Brandon Rembe's guest appearances

Brandon Rembe

Tearsheet Podcast: The Business of Finance

Fintech Impact

Nick Catino

Dimitri Dadiomov

Meenaz Sunderji

Yaron Ben-Zvi

Seth Ross

Atif Siddiqi

Chris Hutchins

Patrick Smith

Tom Roberts

Ian Crosby

Mike Kane

Immad Akhund

Jason Brown

Michael Kitces

Ali Rayl

OwlTail

In this episode of ‘Fintech Impact’ podcast, host Jason Pereira talks to Brandon Rembe, the Chief Product Officer of Envestnet, which encompasses his role overseeing product for Envestnet | Yodlee, the data &amp; analytics arm of Envestnet. Jason &amp; Brandon talk about every aspect of investment and share some great ways to make people’s financial life better. Episode Highlights:00.34: Brandon states that Envestnet is a large Wealth Tech and Fintech Ecosystem that is been around the business for over 20 years with a net worth of over $4 trillion. 01.32: Envestnet has acquired a lot of start-ups and the founders are still with the organization as they continue to innovate.02.13: Jason asks Brandon about the history of Envestnet and his role in the company.03.31: As per Brandon, they worked really hard to grow the business from the breadth of what’ they’re doing and are now focused on integrating all the components. 05.50: Brandon mentions that Envestnet as a company is the glue behind all those making sure that data flows seamlessly. 07:00: To apply any intelligence to the stuff, you need to have the right data.10.01: Legacy PFM applications and personal financial management applications, were really good at telling what happened in the past and what’s happening in your account currently. 12.20: If you want to hit your financial goals, here is the thing is that you need to do, you should spend less on entertainments and you should save more.14.25: Brandon tells that they want people to feel like they have control over their financial life and they understand their financials life.18.20: People also need to keep a check on how much they spent over the last year on an average and if the expenses were meaningful?20.08: They have just launched their new trust exchange as well where people can come in and get access to trust services. 25.30: We need to empower the advisor with one allowing them to collect all the information about their clients so that they can provide the right advice.26.14: We’re also trying to centralize / decentralize through this ecosystem to reach out and get the advice from both from investor and advisor standpoint.28.16: It’s also very important for advisors now to have the conversation of you client to say, well, what’s important to you in how you get to that outcome? Do you care about your carbon footprint? Do you care about taxes? 30.05: We’re trying to help every retail customer out there to start to create that intelligent financial life through micro saving and investing.32.04: Jason asks Brandon, “If you had one wish for something changed in your company or the industry as a whole?”35.02: It’s a problem that we can solve and reduce the money and finance fences that are causing so much stress to people.3 Key Points:Financial lives are probably very different from one another and are different from others; we need to understand the complete ecosystems, make the right advice or provide the right insights to them.When you take any technology, whether that’s machine learning, or that’s a new cool app, you have to pair that with a human to get the best outcome. We can all innovate faster and provide better outcomes for clients.When people go to talk to an advisor, they expect them to be the genius on everything, but they’re also not meant to be an expert on every single financial instrument that’s out there.Tweetable Quotes:“Trying to make people’s financial lives better throughout that entire lifecycle”- Brandon Rembe“You guys are like the granddaddies of data aggregation, really are like the first major Big E myth in that space.”- Jason Pereira“Hey I want to get you on the phone right away and talk about what I need to do to provide the best outcome for me. So that type of seamless handoff between the machines is incredibly important for us”. – Brandon Rembe“Here is why I am asking all of these questions because they do have a real outcomes, what their needs are for healthcare and everything else” – Jason Pereira“It’s not only plugging them into that network, it’s then facilitating that network as well”. - Brandon Rembe“We’re really bringing some of those things down market so that people do understand how much they’re saving, spending, if they should be saving more, etc.” - Brandon RembeResources / Links:Leave your review at Apple PodcastsJason Pereira Podcasts Fintech Impact PodcastsJason Pereira WebsitePodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of ‘Fintech Impact’ podcast, host Jason Pereira talks to Brandon Rembe, the Chief Product Officer of Envestnet, which encompasses his role overseeing product for Envestnet | Yodlee, the data &amp; analytics arm of Envestnet. Jason &amp; Brandon talk about every aspect of investment and share some great ways to make people’s financial life better. Episode Highlights:<ul><li>00.34: Brandon states that Envestnet is a large Wealth Tech and Fintech Ecosystem that is been around the business for over 20 years with a net worth of over $4 trillion. </li><li>01.32: Envestnet has acquired a lot of start-ups and the founders are still with the organization as they continue to innovate.