Whitepaper | Enhancing compliance strategies & solidifying client relationships

June 6, 2017 by Katelyn Rattray

Account aggregation whitepaper cover page

about the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Whitepaper | Enhancing compliance strategies & solidifying client relationships

How account aggregation is changing the landscape of FinTech

Account aggregation provides benefits to nearly every financial services firm; however, if their goal is to become the indispensable center of their clients’ financial world, then they will need to embrace account aggregation technology. Despite the many benefits of leveraging account aggregation, the Canadian financial services market faces many challenges and barriers for usage.

In this whitepaper, Advicent and Quovo have teamed up to define account aggregation, highlight the benefits to both firms and their clients, and explore what this all means for the Canadian financial services industry.

Download our whitepaper to learn more about account aggregation and how it can enhance your digital strategy.