is next for our industry. And we are ready to empower it. This is a unified experience that will accompany a person from the first dollar they spend to the decisions made for their family’s financial future. Integrated. Connected. Intelligent. Helping to make better financial decisions to balance their financial needs today, while building to meet their aspirations for tomorrow.
In The Intelligent Financial Life, Bill Crager, Co-Founder and Chief Executive Officer of Envestnet, shares insight into why our industry needs to connect and expand the ecosystem of solutions we offer consumers.
In this paper you’ll learn about:Download The Intelligent Financial Life today and gain perspective on how our industry needs to evolve to fulfill the financial needs of today’s consumers.
- Meeting the consumer demand for an intelligently connected financial life
- Creating new tools and the future framework of financial intelligence and advice
- Collaborating to deliver an experience that supports a broader set of consumers, more completely
Watch the Interview
Janet Alvarez, CNBC, and Telemundo Contributor and Wise Bread Executive Editor, interviews Bill Crager on barriers that prevent consumers from living intelligent financial lives and how the industry can rise to meet the challenge.