Data-Driven Finance: The Financial Intelligence Podcast

Latest Episodes:

Michael Whitt of ApexEdge on Subscriptions Management Apr 23, 2024

Show notes

In this episode we speak with Michael Whitt, President and Co-founder of ApexEdge, about subscription-based products and services and how financial institutions can offer superior customer experiences related to subscriptions. In our discussion we cover things like:

The disparities between consumers and providers.
Why are so many businesses moving to subscription instead of ownership business models?
Why subscriptions cancellation may soon be table stakes for financial companies.
What is “friendly fraud”?
How this affects the relationship between banks and subscription providers.

Useful links:
ApexEdge
Michael Whitt on LinkedIn
Envestnet Yodlee

Farouk Ferchichi on Financial Intelligence and Wellness Apr 23, 2024

Show notes

In the debut episode of our podcast, we speak with Farouk Ferchichi, Group President of Envestnet | Yodlee and Global Head of Envestnet Data & Analytics about his fintech entrepreneurial background and how what he’s learned along the way is being applied now in his work at Envestnet. Our chat covers things like:

Effective ways to sell transformation internally
Data democratization in the age of drowning in data and data command & control.
What is “financial wellness” and is it the same for everyone?
The different services financial customers need at every stage of their financial journey.
What’s the best role for AI to play right now in financial management and advisement?

Useful links:
Yodlee.com
Farouk Ferchichi on LinkedIn