Account Aggregator: Ten Use Cases for a Bank’s Wealth Management Department
Hardest Part: Data Gathering Last December, Nitin Sawant, SEBI Registered Investment Advisor, reached out to me and mentioned that he had applied for an Account Aggregator license. So why should an Investment Advisor (IA) consider entering the Account Aggregator (AA) business? Then we met, and he explained how AA can help to achieve his mission. […]
Does your product have an engagement layer?
What’s your ETA? Does your personal finance tech platform notify you that inflation in 2023 has delayed your estimated arrival time (ETA) to reach your financial goal?Visualise that this is your first trip to the base camp at Mount Everest. It’s a fourteen-day course, and you have completed four days of trekking. And suddenly, you […]