Financial Institutions

  • The Quest for Enriched Data

    The Quest for Enriched Data

    Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.

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  • Financial Advisor Aggregation Testimonial2:36

    Financial Advisor Aggregation Testimonial

    Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.

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  • 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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  • Demo: Finovate Spring 2016 7:15

    Demo: Finovate Spring 2016

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  • Demo: Finovate Fall 20177:07

    Demo: Finovate Fall 2017

    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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  • 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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  • 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 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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  • Envestnet | Yodlee Financial Wellness Solutions for Financial Institutions

    Envestnet | Yodlee Financial Wellness Solutions for Financial Institutions

    Envestnet | Yodlee Financial Wellness Solutions for Financial Institutions is comprised of the FinApp series and APIs that go far beyond just organizing historical financial data.

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  • Financial Institution Case Study

    Financial Institution Case Study

    The organization turned to Envestnet | Yodlee APIs and categorization engine to display categorized transactions and help users easily track their spending.

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  • Turn Retail Banking Disruption Into Opportunity

    Turn Retail Banking Disruption Into Opportunity

    Financial Institutions will have an advantage if they listen closely to their customers and meet their desire for online financial management tools.

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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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  • Data Intelligence-Enabled Next-Gen Chatbots Can Fuel Banking Customer Engagement

    Data Intelligence-Enabled Next-Gen Chatbots Can Fuel Banking Customer Engagement

    Bots and chatbots have been around in some form since the dawn of the internet and some believe they now have the sophistication.

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