Financial Wellness

  • On-Demand Webinar: Winning Customers with Digital Financial Wellness Tools and Insights58:15

    On-Demand Webinar: Winning Customers with Digital Financial Wellness Tools and Insights

    Hear from guest speaker Tiffani Montez as she shares key takeaways from recent research and interviews with industry thought leaders on digital banking engagement.

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  • Data Intelligence Fuels Financial Wellness

    Data Intelligence Fuels Financial Wellness

    Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.

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  • Chatbots and Conversational Banking Power the Move to Customer Centricity

    Chatbots and Conversational Banking Power the Move to 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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  • 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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  • 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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  • Financial Wellness Solutions2:49

    Financial Wellness Solutions

    With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

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  • Save for a Goal FinApp0:49

    Save for a Goal FinApp

    Envestnet | Yodlee Save For a Goal, part of our FinApp series, tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

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  • Budgets FinApp0:47

    Budgets FinApp

    Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.

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  • OK to Spend FinApp0:56

    OK to Spend FinApp

    By applying machine learning AI techniques and data analytics to historical transactions, Envestnet | Yodlee OK to Spend provides an easy way to forecast monthly expenses and balances.

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  • AI FinCheck FinApp1:04

    AI FinCheck FinApp

    As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

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  • Investment Holdings FinApp0:56

    Investment Holdings FinApp

    With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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  • Cash Flow Analysis FinApp0:50

    Cash Flow Analysis FinApp

    By showing consumers where they stand across all their accounts, Envestnet | Yodlee Cash Flow Analysis helps consumers make sound financial decisions and improve their financial wellness.

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  • Expense and Income Analysis FinApp0:50

    Expense and Income Analysis FinApp

    With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

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  • Transactions FinApp0:49

    Transactions FinApp

    Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

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  • Account Summary FinApp0:45

    Account Summary FinApp

    Envestnet | Yodlee Account Summary provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.

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  • FastLink1:01


    Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.

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  • Net Worth FinApp0:59

    Net Worth FinApp

    Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

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  • FinApp Series11:50

    FinApp Series

    Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

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  • Financial Wellness Solutions: FinApps & APIs3:19

    Financial Wellness Solutions: FinApps & APIs

    In this short video you'll learn how our Financial Wellness Solution combs innovative technology with analytical data.

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  • Wealth Management Solutions2:06

    Wealth Management Solutions

    Envestnet | Yodlee's Wealth Management Solutions, aggregated data and financial applications, allow you to view your client's financial life all in one place, including those assets you don't manage.

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