How to build an investment platform customers love

September 9th, 2022 | 9:00AM PDT

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Join us for a Tech Talk with Ashley Curran, Director of Product at Betterment, and learn how they harnessed Plaid to build easy-to-use wealth management tools that offer personalized and expert advice to more than 700k customers nationwide.

During this Tech Talk, we'll cover: 

  • How industry leaders like Betterment are using technology to drive a sticky user experience 

  • How to make it easy for users to securely set up and fund accounts

  • How to leverage consumer-permissioned financial data to offer a more personalized in-app experience



Ashley Curran

Director of Product, Betterment

Mehreen Iqbal

Strategic Account Manager, Plaid