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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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  • 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 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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  • Increasing Customer Engagement

    Increasing Customer Engagement

    Financial Institutions have been using consumer data to improve and streamline their cross-sell and up-sell opportunities for some time.

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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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  • 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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  • 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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  • 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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  • 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: Boost Performance and Success with the Leader In Financial Data Aggregation26:18

    On-Demand Webinar: Boost Performance and Success with the Leader In Financial Data Aggregation

    Watch our on-demand webinar to get a closer look at the key requirements for any data aggregation provider – and find out what sets Envestnet | Yodlee apart from competitors

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  • Upcoming Webinar: Developing Financial Wellness Tools with Artificial Intelligence

    Upcoming Webinar: Developing Financial Wellness Tools with Artificial Intelligence

    April 26, 2018, 10 am PT / 1 pm ET

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  • On-Demand Webinar: Platform for Innovation Webinar Series 2: Optimizing Your API Integration38:19

    On-Demand Webinar: Platform for Innovation Webinar Series 2: Optimizing Your API Integration

    In this on-demand webinar, we discuss how the Envestnet | Yodlee Platform can help you build the best user experience possible.

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  • On-Demand Webinar: Creating Financial Wellness Using Artificial Intelligence50:12

    On-Demand Webinar: Creating Financial Wellness Using Artificial Intelligence

    In a recent webinar hosted by American Banker, we discuss how to leverage artificial intelligence to deliver personalized insights to help customers take control of their financial health.

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  • On-Demand Webinar: Using Your Data to Uncover Key Business Insights31:05

    On-Demand Webinar: Using Your Data to Uncover Key Business Insights

    In this on-demand webinar, we demonstrate how data analytics can address key drivers to your business, identify current risks, benchmark your business against your peers, and more.

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  • Check Out Our Upcoming and On-Demand Webinars

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  • On-Demand Webinar: Platform for Innovation Series 1: Driving Innovation25:16

    On-Demand Webinar: Platform for Innovation Series 1: Driving Innovation

    In this on-demand webinar, we discuss how the Envestnet | Yodlee platform supplies data for the use cases fintech innovators want to build around, with an API designed for fast and easy integration.

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  • On-Demand Webinar: Preparing Your Organization for Success with PSD2 and Open Banking59:32

    On-Demand Webinar: Preparing Your Organization for Success with PSD2 and Open Banking

    European banks are now required to open up their customers’ account data to third-party providers, a major step toward the concept of open banking. During this recent webinar, Envestnet | Yodlee, and

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  • On-Demand Webinar: Create Exceptional Customer Experiences with Transaction Data Enrichment32:41

    On-Demand Webinar: Create Exceptional Customer Experiences with Transaction Data Enrichment

    In this on-demand webinar, we discuss how Envestnet | Yodlee Transaction Data Enrichment takes confusing transaction data and translates it into clear, easy-to-read information.

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  • Creating Engaging and Empowering Wealth Management Tools Solution Brief

    Creating Engaging and Empowering Wealth Management Tools Solution Brief

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  • Creating Innovative Tax and Accounting Financial Applications Solution Brief

    Creating Innovative Tax and Accounting Financial Applications Solution Brief

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  • Creating Targeted Personal Financial Wellness Tools Solution Brief

    Creating Targeted Personal Financial Wellness Tools Solution Brief

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  • Providing Payment Support to Deliver Personalized Consumer Applications Solution Brief

    Providing Payment Support to Deliver Personalized Consumer Applications Solution Brief

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  • Creating Innovative Consumer Fraud Prevention Applications Solution Brief

    Creating Innovative Consumer Fraud Prevention Applications Solution Brief

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  • Optimizing Credit Risk and Lending Decisions Solution Brief

    Optimizing Credit Risk and Lending Decisions Solution Brief

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  • Featured FinApps Demo - Account Summary and Transactions4:23

    Featured FinApps Demo - Account Summary and Transactions

    In this short video, we quickly demonstrate how users are able to gain greater control over their money through the Account Summary and Transactions FinApps.

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  • On-Demand Webinar: Envestnet | Yodlee Mortgage Asset Verification48:54

    On-Demand Webinar: Envestnet | Yodlee Mortgage Asset Verification

    In a recent webinar hosted by Envestnet | Yodlee, we discussed how to streamline the asset verification process to simplify the client experience and reduce the time to closure, while also discu

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  • On-Demand Webinar: Maximizing Retail Sales and Strategies with Data Analytics57:11

    On-Demand Webinar: Maximizing Retail Sales and Strategies with Data Analytics

    Retailers face an ongoing struggle to understand, engage, and deepen customer relationships, especially given shifting competitive landscapes and the increasingly dynamic nature of global retail.

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  • Curacubby Case Study

    Curacubby Case Study

    Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.

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  • The Era of Data Intelligence Whitepaper

    The Era of Data Intelligence Whitepaper

    The financial services industry is in the midst of a period of revolutionary innovation. By adopting a data intelligence strategy, institutions can use their vast data resources to gain insights.

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  • On-Demand Webinar: Enhancing Customer Value Through Open API Initiatives57:19

    On-Demand Webinar: Enhancing Customer Value Through Open API Initiatives

    In a recent webinar hosted by FST Media and sponsored by Envestnet | Yodlee, the speakers discussed how you can leverage Open API opportunities to improve customer service, and product offerings to ma

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