Consumers expect to have their financial information made available to them when, where, and how they want it. Many consumers and small businesses are using a variety of third-party digital financial services and applications to help them with money management and financial wellness tasks.
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Aggregation Powered Services for Australian Financial Institutions Whitepaper
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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.
2:36Financial 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.
6:22Envestnet 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.
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.
7:15Envestnet | Yodlee Demo: Finovate Spring 2016
<p>Envestnet | Yodlee demos our personal financial management solution at Finovate Spring 2016.</p>
7:07Envestnet | 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
6:38Envestnet | 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
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.
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.
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.
Best Practices for Driving the Fintech Digital Revolution
Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.
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.
Critical Questions on Data Intelligence for Financial Institutions
Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.
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.
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.
Envestnet | Yodlee Financial Wellness Solution for Retail Banking
The Envestnet | Yodlee Financial Wellness Solution for Retail Banking is a suite of FinApps and APIs that go far beyond just organizing historical financial data.
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.
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.
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.
Data Intelligence-Enabled Next-Gen Chatbots Can Fuel Banking Customer Engagement