Account Aggregation: The Future of Wealth Management

Wealth management firms that employ account aggregation enjoy a special advantage over those that don’t. Not only do these firms realize higher revenue per client, but, according to recent research, their clients are more satisfied with the service they receive.

Join us as we discuss why implementing account aggregation in your wealth management firm will grow your advisor practice. In this upcoming webinar hosted by American Banker and sponsored by Envestnet | Yodlee, we’ll show you how you can use aggregation to see a fuller and more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under management.

Learn how to use account aggregation to:

  • Save time, gain efficiency, and increase growth prospects
  • Combine digital touch points with human contact to add value for clients
  • Integrate held away and non-traditional assets into your portfolio accounting system
  • See a customer’s complete financial picture to deliver better quality advice
  • Uncover cross-sell opportunities and deepen client engagement

 

Click here to register for this webinar! 

 

 

 

 

Aaron Adolphson
Director of Product Marketing and Alliance
Envestnet | Yodlee
(Speaker)
Bill Butterfield
Senior Analyst
Aite Group
(Speaker)
Mike Sisk
Contributing Editor
American Banker
(Moderator)
 

 

Type: 
Webinar
Date: 
October 12, 2017
When: 
Oct. 12, 2017 | 2 PM ET/ 11 AM PT
Speakers: 

Bill Butterfield is a senior analyst with Aite Group’s Wealth Management team, focused on retail clearing (both self-clearing and correspondent clearing), operations, financial advisor technology, and other topics across the independent broker-dealer and insurer-affiliated broker-dealer spectrum.