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11:50Watch VideoEnvestnet | Yodlee FinApps
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.
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Using AI to Improve Financial Health eBook
This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.
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Envestnet | Yodlee AI FinCheck Data Sheet
The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.
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SAVVI Financial Case Study
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
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Financial Data to Drive Innovation
The Envestnet | Yodlee Financial Data Platform offers the broadest and deepest set of data sources, which helps fuel many leading financial services companies.
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Asking-and Answering-Key Business Questions with Data Analytics eBook
Data Analytics can be a valuable asset to wealth managers and financial institutions alike when looking to discover the deep levels of business intelligence.
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The Time Has Never Been Better to Partner with Fintech
According to a recent techUK white paper, financial institutions need to embrace a more resilient, competitive, and transparent business approach and cannot wait to innovate.
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The Power of a Strong Data Platform: The Developer Opportunity
Banks have realized that if they don’t provide what today’s customers want and need, smart entrepreneurs and developers will fill the gap with engaging new online services.
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Data + Intelligence for Financial Innovation Brochure
Envestnet | Yodlee is the financial data platform that improves the speed and delivery of digital financial innovation.
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Envestnet | Yodlee Risk Insight Solutions Brochure
Traditionally, lenders have had to reply on limited information to make credit decisions.
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Enabling Financial Disruption: Instant Account Verification is the Key to Quickly Gaining Traction with Customers and Building Critical Mass
Financial institutions today face increased competitive pressure to both reduce costs and find new sources of revenue.
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Build the Next Generation of Financial Applications
Envestnet | Yodlee ensures that every financial application you develop offers digital transaction safety, security, and easy integration.
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Best Practices for Driving the Fintech Digital Transformation
The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.
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2:12Watch VideoEnvestnet | Yodlee Financial Data Aggregation
Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.
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Preparing Financial Service Providers for the Bot Revolution eBook
With the ability to deliver individualized guidance, sales support, customer service, and other commerce-related functions, chatbots are completely changing how consumers interact with their brands.
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Data Intelligence Fuels Financial Wellness
Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.
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The Fintech Revolution: Innovate at the Speed of Technology
There are number of reasons why most financial innovation is happening outside of the banking industry.
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The Platform for Financial Innovation
The Envestnet | Yodlee Financial Data Platform brings together financial data and analytics in unique ways to power personalized and dynamic financial apps and grow business insights.
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Best Practices for Driving the Fintech Digital Revolution
Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.
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Bringing Credit Invisibles Into Focus with Alternative Data eBook
By using alternative data sources, financial institutions and fintech lenders have the opportunity to reach a new customer segment in the credit invisible space.
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Read ArticleUpcoming Webinar: Building Customer Centricity
Don’t miss this opportunity to learn about the new wave of conversational banking and how financial service providers are changing the customer experience, moving from “transactions” to “interactions.
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19:59Watch VideoOn-Demand Webinar: Elevating the Fintech Developer Experience
Watch this webinar to learn how you to build, test, launch, and scale your solutions faster than ever!
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Aide in the Student Debt Problem with Innovative Solutions
Envestnet | Yodlee can help financial institutions and fintech innovators looking for ways to help consumers manage their student loan debt.
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29:54Watch VideoOn Demand Webinar: Envestnet | Yodlee Fast Link Product Webinar
See how this tool connects account data from over 16,000 sources without compromising security or privacy.
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53:51Watch VideoWake Up with the CEOs @ Money20/20 2018
Our CEO Anil Arora spoke on a “Wake Up with the CEOs” panel at Money20/20. Find out what he and other leaders had to say about the industry and its future.
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0:49Watch VideoEnvestnet | Yodlee Save for a Goal FinApp
The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.
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0:47Watch VideoEnvestnet | Yodlee Budgets FinApp
Empower consumers to set a budget and stay on top of expenses and savings with the Envestnet | Yodlee Budgets FinApp.
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0:56Watch VideoEnvestnet | Yodlee OK to Spend FinApp
By applying machine learning AI techniques and data analytics to historical transactions, the Envestnet | Yodlee OK to Spend FinApp provides an easy way to forecast monthly expenses and balances.
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1:04Watch VideoEnvestnet | Yodlee AI FinCheck FinApp
As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
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0:56Watch VideoEnvestnet | Yodlee Investment Holdings FinApp
With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.
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0:50Watch VideoEnvestnet | Yodlee Cash Flow Analysis FinApp
By showing consumers where they stand across all their accounts, the Envestnet | Yodlee Cash Flow Analysis FinApp helps consumers make sound financial decisions and improve their financial wellness.
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0:50Watch VideoEnvestnet | Yodlee Expense and Income Analysis FinApp
With the Envestnet | Yodlee Expense and Income Analysis FinApp, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.
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0:49Watch VideoEnvestnet | Yodlee Transactions FinApp
The Envestnet | Yodlee Transactions FinApp provides consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.
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0:45Watch VideoEnvestnet | Yodlee Account Summary FinApp
The Envestnet | Yodlee Account Summary FinApp provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.
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1:01Watch VideoEnvestnet | Yodlee Fastlink
Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.
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0:59Watch VideoEnvestnet | Yodlee Net Worth FinApp
The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.
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2:13Watch VideoFinancial Data Aggregation - Asset Strategy Advisors
“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick
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58:56Watch VideoOn-Demand Webinar: Making the Most of PSD2 and Open Banking
We discussed how PSD2 is revolutionizing the financial services industry in the UK and beyond, and how to position your firm to comply with the regulations while taking advantage of the opportunities.
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Unlocking the Opportunities in Next-Generation Wealth Management
Changing demographics and fast-evolving technology are generating new business potential for the advisors and wealth management firms who adapt. Find out what you need to do to surmount these shifts.
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34:20Watch VideoOn-Demand Webinar: Streamlining the Asset Transfer Experience
We discussed and demoed how to use data aggregation technology to quickly gather the necessary account profile information, verify eligibility, and eliminate data errors that cause lengthy delays
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