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  • The Next Generation of Conversational Banking

    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

    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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  • 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 FinApp Series11:50

    Envestnet | 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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  • 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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  • 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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  • 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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  • 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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  • Getting Started with the Envestnet | Yodlee Platform API – for-Non-Coders

    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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  • Upcoming Webinar: The Open Banking Experience - Getting on Track

    Upcoming Webinar: The Open Banking Experience - Getting on Track

    Register for this latest webinar by Finextra, in association with Envestnet | Yodlee, as we discuss open banking and how to get on track and build your PSD2 APIs.

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  • On-Demand Webinar: From Financial Services to Lifestyle Services1:00:51

    On-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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  • On-Demand Webinar: Reaping the Rewards of Data37:51

    On-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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  • On-Demand Webinar: Five (More) Best Practices for API Design37:38

    On-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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  • Upcoming Webinar: Why Financial Services Companies Need to Invest in Voice and Chat

    Upcoming Webinar: Why Financial Services Companies Need to Invest in Voice and Chat

    Don’t miss this chance to join our discussion 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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  • November NY FinTech Meetup: Demo Day!

    November NY FinTech Meetup: Demo Day!

    November 6, 2019 in New York, New York

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  • On-Demand Webinar: Making it Big in Fintech with the Right Data and Tech: A Discussion with Domuso Founders37:01

    On-Demand Webinar: Making it Big in Fintech with the Right Data and Tech: A Discussion with Domuso Founders

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  • On-Demand Webinar: Tools and Tips for Meeting NACHA's New ACH Debit Rules36:21

    On-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

    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

    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

    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

    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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  • On-Demand Webinar: Financial Health: From Buzzword to Business Model48:36

    On-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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  • Status Money

    Status Money

    Using the Envestnet | Yodlee Financial Platform API, Status Money enables consumers to track their finances and compare them to their peers, national averages, and custom groups.

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  • The Quest for Enriched Data

    The Quest for Enriched Data

    Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.

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  • On-Demand Webinar: Customer Consent in an Open Banking World58:43

    On-Demand Webinar: Customer Consent in an Open Banking World

    Hosted by Fintech Futures, our panel of Open Banking experts equip you with the knowledge you need to be prepared for the privacy and security challenges involved with sharing consumer data.

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  • Domuso

    Domuso

    For their certified online payments solution, Domuso uses the Envestnet | Yodlee Financial Data API to verify account data and certify funds digitally.

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  • On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology46:44

    On-Demand 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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  • On-Demand Webinar: Best Practices for RESTful API Design25:40

    On-Demand Webinar: Best Practices for RESTful API Design

    Peter van der Linden explains 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 of your API!

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