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  • Envestnet | Yodlee Conversational AI

    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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  • Envestnet | Yodlee FinApps11:50

    Envestnet | 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

    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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  • SAVVI Financial Case Study

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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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  • Envestnet | Yodlee Financial Data Aggregation2:12

    Envestnet | 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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  • Envestnet | Yodlee AI FinCheck Data Sheet

    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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  • Preparing Financial Service Providers for the Bot Revolution eBook

    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

    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

    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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  • Best Practices for Driving the Fintech Digital Revolution

    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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  • The Platform for Financial Innovation

    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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  • Bringing Credit Invisibles Into Focus with Alternative Data eBook

    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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  • Upcoming Webinar: Best Practices for RESTful API Design

    Upcoming Webinar: Best Practices for RESTful API Design

    Join us to learn about the best practices when it comes to RESTful API design. By the end you’ll understand some of the key aspects of API design and how to get the most out out of your API!

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  • Investment and Latest Innovations in Fintech

    Investment and Latest Innovations in Fintech

    April 18, 2019 in Palo Alto, California

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  • SF FinTech Meetup

    SF FinTech Meetup

    May 15, 2019 in San Francisco, California

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  • Postman Meetup- API Network

    Postman Meetup- API Network

    April 23, 2019 in San Francisco, California

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  • Chatbots and Conversational Banking Power the Move to Customer Centricity

    Chatbots and Conversational Banking Power the Move to 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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  • On-Demand Webinar: Getting Started with the Envestnet | Yodlee API- for non-coders!33:57

    On-Demand Webinar: Getting Started with the Envestnet | Yodlee API- for non-coders!

    Not a coder? This webinar explains everything you need to know about the Envestnet | Yodlee APIs without all the coder language.

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  • Upcoming Webinar: Accelerating Advisor Productivity with Intelligent Technology

    Upcoming Webinar: Accelerating Advisor Productivity with Intelligent Technology

    Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.

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  • Upcoming Webinar: Secrets of Fintech Startup Success: A Formula for Disruption

    Upcoming Webinar: Secrets of Fintech Startup Success: A Formula for Disruption

    Join us this webinar for a panel discussion of industry experts that will cover a range of topics, from getting started building your team, to the importance of finding an impactful mentor, and more

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  • Mortgage Lending Gets a Digital Makeover

    Mortgage Lending Gets a Digital Makeover

    Aggregated data is transforming the mortgage lending process. Find out how partnering with Envestnet | Yodlee helps you build an infrastructure that ensures your readiness for the digital wave.

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  • Next Generation Fintech w/ Brightside and clickSWITCH

    Next Generation Fintech w/ Brightside and clickSWITCH

    April 16, 2019 in San Francisco, California

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  • Account Verification API

    Account Verification API

    Get access to key details from bank accounts in Internet time to provide a killer UX experience while reducing risk of fraud and NSF or non-payment.

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  • Account Aggregation API

    Account Aggregation API

    Get user-permissioned, secure access to financial account and transactional data from users’ checking, savings, investments, loans, rewards, and other financial accounts for disruptive digital apps.

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  • Check Out Our Upcoming and On-Demand Webinars

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  • On-Demand Webinar: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee48:43

    On-Demand Webinar: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee

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  • 9 Ways a Financial Data Aggregator Can Help You Grow from Startup to Success

    9 Ways a Financial Data Aggregator Can Help You Grow from Startup to Success

    As the market leader in financial data aggregation, Envestnet | Yodlee can fuel your growth from startup to success.

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  • Golden

    Golden

    Find out how Golden uses the Envestnet | Yodlee Platform API to provide the tools and resources needed for improving senior citizens’ financial health.

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  • Assessing Holiday Season Success: A Yodlee Retail Analysis12:17

    Assessing Holiday Season Success: A Yodlee Retail Analysis

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  • On-Demand Webinar: Inspiring Financial Wellness in the UK with Conversational AI29:41

    On-Demand Webinar: Inspiring Financial Wellness in the UK with Conversational AI

    Watch this webinar to learn how, by creating more financially healthy customers, conversational AI can increase customer satisfaction and loyalty and drive growth.

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  • May NY FinTech Meetup: Startup Demo Day

    May NY FinTech Meetup: Startup Demo Day

    May 1, 2019 in New York, New York

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  • Envestnet | Yodlee Account Verification3:25

    Envestnet | Yodlee Account Verification

    Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

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  • Channel Partner Overview

    Channel Partner Overview

    Envestnet | Yodlee channel partners are equipped with the financial solutions, tools, technology, and support to drive growth and meet financial service providers’ increasing needs.

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