</li><li>02.13: Jason asks Brandon about the history of Envestnet and his role in the company.</li><li>03.31: As per Brandon, they worked really hard to grow the business from the breadth of what’ they’re doing and are now focused on integrating all the components. </li><li>05.50: Brandon mentions that Envestnet as a company is the glue behind all those making sure that data flows seamlessly. </li><li>07:00: To apply any intelligence to the stuff, you need to have the right data.</li><li>10.01: Legacy PFM applications and personal financial management applications, were really good at telling what happened in the past and what’s happening in your account currently. </li><li>12.20: If you want to hit your financial goals, here is the thing is that you need to do, you should spend less on entertainments and you should save more.</li><li>14.25: Brandon tells that they want people to feel like they have control over their financial life and they understand their financials life.</li><li>18.20: People also need to keep a check on how much they spent over the last year on an average and if the expenses were meaningful?</li><li>20.08: They have just launched their new trust exchange as well where people can come in and get access to trust services. </li><li>25.30: We need to empower the advisor with one allowing them to collect all the information about their clients so that they can provide the right advice.</li><li>26.14: We’re also trying to centralize / decentralize through this ecosystem to reach out and get the advice from both from investor and advisor standpoint.</li><li>28.16: It’s also very important for advisors now to have the conversation of you client to say, well, what’s important to you in how you get to that outcome? Do you care about your carbon footprint? Do you care about taxes? </li><li>30.05: We’re trying to help every retail customer out there to start to create that intelligent financial life through micro saving and investing.</li><li>32.04: Jason asks Brandon, “If you had one wish for something changed in your company or the industry as a whole?”</li><li>35.02: It’s a problem that we can solve and reduce the money and finance fences that are causing so much stress to people.</li></ul> 3 Key Points:<ol><li>Financial lives are probably very different from one another and are different from others; we need to understand the complete ecosystems, make the right advice or provide the right insights to them.</li><li>When you take any technology, whether that’s machine learning, or that’s a new cool app, you have to pair that with a human to get the best outcome. We can all innovate faster and provide better outcomes for clients.</li><li>When people go to talk to an advisor, they expect them to be the genius on everything, but they’re also not meant to be an expert on every single financial instrument that’s out there.</li></ol> Tweetable Quotes:<ul><li>“Trying to make people’s financial lives better throughout that entire lifecycle”- Brandon Rembe</li><li>“You guys are like the granddaddies of data aggregation, really are like the first major Big E myth in that space.”- Jason Pereira</li><li>“Hey I want to get you on the phone right away and talk about what I need to do to provide the best outcome for me. So that type of seamless handoff between the machines is incredibly important for us”. – Brandon Rembe</li><li>“Here is why I am asking all of these questions because they do have a real outcomes, what their needs are for healthcare and everything else” – Jason Pereira</li><li>“It’s not only plugging them into that network, it’s then facilitating that network as well”. - Brandon Rembe</li><li>“We’re really bringing some of those things down market so that people do understand how much they’re saving, spending, if they should be saving more, etc.” - Brandon Rembe</li></ul> Resources / Links:<ul><li>Leave your review at <a href="http://www.applepodcasts.com" rel="noopener noreferrer nofollow" target="_blank">Apple Podcasts</a></li><li><a href="https://jasonpereira.ca/the-fintech-impact-podcast-jason-pereira" rel="noopener noreferrer nofollow" target="_blank">Jason Pereira Podcasts</a> </li><li><a href="https://jasonpereira.ca/the-fintech-impact-podcast-jason-pereira" rel="noopener noreferrer nofollow" target="_blank">Fintech Impact Podcasts</a></li><li><a href="https://jasonpereira.ca/" rel="noopener noreferrer nofollow" target="_blank">Jason Pereira Website</a></li><li><a href="https://barevalue.com/podcast-editing" rel="noopener noreferrer nofollow" target="_blank">Podcast Editing</a></li></ul> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Envestnet | Yodlee with Brandon Rembe | E175

