Preparing Financial Service Providers for the Bot Revolution

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.

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.

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.

Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.

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.

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.

Not a coder? This eBook explains everything you need to know about the Envestnet | Yodlee API without all the coder language.

Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.

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.

By leveraging enriched data and artificial intelligence, our Financial Wellness Solution helps financial institutions and fintech developers provide actionable financial guidance to their customers.

Financial Institutions will have an advantage if they listen closely to their customers and meet their desire for online financial management tools.

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

Building a successful financial services application or service isn’t enough to get consumers to use it.