Podcast
Data-Driven Finance: The Financial Intelligence Podcast
Hosted by Yodlee · EN
Stay ahead of the curve by hearing from the world’s top thinkers in fintech, financial intelligence, financial data, open banking, lending data, financial wellness, personal finance, banking data, and AI in fintech
12episodes
Episodes
Newest firstAll episodes
Avery Miller of RBC on Data in Loyalty Programs
Sep 10, 202400:21:15Tap to summarizeOur guest this episode is Avery Miller, VP and Head of Digital Consumer Product and the Avion Rewards Platform at RBC. Avery got his MBA at the University of Richmond and spent time before going to RBC at Capital One and PayPal. We talk about how connected finance impacts shopping and card use and loyalty programs. Topics include: How are financial services organizations doing at keeping up with modern shopper expectations, wants, and needs? How consumer expectations are changing generation to generation. Where the data that powers purchasing and rewards programs comes from. How interconnectivity is being achieved to facilitate shopping and payments. Implicitly and explicitly given data and the proper way to use that data for better consumer experiences. Is the current infrastructure enough to build the connected finance ecosystem of tomorrow? The impact cloud, AI, and quantum computing will have on verifiable sources of trust. What are the odds we can ever get to open banking on a global scale? Helpful Links: Avion Rewards Avery Miller on LinkedIn Envestnet Yodlee
Transcribe →Chris Gifford of USAA Bank on Data and Analytics Strategies
Aug 23, 202400:24:48Tap to summarizeOur guest today is Chris Gifford, Chief Data & Analytics Officer at USAA Bank. We talk about data strategies, building with a mobile-first mentality and why people remain at the heart of innovation, covering such topics as: Working for a mission-driven organization and how this shapes USAA’s approach to data and analytics. The value of Advice as a product – and how data drives better outcomes for the consumer. How institutions can embrace innovation in a measured approach, while still moving at the speed of change. Near- and longer-term applications for AI in banking. Where and how the banking industry is finding innovation outside of AI. What data and analytics capabilities does a major bank in 2024 need to thrive? Helpful Links: USAA Bank Chris Gifford on LinkedIn Envestnet Yodlee
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