Open Banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized financial solutions and new revenue opportunities.

In this webinar, that was recorded on Wednesday, May 3, 2023 at 12:00 pm ET, participants will learn:

  • What Open Banking is
  • What APIs are
  • The business opportunities brought by these tools
  • The reality of the marketplace right now
  • What the immediate possibilities are
  • The role of the government regulations
  • The role of Wealth Management firms

This webinar will address an upcoming trend which will represent an opportunity to improve service to clients and business revenues for wealth management firms.

Raghid Nami, Senior Product Manager, Croesus

Annie Sinigagliese, Vice-President and Chief Product Officer, Croesus

Need CE credits?

For those who missed the live webinar, the recording is available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from IIROC (pending approval)*. CE accreditation is powered by CE Corner.

If you attended the live webinar on Wednesday, May 3rd at 12pm ET, you will receive an email notification from CE Corner when your CE certificate is ready.