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.

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.

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.

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.

The Envestnet | Yodlee Aggregation API supports the development of financial apps by providing authorized and secure access to real-time data for customers’ bank, credit card, investment.

Envestnet | Yodlee ensures that every financial application you develop offers digital transaction safety, security, and easy integration.

Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.

Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.

Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.

Envestnet | Yodlee is the primary financial data source Kabbage uses to review and run financials, in order to evaluate and enable instant underwriting for a line of credit or a financial products.

Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.