Maximize positive client outcomes and provide enhanced back-office efficiencies.
| | Sponsor Content from Morningstar ByAllAccounts | |
| Sponsor Content from Morningstar ByAllAccounts |
| Hello Voornaam, With clients looking for more personalization in their digital banking experiences, wealth management firms are increasingly seeing the value of open data access to supplement their advisory solutions. Wealth management firms are engaging with data aggregators as vital service providers that facilitate the movement of permissioned data between financial institutions, advisors, and investors to provide the critical data necessary to maximize positive client outcomes and operational efficiencies. In this webinar, find out from a panel of open banking experts:
How the current state of open banking in the US is rapidly evolving Why open banking is so significant for advisors and investors How high-quality data makes a difference in powering investment solutions What to look for when partnering with a wealth data experts |
| | Katy Gibson | Head of Product
Morningstar ByAllAccounts | | (Speaker) |
| | | Brian J. Costello |
Independent Open Banking Consultant | | (Speaker) |
| | | Steve Bom | President and Founder
Allon Advocacy, LLC | | (Speaker) |
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| | | Mike Langford | Strategist for Financial Services Companies
finservMarketing | | (Moderator) |
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| | Katy Gibson | Head of Product
Morningstar ByAllAccounts | | (Speaker) |
| | | Brian J. Costello |
Independent Open Banking Consultant | | (Speaker) |
| | | Steve Bom | President and Founder
Allon Advocacy, LLC | | (Speaker) |
| | | Mike Langford | Strategist for Financial Services Companies
finservMarketing | | (Moderator) |
|
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