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White papers

Driving confidence during your next quarterly earnings call

Feb 03, 2023
Sponsored by
Envestnet | Yodlee

Envestnet | Yodlee

This briefing from Envestnet | Yodlee concisely sets out how analyzing de-identified consumer spending data can alert an IRO to the signals that investors look at to forecast quarterly targets and predict growth.

This resource also offers a four-step process on how to conduct this analysis.

Download it below!


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