On-Demand Webinar- Account Aggregation : The Future of Wealth Management

September 7, 2018

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In a recent webinar sponsored by Envestnet | Yodlee and hosted by American Banker, speakers discussed how to use aggregation to see a fuller and more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under management.

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The Power of a Strong Data Platform: The Developer Opportunity

On-Demand Webinar- Account Aggregation : The Future of Wealth Management

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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.

The open banking ecosystem of new and improved data access methods between financial institutions, data aggregators, application providers, and consumers offers powerful benefits.

This whitepaper will delve in on how FinTechs can best capitalize on opportunities and navigate challenges by understanding how Open Banking ecosystem works.

Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.

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.

In order to build innovative financial applications, you need access to rich financial data to make your idea come to life.

The time is ripe for talented developers to create new wealth management solutions. Companies like yours partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.

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.

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.

This eBook will explore the top data-driven use cases where FinTech firms have major opportunities to make their mark, and highlight firms disrupting in these spaces with Envestnet | Yodlee.

As a financial app developer there are many advantages to using APIs. Build innovation, connectivity, and speed into your financial app development process with APIs and drive user growth.

Digital technologies and mobile apps engage more customers in finance, banking, and payments.

There are number of reasons why most financial innovation is happening outside of the banking industry.

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.

Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.

“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick

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.

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.

Envestnet | Yodlee is the financial data platform that improves the speed and delivery of digital financial innovation.

Leveraging Envestnet | Yodlee transaction data, developers can help consumers safeguard their credit, their savings, and everything they’ve worked so hard to attain.