Stay ahead of the curve by hearing from the world’s top thinkers in fintech, financial intelligence, financial data, open banking, lending data, financial wellness, personal finance, banking data, and AI in fintech

Data-Driven Finance: The Financial Intelligence Podcast
Claim This Podcastby Yodlee
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Podcast Overview
Stay ahead of the curve by hearing from the world’s top thinkers in fintech, financial intelligence, financial data, open banking, lending data, financial wellness, personal finance, banking data, and AI in fintech
Language
🇺🇲
Publishing Since
4/23/2024
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Recent Episodes

March 13, 2026
Building Wealth with David Myszewski of Wealthfront
Our guest on this episode of Yodlee’s Data Driven Finance is David Myszewski, Vice President of Product at Wealthfront. Dave oversees product development, consumer research, and client support. He spent 12 years at Apple, even contributing to the engineering team that developed the first iPhone. He has a Master's and Bachelor's degree in Computer Science from Stanford. And our questions for Dave are around wealth building access for young adults. Topics covered include: The biggest barriers for young professionals when it comes to building wealth The role financial institutions should play in educating young people Why young investors should not neglect the tax implications of their trades Lessons from helping develop the iPhone that were brought to fintech product development Letting customer support inform product development The multiple components of wealth building The philosophy of product-market fit How connected data helps lead to better products Trying to develop product amidst rapid technological change Millennial vs Gen Z wealth building and fintech tool behavior Helpful Links: Wealthfront

December 10, 2025
ACH Rules with Nacha's Amy Morris
Amy Morris from Nacha discusses upcoming changes to ACH Network Operating Rules, offering financial institutions advice on compliance and how data analysis shapes network operations in this interview.

October 2, 2025
Product Development with Neighborhood Trust's Theo Vaughn
Theo Vaughn, Director of Product Services, discusses product development and management in the finance space, including aligning stakeholders and scaling technology, in an interview on product directorship.
21 total episodes available with 3 transcripts
Recent guests on Data-Driven Finance: The Financial Intelligence Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Amy Morris
Guest
Theo Vaughn
Guest
David Silberman
Guest
Jeff Cain
Guest
Gretchen Rodriguez
Guest
Stephen Fishman
Guest
Matt McLarty
Guest
Steve Szpytek
Guest
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Frequently asked questions
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- What is Data-Driven Finance: The Financial Intelligence Podcast?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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