eBooks
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3 Keys to Identifying the Right Data Aggregation and Intelligence Provider
Banks and FinTechs must seek a company that offers trusted and secure access to financial data, provides comprehensive access to quality data at scale, and produces actionable intelligence.
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What Lessons Can the U.S. Learn from Open Banking in the UK
Open banking is the term used to describe the structured sharing of data by consumers with (and between) their financial service providers, based on those consumers’ needs and informed consent.
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Driving Customer Advocacy Through Hyper-Personalized Financial Experiences
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8 Strategies to Support Your Customers as We Navigate a New Normal
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Account Verification Critical With 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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A Transformative Approach to Open Banking in the U.S.
The essentials of a trusted and secure model for open banking and how we can all work toward a future ecosystem that empowers consumers and supports responsible data access
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8 Strategies for Evaluating Alternative Data
Before you work with an alternative data provider, you’ll want to ensure they meet your specific requirements along with all applicable data security and privacy standards.
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Driving Customer Advocacy Through Hyper-Personalized Financial Experiences
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5 Reasons to Hyper-Personalize Your Digital Experience
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7 Key Observations from COVID-19: Income and Spending Trends
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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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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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