Envestnet | Yodlee Account Summary, part of our FinApp series, provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.
Other content in this Stream
58:15On-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.
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.
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.
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.
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.
2:49Financial 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.
0:49Save 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.
0:47Budgets FinApp
Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.
0:56OK 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.
1:04As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
0:56Investment 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.
0:50Cash 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.
0:50Expense 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.
0:49Transactions 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.
1:01FastLink
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.
0:59Net 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.
11:50FinApp 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.
3:19Financial Wellness Solutions: FinApps & APIs
In this short video you'll learn how our Financial Wellness Solution combs innovative technology with analytical data.
2:06Wealth 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.
