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. With a holistic view of his clients’ finances in one place, he could provide more actionable advice.
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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.
Envestnet | Yodlee Demo: Finovate Spring 2016
<p>Envestnet | Yodlee demos our personal financial management solution at Finovate Spring 2016.</p>
Envestnet | Yodlee Presentation at LendIt 2017
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Envestnet | Yodlee Demo: Finovate Europe 2017
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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.
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.
The Future of the Decision Making Process for the Financial Services Industry Whitepaper
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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
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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.
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.
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.
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 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.
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.
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.
Envestnet | Yodlee OK to Spend