Data-Driven Finance: The Financial Intelligence Podcast
Yodlee
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Recent Episodes
Building Wealth with David Myszewski of Wealthfront
Our guest on this episode of Yodlee’s Data Driven Finance is David Myszewski, Vice President of Product at Wealthfront. Dave oversees product development, consumer research, and client support. He…
ACH Rules with Nacha's Amy Morris
Our guest on this episode of Yodlee’s Data Driven Finance podcast is Amy Morris. Amy is Senior Director, ACH Network Rules at Nacha and prior to that, she was Business Leader for Global Operating…
Product Development with Neighborhood Trust's Theo Vaughn
Our guest on this episode of Data Driven Finance is Theo Vaughn, Director of Product Services at Neighborhood Trust Financial Partners. Prior to his current role, Theo was Chief Experience Officer at…
Responsible Lending Through Data with David Silberman
In this episode of Data Driven Finance, we talk with David Silberman. David is a Visiting Lecturer in Law at Yale Law School as well as a Senior Advisor to the Center for Responsible Lending, the…
Jeff Cain of Fidelity on Tech's Role in Building Wealth
Our guest on this episode of Data Driven Finance is Jeff Cain, VP Fintech Research at Fidelity Investments. Before that he was Head of Partnerships at Brightside and spent eight years at Yodlee. Jeff…
Gretchen Rodriguez of TD Bank on Payment Systems
Our guest on this episode of Data Driven Finance is Gretchen Rodriguez, Head of Product for Payments at TD Bank. She approaches products with an entrepreneur’s mindset and has designed and launched…
Stephen Fishman and Matt McLarty of Boomi on Unbundling the Enterprise
Our guests on this episode of Data Driven Finance are Stephen Fishman and Matt McLarty, authors of the book “Unbundling the Enterprise – APIs, Optionality, and the Science of Happy Accidents.”…
Steve Szpytek of Axos Bank on Consumer Product Development
Our guest on this episode of Data Driven Finance is Steve Szpytek, SVP and Head of Consumer Product Development at Axos Bank. Axos Bank is a diversified technology-driven financial services company…
Kat Cloud of Yodlee on CFPB 1033 Rule Compliance
Our guest on this episode of Data Driven Finance is Kat Cloud, Principal Director of Open Banking Compliance at Yodlee. Kat is also a Board member at the Financial Data Exchange, and prior to her…
Larry Rosenberger of FICO on Analytics for Decision-Making
Our guest this episode is Larry Rosenberger, Research Fellow at FICO and formerly CEO and VP of R&D at FICO. The views Larry expresses in this episode are his and not necessarily those of FICO.…
Avery Miller of RBC on Data in Loyalty Programs
Our 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…
Chris Gifford of USAA Bank on Data and Analytics Strategies
Our 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…
Justin Zeidman of Navy Federal Credit Union on Connected Finance
Our guest this episode is Justin Zeidman, VP of Digital Strategy at Navy Federal Credit Union. We talk about how credit unions are approaching and adopting digital transformation and leveraging…
Bruce Schilder of Accenture on Open Banking Transformations
Bruce Schilder, North American Open Banking and Fintech Lead at Accenture. Bruce comes out of Syracuse’s Whitman School of Management, and before Accenture spent time at JPMorgan Chase and Sterling…
Dustin De Vincentis of Alumni Services on Digital Transformation
In this episode, we talk with Dustin De Vincentis, Global Head of Financial Services at Alumni Services. Dustin comes out of Columbia business school and has spent time at JP Morgan and Morgan…
Steve Boms of Allon Advocacy on Open Bank Regulation
Our guest this episode is Steve Boms, Founder and President at Allon Advocacy and also Executive Director of the Financial Data & Technology Association. Steve comes out of Penn State and has…
Jose Tagunicar of Stratyfy on AI in Lending
Our guest this episode is Jose Tagunicar, Product Strategy, Analytics, and Risk Management at Stratyfy. Jose was previously with FICO and Equifax. We talk about the latest takeaways from the FICO…
David Snitkof of Ocrolus on Lending Data
In this episode, we speak with David Snitkof, entrepreneur and SVP of Growth at Ocrolus about bringing lending institutions the data they need to make more efficient and effective assessments of…
Jean-Paul LaClair of FDX on Open Finance
In this episode we talk with Jean-Paul LaClair, Senior Director of Product and Financial Data Exchange about the best ways to pursue open finance through adoption of systems and standards. Jean-Paul…
Michael Whitt of ApexEdge on Subscriptions Management
In this episode we speak with Michael Whitt, President and Co-founder of ApexEdge, about subscription-based products and services and how financial institutions can offer superior customer…
Frequently Asked Questions
Data-Driven Finance: The Financial Intelligence Podcast has published 21 episodes since April 2024, covering topics in Business, Business News.
Data-Driven Finance: The Financial Intelligence Podcast is currently highly active with new episodes every 2 months. Average episode length is 22m.
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