Financial Institutions

  • Envestnet | Yodlee AI FinCheck Data Sheet

    Envestnet | Yodlee AI FinCheck Data Sheet

    The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

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  • Preparing Financial Service Providers for the Bot Revolution eBook

    Preparing Financial Service Providers for the Bot Revolution eBook

    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 the Right Data to Focus in on Credit Invisibles Whitepaper

    Using the Right Data to Focus in on Credit Invisibles Whitepaper

    By leveraging alternative data sources and advanced technology, financial institutions can make data-driven decisions to effectively balance revenue an risk to reach a massive, untapped customer base.

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  • The Future of the Decision Making Process for the Financial Services Industry Whitepaper

    The Future of the Decision Making Process for the Financial Services Industry Whitepaper

    With Envestnet | Yodlee Data Analytics for Financial Institutions, users can bring as much data as they want from any source into one place and ask the tailored questions they want.

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  • Envestnet | Yodlee Demo at Finovate Fall 20177:08

    Envestnet | Yodlee Demo at Finovate Fall 2017

    While many tools provide generalized advice, only the Envestnet | Yodlee AI FinCheck app enables banks and wealth management firms to deliver specific, personalized insights.

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  • The Explosion of Data How to Harness It into Holistic Wealth Advice Whitepaper

    The Explosion of Data How to Harness It into Holistic Wealth Advice Whitepaper

    Wealth management firms need to improve the scalability of their IT systems, build the capability to process diverse sources of data, and integrate disparate solutions.

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  • How Retail Banks Can Leverage Financial Data Insights Whitepaper

    How Retail Banks Can Leverage Financial Data Insights Whitepaper

    With major demographic and technological trends converging and impacting the financial services marketplace, financial institutions need to drive customer engagement.

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  • The Banking Revolution - Innovate at the Speed of Technology Whitepaper

    The Banking Revolution - Innovate at the Speed of Technology Whitepaper

    Fintech entrepreneurs have launched new ventures in everything from peer-to-peer lending to crowd funding and from micro-payments to automated wealth management.

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  • Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper

    Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper

    To crack the code on the marketing potential of mass personalization, the ideal starting point is to enhance data contained within a bank’s own core systems.

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  • Can Your Wealth Management Firm Stand Up To The New Wave of Fintech Disruptors Whitepaper

    Can Your Wealth Management Firm Stand Up To The New Wave of Fintech Disruptors Whitepaper

    In a seismic shift that is both technologically- and generationally-driven, digitally-savvy investors are increasingly demanding the ability to manage personal investment assets.

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  • The Platform for Financial Innovation

    The Platform for Financial Innovation

    The Envestnet | Yodlee Financial Data Platform brings together financial data and analytics in unique ways to power personalized and dynamic financial apps and grow business insights.

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  • Envestnet | Yodlee Analytics for Financial Institutions

    Envestnet | Yodlee Analytics for Financial Institutions

    Envestnet | Yodlee Analytics for Financial Institutions allows financial institution executives to make better use of big data with analytics and visualization tools that provide answers.

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  • Best Practices for Driving the Fintech Digital Revolution

    Best Practices for Driving the Fintech Digital Revolution

    Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.

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  • Data Intelligence: The Competitive Advantage

    Data Intelligence: The Competitive Advantage

    The latest innovations in and extensions of data science embrace behavioral psychology and machine learning to automate chores, make personalized recommendations, and provide actionable advice.

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  • Critical Questions on Data Intelligence for Financial Institutions

    Critical Questions on Data Intelligence for Financial Institutions

    Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.

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  • Envestnet | Yodlee Risk Insight Solutions: Asset Insight

    Envestnet | Yodlee Risk Insight Solutions: Asset Insight

    Envestnet | Yodlee’s Asset Insight is a package of calculated attributes that can be added into any Envestnet | Yodlee Risk Insight report.

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  • Envestnet | Yodlee Risk Insight Solutions: Income Insight

    Envestnet | Yodlee Risk Insight Solutions: Income Insight

    As a part of Envestnet | Yodlee Risk Insight Solutions, Envestnet | Yodlee's Income Insight provides transaction and account level data when decisioning, underwriting, and verification processes.

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  • Data Analytics for Credit

    Data Analytics for Credit

    As consumer habits and practices continue to evolve, traditional credit score data is no longer enough to go on when attempting to build more accurate credit risk models.

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  • Envestnet | Yodlee Mortgage Asset Verification Report

    Envestnet | Yodlee Mortgage Asset Verification Report

    See how to quickly gather critical mortgage asset information in real time to satisfy underwriting requirements, thereby improving the user experience for applicants while reducing internal costs.

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  • Top Trends Driving Change in Retail Lending

    Top Trends Driving Change in Retail Lending

    In this webinar, we explored how leading financial institutions are using data and analytics to better compete in the consumer and small business credit markets.

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