GoalKepeer Micro-Savings and Insights Solutions

August 10, 2021

With Goalkeeper Micro-Savings consumers can create their own aspirational financial goals with custom names and images and connect their existing bank account to their goal account. Consumers also pick a savings engine to power their saving, based on either a fixed set-it and forget it methodology or the proprietary algorithm which analyzes their spending habits and suggests sensible savings options. Leveraging Envestnet | Yodlee’s Insights Solutions to identify, segment, inform, and monitor opportunities to provide financial guidance, recommend actions,
and upsell or cross-sell products and services. 

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Insights Solutions: Insights Library
Insights Solutions: Insights Library

Uncover financial insights around consumer spending, savings, budgeting, income, subscriptions, and more wi...

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