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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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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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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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 uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
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Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.
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Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.
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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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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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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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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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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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Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.
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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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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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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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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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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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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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