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Presenter Profile:

How they describe themselves: Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to financial enterprises and advisors. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, personalized financial apps and services for millions of consumers. More than 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

How they describe their product/innovation: Envestnet | Yodlee Open Banking API accelerates open banking delivery with secure APIs, strong authentication and extensive account information data model while providing more control to your customer over their data, foster digital innovation internally and externally, build ecosystem of third-party developers and partners, and be compliant to PSD2.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contact

Bus. Dev.: Jason O’Shaughnessy, SVP, ENV | Yodlee EMEA, jason@yodlee.com
Press: Jenna Cheng, Sr. Marketing Manager, Public Relations and Social Media, jcheng@yodlee.com
Sales: Michael Field, Commercial Director, mfield@yodlee.com