Webinar Moderator: Dylan Tweney, Editor-in-Chief, VentureBeat

Panelists: Stephane Dubois, CEO & Founder, Xignite; Joseph Polverari — Chief Strategy & Development Officer, Managing Director, Yodlee Interactive; Mitch Tuchman — Managing Director, Rebalance IRA

Duration: 1 hour

Abstract

Globally recognized as a smoking hot investment sector, fintech is one of the fastest-growing areas for venture capitalists. In a shift that is both technologically and generationally driven, digitally savvy investors are demanding the ability to manage personal investments in a hands-on, online manner.  The fintech industry needs to respond.

Approaching the market with a non-traditional perspective, many startups are now coming up with innovative ways to provide investors with personalized, relatable experiences that are radically different.

Join Yodlee Interactive and a panel of experts for an animated roundtable discussion on how the development and startup community is poised to capitalize on the transformation occurring in the wealth management sector.

• What’s happening in wealth management and what’s fueling its transformation
• The convergence of significant technological and generational trends, e.g. Millennials
• The dramatic growth of wealth management finapps and the future of wealth management
• The impact of Big Data and key insights gleaned from it