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Financial Insights API
The Envestnet | Yodlee Financial Insights API enables financial institutions or FinTech developers to easily build hyper-personalized financial apps.
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10 Ways a Financial Data Aggregator Can Help You Build Quickly and Accelerate Growth
As the market leader in financial data aggregation, Envestnet | Yodlee can help you quickly develop hyper-personalized digital experiences using our intelligent APIs and data.
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The Next Generation of Conversational Banking
With Envestnet | Yodlee Conversational AI, financial service providers can interact with consumers on any device, using natural language processing across all major conversational ecosystems.
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All Aggregation Platforms Are Not Created Equal: A Security Perspective
Read more about our aggregation-based technology. Powering exciting and innovative new solutions that are changing the way your customers interact with their finances.
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11:50Watch VideoEnvestnet | Yodlee FinApp Series
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.
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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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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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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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The Envestnet | Yodlee Developer Experience
Build and deliver hyper-personalized apps with the most comprehensive site coverage and accurate financial data, intelligent APIs, and developer-friendly tools and pricing.
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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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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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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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Envestnet | Yodlee Conversational AI
Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.
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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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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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5 Ways FinTechs are Using Financial Data to Power Innovation
This eBook will explore the top data-driven use cases where FinTech firms have major opportunities to make their mark, and highlight firms disrupting in these spaces with Envestnet | Yodlee.
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Read ArticleUpcoming Webinar: Securing Apps with JWTs
We’ll show you how to create application and user tokens, how to secure your web application against malicious man-in-the-middle and other attacks, and how our dev tools can make you a JWT expert!
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Read ArticleUpcoming Webinar: What Will You Build? Innovating with the New Envestnet | Yodlee Developer Experience
Register for our webinar and get an overview of our intelligent APIs. Discover how you can get started quickly with sample codes and apps, tech resources, and tutorials.
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7:12Watch VideoDemo at FinovateFall 2019
Watch this demo to see how developers can leverage the Financial Insights API to easily configure their apps, so that they can address different financial goals and pain points for consumers.
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1:04:44Watch VideoOn-Demand Webinar: The Open Banking Experience: Getting on Track
Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.
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Betterfin
Betterfin uses the real-time data accessed through the Envestnet | Yodlee API to connect small business owners to the capital they need to succeed.
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Rocket Dollar
Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.
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1:01:13Watch VideoOn-Demand Webinar: Why Financial Services Companies Need to Invest in Voice and Chat
Listen to our on-demand webinar on voice and chat technologies and find out how they can be effectively utilized to create a more engaging and meaningful customer experience.
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Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders
Not a coder? This eBook explains everything you need to know about the Envestnet | Yodlee API without all the coder language.
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1:00:51Watch VideoOn-Demand Webinar: From Financial Services to Lifestyle Services
Designed to promote innovation, consumer choice, and financial inclusion, open banking offers a wide range of benefits for end users.
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37:51Watch VideoOn-Demand Webinar: Reaping the Rewards of Data
See a live demo of how YAML (“YAML Ain’t Markup Language”) works to simplify complex data structures. See how Transaction Data Enrichment brings greater context and clarity to data.
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37:38Watch VideoOn-Demand Webinar: Five (More) Best Practices for API Design
As a software developer building apps that use the Envestnet | Yodlee Financial Data platform, this on-demand webinar will equip you with the information you need to keep the rules.
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Read ArticleNovember NY FinTech Meetup: Demo Day!
November 6, 2019 in New York, New York
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37:01Watch VideoOn-Demand Webinar: Making it Big in Fintech with the Right Data and Tech: A Discussion with Domuso Founders
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36:21Watch VideoOn-Demand Webinar: Tools and Tips for Meeting NACHA's New ACH Debit Rules
Watch our on-demand webinar to find out how you can quickly comply with NACHA's new ACH debit rules and beat fraudsters at their game.
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Chatbots and Conversational Banking Power Customer Centricity
Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.
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Digital Federal Credit Union
Digital Federal Credit Union implemented Envestnet | Yodlee Account Verification to be able to to seamlessly receive loan payments and deposits, from a number of different sources.
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Account Verification to Mitigate Fraud and Risk in Online Payments
Instantly verify accounts for smoother and more reliable ACH transactions to provide the highest security at the least cost and inconvenience.
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Using Account Aggregation and Reconciliation to Boost Revenue
Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.
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48:36Watch VideoOn-Demand Webinar: Financial Health: From Buzzword to Business Model
In this webinar, we take an in-depth look at the data and insights that reveal a significant gap between awareness of the importance of financial health and actions taken to improve it.
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