Webinar: Leveraging open banking to gain a holistic view of your clients’ finances
Date: Wednesday, March 23, 2022
Time: 03:00 PM Greenwich Mean Time
Duration: 1 hour
The financial landscape is rapidly evolving as more consumers seek to diversify their investment portfolios to reach long-term financial goals.
Yet many consumers don’t even have a clear view of their current investments, especially as the average consumer changes jobs 11 times (in the UK) and has multiple pension pots. This can make it challenging for financial advisors who require a true, holistic view of their clients’ finances in order to provide the most strategic financial advice.
In our free webinar, an exclusive line-up of guest speakers will discuss these challenges and share their views on open banking – the key to empowering financial advisors with a complete picture of their clients’ finances.
We’ll explore how open banking and open finance provide timely, secure, and direct access to banking, investment accounts, and pension data to help you identify and support your clients’ unique financial needs.
Register for our webinar to discuss:
- The current financial landscape and investing trends
- How to gain direct and secure access to various payment accounts
- Open banking and open finance opportunities
- Ways to manage workplace pension savings
- How to meet open banking requirements
Speakers of the “Leveraging open banking to gain a holistic view of your clients’ finances” webinar:
Head of International Markets, Envestnet | Yodlee
Jason O’Shaughnessy is the Head of International Business for Envestnet | Yodlee. He is responsible for all new business, strategic partnerships, account management, and customer success for our entire international business. Having previously worked at Envestnet | Yodlee for 15 years, Jason originally started up and grew the International business, and he’s played a critical role in the growth of fintech and in driving innovation with financial institutions across multiple countries.
Outside his day job, he also advises multiple startups and businesses in a non-executive director capacity and has unique experience in the start-up ecosystem. Along with business development, Jason has extensive experience in open banking/finance, directorship, and assisting with fundraising, to mention just a few of his many skills.
Founder, The Pension Lab
Scott is the original founder of The Penison Lab, the UKs only commercial pension dashboard. After a career in Private Banking, Scott embarked on building The Pension Lab, with a core aim of playing into the macro theme of the MaPS dashboard, which is being driven centrally through the Government. Scott firmly believes in the positive impact that this once-in-a-generation opportunity provides and has already begun deploying and optimising the componentsthat it can support.
Ian McKenna founded Finance Technology Research Centre (FTRC) in 1995 nearly two decadesbefore “FinTech” became part of the industry lexicon. The firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. He has been the technology columnist for Money Marketing since 1997 and writes for many other publications.
Over the last decade years he has focused on the evolution of technology typically (COVID permitting) spends one week a month in other countries, especially the US, understanding the advances being achieved in Digital Financial Advice around the world. FTRC produces a rolling analysis of the UK advice software market ‘Adviser Software Insights’, which is updated monthly and is also shared via a sister websiteAdviserSoftware.com
Editor, FinTech Futures
Paul Hindle is Editor at FinTech Futures. He has over 7 years’ experience in editorial, production and management roles for print and online publishing companies. He was previously News Editor for a global technology news start-up and has overseen the production and publication of over 500 books for two market-leading academic publishers.
Brought to you by Envestnet | Yodlee