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The Challenge, the O ppor tunit y — and Why We N eed to Ac t N ow . . . . . . . . . . . . . . . . . . . 01
Thi s Begin s with O ne Per son , and Two Financial Li ves . . . . . . . . . . . . . . . . . . . . . . . . . . . . 02
COV I D and the Rumble of D igitization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 5
The Future: O ne Connec ted Financial Life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 6
When Ever y thing Becomes Financial S er v ices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 07
The R i se of the Ecos y s tem and It s I nformation Benef it . . . . . . . . . . . . . . . . . . . . . . . . . . . 09
The Financial Ment al H ealth Cri si s and the Move Toward Financial M indf ulnes s . . . . . . 1 0
Acces sible for A ll, Catered for You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
My Dat a, My Pri vac y, My Financial Life – The Per sonal Dat a Bureau . . . . . . . . . . . . . . . . . 12
Enves tnet i s Read y to Power the Connec ted Financial Con sumer . . . . . . . . . . . . . . . . . . . 13
A Call to Ac tion: O ur I ndu s tr y 's T ime to Empower the Con sumer . . . . . . . . . . . . . . . . . . . 20
What's Important to Understand
Envestnet has invested in creating a powerful toolset to
deliver better financial guidance to people. We're enabling
this ecosystem to grow and empowering the intelligent,
connected financial life™.
