Find a Resource

Increase your knowledge and know-how with white papers, eBooks, case studies, videos, and more.

  • 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.

    Read Flipbook
  • Subscribe to Our Newsletter

    Sign-Up
  • 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.

    Watch Video
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • Check Out Our Upcoming and On-Demand Webinars

    Find Out More
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Watch Video
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • July NY FinTech Meetup: AI Panel

    July NY FinTech Meetup: AI Panel

    July 10, 2019 in New York, New York

    Read Article
  • Fund Conference: Chicago

    Fund Conference: Chicago

    July 17-18, 2019 in Chicago, Illinois

    Read Article
  • Building the Financial Future w/ Shamir Karkal, CEO & Co-Founder at Sila

    Building the Financial Future w/ Shamir Karkal, CEO & Co-Founder at Sila

    June 24, 2019 in San Francisco, CA

    Read Article
  • Subscribe to Our Newsletter

    Sign-Up
  • The New Payment Start-ups in Boston w/ Yodlee

    The New Payment Start-ups in Boston w/ Yodlee

    June 11, 2019 in Boston, Massachusetts

    Read Article
  • The Quest for Enriched Data

    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.

    Read Flipbook
  • On-Demand Webinar: Customer Consent in an Open Banking World58:43

    On-Demand Webinar: Customer Consent in an Open Banking World

    Watch Video
  • Cambrian Fintech Meetup w/ Alloy and Middesk

    Cambrian Fintech Meetup w/ Alloy and Middesk

    May 22, 2019 in San Francisco, California

    Read Article
  • Domuso

    Domuso

    For their certified online payments solution, Domuso uses the Envestnet | Yodlee Financial Data API to verify account data and certify funds digitally.

    Read Flipbook
  • On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology46:44

    On-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.

    Watch Video
  • The Future of Fintech: Investors & Experts Perspective

    The Future of Fintech: Investors & Experts Perspective

    May 21, 2019, in San Francisco, CA

    Read Article
  • On-Demand Webinar: Best Practices for RESTful API Design25:40

    On-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!

    Watch Video
  • On-Demand Webinar: Driving Financial Wellness with Conversational AI59:10

    On-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.

    Watch Video
  • Check Out Our Upcoming and On-Demand Webinars

    Find Out More
  • On-Demand Webinar: Secrets of FinTech Startup Success: A Formula for Disruption59:50

    On-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!

    Watch Video
  • Chatbots and Conversational Banking Power the Move to Customer Centricity

    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.

    Read Flipbook
  • On-Demand Webinar: Getting Started with the Envestnet | Yodlee API- for non-coders!33:57

    On-Demand Webinar: Getting Started with the Envestnet | Yodlee API- for non-coders!

    Not a coder? This webinar explains everything you need to know about the Envestnet | Yodlee APIs without all the coder language.

    Watch Video
  • Mortgage Lending Gets a Digital Makeover

    Mortgage Lending Gets a Digital Makeover

    Aggregated data is transforming the mortgage lending process. Find out how partnering with Envestnet | Yodlee helps you build an infrastructure that ensures your readiness for the digital wave.

    Read Flipbook
  • Account Verification API

    Account Verification API

    Get access to key details from bank accounts in Internet time to provide a killer UX experience while reducing risk of fraud and NSF or non-payment.

    Read Flipbook
  • Account Aggregation API

    Account Aggregation API

    Get user-permissioned, secure access to financial account and transactional data from users’ checking, savings, investments, loans, rewards, and other financial accounts for disruptive digital apps.

    Read Flipbook
  • On-Demand Webinar: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee48:43

    On-Demand Webinar: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee

    Watch Video
  • 9 Ways a Financial Data Aggregator Can Help You Grow from Startup to Success

    9 Ways a Financial Data Aggregator Can Help You Grow from Startup to Success

    As the market leader in financial data aggregation, Envestnet | Yodlee can fuel your growth from startup to success.

    Read Flipbook
  • loading
    Loading More...