eBooks

  • 5 Ways FinTechs are Using Financial Data to Power Innovation

    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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  • 10 Ways a Financial Data Aggregator Can Help You Build Quickly and Accelerate Growth

    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

    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 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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  • Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders

    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

    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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  • See Where You Are Over Time: Stand Against Your Competitors Through Cross-Shop Analysis and Consumer Shopping Reports eBook

    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.

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  • 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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  • 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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  • 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 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?

    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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