Data-Driven Finance: The Financial Intelligence Podcast

Jeff Cain of Fidelity on Tech's Role in Building Wealth

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Our guest on this episode of Data Driven Finance is Jeff Cain, VP Fintech Research at Fidelity Investments. Before that he was Head of Partnerships at Brightside and spent eight years at Yodlee. Jeff got his Bachelor’s Degree in Economics at Stanford and a Masters from Harvard. We’re not really talking about Fidelity; we’re going bigger picture and getting Jeff’s personal take on wealth building and tech’s role in that. Topics covered include:

  • How customers can be segmented to track behaviors, demographics, and goals.
  • Are behaviors driving technology or are tech innovations changing what consumers want?
  • How are finserv businesses doing at keeping up with consumer demands and innovating around those?
  • What are the big trends in financial consumer behavior?
  • And likewise, what are the coming trends in fintech?
  • When it comes to the third-party apps and players, what’s going to separate the winners from the losers?
  • Why should banks and financial institutions fully embrace APIs, data sharing, and open banking?
  • What to look forward to and what to be cautious about as we move through 2025.

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    Helpful Links:

    Fidelity Center for Applied Technology

    Jeff Cain on LI

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    Data-Driven Finance: The Financial Intelligence PodcastBy Envestnet Yodlee
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