Today, there are hundreds of digital personal financial management (PFM) apps and solutions that are often cheaper, faster, and easier to use than the ones offered by banks. While fintech companies have the advantage of their modern digital interfaces, financial institutions have a competitive advantage as well – their vast amounts of consumer data plus their intimate understanding of financial wellness across the spectrum of life events.

In this webinar hear from Nicole Sturgill, Executive Advisor from CEB TowerGroup, and Katy Gibson, Vice President of Product Applications at Envestnet | Yodlee, as they discuss how leading financial tech companies can partner with leading financial institutions to go beyond PFM tools and provide truly personalized and predictive customer experiences that drive customer loyalty. Improved data aggregation combined with artificial intelligence models and predictive analytics is creating the second wave of customer engagement and product innovations, which will affect almost every aspect of banking—including payments, online retail banking, lending, self-directed investment guidance, and wealth management.

We’ll explore:
· The drivers of change and the evolution of PFM in banking,
· The changes in today’s PFM solutions that improve how a bank interacts with customers
· How predictive analytics and AI are driving more personalized and engaging financial wellness applications
· How the next wave of financial wellness solutions can help drive customer loyalty and engagement

We hope you’ll join us for this unique and informative webinar on financial wellness.

Key Speakers

Mike Sisk
Contributing Editor American Banker
Nicole Sturgill
Principal Executive Advisor, Retail Banking, CEB
Katy Gibson
VP Product Management, Envestnet | Yodlee