New Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial Advisors

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In This Episode

Your ability to deliver high quality financial advice to your clients depends greatly on the completeness and quality of the information you have about their financial lives. As Jason O’Shaughnessy, Head of International Business at Envestnet | Yodlee explains, the Open Finance movement is creating new opportunities for financial advisors and clients alike. 

Once a clunky and manual process, account aggregation is now moving to a system that is more reliable and more accurate. And this same connectivity, made possible by companies like Envestnet | Yodlee is opening the door for new services.

Our Guest

Jason O’Shaughnessy is the Head of International Business for Envestnet | Yodlee. He is responsible for all new business, strategic partnerships, account management, and customer success for our entire international business. Having previously worked at Envestnet | Yodlee for 15 years, Jason originally started up and grew the International business, and he’s played a critical role in the growth of FinTech and in driving innovation with Financial Institutions across multiple countries. Outside his day job, he also advises multiple startups and businesses in a non-executive director capacity and has unique experience in the startup ecosystem. Along with business development, Jason has extensive experience in Open Banking/ Open Finance, directorship, and assisting with fundraising, to mention just a few of his many skills.


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