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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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  • On-Demand Webinar: Getting Started with the Envestnet | Yodlee47:55

    On-Demand Webinar: Getting Started with the Envestnet | Yodlee

    Watch this webinar for a demo of the Envestnet | Yodlee Developer Portal where you’ll learn how to make the most of our sandbox, development, and production environments!

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  • Upcoming Webinar: Delivering a Customer-Centric Banking Experience with Conversational AI

    Upcoming Webinar: Delivering a Customer-Centric Banking Experience with Conversational AI

    Attend this webinar to learn how Envestnet | Yodlee Converational AI can help you create more financially healthy customers and increase customer engagement, loyalty and profitability!

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  • On-Demand Webinar: Optimizing Customer Engagement with Financial Wellness Insights 38:56

    On-Demand Webinar: Optimizing Customer Engagement with Financial Wellness Insights

    Learn how you can use the data gleaned from financial wellness tools to keep digital banking customers interested and engaged!

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  • On-Demand Webinar: Building a More Customer-Centric Banking Experience59:41

    On-Demand Webinar: Building a More Customer-Centric Banking Experience

    Watch this on-demand webinar to learn how to be more competitive and profitable in the age of customer-centric banking!

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  • Envestnet | Yodlee Financial Wellness Solutions2:48

    Envestnet | Yodlee Financial Wellness Solutions

    With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

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  • Envestnet | Yodlee Financial Wellness Solutions2:49

    Envestnet | Yodlee Financial Wellness Solutions

    With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

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  • Upcoming Webinar: Building a More Customer-Centric Banking Experience

    Upcoming Webinar: Building a More Customer-Centric Banking Experience

    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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  • On-Demand Webinar: Elevating the Fintech Developer Experience19:59

    On-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

    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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  • On Demand Webinar: Envestnet | Yodlee Fast Link Product Webinar29:54

    On 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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  • Wake Up with the CEOs @ Money20/20 201853:51

    Wake 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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  • Envestnet | Yodlee Save for a Goal FinApp0:49

    Envestnet | 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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  • Envestnet | Yodlee Budgets FinApp0:47

    Envestnet | 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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  • Envestnet | Yodlee OK to Spend FinApp0:56

    Envestnet | 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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  • Envestnet | Yodlee AI FinCheck FinApp1:04

    Envestnet | 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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  • Envestnet | Yodlee Investment Holdings FinApp0:56

    Envestnet | 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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  • Envestnet | Yodlee Cash Flow Analysis FinApp0:50

    Envestnet | 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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  • Envestnet | Yodlee Expense and Income Analysis FinApp0:50

    Envestnet | 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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  • Envestnet | Yodlee Transactions FinApp0:49

    Envestnet | 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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  • Envestnet | Yodlee Account Summary FinApp0:45

    Envestnet | 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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