Retail Banking/Financial Wellness

  • Envestnet | Yodlee FinApps11:50

    Envestnet | Yodlee FinApps

    Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.

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  • On-Demand Webinar: Building Effective Financial Education44:27

    On-Demand Webinar: Building Effective Financial Education

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  • Envestnet | Yodlee Fastlink1:01

    Envestnet | Yodlee Fastlink

    Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.

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  • Envestnet | Yodlee AI FinCheck FinApp1:04

    Envestnet | Yodlee AI FinCheck FinApp

    As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

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  • Envestnet | Yodlee OK to Spend FinApp0:56

    Envestnet | Yodlee OK to Spend FinApp

    By applying machine learning AI techniques and data analytics to historical transactions, the Envestnet | Yodlee OK to Spend FinApp provides an easy way to forecast monthly expenses and balances.

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  • Envestnet | Yodlee Net Worth FinApp0:59

    Envestnet | Yodlee Net Worth FinApp

    The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

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  • Envestnet | Yodlee Save for a Goal FinApp0:49

    Envestnet | Yodlee Save for a Goal FinApp

    The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

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  • Envestnet | Yodlee Cash Flow Analysis FinApp0:50

    Envestnet | Yodlee Cash Flow Analysis FinApp

    By showing consumers where they stand across all their accounts, the Envestnet | Yodlee Cash Flow Analysis FinApp helps consumers make sound financial decisions and improve their financial wellness.

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  • Envestnet | Yodlee Budgets FinApp0:47

    Envestnet | Yodlee Budgets FinApp

    Empower consumers to set a budget and stay on top of expenses and savings with the Envestnet | Yodlee Budgets FinApp.

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  • Envestnet | Yodlee Investment Holdings FinApp0:56

    Envestnet | Yodlee Investment Holdings FinApp

    With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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  • Envestnet | Yodlee Expense and Income Analysis FinApp0:50

    Envestnet | Yodlee Expense and Income Analysis FinApp

    With the Envestnet | Yodlee Expense and Income Analysis FinApp, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

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  • Envestnet | Yodlee Transactions FinApp0:49

    Envestnet | Yodlee Transactions FinApp

    The Envestnet | Yodlee Transactions FinApp provides consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

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  • Envestnet | Yodlee Account Summary FinApp0:45

    Envestnet | Yodlee Account Summary FinApp

    The Envestnet | Yodlee Account Summary FinApp provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.

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  • On-Demand Webinar: How Much is Financial Wellness Worth to Customers?1:02:36

    On-Demand Webinar: How Much is Financial Wellness Worth to Customers?

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  • Envestnet | Yodlee Featured FinApps Demo: Account Summary and Transactions4:22

    Envestnet | Yodlee Featured FinApps Demo: Account Summary and Transactions

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  • Envestnet Yodlee AI Fincheck Product Launch Demo5:00

    Envestnet Yodlee AI Fincheck Product Launch Demo

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  • Using AI to Improve Financial Health eBook

    Using AI to Improve Financial Health eBook

    This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.

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  • Envestnet | Yodlee AI FinCheck Data Sheet

    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.

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  • Envestnet | Yodlee Financial Wellness Solutions3:19

    Envestnet | Yodlee Financial Wellness Solutions

    In this short video you'll learn how our Financial Wellness Solution combs innovative technology with analytical data.

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  • Envestnet | Yodlee Demo: Finovate Fall 20177:07

    Envestnet | 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

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