Webinar: Leveraging open banking to gain a holistic view of your clients finances

On Feb 15, 2022

Register now!

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 [note that this stat applies to 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 webinar, an exclusive lineup 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

Brought to you by:

Speakers:

Jason O’Shaughnessy
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 startup ecosystem. Along with business development, Jason has extensive experience in Open Banking/ Open Finance, directorship, and assisting with fundraising, to mention just a few of his many skills.

Paul Hindle
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

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