Data Intelligence: The Competitive Advantage

May 9, 2017

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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. As a result, data intelligence has massive potential to change and shape financial habits and behaviors of individual consumers enabling better outcomes.

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Best Practices for Driving the FinTech Digital Revolution

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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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On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients

Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

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The Quest for Enriched Data

Data Intelligence: The Competitive Advantage

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Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

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

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.

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.

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

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.

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 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.

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

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

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.

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

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.

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

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

Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.

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

Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Yodlee Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.

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

Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.