| Similar Articles |
|---|
 |
Bank Technology News
August 2001
Jan Jaben Eilon |
Aggregation for the Little Guys Credit unions and small banks are jumping on the aggregation bandwagon before it's too late...   |
Investment Advisor
March 2007
Robert Huebscher |
Getting It Together To give good advice, financial advisors need good information. Account aggregation is the key to good information |
U.S. Banker
October 2001
Mark Bruno |
Questions About Aggregation Experts are asking whether investments in aggregation technology are paying off. Is your bank burning money by investing in aggregation? Some experts say yes... |
Bank Technology News
March 2001
Maria Bruno |
Aggregators Aggregate An account aggregation behemoth was born when Redwood Shores, CA-based Yodlee Inc. closed on an all-stock deal for the acquisition of archrival VerticalOne Corp. The rise of this new entity, which will go by the Yodlee name, will likely make or break many of the smaller players... |
OCC Bulletin
February 28, 2001 |
Bank-Provided Account Aggregation Services This bulletin discusses the risks of bank-provided account aggregation services, and suggests control mechanisms banks should consider when they offer aggregation services. |
U.S. Banker
August 2001
Jack M. Pullara |
Look Before You Leap Account aggregation (such as Yodlee) can be a great product, but there are many pitfalls. So beware. |
Bank Technology News
December 2001
David Rountree |
Best of the Newest! In 2001, the "best" financial technology is defined by clear evidence of a timely ROI or a direct tie to customer relationships... |
Bank Technology News
October 2001
David Rountree |
Consumers Grow Comfortable With IT Wealth management services to be sought by not-so-wealthy households... |
Registered Rep.
December 6, 2011
Charles Paikert |
Banner Year for Account Aggregation, but Pricing Questions Remain Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service. |
Investment Advisor
April 2006
Andrew Gluck |
Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient. |
Wall Street & Technology
January 23, 2008
Cory Levine |
Brokerages Still Fail to Offer Full Web-Based Banking Services A new report suggest only 40 percent of brokerages can be considered a full 'bankerage,' a brokerage that offers traditional banking products with all accounts accessible via a single Web login. |
U.S. Banker
August 2006
Glen Fest |
Burn to Bloom: Is Profit in the Offing? A new credit - and debit - card enabled offering from Yodlee is a sign the Web-banking industry may finally be emerging from the bill-pay subsidy game. Or is it? |
Registered Rep.
October 28, 2015 |
Morningstar: Smart Data In a year when "big data" became the hot topic in the financial advisory space, one long-standing aggregation company stood out. |
Bank Technology News
March 2002
Karen Epper Hoffmann |
Online Banking Aligns Practices Now that the initial online flurry has subsided, Web-based banks are looking at ROI potential... |
Bank Technology News
November 2005
Glen Fest |
Money Management: PFM Lite's Starts To Get Heavier Converging with bill pay and other personal cash-management capabilities, a new on-line option seems like a slam dunk, but traction has been slow. That may be about to change. |
Financial Advisor
October 2008
Andrew Gluck |
Fixing AUM Fees The system of charging clients based on the amount of assets they place under your management is fatally flawed. There may be a better way. |
Bank Technology News
May 2004
John Adams |
Firm Takes Swipe At e-Tolls Again A new pay-for product from Online Resources hits the market with a group of more than 50 early adopters including First Command Bank and Pinnacle Federal Credit Union. |
Registered Rep.
February 4, 2015
Lauren Barack |
The Amazon Experience Financial services firms that don't deliver simple and engaging client-facing tech tools for independent financial reps are going to have to answer to their own clients -- the advisors. |
D-Lib
May/Jun 2013
Jett et al. |
A Model for Providing Web 2.0 Services to Cultural Heritage Institutions: The IMLS DCC Flickr Feasibility Study The Flickr Feasibility Study was launched in 2009 to determine how aggregators might provide intermediary services for cultural heritage institutions wishing to engage in Web 2.0 initiatives, shed light on both needs and models for aggregation services. |
Financial Advisor
November 2007
Andy Gluck |
Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc. |
