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Increase your knowledge and know-how with white papers, eBooks, case studies, videos, and more.
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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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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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11:50Watch VideoEnvestnet | 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
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
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
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
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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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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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
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
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
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
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 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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Read ArticleUpcoming Webinar: Making it Big in Fintech with the Right Data and Tech: A Discussion with Domuso Founders
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Read ArticleUpcoming Webinar: Tools and Tips for Meeting NACHA's New ACH Debit Rules
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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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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 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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Read ArticleJuly NY FinTech Meetup: AI Panel
July 10, 2019 in New York, New York
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Read ArticleFund Conference: Chicago
July 17-18, 2019 in Chicago, Illinois
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Read ArticleBuilding the Financial Future w/ Shamir Karkal, CEO & Co-Founder at Sila
June 24, 2019 in San Francisco, CA
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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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58:43Watch VideoOn-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
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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46:44Watch VideoOn-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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25:40Watch VideoOn-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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59:10Watch VideoOn-Demand Webinar: Driving Financial Wellness with Conversational AI
In this webinar hosted by FST Media, we discuss how AI banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial institutions.
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59:50Watch VideoOn-Demand Webinar: Secrets of FinTech Startup Success: A Formula for Disruption
Watch 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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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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