Dani Fava, head of strategic development at Envestnet, joins Shannon Rosic of Flyer Financial Technologies to explore what embedded finance means, where the opportunities are to grow this technology and the benefits of finance embedded for both advisors and the end user.
As head of strategic development, Fava works closely with Envestnet’s business, product and client-facing teams to advance and accelerate the firm’s strategic vision. Fava is part of Envestnet’s newly created Strategy Office, which manages strategic development, engagement and planning across the Envestnet organization to help advisors make financial wellness a reality for more people. Fava draws on more than 15 years of wealth management and technology experience to identify and prioritize transformative opportunities for financial advisors to provide essential advice in a rapidly evolving marketplace. She most recently served as director of institutional innovation at TD Ameritrade Institutional, where she managed the launch of the iRebal portfolio rebalancing solution on the Veo platform, as well as the rollout of the Model Market Center, an innovative approach to bringing outsourced investment management capabilities to RIAs.