eBooks

  • 3 Keys to Identifying the Right Data Aggregation and Intelligence Provider

    3 Keys to Identifying the Right Data Aggregation and Intelligence Provider

    Banks and FinTechs must seek a company that offers trusted and secure access to financial data, provides comprehensive access to quality data at scale, and produces actionable intelligence.

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  • FinTech: The New Core of Financial Services

    FinTech: The New Core of Financial Services

    FinTech is changing the way consumers interact with FIs by increasing the efficiency of services and shaping bold new service offerings.

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  • 8 Strategies to Support Your Customers as We Navigate a New Normal

    8 Strategies to Support Your Customers as We Navigate a New Normal

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  • Chatbots and Conversational Banking Power Customer Centricity

    Chatbots and Conversational Banking Power 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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  • Delivering Transaction Clarity

    Delivering Transaction Clarity

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

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  • Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders

    Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders

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

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  • The Power of Personalization

    The Power of Personalization

    Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings.

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  • Preparing Financial Service Providers for the Bot Revolution

    Preparing Financial Service Providers for the Bot Revolution

    With the ability to deliver individualized guidance, sales support, customer service, and other commerce-related functions, chatbots are completely changing how consumers interact with their brands.

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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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