In this episode we talk with Jean-Paul LaClair, Senior Director of Product and Financial Data Exchange about the best ways to pursue open finance through adoption of systems and standards. Jean-Paul came out of Cornell University with a BA in Economics and Sociology, and prior to landing at Financial Data Exchange worked at USAA and M&T Bank. We co…

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 …

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 transformatio…

Develop your Smart Investment Plan for Christmas

The understanding and ability to leverage the global financial sector in an important body of knowledge for you to have to build personal and generational wealth. Learn about Good Debt Cash Flow, How to Minimize Your Debt Financial Portfolios And How Maximize Financial And Equity Capital Gain

Most people primary and secondary income is inadequate to support their dreams, hopes and aspirations. This episode of Financial Intelligence will share with you the importance of developing your Smart Investment Strategy

Financial Intelligence is designed to position our audience to learn the ins and outs of building Generation Wealth