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

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

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

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

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

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.

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 this video to gain a deeper understanding of how Envestnet | Yodlee, a leading platform provider, facilitates the data aggregation process—from acquisition to delivery.

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.

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.

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.

FinTech startups are finding opportunities in the disintermediation of financial institutions and trends, but 9 out of 10 startups fail.

Financial apps are incredibly popular, but consumers aren't interacting with apps that financial institutions have created.

By combining top UX design principles and an understanding of your users with open APIs from Envestnet | Yodlee, you can deliver the mobile payment app experience users expect and demand.

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.

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.