Small Business

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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.

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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:

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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:

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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:

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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:

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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
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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
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Video Member Spotlight: Codat


Codat is a fintech that provides a universal API for small business data, which powers integration of products built by other software providers and financial institutions. In this interview, Gabby Macsweeney, Head of Communications and Public Policy, discussed how universal APIs can simplify business processes and inform financial wellness: 

https://youtu.be/QBAfTVx7Gv8
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Video Member Spotlight: Xero


FDATA North America member Xero is a cloud-based accounting software platform for small businesses with more than 3 million subscribers globally. This Member Spotlight interview features Faye Pang, Xero’s Country Manager for Canada.

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