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.
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7 Reasons to Bank on Financial APIs
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.
FinTech Rising: Creating Synergy in Financial Services
Digital technologies and mobile apps engage more customers in finance, banking, and payments.
The Fintech Revolution: Innovate at the Speed of Technology
There are number of reasons why most financial innovation is happening outside of the banking industry.
44:00On-Demand Webinar: What Will You Build? Innovating with the New Envestnet | Yodlee Developer Experience
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.
The Quest for Enriched Data
Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.
Data Aggregation + Intelligence: The Keystone to Financial Innovation
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.
Building and Distributing Applications for Financial Services
In order to build innovative financial applications, you need access to rich financial data to make your idea come to life.
Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent
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.
2:36Financial Advisor Aggregation Testimonial
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.
2:13Financial Data Aggregation - Asset Strategy Advisors
“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
59:20On-Demand Webinar- Account Aggregation : The Future of Wealth Management
This 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
2:12Financial Data Aggregation
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.
Drive Your Innovation with the Envestnet | Yodlee Financial Data Aggregation Platform
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.
Build the Next Generation of Financial Applications
Envestnet | Yodlee ensures that every financial application you develop offers digital transaction safety, security, and easy integration.
SAVVI Financial
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
Rocket Dollar
Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.
Curacubby
Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.
Kabbage
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.
Xero
Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.