Ep429: Tackling the personal finance crisis, working to financial wellness

Jason O’Shaughnessy, Head of International Business, Envestnet/Yodlee

Financial wellness for many is currently at risk. The combination of the aftereffects of the pandemic and of a spike in energy prices because of the war in Ukraine are hitting consumers hard. Financial literacy remains an issue and, there is an onus on financial institutions and FinTechs to help. Banks may use data analytics to identify consumer trends, empower consumers and take personal financial management to the next level, providing actionable advice tailored to customer circumstances. Robin Amlôt of IBS Intelligence discusses financial wellness with Jason O’Shaughnessy, Head of International Business at data aggregation specialist Envestnet/Yodlee.