The current state of open banking in the United States.
| | Sponsor Content from Morningstar ByAllAccounts | |
| Sponsor Content from Morningstar ByAllAccounts |
| Hello Voornaam, Financial advice is experiencing a major evolution in personalized services. The U.S. financial industry is creating a next-generation open-data ecosystem for financial services in which consumers with better personalized digital financial services aggregators, incumbent financial institutions and new market entrants work together to provide. The wealth management industry has very specific opportunities and requirements for this data to serve financial advisors, investors and the platforms that support them. Therefore, as data intermediaries between banks, fintechs, and consumers, data aggregators will continue to play a critical role providing connections, enhancements and governance over the movement of data throughout the financial ecosystem. Join our webinar to learn from a panel of experts on the current state of open banking in the United States and what you need to know to ensure you have access to the data that will be required to power your investment use cases. Our panel of experts will explore:
The current state of open banking in the U.S. and lessons learned from other regions. Why open banking is critical for advisors and their investors. Not all data is equal: learn how detailed high-quality data is critical for investment use cases. How to ensure you partner with the wealth data experts that deliver open banking connections that are ready for investment use cases. |
| | 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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