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Increase your knowledge and know-how with white papers, eBooks, case studies, videos, and more.
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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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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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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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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
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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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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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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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
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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Read ArticleUpcoming Webinar: Deliver the Power of Financial Wellness
June 20th, 2018, 11 am PT / 2 pm ET
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5:01Watch VideoEnvestnet | Yodlee AI FinCheck Demo
In this short video, we demonstrate the new AI Fincheck FinApp which is now a part of the Envestnet | Yodlee Financial Wellness Solution as of June 6, 2018.
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42:06Watch VideoOn-Demand Webinar: Accelerate Success with our Fintech Incubator Live Q&A Session
In this live panel discussion, we speak to three Incubator graduates about the benefits of the program and how access to the Envestnet | Yodlee Financial Data Platform has grown their business.
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59:37Watch VideoOn-Demand Webinar: How to Digitize the Lending Process to Create Better Customer Experiences
Hosted by National Mortgage News and sponsored by Envestnet | Yodlee, this panel discussion highlights how lenders are able to leverage alternative data.
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See Where You Are Over Time: Stand Against Your Competitors Through Cross-Shop Analysis and Consumer Shopping Reports eBook
This eBook explores how retail and ecommerce brands should constantly be asking questions about their customers, competitors, and future opportunities.
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Envestnet | Yodlee Data Analytics for Market Research Data Sheet
Envestnet | Yodlee Data Analytics for Market Research is a new competitive intelligence and market research data report for retailers, market research firms, and ecommerce businesses.
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1:02:45Watch VideoOn-Demand Webinar: Developing Financial Wellness Tools with Artificial Intelligence
View this on-demand webinar to hear a panel of experts discuss how artificial intelligence is driving the financial data that is helping consumers improve their financial health.
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1:02:03Watch VideoOn-Demand Webinar: How to Capitalize on Open Banking in Australia and New Zealand
In this webinar, a panel of industry experts discuss the opportunities and threats associated with new Open Banking initiatives in Australia and New Zealand.
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26:18Watch VideoOn-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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38:19Watch VideoOn-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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50:12Watch VideoOn-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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31:05Watch VideoOn-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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25:16Watch VideoOn-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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59:32Watch VideoOn-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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32:41Watch VideoOn-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
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Creating Innovative Tax and Accounting Financial Applications Solution Brief
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Creating Targeted Personal Financial Wellness Tools Solution Brief
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Providing Payment Support to Deliver Personalized Consumer Applications Solution Brief
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Creating Innovative Consumer Fraud Prevention Applications Solution Brief
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