eBooks

  • Asking-and Answering-Key Business Questions with Data Analytics eBook

    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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  • Preparing Financial Service Providers for the Bot Revolution eBook

    Preparing Financial Service Providers for the Bot Revolution eBook

    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

    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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  • Bringing Credit Invisibles Into Focus with Alternative Data eBook

    Bringing Credit Invisibles Into Focus with Alternative Data eBook

    By using alternative data sources, financial institutions and fintech lenders have the opportunity to reach a new customer segment in the credit invisible space.

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  • Data Intelligence: The Competitive Advantage

    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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  • Optimizing Lending Decisions with Critical Insight

    Optimizing Lending Decisions with Critical Insight

    Envestnet | Yodlee Risk Insight Solutions are designed to use consumer permissioned data specifically for credit and lending use cases within an FCRA compliance framework.

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  • Data Intelligence Fuels Financial Wellness

    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

    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

    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

    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 Overcome the Top 4 Roadblocks and Deliver

    Overcome the Top 4 Roadblocks and Deliver the Ultimate Financial Services Application Experience Overcome the Top 4 Roadblocks and Deliver

    Building a successful financial services application or service isn’t enough to get consumers to use it.

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  • The Banking Revolution: Innovate at the Speed of Technology

    The Banking Revolution: Innovate at the Speed of Technology

    Unlock the data within a financial institution's legacy systems to create innovative and engaging financial applications for consumers.

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  • Harnessing the True Power of Data

    Harnessing the True Power of Data

    Most financial institutions have access to reams of customer data. Learn how financial institutions can gain from leveraging their data, the barriers to successful usage.

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  • The Digital Revolution in Wealth Management is Here. Prepared?

    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

    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

    Fintech Rising: Creating Synergy in Financial Services

    Digital technologies and mobile apps engage more customers in finance, banking, and payments.

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  • 7 Secrets to Fintech Success

    7 Secrets to Fintech Success

    Fintech startups are finding opportunities in the disintermediation of financial institutions and trends, but 9 out of 10 startups fail.

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  • The Fintech Revolution: Innovate at the Speed of Technology

    The Fintech Revolution: Innovate at the Speed of Technology

    There are number of reasons why most financial innovation is happening outside of the banking industry.

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  • 7 Reasons to Bank on Financial APIs

    7 Reasons to Bank on Financial APIs

    As a financial app developer there are many advantages to using APIs. Build innovation, connectivity, and speed into your financial app development process with APIs and drive user growth.

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  • Creating Killer Mobile Money Apps

    Creating Killer Mobile Money Apps

    Financial apps are incredibly popular, but consumers aren't interacting with apps that financial institutions have created.

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