Why Use ATV?

Hear from our Director, Strategic Client Partner on how Envestnet | Yodlee can help users facilitate the transfer of outside assets into a particular institution.

The ATV Process

Hear from our Director, Strategic Client Partner on how we can help the user experience during the asset transfer process.

How CFPB 1033 Can Improve Consumer Banking

Hear from our Head of Governance, Risk & Compliance on the various ways the CFPB 1033 ruling can help improve consumer banking.

The Business Case For Data Aggregation

The Overlooked Value of Open Banking

Hear from our Head of Governance, Risk & Compliance on the true value of open banking.

Helping Financial Institutions Capture The Value of Open Banking

Hear from our Head of Governance, Risk & Compliance about how we partner with our FI clients to help accelerate their journey in being able to provide access to data in a secure and efficient manner

How Envestnet | Yodlee Supports Data Providers with Open Banking

Hear from our Head of Governance, Risk & Compliance about how we support our data providers with education, collaboration, feedback and more.

CFPB 1033 and the Promise of Open Banking

Hear from our President and Head of Governance, Risk & Compliance on the CFPB 1033 Ruling and where Envestnet | Yodlee's Open Banking fits in.

Your Open Banking Advocate

Hear from our Head of Governance, Risk & Compliance on open banking and consumers' rights to support their data.

Selecting The Right Data Foundation

Open Banking Progress & Helping Financial Institutions Realize Its Opportunities

Hear from Lisa Novier, our Head of Governance, Risk & Compliance on how Envestnet | Yodlee is accelerating in the open banking space and helping FIs realize their opportunities.

How Sophisticated Advisors are Leveraging Data to Drive Growth

Advisors, view our FUNDFire hosted panel discussion to learn how you may be able to better connect gaps in data and business intelligence to boost customer relationships.