Welcome to the Tearsheet Podcast. I’m Zack Miller.Consumers increasingly expect higher levels of personalization from their financial services providers. Whether it’s from a challenger bank or Bank of America, people are used to Netflix-level of recommendations. An entire industry is cropping up to help provide a consumer’s data from all her accounts so that a service provider can provide actionable advice when she needs it most.Envestnet I Yodlee’s senior vice president of products and strategy Brandon Rembe joins me on the podcast to talk about what leading financial services organizations are doing about best practices in personalization for their customers. Hyper-personalization, he says, presents an opportunity for FIs to provide insights that take into account and anticipate consumer behavior based on their savings, investing, and spending habits.Especially in crazy times like we’re experiencing today, aggregating financial data and creating insights with these tools ultimately enables consumers to have a more complete understanding of their financial health and empowers people to improve their long-term financial wellness and reach their goals.Brandon Rembe is my guest today on the Tearsheet Podcast.But before we jump into the show, I wanted to tell you about Tearsheet’s newest online conference, DataDay 2020. Entire financial ecosystems are emerging around financial institutions and large fintech companies with data at its core. We’re spending three days hearing from top executives at firms like Fiserv, MX, Wells Fargo, Envestnet I Yodlee, Plaid and more about they are best leveraging customer data to help deliver better products and services. DataDay 2020 is all about data sharing, data aggregation, and personalization. For more information, click on the DataDay Conference button at the top of our website, www.tearsheet.co

Welcome to the Tearsheet Podcast. I’m Zack Miller. Consumers increasingly expect higher levels of personalization from their financial services providers. Whether it’s from a challenger bank or Bank of America, people are used to Netflix-level of recommendations. An entire industry is cropping up to help provide a consumer’s data from all her accounts so that a service provider can provide actionable advice when she needs it most. Envestnet I Yodlee’s senior vice president of products and strategy Brandon Rembe joins me on the podcast to talk about what leading financial services organizations are doing about best practices in personalization for their customers. Hyper-personalization, he says, presents an opportunity for FIs to provide insights that take into account and anticipate consumer behavior based on their savings, investing, and spending habits. Especially in crazy times like we’re experiencing today, aggregating financial data and creating insights with these tools ultimately enables consumers to have a more complete understanding of their financial health and empowers people to improve their long-term financial wellness and reach their goals. Brandon Rembe is my guest today on the Tearsheet Podcast. But before we jump into the show, I wanted to tell you about Tearsheet’s newest online conference, DataDay 2020. Entire financial ecosystems are emerging around financial institutions and large fintech companies with data at its core. We’re spending three days hearing from top executives at firms like Fiserv, MX, Wells Fargo, Envestnet I Yodlee, Plaid and more about they are best leveraging customer data to help deliver better products and services. DataDay 2020 is all about data sharing, data aggregation, and personalization. For more information, click on the DataDay Conference button at the top of our website, <a href="http://www.tearsheet.co" rel="nofollow" target="_blank">www.tearsheet.co</a>

Envestnet I Yodlee's Brandon Rembe on the move to hyper-personalization