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.
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.
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.
See Where You Are Over Time: Stand Against Your Competitors Through Cross-Shop Analysis and Consumer Shopping Reports eBook
This eBook explores how retail and ecommerce brands should constantly be asking questions about their customers, competitors, and future opportunities.
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.
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.
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.
By leveraging enriched data and artificial intelligence, our Financial Wellness Solution helps financial institutions and fintech developers provide actionable financial guidance to their customers.
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.
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.
