eBooks

  • 9 Ways a Financial Data Aggregator Can Help You Grow from Startup to Success

    9 Ways a Financial Data Aggregator Can Help You Grow from Startup to Success

    As the market leader in financial data aggregation, Envestnet | Yodlee can fuel your growth from startup to success.

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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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  • 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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  • 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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  • 7 Ways to Optimize Your Mobile Payments App

    7 Ways to Optimize Your Mobile Payments App

    By combining top UX design principles and an understanding of your users with open APIs from Envestnet | Yodlee, you can deliver the mobile payment app experience users expect and demand.

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