Financial Technology

by rebecca rebecca No Comments

Video Member Spotlight: Ozone API

This member spotlight features Eyal Sivan, General Manager, North America, aka. Mr. Open Banking, Ozone API. Mr. Open Banking delves into how SMEs can leverage new offerings from their suppliers and enhance their own services to customers, unlocking new avenues for growth.

by rebecca rebecca No Comments

Video Member Spotlight: ByAllAccounts

This member spotlight features Brian Costello, Head of ByAllAccounts Data Aggregation Strategy and Governance, Morningstar Wealth. Brian tells us how ByAllAccounts’s role in providing connectivity of consumer-permissioned financial data is critical in realizing the full potential of this data and explains ByAllAccounts’s high level of engagement with policymakers to promote finalization of the Dodd-Frank Section 1033 rulemaking.

by rebecca rebecca No Comments

Video Member Spotlight: Portabl

Nate Soffio, Co-Founder and CEO of Portabl describes how Portabl’s technology is simplifying online user identification and reducing friction within the open banking ecosystem:

by rebecca rebecca No Comments

Video Member Spotlight: Envestnet

This member spotlight features Lisa Novier, Head of Governance, Risk and Compliance at Envestnet Data Analytics. Lisa tells us how Envestnet’s role in providing connectivity of consumer-permissioned financial data is critical in realizing the full potential of this data and explains Envestnet’s high level of engagement with policymakers to promote finalization of the Dodd-Frank Section 1033 rulemaking.

by rebecca rebecca No Comments

Video Member Spotlight: Method Financial

This month’s member spotlight features Mit Shah, COO and Co-Founder of Method Financial, who explains how Method’s technology allows customers to securely permission their financial data to third-party providers of their choosing without having to use traditional credential-based methods:

by rebecca rebecca No Comments

Video Member Spotlight: Questrade

This Member Spotlight features Christine Day, Chief Information Officer at Questrade, who explains the myriad ways that consumer-permissioned data sharing can add value, lower costs, increase competition, and increase personalization of a wide variety of financial products and services:

by rebecca rebecca No Comments

Video Member Spotlight: EQ Bank

This month’s Member Spotlight features Cathy Ly, Vice President of Customer Experience and Operations, who tells us how challenger banks like EQ rely on customer-permissioned data access to offer custom and competitive financial services to a wide array of Canadians:

by rebecca rebecca No Comments

Video Member Spotlight: Flinks

 
This month’s FDATA Member Spotlight features Dominique Samson, VP of Corporate Affairs at Flinks, who explains how improved data connectivity can reduce friction in the financial services ecosystem and benefit consumers with limited credit history:

by rebecca rebecca No Comments

Video Member Spotlight: Betterment


In this Member Spotlight, Betterment’s Associate General Counsel Josh Rubin explains how access to consumer-permissioned financial data is critical to Betterment’s ability to offer high quality, low-cost advice to everyday investors:

https://youtu.be/hjyq5LErR3k
by rebecca rebecca No Comments

Video Member Spotlight: Trustly


In this interview, Trustly Americas President Pete Ohser explains how consumer-permissioned data access greatly expands options, lowers costs, and removes barriers to financial services, as well as detailing how Trustly has been working with the policymaking and banking communities to make open banking a reality:

https://youtu.be/q7LEpa7UiwI
Top