Product & Marketing Analytics
Harnessing transaction data enables personalized marketing, innovative products, and stronger retention, helping financial institutions stay agile, competitive, and responsive.
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Data Sheets
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Advisor View
Yodlee Advisor View integrates with your CRM to provide real-time insights into clients’ PFM experiences, streamline workflows, and support compliance, empowering deeper, more effective engagement.
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Transaction Data Enrichment | Free Trial Evaluation
Apply the power of Transaction Data Enrichment to your own data and experience how you can clarify details and gain insight from transaction data.
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Envestnet | Yodlee Account Verification
Envestnet | Yodlee Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.
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Envestnet | Yodlee Asset Transfer Verification
Enhance your asset transfer experience with Envestnet® | Yodlee®. Our solution helps simplify the process, enabling smoother transitions and empowering investors to make confident move
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Protect Your Business with Advanced Risk Analytics to Manage Risk and Reduce Fraud
Download our one-pager to learn more about how advanced risk analytics can help protect your business.
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Consumers are Looking for Insights from a Trusted Resource
Check out our data sheet to learn more about the present day "consumer challenge" and how insights can help solve that problem.
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Envestnet | Yodlee Subscription & Bill Tracker
Check out our data sheet to learn more about how you can potentially help clients save money annually through the Envestnet | Yodlee Subscription & Bill Tracker
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Envestnet | Yodlee Credit Matrix: Income, Expense & Asset Information Overview
Download our data sheet to get an overview of Credit Matrix: Income, Expense & Asset Information
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The Envestnet | Yodlee Advantage
Download our data sheet to learn about how we can help support your business with comprehensive, diverse data coverage, world-class data enrichment, and more.
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Yodlee Credit Matrix
Unlock smarter lending with Yodlee Credit Matrix, using consumer-permissioned data and real-time insights for accurate credit decisioning and risk assessment.
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Envestnet | Yodlee SMB Solutions
Drive primacy with small-to-medium businesses (SMBs) by using data and analytics to provide holistic financial views, actionable insights, and personalized services.
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Envestnet Bank Deposit Index Data Sheet
Envestnet Bank Deposit Index provides daily views and insights into deposit inflows and outflows, as well as benchmarking against bank cohorts. Download the data sheet to learn more.
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Envestnet | Yodlee Credit Matrix: Cashflow, Deposit, and Asset Data
Easy access to customer-permissioned alternative lending data that includes current cashflow, deposit and asset data in one file.
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416% ROI: The Business Case for Data Aggregation
Download our data sheet to see total economic impact of Envestnet Data Aggregation
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Envestnet Insights Engine: Activate Data and Analytics for Impact
Download our data sheet to learn more about what our data, analytics, and experiences driven platform — featuring Insights Engine — can do for you.
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Envestnet | Yodlee Data Aggregation Checklist
Download our data aggregation checklist data sheet to learn how data aggregation helps optimize customer relationships, establish more efficient operations and retain and expand customers and assets.
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Envestnet | Yodlee Aggregator Switch Kit
Download our aggregator switch kit data sheet to learn how data aggregation helps optimize customer relationships, establish more efficient operations and retain and expand customers and assets.
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Envestnet Wealth Data Platform
The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.
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Envestnet Enterprise Advanced Dashboards
With the Advanced Dashboards, you have daily insight into your sales and redemptions and can gain unprecedented understanding of your opportunities for each of your product types.
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