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[Overseas Financial Now] Emphasize personalization with solutions for IT companies and advisors

[Overseas Financial Now] Emphasize personalization with solutions for IT companies and advisors

20 October 2019 | 3:00 am

Personalization related to customer interests is important and requires a higher level FinovateFall includes BlueRush, Envestnet Yodlee, and Orion. Last week in New York, NewnovateFall highlighted the importance of personalization by several technology companies that showcased the latest solutions to help financial institutions such as advisors and banks. As the clear example, it is an interactive personalized video technology platform for advisors and other financial institutions of BlueRush “IndiVideo” and, for digital financial services Envestnet and Yodlee software company which was acquired in 2015 There is a rebalancing platform for “Orion”, a data aggregation and analysis platform.

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