Envestnet Whitepapers

The Intelligent Financial Life National Study

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19 © 2021 Envestnet, Inc. All rights reserved. Artificial intelligence will become more and more ubiquitous, anticipating consumer needs and suggesting the right engagement experience. Data companies should link into our ecosystem to help create scale and intelligent connectivity to enable this across all reaches of financial services. The industry has to reach beyond its traditional affluent marketplace. Inclusivity, active community engagement, education, and support are part of future business models that will flourish as they connect in relevant, approachable ways to underserved communities. ENVESTNET is enabling this ecosystem to grow. We see how the elements that make this future possible are coming together … now. Each piece is growing more and more capable, but it is the collective, connected impact of data and technology connected to solutions that will drive our industry's purpose: to empower the intelligent, connected financial life. Bill Crager Co-Founder, CEO Industry-leading operational capabilities enhance the execution of all clients' needs.

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