eBooks
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7 Key Observations from COVID-19: Income and Spending Trends
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8 Strategies to Support Your Customers in Uncertain Times
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Account Verification Critical After Nacha Security Rule Change
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10 Ways a Financial Data Aggregator Can Help You Build Quickly and Accelerate Growth
As the market leader in financial data aggregation, Envestnet | Yodlee can help you quickly develop hyper-personalized digital experiences using our intelligent APIs and data.
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Using AI to Improve Financial Health eBook
This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.
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Preparing Financial Service Providers for the Bot Revolution
With the ability to deliver individualized guidance, sales support, customer service, and other commerce-related functions, chatbots are completely changing how consumers interact with their brands.
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Best Practices for Driving the FinTech Digital Revolution
Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.
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5 Ways FinTechs are Using Financial Data to Power Innovation
This eBook will explore the top data-driven use cases where FinTech firms have major opportunities to make their mark, and highlight firms disrupting in these spaces with Envestnet | Yodlee.
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Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders
Not a coder? This eBook explains everything you need to know about the Envestnet | Yodlee API without all the coder language.
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Chatbots and Conversational Banking Power Customer Centricity
Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.
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Asking-and Answering-Key Business Questions with Data Analytics eBook
Data Analytics can be a valuable asset to wealth managers and financial institutions alike when looking to discover the deep levels of business intelligence.
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Data Intelligence: The Competitive Advantage
The latest innovations in and extensions of data science embrace behavioral psychology and machine learning to automate chores, make personalized recommendations, and provide actionable advice.
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Data Intelligence Fuels Financial Wellness
By leveraging enriched data and artificial intelligence, our Financial Wellness Solution helps financial institutions and fintech developers provide actionable financial guidance to their customers.
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Turn Retail Banking Disruption Into Opportunity
Financial Institutions will have an advantage if they listen closely to their customers and meet their desire for online financial management tools.
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The Power of Personalization
Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings.
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Delivering Transaction Clarity
Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.
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Overcome the Top 4 Roadblocks and Deliver the Ultimate Financial Services Application Experience
Building a successful financial services application or service isn’t enough to get consumers to use it.
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The Digital Revolution in Wealth Management is Here. Prepared?
Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Management solution enables financial institutions to better serve digitally savvy.
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Capitalizing on Innovation: Trends in Wealth Management
In this eBook, we’ll examine four major wealth management trends and opportunities to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.
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FinTech Rising: Creating Synergy in Financial Services
Digital technologies and mobile apps engage more customers in finance, banking, and payments.
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