Home » Data Sheets » Account Verification

× Share this Presentation

Facebook
Twitter
Email
LinkedIn

Account Verification

May 9, 2017

Share this Flipbook
Facebook
Twitter
Email
LinkedIn

Envestnet | Yodlee Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.

Previous Flipbook

Transaction Data Enrichment

Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Yodlee Transactio...

Next Flipbook

Wealth Management Solutions

Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how finan...

Most Recent Flipbooks

FastLink for Open Banking

Read Flipbook

Financial Insights API

The Envestnet | Yodlee Financial Insights API enables financial institutions or FinTech developers to easily build hyper-personalized financial apps.

Read Flipbook

Developer Experience

Build and deliver hyper-personalized apps with the most comprehensive site coverage and accurate financial data, intelligent APIs, and developer-friendly tools and pricing.

Read Flipbook

Conversational AI

Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.

Read Flipbook

The Platform for Financial Innovation

The Envestnet | Yodlee Financial Data Platform brings together financial data and analytics in unique ways to power personalized and dynamic financial apps and grow business insights.

Read Flipbook

AI FinCheck

The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

Read Flipbook

Account Verification API

Get access to key details from bank accounts in Internet time to provide a killer UX experience while reducing risk of fraud and NSF or non-payment.

Read Flipbook

Account Aggregation API

Get user-permissioned, secure access to financial account and transactional data from users’ checking, savings, investments, loans, rewards, and other financial accounts for disruptive digital apps.

Read Flipbook

Channel Partner Overview

Envestnet | Yodlee channel partners are equipped with the financial solutions, tools, technology, and support to drive growth and meet financial service providers’ increasing needs.

Read Flipbook

Envestnet Intelligence for Financial Institutions

Envestnet® Intelligence for Financial Institutions is an omni-channel intelligence tool that leverages AI & machine learning, natural language processing, and an advanced data analytics engine.

Read Flipbook

OK to Spend

The Envestnet | Yodlee OK to Spend FinApp and fully RESTful API empowers consumers to spend wisely and attain financial wellness.

Read Flipbook

Financial Wellness Solutions for Financial Institutions

Envestnet | Yodlee Financial Wellness Solutions for Financial Institutions is comprised of the FinApp series and APIs that go far beyond just organizing historical financial data.

Read Flipbook

FastLink for Data Aggregation

Envestnet | Yodlee FastLink for Aggregation is a unique, patented technology that leverages Envestnet | Yodlee’s experience aggregating consumer financial data for the largest financial providers.

Read Flipbook

Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

The Envestnet | Yodlee integration with the Salesforce Financial Services Cloud provides advisors a single, comprehensive view of the data they need to build deeper one-to-one client relationships.

Read Flipbook

Transaction Data Enrichment

Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Yodlee Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.

Read Flipbook

Wealth Management Solutions

Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how financial institutions interact with self-directed investors.

Read Flipbook

Wealth Management Solutions: Account Aggregation

With Envestnet | Yodlee’s Account Aggregation, you can gain a complete view of your investor’s entire financial profile in order to deliver informed investment advice that’s in their best interest.

Read Flipbook

Wealth Management Solutions: Asset Classification Service

Enrich your investment advice and reporting with asset classification, and risk and reward data with Envestnet | Yodlee’s Asset Classification Service.

Read Flipbook

Wealth Management Solutions: Investment Options Service

With Envestnet | Yodlee’s Investment Options Service, you can gain an understanding of your investors’ 401(k) plans, and the investment options available to them.

Read Flipbook

Wealth Management Solutions: Reconciliation Service

Envestnet | Yodlee’s Reconciliation Service leverages the most accurate and complete investment data for both managed, and non-managed accounts for use in your investor consultations.

Read Flipbook

Return to Home