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Read FlipbookMoneysoft
Moneysoft was created to help Australians manage their cash flow and net worth, and take control of their financial wellbeing.
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Unlocking the Benefits of U.S. Open Banking
The open banking ecosystem of new and improved data access methods between financial institutions, data aggregators, application providers, and consumers offers powerful benefits.
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10:13Watch VideoDemo at FinovateFall Digital 2020
Watch our demo at FinovateFall to see how Insights Solutions enable FSPs to build and scale hyper-personalized financial wellness experiences consumers expect.
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What Lessons Can the U.S. Learn from Open Banking in the UK
Open banking is the term used to describe the structured sharing of data by consumers with (and between) their financial service providers, based on those consumers’ needs and informed consent.
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Best Practices for Data Access and Management
Envestnet | Yodlee is the market leader in financial data aggregation with a platform that can connect financial data, intelligence, and the emerging U.S. open banking ecosystem.
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37:01Watch VideoOn-Demand Webinar: Making it Big in Fintech with the Right Data and Tech: A Discussion with Domuso Founders
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Using Account Aggregation and Reconciliation to Boost Revenue
Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.
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All Aggregation Platforms Are Not Created Equal: A Security Perspective
Read more about our aggregation-based technology. Powering exciting and innovative new solutions that are changing the way your customers interact with their finances.
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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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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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86 400
86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information about spe
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Driving Customer Advocacy Through Hyper-Personalized Financial Experiences
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44:00Watch VideoOn-Demand Webinar: What Will You Build? Innovating with the New Envestnet | Yodlee Developer Experience
Watch our on-demand webinar and get an overview of our intelligent APIs. Discover how you can get started quickly with sample codes and apps, tech resources, and tutorials.
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11:50Watch VideoFinApp Series
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.
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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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Developer Experience
Build and deliver hyper-personalized apps with the most comprehensive site coverage and accurate financial data, intelligent APIs, and developer-friendly tools and pricing.
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8 Strategies to Support Your Customers in Uncertain Times
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34:42Watch VideoOn-Demand Webinar: Cryptography 101 - The Science Behind the Secrets
To learn more about how cryptography works to keep messages, senders, and receivers secure, watch our on-demand webinar.
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2:12Watch VideoFinancial 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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SAVVI Financial
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
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The Platform for Financial Innovation
The Envestnet | Yodlee Financial Data Platform provides the best and most comprehensive financial data across retail banking, credit, and wealth management. management.
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FinTech Innovation During COVID-19
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Account Verification Critical After Nacha Security Rule Change
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Open Banking: Is the U.S. Regulation Ready?
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10 Ways a Financial Data Aggregator Can Help You Build Quickly and Accelerate Growth
As the market leader in financial data aggregation, Envestnet | Yodlee can help you quickly develop hyper-personalized digital experiences using our intelligent APIs and data.
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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.
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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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Preparing Financial Service Providers for the Bot Revolution
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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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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Building and Distributing Applications for Financial Services
In order to build innovative financial applications, you need access to rich financial data to make your idea come to life.
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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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Nacha Security Rule Better Serves Consumers and Your Institution
Find out how Envestnet | Yodlee's Account Verification complies with Nacha's new regulations to provide secure payment channels for consumers and financial service providers
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42:14Watch VideoOn-Demand Webinar: Leveraging the Power of Data Science with Visualization and Easy Implementation
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Upcoming Webinar: How the U.S. open banking system is driving huge innovation
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2:00Watch VideoWealth Management
Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
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Understanding the Value of a Vibrant FinTech Ecosystem
Understanding the Value of a Vibrant FinTech Ecosystem. Christine Loredo and Holly Weckler, both at Envestnet Yodlee discuss how we built such a diverse and engaged FinTech ecosystem
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Exploring the Innovation Opportunities for B2B Payments
Discuss how must opportunity there is to disrupt the Enterprise back office and B2B payments.
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11:50Watch VideoFinApps
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2:51Watch VideoFinancial Wellness Solutions
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2:12Watch VideoFinancial Data Aggregation
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2:58Watch VideoData Processing
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3:25Watch VideoAccount Verification
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1:46Watch VideoTransaction Data Enrichment
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2:08Watch VideoAustralia Open Banking
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36:49Watch VideoOn-Demand Webinar: The Developer's Roadmap for Open Banking
Watch our on-demand webinar to discover how you can integrate with open banking enabled providers through Envestnet | Yodlee FastLink.
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2:08Watch VideoAustralia Open Banking
With over 20 years of experience in financial data aggregation, Envestnet | Yodlee is uniquely prepared to help integrate open banking into your business.
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Read FlipbookThe Open Banking Opportunity
Open banking initiatives are live, in progress, or under consideration in most major economies around the globe.
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Read FlipbookThe Open Banking Opportunity
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Read FlipbookConversational AI Virtual Financial Assistant
Abe.ai’s proprietary AI-driven conversational technology empowers financial institutions to create meaningful differentiation in the market through simple and engaging conversational experiences.
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Read FlipbookConversational AI Platform
Conversate™ is Abe.ai’s artificial intelligence platform that gives financial institutions the power to build, launch, and support their conversational banking roadmap.
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1:01:41Watch VideoOn-Demand Webinar: Nacha's March 2021 Account Validation Rule: What it Means and How to Quickly Comply
During this informational on-demand webinar Amy Morris, Senior Director of ACH Network Rules at Nacha, joined us and helped answer questions about the new Nacha rule.
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0:38Watch VideoHappy Holidays from Yodlee
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