More Americans rely on third-party apps to manage their finances, but find difficulty with security, access, and ease of use. Financial institutions could be missing out on strategies such as modern investment opportunities like cryptocurrency. By empowering customers through unified tools, financial institutions can help their clients’ manage their financial health.

• Peter Longo, Senior Director, Product Management, Digital at Finastra
• Geoffrey Knapp, Chief Growth Officer at Allied Payments
• Paula Allen, Principal Product Manager at Finastra
• Sue Dumbauld, VP, Partner Strategy at MX