Envestnet | Yodlee The Future of Personal Financial Management
Discover how advanced Personal Finance Management (PFM) tools are shaping the future of financial wellness.
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Financial Wellness
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Subscription & Bill Tracker Overview
Take a look at this overview of our Subscription & Bill Tracker to learn how to offer your customers the tools and services to help them save money on their day-to-day expenses.
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Overview of Envestnet | Yodlee's Analytics Modules
Hear from our Head of Product Management - Analytics dive into an overview of the Management Reporting, Business Intelligence, and Product & Marketing Insights modules offered through our suite.
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Consumers are Looking for Insights from a Trusted Resource
Check out our data sheet to learn more about the present day "consumer challenge" and how insights can help solve that problem.
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Subscription Savings Opportunity
Hear from our Head of Product on how consumers can better understand their subscription costs and save money by innovating their digital experience.
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Financial Inclusion and Credit Accelerator
Hear from our Client Partnership Director - Credit on the importance of credit in our day-today world, and how we help with financial inclusivity through our credit offerings.
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Complete this quick self-assessment to see where you are in your data-to-value journey!
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32MM SMBs in the US are underserved. How to Connect.
Engage, retain, and attract SMBs with the consolidated SMB business and financial data in the Envestnet SMB Portal. Banks, fintechs, and SMB owners can surface hidden insights, opportunities...
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Envestnet Bank Data Platform Data Sheet
The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.
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Empowering the Journey from Savings to Wealth with Holistic Goals-Based Savings Tools
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The Future of Financial Services
Watch our on-demand webinar where we discuss how you can use de-identified customer data to enable more integrated, personal experiences.
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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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FinGoal
FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
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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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SMB Success: Tapping Into the Hidden Potential of Small to Mid-Sized Businesses
Financial institutions have unique relationships with small to mid-sized businesses (SMBs). Years of support, and even side-by-side collaboration, position banks as trusted partners. Read more.
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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
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 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 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 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 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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