Personal Financial Management (PFM) goes beyond the typical online banking activities of paying bills, viewing balances, and transferring funds. 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.
Banks and FinTechs must seek a company that offers trusted and secure access to financial data, provides comprehensive access to quality data at scale, and produces actionable intelligence.
FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
FinTech is changing the way consumers interact with FIs by increasing the efficiency of services and shaping bold new service offerings.
The essentials of a trusted and secure model for open banking and how we can all work toward a future ecosystem that empowers consumers and supports responsible data access
This whitepaper will delve in on how FinTechs can best capitalize on opportunities and navigate challenges by understanding how Open Banking ecosystem works.
The open banking ecosystem of new and improved data access methods between financial institutions, data aggregators, application providers, and consumers offers powerful benefits.
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.
There are number of reasons why most financial innovation is happening outside of the banking industry.
44:00Watch 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.
2:36Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.
2:13“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
59:20This webinar discusses how to use aggregation to see a more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under manage
2:12Watch 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.
