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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Envestnet | Yodlee AI FinCheck Data Sheet

Data Intelligence: The Competitive Advantage

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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.

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.

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.

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

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.

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

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

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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.