The FinTech Report podcast: Episode 7: Dan Jovevski, WeMoney, and Lauren Applegate, Envestnet Yodlee

The FinTech Report podcast is brought to you in Partnership with Australian FinTech, a news and information website covering everything you need to know in fintech in Australia and around the world, as well as a Directory of over 800 fintechs. Our thanks to the Australian FinTech team for supporting The FinTech Report – you can learn more at www.AustralianFinTech.com.au

This podcast is brought to you in Partnership with global data aggregator and Open Banking experts, Envestnet Yodlee.

Envestnet Yodlee has held an office in Australia for over a decade, is actively engaged with the ACCC and Open Banking and is compliant with the highest level of local and international infosec standards. Envestnet Yodlee’s data solutions are used by some of the region’s most exciting and innovative companies, including 86 400, Xero and Finder. Envestnet Yodlee are passionate about empowering financial service providers to use financial data and intelligence to better serve their customers, and the team have extensive knowledge on the topics of finance innovation, CDR, open banking, responsible lending, and data aggregation, account verification, and analytics.

Learn more at: https://www.yodlee.com/oceania

Our two guests for this episode are; Dan Jovevski, the Founder & CEO at WeMoney; and Lauren Applegate, Director Customer Success and Marketing ANZ at Envestnet Yodlee

WeMoney’s mission is to empower people to take control of their financial story so that they can get onto the ladder and improve their life and money.

WeMoney is a financial wellness platform that tracks all your money in one place. You can track your credit score, bills and recurring payments, understand your savings, debt and monitor your income through a complete toolset that can make your dollar and keep them in the black.

By leveraging frontier behavioural science and artificial intelligence, WeMoney nudges and guides you towards better, informed and insightful financial choices and address the root causes of pitfalls of money management. Connect with a passionate community that connects you other likeminded people going through a similar journey.

Lauren Applegate holds a Bachelor of Psychology and a Bachelor of Marketing and is a customer success and retention expert with deep experience in the financial industry.  As Envestnet | Yodlee’s ANZ Director of Customer Success and Marketing, Lauren’s role is centred around ensuring that her customers can innovate, succeed, and grow through the use of Envestnet | Yodlee’s best-in-market Data Aggregation, Account Verification, Data Enrichment, Financial Wellness, and Credit Accelerator tools.  With a background of executing marketing functions for online start-ups, as well as holding sales leadership roles within large Insurance providers, Lauren has a great mix of experience to assist everyone from small Fintech’s to large Financial Institutions with their growth strategies.

In this episode we discuss:

Why WeMoney? Dan shares his Founder story
What does WeMoney do? 
What does Envestnet Yodlee do for WeMoney?
What is the benefit of having a data aggregator?
What are the key issues Envestnet Yodlee solves for WeMoney & other customers?
Explain Nudge Economics & Behavioural science
How do you measure results? 
What do you think of the fintech eco-system?