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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Unlocking the Opportunities in Next-Generation Wealth Management

    Unlocking the Opportunities in Next-Generation Wealth Management

    Changing demographics and fast-evolving technology are generating new business potential for the advisors and wealth management firms who adapt. Find out what you need to do to surmount these shifts.

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  • On-Demand Webinar: Streamlining the Asset Transfer Experience34:21

    On-Demand Webinar: Streamlining the Asset Transfer Experience

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  • On-Demand Webinar: Building Effective Financial Education44:27

    On-Demand Webinar: Building Effective Financial Education

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  • Envestnet | Yodlee Risk Insight for Pre-Qualification

    Envestnet | Yodlee Risk Insight for Pre-Qualification

    In minutes, the Envestnet | Yodlee Risk Insight for Pre-Qualification report gives a quick “yes-no” report that tells lenders whether a prospect meets their criteria for a specific lending product.

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  • The Envestnet | Yodlee Developer Experience

    The Envestnet | Yodlee Developer Experience

    Our new developer experience, anchored by our world-class data coverage from over 18,000 global data sources, allows developers to easily integrate, build, launch, and scale powerful solutions.

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  • Freddie Mac Service Provider for Automated Asset Assessment Capability

    Freddie Mac Service Provider for Automated Asset Assessment Capability

    Envestnet | Yodlee® is collaborating with Freddie Mac to use consumer-permissioned aggregated data in the mortgage process.

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  • Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.

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  • On-Demand Webinar: Banking on Analytics: Driving Growth with Data55:10

    On-Demand Webinar: Banking on Analytics: Driving Growth with Data

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  • On-Demand Webinar: How Much is Financial Wellness Worth to Consumers?1:02:37

    On-Demand Webinar: How Much is Financial Wellness Worth to Consumers?

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  • Finvoice

    Finvoice

    Finvoice turned to Envestnet | Yodlee® to gain access to the user-permission financial data they needed to automate lending operations, expedite underwriting, and help weed out fraudulent borrowers.

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  • Envestnet Intelligence6:22

    Envestnet Intelligence

    Watch this video to learn about Envestnet Intelligence for Financial Institutions, a new omni-channel intelligence tool that leverages AI, natural language processing, and a data analytics engine.

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  • On-Demand Webinar: How Fintech is Using Voice and Chat to Revolutionize Customer Experience1:03:33

    On-Demand Webinar: How Fintech is Using Voice and Chat to Revolutionize Customer Experience

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  • On-Demand Webinar: API Best Practices for Maximum Performance and Scalability46:37

    On-Demand Webinar: API Best Practices for Maximum Performance and Scalability

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  • Envestnet Intelligence for Financial Institutions

    Envestnet Intelligence for Financial Institutions

    Envestnet® Intelligence for Financial Institutions is an omni-channel intelligence tool that leverages AI & machine learning, natural language processing, and an advanced data analytics engine.

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  • Check Out Our Upcoming and On-Demand Webinars

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  • On-Demand Webinar: Choosing the Right Account Verification Solution47:01

    On-Demand Webinar: Choosing the Right Account Verification Solution

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  • Veryfi Case Study

    Veryfi Case Study

    Veryfi was able to seamlessly connect to banking data, gain unique insights about their customer base, and benefit from the reliability, coverage, and support of Envestnet | Yodlee data.

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  • Envestnet | Yodlee Asset Transfer Service

    Envestnet | Yodlee Asset Transfer Service

    The Envestnet | Yodlee Asset Transfer Service streamlines the asset transfer process and reduces investor friction by using proven aggregation technology.

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  • How Aggregation Transforms the Asset Transfer Process

    How Aggregation Transforms the Asset Transfer Process

    Envestnet | Yodlee layers technology on top of the current method for transferring assets to enable a faster and easier process.

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  • On-Demand Webinar: Ask Me Anything: The Envestnet | Yodlee Incubator27:08

    On-Demand Webinar: Ask Me Anything: The Envestnet | Yodlee Incubator

    In this on-demand webinar, you’ll learn how our Incubator connects disruptive data-driven startups with the mentorship, strategic guidance, and network to help grow their businesses. And you’ll be pri

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  • On-Demand Webinar: Empower Your Financial Wellness Experiences with Better Transaction Data21:28

    On-Demand Webinar: Empower Your Financial Wellness Experiences with Better Transaction Data

    In this on-demand webinar, we’ll show you how you can clarify and contextualize your transaction data with Envestnet | Yodlee® Transaction Data Enrichment to provide more effective and compelling fina

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