Free Webinars

Wealth management clients increasingly expect to be able to access all their financial account information from various institutions in one digital interface and  new regulations are putting digital account aggregation at the front and center of digital wealth management. Wealth managers are perfectly placed to take advantage of new account aggregation technology—but the time to act is now.

This webinar highlights key trends and drivers of account aggregation in wealth  management,  specifically focusing on the following:

  • From APIs to Blockchain—Demystifying account aggregation technology

  • The key drivers of account aggregation

  • Risks and opportunities for wealth managers

  • Why regulation matters: a look at account aggregation worldwide

  • Lessons from the retail sector—what wealth managers can learn from retail account aggregation providers.

  • Straight from the source: insights from vendors

Presenters are Rosalia Engchuan (Senior Analyst), Onawa Lacewell (Analyst) and Steffen Binder (Research Director).

If you would like to see the recording of this webinar please click here.


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