Financial Institutions

  • Envestnet Intelligence6:22

    Envestnet Intelligence

    Watch this video to learn about Envestnet Intelligence for Financial Institutions, a new omni-channel intelligence tool that leverages AI, natural language processing, and a data analytics engine.

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  • 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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  • Envestnet | Yodlee Demo: Finovate Spring 2016 7:15

    Envestnet | Yodlee Demo: Finovate Spring 2016

    <p>Envestnet | Yodlee demos our personal financial management solution at Finovate Spring 2016.</p>

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  • Envestnet | Yodlee Presentation at LendIt 201728:15

    Envestnet | Yodlee Presentation at LendIt 2017

    After the Loan: Continuous Monitoring of the Consumer - by Yodlee's Terry McKeown, Practice Manager, Financial Data

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  • Envestnet | Yodlee Demo: Finovate Fall 20177:07

    Envestnet | Yodlee Demo: Finovate Fall 2017

    <p>At a time when consumer financial anxiety is at an all-time high, you can help lower your customers’ stress by providing them with an artificially intelligent tool that enables them to be truly pro

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  • Envestnet | Yodlee Demo: Finovate Europe 20176:38

    Envestnet | Yodlee Demo: Finovate Europe 2017

    Envestnet | Yodlee presented at Finovate Europe 2017. For the event, Envestnet | Yodlee presented its Open Banking API solution. The solution accelerates open banking delivery with secure APIs, str

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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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  • 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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  • 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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  • Harnessing the True Power of Data

    Harnessing the True Power of Data

    Most financial institutions have access to reams of customer data. Learn how financial institutions can gain from leveraging their data, the barriers to successful usage.

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  • Envestnet | Yodlee OK to Spend

    Envestnet | Yodlee OK to Spend

    The Envestnet | Yodlee OK to Spend FinApp and fully RESTful API empowers consumers to spend wisely and attain financial wellness.

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