Tearsheet’s newest conference DataDay is about to kick off. On June 2 – June 4, hundreds of financial services and fintech firms will join online to explore the changing role of financial data for customers, firms, and the industry. Sponsored by Fiserv and MX, DataDay is the first event of its kind to focus solely on the growing data ecosystem in financial services.
A few major themes are emerging:
Open finance is happening: Without formal legislation in the U.S., the industry is moving in the direction of connectivity, giving consumers more control over how they share their financial data and with whom they share it. Niko Karvounis, Plaid’s Product Lead and Co-founder of Quovo, will address this topic, as will Wells Fargo’s Anthony Burton, Manager, Digital Data APIs, offering a major bank’s perspective. Paul Diegelman, VP Electronic Payments and Aggregation, Fiserv will talk about how new advances in personal finance managers are helping consumers achieve better financial outcomes.
Data drives new products and marketing decisions: Connectivity is one piece of the data puzzle and so is using financial data to customize products. Challenger bank Stash’s Sudev Balakrishnan, Chief Product Officer will address how his firm uses a continuous feedback loop and automation to create products for the masses. Kareem Selah, EVP, Zest.AI will explore how new forms of data and AI are being used to power more-informed lending decisions. Eric Jamison, Vice President, Product Management, Envestnet I Yodlee will bring his firm’s perspective on how banks and fintechs are able to hyper-personalize products in an era of better, more open data sharing.
Putting the consumer at the front: So much about opening up connectivity and data sharing across institutions is about trust and giving the consumer a power she hasn’t had before. Ryan Christiansen, SVP Data Access, Finicity will talk about this issue. Brandon DeWitt, Co-founder and CTO, MX will lead a discussion entitled The nobility of banking – Building trust and helping consumers reach their financial goals.
Access the agenda and register for Tearsheet’s DataDay Conference (tickets are free for members of Tearsheet’s Outlier Program)