Retail Banking/Financial Wellness

  • 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 AI FinCheck Demo5:01

    Envestnet | Yodlee AI FinCheck Demo

    In this short video, we demonstrate the new AI Fincheck FinApp which is now a part of the Envestnet | Yodlee Financial Wellness Solution as of June 6, 2018.

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  • Envestnet | Yodlee Financial Wellness Solution Brochure

    Envestnet | Yodlee Financial Wellness Solution Brochure

    The Envestnet | Yodlee Financial Wellness Solution powered by data intelligence provides engaging personal financial experiences with actionable insights for consumers and financial institutions.

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  • Instant Account Verification: Accelerating Financial Innovation

    Instant Account Verification: Accelerating Financial Innovation

    Financial institutions today face increased competitive pressure to both reduce costs and find new sources of revenue.

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  • Aggregation Digital Money Management for European Financial Institutions Whitepaper

    Aggregation Digital Money Management for European Financial Institutions Whitepaper

    An entire class of aggregation-based online services known as Digital Money Management, or DMM, exists to help consumers organize, navigate and manage their financial lives.

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  • The Importance of Personal Financial Management for Customer Engagement

    The Importance of Personal Financial Management for Customer Engagement

    Personal Financial Management (PFM) offers a low-cost online channel that allows financial institutions to engage with their customers in the way today’s customers prefer.

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  • Data Intelligence Fuels Financial Wellness

    Data Intelligence Fuels Financial Wellness

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

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  • Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper

    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.

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  • Delivering Transaction Clarity: How Clarifying Confusing Transactions Lowers Costs, Boosts Revenues, and Leads Consumers Toward Financial We

    Delivering Transaction Clarity: How Clarifying Confusing Transactions Lowers Costs, Boosts Revenues, and Leads Consumers Toward Financial We

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

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  • Creating Customer Value Through Open API Initiatives

    Creating Customer Value Through Open API Initiatives

    As consumer use of financial technology services continues to increase, and as countries develop increasingly real-time payment schemes, banks can provide new services with new revenue streams.

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  • The Banking Revolution - Innovate at the Speed of Technology Whitepaper

    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.

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  • How Retail Banks Can Leverage Financial Data Insights Whitepaper

    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.

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  • Data Intelligence-Enabled Next-Gen Chatbots Can Fuel Banking Customer Engagement

    Data Intelligence-Enabled Next-Gen Chatbots Can Fuel Banking Customer Engagement

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

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  • Preparing Financial Service Providers for the Bot Revolution eBook

    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.

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  • Overcome the Top 4 Roadblocks and Deliver the Ultimate Financial Services Application Experience Overcome the Top 4 Roadblocks and Deliver

    Overcome the Top 4 Roadblocks and Deliver the Ultimate Financial Services Application Experience Overcome the Top 4 Roadblocks and Deliver

    Building a successful financial services application or service isn’t enough to get consumers to use it.

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  • Data Intelligence Fuels Financial Wellness

    Data Intelligence Fuels Financial Wellness

    By leveraging enriched data and artificial intelligence, our Financial Wellness Solution helps financial institutions and fintech developers provide actionable financial guidance to their customers.

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  • Delivering Transaction Clarity

    Delivering Transaction Clarity

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

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  • Turn Retail Banking Disruption Into Opportunity

    Turn Retail Banking Disruption Into Opportunity

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

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  • The Banking Revolution: Innovate at the Speed of Technology

    The Banking Revolution: Innovate at the Speed of Technology

    Unlock the data within a financial institution's legacy systems to create innovative and engaging financial applications for consumers.

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