In a recent webinar, “The Explosion of Data: How To Harness It Into Holistic Wealth Advice,” Darrin Courtney, Research Director at CEB TowerGroup, referenced a survey showing that affluent investors are looking for more than simply a strong return on their investments.
Home » Financial Institutions » Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status
S&P 500 Investment Firm Case Study
This S&P 500 firm discovered they could leverage the Envestnet | Yodlee Financial Data Platform to gain a m...
Other content in this Stream
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.
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
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.
Envestnet | Yodlee Demo at Finovate Fall 2017
While many tools provide generalized advice, only the Envestnet | Yodlee AI FinCheck app enables banks and wealth management firms to deliver specific, personalized insights.
The Explosion of Data How to Harness It into Holistic Wealth Advice Whitepaper
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.
How Retail Banks Can Leverage Financial Data Insights Whitepaper
With major demographic and technological trends converging and impacting the financial services marketplace, financial institutions need to drive customer engagement.
The Banking Revolution - Innovate at the Speed of Technology Whitepaper
Fintech entrepreneurs have launched new ventures in everything from peer-to-peer lending to crowd funding and from micro-payments to automated wealth management.
Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper
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.
Can Your Wealth Management Firm Stand Up To The New Wave of Fintech Disruptors Whitepaper
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 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.
Envestnet | Yodlee Analytics for Financial Institutions
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.
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.
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