Leveraging Open Banking to Gain a Holistic View of Your Clients’ Finances 2022 | Informa PLC | 22 March 2022 | Online

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

2022 Speakers

Jason O’Shaughnessy
Head of International Markets, Envestnet | Yodlee

Paul Hindle
Editor, FinTech Futures

Scott Philips
Founder, The Pension Lab

Ian McKenna
Founder, FTRC

2022 Sponsor

• Envestnet | Yodlee