In this edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, says the industry is changing right now. Younger buyers expect 24-7 access to their income and account values. Financial professionals want every product they recommend to show up in their planning tools right away. She explains how DFA gives firms a reusable way to connect data and technology, so they can meet those expectations. https://youtu.be/jWNyTOYxOrM?si=E1hc3_Ta9M5meE0f
Stay Informed
Latest News
CALIFORNIA BECOMES THE 45TH STATE TO ADOPT NAIC BEST INTEREST REGULATION
90 Percent of U.S. Consumers Now Protected WASHINGTON, D.C. – California became the 45th state to adopt a model National…
IRI VISION: BUILDING EFFICIENCY THROUGH TRANSPARENCY
Nearly every consumer transaction, from pizza orders to the status of a mortgage approval, can be tracked in real-time. As…
IRI OFFERS PROPOSALS FOR U.S. TREASURY FINANCIAL INCLUSION STRATEGY
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) offered several proposals to assist the U.S. Treasury Department in developing a…