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  • Financial Insights API

    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

    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

    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 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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  • 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

    Data + Intelligence for Financial Innovation

    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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  • The Envestnet | Yodlee Developer Experience

    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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Upcoming Webinar: Creating Financial Wellness with Personalized Insights

    Upcoming Webinar: Creating Financial Wellness with Personalized Insights

    In this informational session, we’ll demo how our newest API creates predictive algorithms from aggregated transaction data to generate relevant and actionable insights.

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  • On-Demand Webinar: Securing Apps with JWTs28:58

    On-Demand 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 JWTs expert.

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  • On-Demand Webinar: What Will You Build? Innovating with the New Envestnet | Yodlee Developer Experience44:00

    On-Demand Webinar: What Will You Build? Innovating with the New Envestnet | Yodlee Developer Experience

    Watch our on-demand 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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  • On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients57:24

    On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients

    Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

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  • 5 Ways FinTechs are Using Financial Data to Power Innovation

    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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  • Demo at FinovateFall 20197:12

    Demo 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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  • On-Demand Webinar: The Open Banking Experience: Getting on Track1:04:44

    On-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

    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

    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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  • On-Demand Webinar: Why Financial Services Companies Need to Invest in Voice and Chat1:01:13

    On-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

    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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  • 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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  • 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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