Tony Leal: We learned to redefine what it means to be prepared

Tony Leal is president of Envestnet MoneyGuide. Tony has been at Envestnet MoneyGuide since its inception in 1997. As president, Tony is focused on overall growth strategy, execution and operations.
22 December 2020

Machine Learning is Reducing Churn and Preventing Fraud in Recurring Billing

While some companies don’t actively discuss how machine learning may be helping them, others are actively promoting it as a tool in their arsenal. Greg Burwell from Fusebill shares how Machine Learning is reducing churn and preventing fraud in recurring billing.
19 November 2020

Technology Teams While Acquisition: Notes For CTO

From a business perspective, the acquisition is not a challenge. For technology teams, it is. Miguel Zakharia, CTO at AssetBook, and Dave Whitaker, Foreside's President commented on the merger topic.
12 November 2020

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