Retail Banking/Financial Wellness

  • Open Banking: A New Frontier

    Open Banking: A New Frontier

    Open banking is broadly seen as a net benefit for consumers, but financial institutions stand to gain as well.

    Read Flipbook
  • Demo at FinovateFall 20216:43

    Demo at FinovateFall 2021

    Demo at FinovateFall 2021

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

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

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

    Read Flipbook
  • Unlocking the Benefits of U.S. Open Banking

    Unlocking the Benefits of U.S. Open Banking

    The open banking ecosystem of new and improved data access methods between financial institutions, data aggregators, application providers, and consumers offers powerful benefits.

    Read Flipbook
  • How Hyper-Personalized Digital Experiences and Actionable Insights Boost the Bottom line for FSPs

    How Hyper-Personalized Digital Experiences and Actionable Insights Boost the Bottom line for FSPs

    As consumers receive personalized experiences with services like Netflix, they yearn for similar, simpler interactions in their financial lives.

    Read Flipbook
  • Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.

    Read Flipbook
  • The Next Generation of Conversational Banking

    The Next Generation of Conversational Banking

    With Envestnet | Yodlee Conversational AI, financial service providers can interact with consumers on any device, using natural language processing across all major conversational ecosystems.

    Read Flipbook
  • The Open Banking Opportunity

    The Open Banking Opportunity

    This whitepaper will delve in on how FinTechs can best capitalize on opportunities and navigate challenges by understanding how Open Banking ecosystem works.

    Read Flipbook
  • Delivering Transaction Clarity

    Delivering Transaction Clarity

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

    Read Flipbook
  • 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.

    Read Flipbook
  • Critical Questions on Data Intelligence for FinTech Innovators

    Critical Questions on Data Intelligence for FinTech Innovators

    Envestnet | Yodlee’s Data Intelligence leverages transaction-level data for data analytics and market research.

    Read Flipbook
  • Critical Questions on Data Intelligence for Financial Institutions

    Critical Questions on Data Intelligence for Financial Institutions

    Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.

    Read Flipbook
  • The Quest for Enriched Data

    The Quest for Enriched Data

    Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • What Lessons Can the U.S. Learn from Open Banking in the UK

    What Lessons Can the U.S. Learn from Open Banking in the UK

    Open banking is the term used to describe the structured sharing of data by consumers with (and between) their financial service providers, based on those consumers’ needs and informed consent.

    Read Flipbook
  • 5 Reasons to Hyper-Personalize Your Digital Experience

    5 Reasons to Hyper-Personalize Your Digital Experience

    Read Flipbook
  • Best Practices for Driving the FinTech Digital Transformation

    Best Practices for Driving the FinTech Digital Transformation

    The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.

    Read Flipbook
  • On-Demand Webinar: Why Financial Services Companies Need to Invest in Voice and Chat1:01:13

    On-Demand Webinar: Why Financial Services Companies Need to Invest in Voice and Chat

    Listen to our on-demand webinar on voice and chat technologies and find out how they can be effectively utilized to create a more engaging and meaningful customer experience.

    Watch Video
  • On-Demand Webinar: Creating Financial Wellness with Personalized Insights25:18

    On-Demand Webinar: Creating Financial Wellness with Personalized Insights

    In this informational session, we’ll discuss how our newest API creates predictive algorithms from aggregated transaction data to generate relevant and actionable insights.

    Watch Video
  • loading
    Loading More...