Whitepapers

  • Consumer Financial Well-Being Gets a Boost from UK Open Banking and Open Finance

    Consumer Financial Well-Being Gets a Boost from UK Open Banking and Open Finance

    Open Banking and open finance are one of the greatest changes in the competitive landscape in consumer finance in decades.

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  • The Open Banking Opportunity

    The Open Banking Opportunity

    Open banking initiatives are live, in progress, or under consideration in most major economies around the globe.

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  • Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Data Aggregation + Intelligence: The Keystone to Financial Innovation

    To stay competitive, today’s Financial Service Providers (FSPs) must provide consumers with the personalized digital financial choices and guidance they desire.

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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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  • Enabling Financial Disruption: Instant Account Verification is the Key to Quickly Gaining Traction with Customers and Building Critical Mass

    Enabling Financial Disruption: Instant Account Verification is the Key to Quickly Gaining Traction with Customers and Building Critical Mass

    Financial institutions today face increased competitive pressure to both reduce costs and find new sources of revenue.

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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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  • Delivering Transaction Clarity

    Delivering Transaction Clarity

    Envestnet | Yodlee takes confusing transaction data and translates it into clear, easy-to-read information.

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  • Using Account Aggregation and Reconciliation to Boost Revenue

    Using Account Aggregation and Reconciliation to Boost Revenue

    Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.

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  • Unlocking the Opportunities in Next-Generation Wealth Management

    Unlocking the Opportunities in Next-Generation Wealth Management

    Changing demographics and fast-evolving technology are generating new business potential for the advisors and wealth management firms who adapt. Find out what you need to do to surmount these shifts.

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