Insights Solutions: Peer Benchmarking

August 25, 2020

By comparing their financial data to their peers with similar income and geographic locations, Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity for consumers and financial advisors. For financial advisors, this continuously expanding collection of peer benchmarking data can optimize financial planning and drive specialized consumer offerings to increase engagement and wallet-share. For consumers, the comparison data can be a powerful motivator for taking actions that propel end-users forward on their financial wellness journey.

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Insights Solutions: Personalized Views
Insights Solutions: Personalized Views

With Envestnet | Yodlee Personalized Views, you can create a compelling, hyper-personalized digital experie...

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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...