eBooks

  • What Lessons Can the U.S. Learn from Open Banking in the UK

    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.

    Read Flipbook
  • Driving Customer Advocacy Through Hyper-Personalized Financial Experiences

    Driving Customer Advocacy Through Hyper-Personalized Financial Experiences

    Read Flipbook
  • 8 Strategies to Support Your Customers in Uncertain Times

    8 Strategies to Support Your Customers in Uncertain Times

    Read Flipbook
  • Account Verification Critical After Nacha Security Rule Change

    Account Verification Critical After Nacha Security Rule Change

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • Preparing Financial Service Providers for the Bot Revolution

    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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 8 Strategies for Evaluating Alternative Data

    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.

    Read Flipbook
  • Driving Customer Advocacy Through Hyper-Personalized Financial Experiences

    Driving Customer Advocacy Through Hyper-Personalized Financial Experiences

    Read Flipbook
  • 5 Reasons to Hyper-Personalize Your Digital Experience

    5 Reasons to Hyper-Personalize Your Digital Experience

    Read Flipbook
  • 7 Key Observations from COVID-19: Income and Spending Trends

    7 Key Observations from COVID-19: Income and Spending Trends

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • Delivering Transaction Clarity

    Delivering Transaction Clarity

    Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.

    Read Flipbook
  • loading
    Loading More...