Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.
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Most Recent Flipbooks
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.
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.
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.
Best Practices for Driving the Fintech Digital Revolution
Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.
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.
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.
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.
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.
The Power of Personalization
Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings.
Delivering Transaction Clarity
Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.
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.
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.
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.
Fintech Rising: Creating Synergy in Financial Services
Digital technologies and mobile apps engage more customers in finance, banking, and payments.
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.
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.
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.
Creating Killer Mobile Money Apps
Financial apps are incredibly popular, but consumers aren't interacting with apps that financial institutions have created.
7 Ways to Optimize Your Mobile Payments App