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

    Assessing Holiday Season Success: A Yodlee Retail Analysis

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

    On-Demand: 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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  • Upcoming Webinar: Getting Started with the  Envestnet | Yodlee API- without code!

    Upcoming Webinar: Getting Started with the Envestnet | Yodlee API- without code!

    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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  • 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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  • Fintech Sandbox Demo Day

    Fintech Sandbox Demo Day

    April 4, 2019 in New York, New York

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  • Turn Retail Banking Disruption into Opportunity

    Turn Retail Banking Disruption into Opportunity

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  • Delivering Transaction Clarity

    Delivering Transaction Clarity

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  • Best Practices for Driving the Fintech Digital Transformation

    Best Practices for Driving the Fintech Digital Transformation

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  • Asking and Answering Key Business Questions with Data Analytics

    Asking and Answering Key Business Questions with Data Analytics

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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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  • On-Demand Webinar: Building a More Customer-Centric Banking Experience57:18

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

    In this webinar hosted by Fintech Futures, 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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  • Financial Advisor Aggregation Testimonial2:36

    Financial Advisor Aggregation Testimonial

    Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.

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  • On-Demand: Delivering a Customer-Centric Banking Experience with Conversational AI32:06

    On-Demand: Delivering a Customer-Centric Banking Experience with Conversational AI

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

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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: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee

    Upcoming Webinar: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee

    Learn how Veryfi rapidly built, launched, and scaled for success, and how you can do the same by partnering with Envestnet | Yodlee.

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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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